ADM211 – Administration Essentials for Experienced Admins


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Upcoming Dates

Nov 15 - Nov 18, 2021
09:00 - 17:00

Dec 20 - Dec 23, 2021
09:00 - 17:00

Jan 18 - Jan 21, 2022
09:00 - 17:00

  Feb 15 - Feb 18, 2022
09:00 - 17:00

ADM211 – Administration Essentials for Experienced Admins
4 days  (Instructor Led Online)  |  Administration Essentials

Course Details

The ADM211 – Administration Essentials for Experienced Admins course covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more out of Salesforce.


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When you complete this course, you’ll be able to:

  • Determine and implement appropriate data access and visibility settings
  • Manage configuration changes in a sandbox environment and move data between environments using changesets
  • Extend the functionality of your implementation with custom objects, custom apps, and the AppExchange
  • Improve data quality so that the ongoing task of data maintenance is not so overwhelming
  • Extend your analytics to provide up-to-date views of your business
  • Implement complex business processes using workflow rules, approval processes, and Visual Workflow


Troubleshoot Record Access and Field Visibility

  • Troubleshooting Record Access
  • Understanding the Impact of Territory Management on the Sharing Model
  • Managing Field Visibility


Change Management

  • Managing Changes in a Sandbox
  • Deploying Changes Using Change Sets


Extend Salesforce with Custom Objects and Apps

  • Building Custom Objects, Tabs, and Apps
  • Creating Relationships Between Objects
  • Using Apps from the AppExchange


Extend Analytics

  • Creating Custom Report Types
  • Building Exception Reports with Cross Filters
  • Categorizing Report Data with Bucketing
  • Extending Summaries in Reports and Dashboards
  • Displaying Multiple Views of Data Using Joined Reports
  • Analyzing Data Over Time with Analytic Snapshots


Improve Data Quality

  • Assessing, Cleansing, and Maintaining Data Quality
  • Merging Duplicate Records
  • Cleaning and Enriching Data with


Automate Complex Business Processes

  • Creating Formulas and Workflow Rules to Enforce Business Processes
  • Troubleshooting Business Process Execution Issues
  • Understanding When Business Process Automation Must Be Extended Using Programmatic Means


Streamline Requests with Approval Processes

  • Managing Approval Processes
  • Troubleshooting Approval Processes


Increase Productivity with Visual Workflow

  • Understanding Use Cases for Visual Workflow
  • Building and Deploying a Flow

Target Audience

This hands-on course is designed for experienced administrators who have used Salesforce for 6 months and/or have completed the Administration Essentials for New Admins course.