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Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)

4.6 out of 5 rating Last updated 14/11/2024   English

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Interested in available dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.


Duration

3.75 Days

22.5 CPD hours

Overview

When you complete this course, you will be able to:Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.Learn how security settings created in Salesforce Classic are applied in Lightning.Maintain and import clean data in Lightning.Use Lightning features to create high-value reports and dashboards.Understand how workflow automation complies with Lightning

Description

This course is the core training that ensures your success with Salesforce Lightning. It's a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Getting Around the App
  • Data Model and Navigation
  • Lightning Experience
  • Help & Training
Getting Your Organization Ready for Users
  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1
Setting Up & Managing Users
  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues
Security & Data Access
  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security
Object Customizations
  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality
Managing Data
  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin
Reports & Dashboards
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards
Automation
  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation
Managing the Support Process
  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data
Additional course details:

Nexus Humans Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) Course

Available Delivery Options for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
What certification does the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training prepare you for?

The Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training course helps prepare you for the Certified Salesforce Administrator certification path.

How many CPD hours does the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training provide?

The 3.75 day. Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training course give you up to 22.5 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

Which exam does the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training course prepare you for?

The Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) prepares you for the Salesforce Admin Exam official exam. You can take this exam at any exam center across UK including, England, Scotland, Cymru (Wales) or Northern Ireland or live online where ever you are. Exams vary in duration and if required you can request with the provider for any accommodations appropriate for you.

What is the correct audience for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training?

New systems administrators

Do you provide training for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201).

Yes we provide corporate training, dedicated training and closed classes for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201). This can take place anywhere in UK including, England, Scotland, Cymru (Wales) or Northern Ireland or live online allowing you to have your teams from across UK or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) program.

The Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training takes place over 3.75 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201)?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for UK on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training.

Yes, the discount code PENPAL5 is currently available for the Salesforce Administration Essentials for New Admins in Lightning Experience (ADX201) training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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