When you complete this course, you will be able to:

• Determine and implement appropriate data access and visibility settings
• Manage configuration changes in a sandbox environment and move data between environments using changesets
• 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

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

This hands-on course is designed for experienced administrators who have used Salesforce for 6 months and/or have completed the Administration Essentials for New Admins course.

• ADM201 - Administration Essentials for New Admins