Course Prerequisites
To ensure a successful learning experience in the Administration Essentials for New Admins in Lightning Experience (ADX201) course, the following prerequisites are recommended for participants:
- Basic understanding of Salesforce concepts and functionality. Familiarity with the Salesforce platform will help you grasp the course content more effectively.
- General knowledge of common business processes related to sales, customer service, and support. This will allow you to better understand how Salesforce can be configured to support these functions.
- Basic computer literacy and familiarity with navigating software applications. As the course involves hands-on exercises within the Salesforce environment, comfort with using software is important.
- An eagerness to learn and a willingness to engage with the course material. A proactive approach will enhance your ability to absorb and apply the concepts taught in the course.
While prior experience with Salesforce is beneficial, this course is designed to cater to new Salesforce administrators and thus aims to cover the fundamentals thoroughly.
Target Audience for Administration Essentials for New Admins in Lightning Experience (ADX201)
The Administration Essentials for New Admins in Lightning Experience (ADX201) course is designed for new Salesforce administrators seeking to understand the platform's core functionalities.
- New Salesforce Administrators
- Junior CRM Managers
- IT Managers without extensive Salesforce experience
- Salesforce Power Users transitioning to Admin roles
- Business Analysts
- Sales Operations Professionals
- Customer Service Managers/Representatives
- Marketing Operations Specialists
- System Analysts looking to understand Salesforce administration essentials
- Project Managers overseeing Salesforce implementations
- Consultants and Partners new to the Salesforce ecosystem
Learning Objectives - What you will Learn in this Administration Essentials for New Admins in Lightning Experience (ADX201)?
Introduction to Course Learning Outcomes and Concepts Covered
The ADX201 course equips new Salesforce Admins with core competencies in managing and customizing the Salesforce Lightning Experience, ensuring efficient organization setup, data management, security, and automation.
Learning Objectives and Outcomes
- Navigate the Salesforce Lightning Experience and understand its data model, leveraging Help & Training resources effectively.
- Configure and personalize the company profile, user interface, activities, calendars, and search settings to align with business needs.
- Set up Chatter Groups and enable Salesforce1 mobile access to enhance collaboration and on-the-go productivity.
- Manage user profiles, create and handle users, troubleshoot login issues, and understand Chatter Free user setup.
- Implement security controls by restricting logins, determining object access, setting up record access, and managing field-level security.
- Design a role hierarchy to facilitate record access and address exceptions within the security model.
- Customize Salesforce objects by administering fields, creating custom fields, and working with various field types, including formulas.
- Maintain data quality, manage page layouts, record types, and business processes tailored to organizational requirements.
- Handle data effectively using tools like Import Wizards, Data Loader, and Data.com, as well as execute mass data operations and backups.
- Create, run, and modify reports and dashboards, employ report filters, and utilize formulas for data analysis.
- Automate business processes using tools such as Email Templates, Workflow Rules, Process Builder, and set up lead automation processes.
- Manage the support process by resolving cases, customizing support processes, automating support tasks, and analyzing support data with Salesforce Service Cloud.
Technical Topic Explanation
Lightning Experience
Lightning Experience is a modern interface from Salesforce that aims to enhance productivity and provide a more intuitive user experience. Unlike the older Salesforce Classic, Lightning Experience features a sleek, redesigned interface with customizable dashboards and improved workflow capabilities. This interface supports drag-and-drop functionality, making it easier to manage sales processes, customer relationships, and analytics all in one platform. Its design emphasizes efficiency and user-friendliness, facilitating a smoother interaction for users across devices, including mobile.
Target Audience for Administration Essentials for New Admins in Lightning Experience (ADX201)
The Administration Essentials for New Admins in Lightning Experience (ADX201) course is designed for new Salesforce administrators seeking to understand the platform's core functionalities.
- New Salesforce Administrators
- Junior CRM Managers
- IT Managers without extensive Salesforce experience
- Salesforce Power Users transitioning to Admin roles
- Business Analysts
- Sales Operations Professionals
- Customer Service Managers/Representatives
- Marketing Operations Specialists
- System Analysts looking to understand Salesforce administration essentials
- Project Managers overseeing Salesforce implementations
- Consultants and Partners new to the Salesforce ecosystem
Learning Objectives - What you will Learn in this Administration Essentials for New Admins in Lightning Experience (ADX201)?
Introduction to Course Learning Outcomes and Concepts Covered
The ADX201 course equips new Salesforce Admins with core competencies in managing and customizing the Salesforce Lightning Experience, ensuring efficient organization setup, data management, security, and automation.
Learning Objectives and Outcomes
- Navigate the Salesforce Lightning Experience and understand its data model, leveraging Help & Training resources effectively.
- Configure and personalize the company profile, user interface, activities, calendars, and search settings to align with business needs.
- Set up Chatter Groups and enable Salesforce1 mobile access to enhance collaboration and on-the-go productivity.
- Manage user profiles, create and handle users, troubleshoot login issues, and understand Chatter Free user setup.
- Implement security controls by restricting logins, determining object access, setting up record access, and managing field-level security.
- Design a role hierarchy to facilitate record access and address exceptions within the security model.
- Customize Salesforce objects by administering fields, creating custom fields, and working with various field types, including formulas.
- Maintain data quality, manage page layouts, record types, and business processes tailored to organizational requirements.
- Handle data effectively using tools like Import Wizards, Data Loader, and Data.com, as well as execute mass data operations and backups.
- Create, run, and modify reports and dashboards, employ report filters, and utilize formulas for data analysis.
- Automate business processes using tools such as Email Templates, Workflow Rules, Process Builder, and set up lead automation processes.
- Manage the support process by resolving cases, customizing support processes, automating support tasks, and analyzing support data with Salesforce Service Cloud.
