Salesforce Administration & Configuration in Lightning Experience


5 Days


Delivery Methods
Virtual Instructor Led
Private Group

Course Overview

A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the 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 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 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.


1 - Day 1

  • Agenda & Course Overview
  • Introduction to GenWatt
  • Setting up a Practice Site
  • Salesforce Overview
  • Lightning Experience
  • Mobile Access with the Salesforce App
  • Licensing
  • Object Model
  • System Security
  • Users
  • Network Security
  • Activation
  • Login History
  • Trusted IP Address Ranges
  • Profiles
  • Object Permissions
  • IP Login Restrictions
  • Login Hours
  • Permission Sets
  • Architecture & Model, View, Controller
  • Apex & Visualforce Overview
  • Record Security
  • Record Ownership / Full Access
  • Organization Wide Defaults
  • Role Hierarchy & Roles
  • Sharing Rules
  • Manual Sharing
  • Account Teams
  • Opportunity Teams
  • Queues
  • Case Teams

2 - DAY 2

  • Folder Access
  • Search Settings
  • Customization
  • Custom Fields
  • Picklists
  • Controlling & Dependent Picklists
  • Formula Fields
  • Field Level Security
  • Security & Sharing Knowledge Check
  • Customization
  • Page Layouts
  • Record Types
  • Business Processes
  • Products & Price Books
  • Quotes
  • Sales Productivity Tools
  • Field History

3 - DAY 3

  • Service Relationships
  • Cases
  • Solutions
  • Knowledge
  • Case Assignment Rules
  • Escalation Rules
  • Community Relationships
  • Ideas
  • Answers
  • Chatter
  • Object Relationships
  • Lookup & Master Detail Fields
  • Schema Builder
  • Rollup Summary Fields
  • Lookup Field Filters
  • Recruiting Application
  • Custom Objects
  • Position, Application, Interviewer, Review
  • Custom Tabs
  • Custom Apps
  • Setup Audit Trail
  • Automation
  • Data Validation

4 - DAY 4

  • Workflow
  • Workflow Actions
  • Email Templates
  • Time Based Workflow
  • Approval Processes
  • Lightning Process Builder and Lightning Connect
  • Lightning App Builder and Lightning Components
  • Salesforce Record IDs
  • Import Wizards
  • Data Loader
  • Mass Transfer
  • External IDs
  • Upsert
  • Mass Delete
  • Weekly Data Export
  • List Views
  • Reports and the Lightning Report Builder
  • Report Folders
  • Prebuilt Reports
  • Tabular Reports
  • Summary Reports
  • Matrix Reports

5 - DAY 5

  • Reports (continued…)
  • Date Filters
  • Report Charts
  • Bucket Fields
  • Report Summary Fields
  • Custom Report Types
  • Report Scheduling
  • Dashboards
  • Folders
  • Components
  • Dashboard Scheduling
  • Knowledge Check
  • Marketing Relationships
  • Leads
  • Lead Conversion
  • Web to Lead
  • Lead Assignment Rules
  • Lead Auto-Response Rules
  • Campaigns
  • Campaign Members
  • Campaign Influence
  • Files
  • Communities
  • Sites
  • Administrator Exam Prep
  • Session Wrap-up"

Upcoming Class Dates and Times

Apr 3, 4, 5, 6, 7
9:00 AM - 5:00 PM
ENROLL $4,000.00
May 1, 2, 3, 4, 5
9:00 AM - 5:00 PM
ENROLL $4,000.00
Jun 5, 6, 7, 8, 9
9:00 AM - 5:00 PM
ENROLL $4,000.00

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