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Salesforce: Advanced Administration
Your Salesforce platform must meet teams' needs and support business processes. Connect configuration, data and operations to prepare interventions more effectively. Develop reference points that make administration and communication with users easier.
- Duration
- 4 days 28 hours
- Code
- ADM-211 Code
Presentation
This course introduces new administrators to the full range of advanced Salesforce CRM configuration features.
Through this comprehensive course, participants acquire the skills and techniques needed to work more efficiently and make the most of Salesforce CRM.
Objectives
By the end of this course, participants will be able to optimise and implement the tools:
- Identify and implement appropriate data access and visibility settings.
- Manage configuration changes in a sandbox test environment and move data between environments using change sets.
- Extend implementation capabilities with custom objects, custom applications and AppExchange.
- Improve data quality to reduce ongoing data maintenance work.
- Extend analytics to provide an up-to-date view of the business.
- Implement complex business processes using workflow rules, approval processes and Visual Workflow.
Program
Troubleshooting record access and field visibility
- Troubleshooting record access.
- Exploring the impact of territory management on the sharing model.
- Managing field visibility.
Managing changes
- Managing changes in a sandbox test environment.
- Deploying changes using change sets.
Extending Salesforce with custom objects and applications
- Creating custom objects, tabs and applications.
- Creating relationships between objects.
- Using applications from AppExchange.
Extending analytics
- Creating custom report types.
- Creating exception reports using cross filters.
- Categorising report data using buckets.
- Extending summaries in reports and dashboards.
- Displaying multiple data views using joined reports.
- Analysing data over time with reporting snapshots.
Improving data quality
- Assessing, cleansing and managing data quality.
- Merging duplicate records.
- Cleansing and enriching data with Data.com.
Automating complex business processes
- Creating formulas and workflow rules to enforce business processes.
- Troubleshooting business process execution.
- Exploring how programming extends business process automation.
Streamlining requests with approval processes
- Managing approval processes.
- Troubleshooting approval processes.
Increasing productivity with Visual Workflow
- Exploring use cases for Visual Workflow.
- Creating and deploying a flow.
Audience
This course is intended for advanced administrators, consultants, project managers and business-side project owners using Salesforce CRM.
Prerequisites
This course complements Administration Essentials for New Administrators, ADM-201.
A good understanding of Salesforce configuration fundamentals is required.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
- Practical exercises
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.