Administer, Extend, and Automate Salesforce (ADX211) Course Overview

To ensure that participants are well-prepared and get the most out of the Administer, Extend, and Automate Salesforce (ADX211) course, the following prerequisites are recommended:

• Basic understanding of Salesforce navigation and functionality: Familiarity with the Salesforce user interface and basic features will help you grasp more advanced concepts quickly.
• Fundamental knowledge of Salesforce organization setup: Awareness of the standard objects and their purposes within the Salesforce ecosystem is beneficial.
• Experience with Salesforce data model: Knowing how standard objects are related and what custom objects are will assist in understanding module content regarding custom objects and relationships.
• Basic understanding of the Salesforce security model: A grasp of profiles, roles, and the importance of sharing rules is necessary to troubleshoot record access and field visibility.
• Familiarity with the concept of sandboxes: An understanding of what a sandbox is and how it is used for development and testing will be important for change management practices.
• Basic experience with creating reports and dashboards: Knowledge of standard reporting and dashboard functionality in Salesforce will help you extend these features during the course.
• An understanding of business processes: Insight into how business processes can be mapped and automated within Salesforce will contribute to your ability to automate complex business processes effectively.

While previous hands-on experience with Salesforce is highly beneficial, the course is designed to guide learners through the necessary steps to administer, extend, and automate Salesforce effectively. Therefore, a willingness to learn and engage with the course material is as important as the prerequisites listed.

Target Audience for Administer, Extend, and Automate Salesforce (ADX211)

The ADX211 course equips professionals with skills to optimize Salesforce for business processes, data quality, and system automation.

Target Audience for the Administer, Extend, and Automate Salesforce (ADX211) course:

• Salesforce Administrators
• Salesforce Developers
• CRM Managers
• IT Managers
• Business Analysts
• Sales Operations Managers
• Customer Relationship Management Consultants
• Data Quality Managers
• Salesforce App Builders
• System Integrators
• Technical Support Specialists
• Salesforce Implementation Specialists
• Marketing Operations Professionals
• Salesforce Power Users
• Project Managers overseeing Salesforce projects
• Business Process Engineers

Learning Objectives - What you will Learn in this Administer, Extend, and Automate Salesforce (ADX211)?

Introduction to Learning Outcomes:

The ADX211 course equips learners with the skills to administer, extend, and automate Salesforce, enhancing efficiency and data quality for robust CRM management.

Learning Objectives and Outcomes:

• Troubleshoot Record Access and Field Visibility:

  • Diagnose and resolve issues related to user record access.
  • Understand how territory management affects sharing models.
  • Configure and manage field-level security to control field visibility.

• Change Management:

  • Implement best practices for managing changes within sandbox environments.
  • Use change sets to deploy configurations and code between environments.

• Customization of Salesforce Objects and Apps:

  • Design and create custom objects, tabs, and applications tailored to business needs.
  • Establish and manage relationships between different objects.
  • Empower users with delegated administration to distribute admin responsibilities.

• Advanced Reporting Techniques:

  • Develop custom report types for specialized reporting requirements.
  • Utilize cross filters and bucketing to refine report data and analysis.
  • Enhance data summaries and compare different data views using joined reports and dashboards.
  • Leverage historical trending and reporting snapshots for time-based data analysis.

• Salesforce Mobile App Customization and Quick Actions:

  • Customize the Salesforce mobile user experience for on-the-go productivity.
  • Create both object-specific and global quick actions to streamline user workflows.

• Data Quality Improvement:

  • Assess and maintain high data quality within the Salesforce platform.
  • Implement Duplicate Management to prevent and manage duplicate records.
  • Utilize Lightning Data services for data cleansing and enrichment.

• Business Process Automation:

  • Enforce and automate complex business processes using validation rules, formula fields, workflow rules, and Process Builder.

• Approval Process Management:

  • Set up and manage sophisticated approval processes.
  • Troubleshoot common issues in approval process workflows.

• Productivity Enhancement with Visual Workflow:

  • Identify appropriate use cases for Visual Workflow and develop custom flows.
  • Deploy efficient, automated workflows to streamline business processes.

• Business Process Automation Extension and Troubleshooting:

  • Determine when to use Apex, Lightning Components, and Visualforce for advanced automation.
  • Understand the sequential order of execution for automated processes and troubleshoot with debug logs.