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Administration Essentials for Experienced Admins (ADM211)

Kursbeschreibung Kurstermine Detaillierter Kursinhalt

Detaillierter Kursinhalt

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