ADM211 – Administration Essentials for Experienced Admins

X

Contact Us

We would love to hear from you. Please complete this form to pre-book or request further information about our delivery options.

Subscribe

I'd like to receive emails with the latest updates and promotions from Insoft.

Data Protection & Privacy

I hereby allow Insoft Ltd. to contact me on this topic. Further, I authorise Insoft Ltd. processing, using collecting and storing my personal data for the purpose of these activities. All your data will be protected and secured as outlined in our privacy policy.


4 Days Course
Administration Essentials

Classroom + Online

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.

 

See other courses available

Objectives

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

Outline

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 Data.com

 

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.