Salesforce – ADX211 Administer, Extend, and Automate Salesforce

This class is ideal for current admins who hold the Salesforce Certified Administrator credential or have at least 6 months of experience administering Salesforce. This class is a great foundational course for individuals looking to earn their Salesforce Advanced Administrator credential or deepen their understanding and capabilities within Salesforce.

• Troubleshoot and modify complex security models based on business requirements.
• Identify the relationship types available in Salesforce and when each should be used.
• Modify a Lightning app to meet business needs.
• Increase data quality with advanced validation rules and formula functions.
• Utilize Flow to solve business problems and increase productivity.
• Troubleshoot flow errors stemming from the Order of Execution and invalid data inputs.
• Plan and create an Approval Process.
• Utilize the Order of Execution to explain why automations are running at specific times.
• Determine when to configure, buy, or extend Salesforce.
• Utilize advanced reporting techniques to analyze data.

Attendies should posses knowledge to the level of course ADX201 Administrative Essentials for New Admins in Lightning Experience

Securing Your Data

• Accessing the Org
• Object Permissions
• Impact of Sharing
• Delegated Administration

Objects, Fields, and Relationships

• Create Custom Objects
• Customize Fields
• Master Detail and Lookup Relationships
• Many to Many Relationships
• Benefits of Relationship Fields
• Additional Relationship Types

Increasing Efficiency with Lightning Apps

• Building Lightning Applications
• Selecting Tabs
• Page Layout Editor
• Applying Quick Actions
• Record Type & Business Process

Improve Data Quality

• Data Quality Lifecycle
• Enforcing Data Quality
• Validation Rules & Formula Functions
• Eliminate Duplicates

Salesforce Flow

• Identifying the Right Automation Tool
• Flow Overview
• Migrating to Flow
• Flow and the Order of Execution

Flow: Building From Scratch

• Building a Flow: The Basics
• Building a Flow: Resources & Elements
• Collection Management

Creating a Flow

• Record-Triggered Flow
• Schedule-Triggered Flow
• Screen Flow
• Autolaunched Flow

Flow: Considerations & Troubleshooting

• Considerations
• Limitations
• Troubleshooting

The Approval Process

• What Is an Approval Process
• Create an Approval Process
• Troubleshoot an Approval Process

Audit and Extend Automations

• The Order of Execution
• Auditing Tools
• Extending Beyond Automations

Advanced Reporting

• Creating Custom Report Types
• Exception Reports with Cross Filters
• Bucketing Data
• Historical Reporting
• Extending Summaries in Reports and Dashboards