Duration: 4 Days
In this course for experienced administrators, you will increase your skills and knowledge about how Salesforce can solve your most pressing business needs. Using real-world scenarios, you will cover extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently with Salesforce.
What You Will Learn
- Determine and implement appropriate data access and visibility settings
- Manage configuration changes in a sandbox environment and move data between environments using change sets
- Extend the functionality of your implementation with custom objects, custom apps, and the
- AppExchange
- Improve data quality so that the ongoing task of data maintenance is not so overwhelming
- Extend your analytics to provide up-to-date views of your business
- Implement complex business processes using workflow rules, approval processes, and Visual Workflow
Audience
Experienced administrators who have used Salesforce for six months
Prerequistes
Course Outline
1. Troubleshooting Record Access and Field Visibility
- Troubleshooting Record Access
- Impact of Territory Management on the Sharing Model
- Managing Field Visibility
2. Change Management
- Managing Changes in a Sandbox
- Deploying Changes Using Change Sets
3. Extending Salesforce with Custom Objects and Apps
- Building Custom Objects, Tabs, and Apps
- Creating Relationships Between Objects
- Using Apps from the AppExchange
4. Extending 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
5. Improving Data Quality
- Assessing, Cleansing, and Maintaining Data Quality
- Merging Duplicate Records
- Cleaning and Enriching Data with Data.com
6. Automating 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
7. Streamlining Requests with Approval Processes
- Managing Approval Processes
- Troubleshooting Approval Processes
8. Increasing Productivity with Visual Workflow
- Use Cases for Visual Workflow
- Building and Deploying a Flow
Course Labs
