Course Description: Salesforce® System Administration

This five-day, heavy hands-on comprehensive Salesforce® training is designed for new Salesforce® systems administrators. This course is an alternative to the Administration Essentials for New Admins in Lightning Experience (ADX201) course offered by Salesforce, which I have taught many times. My course allows students to take their skills to the next level and prepares students to study for the Certified Platform Administrator certification exam. The course includes a roadmap to getting certified that I have given to many students, and I assist students in preparing for the exam. This class will give you the knowledge and skills to be an effective System Administrator, put you on a potential career path in Salesforce, and help prepare you for the certification exam.

We will have two online, live, one-hour review sessions one week after the class, and another two weeks after, to help students prepare for the certification exam.

Training Materials

All students will receive comprehensive courseware.

Training Outline

• • Salesforce® Fundamentals
  • Organization Setup – 3% of Exam
    • Use In-App guidance
    • Configure Org-wide features
    • Configure information in Company Information, such as fiscal year, business hours, currency management, default settings
    • Distinguish between various UI features such as UI settings, search settings, list views, and home page layouts
    • Configure offline access to Salesforce

• • User Setup – 6% of Exam

• • • Understand the User object
    • Create a user and configure settings – assign licenses, reset passwords, resolve login issues
    • Use Hierarchical fields
    • Use email restrictions
    • Deactivate or Freeze a user
    • Understand Case and Lead Default Owners
    • Understand logins and troubleshooting issues
    • MFA and SSO
    • Use My Domain
    • Set Password policies and Session Settings
    • Use Health Check to check security setup

• • Security and Data Access – 14% of Exam

• • • Configure Org, Object, Record, and Field security levels
    • Configure the various Org security controls; passwords, IP restrictions, identity verification, network settings
    • Understand the Data Access Model – apply the capabilities of the sharing model – Profiles, OWD, Roles and hierarchy, sharing rules, manual sharing, public groups, Teams
    • Determine the appropriate use of a custom Profile or Permission Set
    • Understand Field Level Security (FLS)
    • Understand Data Classification
    • Understand Delegated Administration
  • Standard and Custom Objects – 15% of Exam

• • • Use standard and custom Objects and fields
    • Use Lookups and Master-Detail fields
    • Understand when you need a custom object and how to create one
    • Create custom fields
    • Create Page Layouts and Dynamic Forms
    • Create Record Types
    • Create Business Processes
    • Understand Big Objects
  • Sales & Marketing Applications – 15% of Exam

• • • Understand Paths
    • Understand Einstein Lead/Opportunity Scoring
    • Identify the appropriate sales productivity features using Opportunity tools
    • Understand Lead Assignment Rules
    • Understand Campaigns
    • Use Opportunity Splits and Similar Opportunities
    • Use Products, Price Books, Quotes
    • Use Web-to-Lead
  • Service & Support Applications – 12% of Exam

• • • Understand the Case Object
    • Create Queues, Assignment Rules, Auto-Response Rules, and Escalation Rules
    • Understand Web-to-Case
    • Understand Email-to-Case
    • Understand Quick Text and Macros
    • Understand Knowledge
    • Understand Omni-Channel
    • Understand Chatter Feed/CTI
  • Activity Management & Collaboration – 3% of Exam

• • • Describe the capabilities of Activity Management; Tasks and Shared Tasks, Events, public calendars, recurring Activities, multi-day Events
    • Activity Timeline vs Activity related list
    • Describe the features of Chatter; feed, groups, following, security, notifications actions
    • Understand the capabilities of the mobile App
    • Identify use cases for AppExchange apps
  • Data Management – 8% of Exam

• • • Describe the considerations when importing, updating, transferring, and mass deleting data
    • Understand CSV files, data quality, field mapping, record ID’s, external ID’s, duplicate record considerations and tools
    • Given a scenario, identify tools and use cases for managing data – dataloader, Data Import Wizard
    • Describe the capabilities and implications of data validation toos
    • Describe the different ways to back up data; data export service, exports data loader
  • Analytics – Reports and Dashboards  – 10% of Exam
    • Describe the options available when creating or customizing a report – report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting
    • Describe the impact of the sharing model on reports
    • Using custom report types

• • Workflow/Process Automation – 12% of Exam

• • • Given a scenario, identify the appropriate automation solution based on the capabilities of the tool
    • Understand and create Flows
    • Describe capabilities and use cases for Approval Processes

• • Desktop and Mobile Administration and AppExchange – 2% of Exam

• • • Describe the capabilities of the Salesforce mobile app
    • Describe the installation and synchronization options of Salesforce Lightning for Outlook
    • Identify use cases for AppExchange packages, types of solutions, managed vs unmanaged packages, and when to choose an AppExchange package

If you have any questions about this Salesforce® training course, feel free to email us or call us at 513-218-7180.