Administrator (Lightning) Course

by Certstaffix® Training

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Salesforce Training

Length: 5 day(s)      Public Class Price: $2910/person (USD)      Group Class Price: Request Quote      Course Category: Salesforce

This class is designed to teach students the foundation of Salesforce in the new Lightning Experience and to help students prepare for the Salesforce Certified Administrator exam.  A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the platform.

The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real-world experiences and best practices.  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 are 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.

This class will cover the Lightning version of Salesforce.

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 Register ➥   March 7, 2022     
 Register ➥   May 23, 2022     
 Register ➥   July 11, 2022     

Group Onsite Training
At Your Organization


Private Online Training
Live Online Instruction

Have a group of several students needing the same training? Then onsite or private online group training is a perfect option for you. We'll either come onsite to your office or deliver a private live online class so you don't have to travel. You'll be able to fully customize a course to your needs. Lastly, you can save per student versus our public classes.

  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be fully customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Related Certifications

Salesforce Certified Administrator Certification

Course Topics


People with a strong technical background, such as system administrators, developers or consultants, who have experience with another CRM or ERP system and are looking to quickly develop equivalent skills on Salesforce.


Day 1
Agenda & Course Overview
Introduction to GenWatt
Setting up a Practice Site
Salesforce Overview
Lightning Experience
Mobile Access with the Salesforce App
Object Model
System Security
Network Security
Login History
Trusted IP Address Ranges
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
Case Teams

Day 2
Folder Access
Search Settings
Custom Fields
Controlling & Dependent Picklists
Formula Fields
Field Level Security
Security & Sharing Knowledge Check
Page Layouts
Record Types
Business Processes
Products & Price Books
Sales Productivity Tools
Field History

Day 3
Service Relationships
Case Assignment Rules
Escalation Rules
Community Relationships
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
Data Validation

Day 4
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
Mass Delete
Weekly Data Export
List Views
Reports and the Lightning Report Builder
Report Folders
Prebuilt Reports
Tabular Reports
Summary Reports
Matrix Reports

Day 5
Reports (continued…)
Date Filters
Report Charts
Bucket Fields
Report Summary Fields
Custom Report Types
Report Scheduling
Dashboard Scheduling
Knowledge Check
Marketing Relationships
Lead Conversion
Web to Lead
Lead Assignment Rules
Lead Auto-Response Rules
Campaign Members
Campaign Influence
Communities Sites
Administrator Exam Prep
Session Wrap-up
Course Description: Print It | Download PDF | Email It

Salesforce Training Reviews by Certstaffix® Training

Certstaffix® Training collects detailed class reviews via a formal post-class evaluation in all our instructor-led courses. Below are a sample of abbreviated reviews from real students from our past classes. If you would like more reviews or ones with even further detail, please contact us and we would be happy to show you the high quality of our training services.

Certstaffix® Class Reviews

Student Average:
4.77 out of 5 from 72 students

4.64 out of 5

The only suggestion I would have is to put tabs dividing each section so they are easier to flip back to. :) Otherwise I think the course was great and loved the instructor!

- attended our Administrator class

5.00 out of 5

The instructor was great. I really appreciate her willingness to go above and beyond.

- attended our Administrator (Lightning) class

4.90 out of 5

The instructor was excellent willing to start early or stay late to make sure everyone understood the concepts and was able to complete all assignments.

- attended our Administrator class

4.94 out of 5

The instructor was by far the best online instructor I've ever had, and I've taken a couple of dozen "online live" courses.

- attended our Administrator (Lightning) class

5.00 out of 5

The instructor for this class was awesome!

- attended our Salesforce Certified Sales Cloud Consultant class

4.71 out of 5

The instructor did a great job, and was clearly very knowledgeable on the subject. He had very good examples from his own experience, which made the content more meaningful.

- attended our Salesforce for Reports & Dashboards class

4.85 out of 5

Thank you so much!

- attended our Administrator (Lightning) class

4.61 out of 5

Terri was terrific! She provided a get environment for learning the material and paced the class for all levels of trainees. She was informative and open to suggestions. I would highly recommend her and the course to others!

- attended our Administrator (Lightning) class

4.57 out of 5

Terri was an amazing instructor! Before the class began, I wasn't sure how qualified the instructor would be, but Terri was awesome and very knowledgeable. She was also curious and more than willing to search out questions that were not covered or beyond the scope of the course. Honestly, the instructor made this course valuable.

- attended our Administrator (Lightning) class

4.67 out of 5

Our instructor went above and beyond to answer my questions that were outside the material for the class.

- attended our for Sales Representatives (Classic) class

Q: What Is Salesforce Training, and How Are Certifications Obtained?

A: Salesforce, a customer relationship management (CRM) platform, provides a cloud-based solution to employees and business owners who want to manage all aspects of their customer connections. This powerhouse platform allows individuals to use the cloud to handle many different business tasks, including sales, marketing, commerce, and productivity, but its complexity and feature-rich design lead many employees to seek formal online and instructor-led training, which we offer at Certstaffix Training. Taking courses can prepare you for certification exams, which can be scheduled through the Salesforce website.

More Information on Salesforce Training and Certifications

Q: What Are the Basics of Salesforce Administrator Training?

A: Becoming a Salesforce administrator can be a career upgrade and financial boon for some employees. This career choice, however, can come with a significant investment of time and money for those who are paying for training out of pocket. Some individuals can spend a year and thousands of dollars taking preparation courses. Studying for a Salesforce administrator certification can be simplified by taking training courses specifically designed to cover the job’s fundamentals. Signing up for classes taught by a live instructor can increase your chances of understanding the software and the specific duties associated with becoming an administrator.

More Information on Becoming a Salesforce Administrator Blogs User Groups Online Forums

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