Essentials for New Lightning Experience Administrators (ADX201)


5 Days


Delivery Methods
Virtual Instructor Led
Private Group

Course Overview

Discover the world of a Salesforce Administrator by working firsthand to configure and customize a Salesforce org. This 5-day class is designed for new admins. In the class, experts guide you through the important tasks and features that Salesforce Administrators encounter daily. You’ll learn about Salesforce’s architecture, how to manage users, and how to keep your org secure. Dive into best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.

Course Objectives

  • Explain the Salesforce architecture and key terminology.
  • Use the application development lifecycle to define the process of managing an app’s development, from design to final release. 
  • Compare different methods for granting users access to functionality and data. Build and customize applications to meet business requirements. 
  • Describe use cases for data management and validation tools. 
  • Analyze key performance indicators with reports and dashboards. 
  • Automate business processes using key features and functionality. 
  • Leverage the Salesforce ecosystem and resources to implement and maintain your Salesforce org.

Who Should Attend?

This class is ideal for new and beginner Salesforce System Administrators, as well as Trailblazers looking to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great class for anyone looking to earn their Salesforce Administrator credential. 

United Training is committed to working as a partner with our clients. Choose United Training and take advantage of the following benefits.

  • Robust Public Enrollment Schedule. Enjoy access to hundreds of Guaranteed to Run dates across a diverse catalog of course titles.
  • Private Group Training. Let our world-class instructors come to you to deliver training at your place of business or we can present to your team online using our Virtual Instructor-Led Training platform.
  • Custom Training Solutions. Our subject matter experts can customize the class to specifically address the unique goals of your team.
  • Free Re-Takes. Most completed United Training courses carry our unbeatable Learning Guarantee. This guarantee allows students to repeat most United Training courses, if they are the same version, FREE OF CHARGE, within six months of completion of the courses. Exceptions: Cisco, Citrix, VMware, Red Hat, and courses provided by affiliated 3rd party training providers.

Course Prerequisites

There are no prerequisites for this course.


Salesforce Fundamentals 

  • Explore Salesforce 
  • Salesforce Architecture

Administrator Responsibilities 

  • Describe the Role of an Administrator 
  • Plan for Success 

The Big Picture: All Users 

  • Company Information and Licensing 
  • Fiscal Year and Currency 
  • Organize and Collaborate 
  • Manage Users 
  • Login Security Controls 

Feature Access and Object Security 

  • Profiles 
  • Permission Sets 
  • Field-Level Security 

Salesforce Record Access 

  • Record Ownership 
  • Organization-Wide Defaults 
  • Role Hierarchy 
  • Sharing Rules 
  • Teams and Manual Sharing 
  • Restriction Rules 

Customize Standard Functionality 

  • Object Overview 
  • Standard and Custom Fields 
  • Relationship Fields 
  • Custom Formula Fields

Create New with Clicks 

  • Create a New Object 
  • Dynamic Forms 
  • Create a New Custom Tab 
  • Create and Deploy a Change Set 
  • Mobile Layout

Customize the Existing User Interface (UI) 

  • Applications 
  • Home Page 
  • Tabs and List Views 
  • Page Layouts 
  • Buttons, Links, and Actions
  • Record Types, Business Process, and Path 

Declarative Automation 

  • Automation Fundamentals 
  • Validation Rules 
  • Lead and Case Management 
  • Workflow and Approval Process 
  • Process Builder 

The Future of Automation: Flow 

  • Flow Overview 
  • Build a Flow to Update a Field 
  • Build and Combine Flows 
  • Deploy Flow with a Lightning Component 
  • Order of Execution 

Data Management 

  • Back Up Data 
  • Import, Export, and Update Data 
  • Mass Delete and Mass Transfer 
  • Data Quality and Cleansing Tools 


  • Report Components 
  • Filters and Formulas 
  • Conditional Formatting and Charts 
  • Exports and Subscriptions 

Upcoming Class Dates and Times

Jun 26, 27, 28, 29, 30
9:00 AM - 5:00 PM
ENROLL $4,500.00
Jul 10, 11, 12, 13, 14
9:00 AM - 5:00 PM
ENROLL $4,500.00
Jul 24, 25, 26, 27, 28
9:00 AM - 5:00 PM
ENROLL $4,500.00
Aug 7, 8, 9, 10, 11
9:00 AM - 5:00 PM
ENROLL $4,500.00
Aug 21, 22, 23, 24, 25
9:00 AM - 5:00 PM
ENROLL $4,500.00
Sep 11, 12, 13, 14, 15
9:00 AM - 5:00 PM
ENROLL $4,500.00
Sep 25, 26, 27, 28, 29
9:00 AM - 5:00 PM
ENROLL $4,500.00

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