1 - Record Access and Field Visibility
Troubleshoot Record AccessUnderstand the Impact of Territory Management on the Sharing Model Manage Field Visibility
2 - Change Management
Manage Changes in a SandboxDeploy Changes Using Change Sets
3 - Custom Objects and Apps
Build Custom Objects, Tabs, and Apps Create Relationships Between ObjectsUse Delegated Administration
4 - Advanced Reporting
Create Custom Report TypesBuild Exception Reports with Cross FiltersCategorize Report Data with BucketingExtend Summaries in Reports and DashboardsDisplay Multiple Views of Data Using Joined ReportsAnalyze Data Over Time with Historical Trending and Reporting Snapshots
5 - Salesforce Mobile App and Quick Actions
Customize the Salesforce Mobile AppCreate Object-Specific Quick ActionsCreate Global Quick Actions
6 - Data Quality
Assess, Cleanse, and Maintain Data Prevent Duplicate Records Using Duplicate Management
7 - Automated Business Processes
Use Validation Rules, Formula Fields, Workflow Rules, and Process Builder to Enforce and Automate Business Processes
8 - Approval Processes
Manage Approval ProcessesTroubleshoot Approval Processes
9 - Visual Workflow
Understand Use Cases for Visual WorkflowBuild and Deploy a Flow
10 - Advanced Business Process Automation
Understand When to Use Apex and Visualforce for Extending Business Process Automation Understand the Order of Execution for Automated Processes Use Debug Logs to Troubleshoot Business Process Issues
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
This class is ideal for admins with at least 6 months of experience administering Salesforce, and is a great foundational course for anyone looking to earn their Salesforce Advanced Administrator credential.