Course Overview
A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the Force.com platform. This class is delivered by a senior instructor with many years of real world Salesforce experience. The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real world experiences and best practices.
Course Objectives
The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to: basic administration, the Force.com architecture, configuration, customization and data management. There is in depth coverage of system security topics such as: Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues. The object model related to sales force automation, marketing automation and service is thoroughly covered as well with sections on: Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas and Answers. The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario driven exercises. Students will also learn to develop new applications on the Force.com platform using the declarative interface. Analytics, including Lightning Reports, Lightning Dashboards, and list views will be covered in detail as well. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.
Who Should Attend?
Administrator, Consultant, Architect, Sales Operations
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Course Prerequisites
There are no prerequisites for this course.