Salesforce Training
Salesforce.com: Administrator (Lightning)

by Certstaffix® Training

Length: 5 day(s)      Public Class Price: $2850/person (USD)      Group Onsite Price: Request Quote      Course Category: Salesforce


Salesforce Training
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 Force.com 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 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 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 Force.com 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.

Course Description: Print It | Download PDF | Email It

  Group Classes for Organizations - Onsite at Your Office How It Works

Have a group of employees needing the same training? Onsite training at your office is a great solution.  Request Free Quote

  • An expert Instructor will come to your office
  • Course can be customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session

  Public Corporate Classes - Live Online: Our Location or Yours How It Works

Certstaffix® Training public classes are instructor-led, live online training you attend in a local computer lab or from your home/office. Our live online instructors teach you from a remote location while being able to interact with students as in a traditional classroom setting.

  • A real, live instructor teaching you from another location
  • Hands-on learning with the software you are being taught
  • Interaction with all students in the class at other locations
  • Easy assistance from the instructor

Click a class date below to register & view location/attendance options. You must register at least 15 days before class.

 Register ➥    March 11, 2019       Register ➥    August 26, 2019     
 Register ➥    April 22, 2019       Register ➥    October 7, 2019     
 Register ➥    June 10, 2019       Register ➥    November 18, 2019     
 Register ➥    July 22, 2019     

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Course Topics


WHO SHOULD ATTEND:

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.



COURSE LESSONS:

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
Force.com 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

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

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

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

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
Force.com Sites
Administrator Exam Prep
Session Wrap-up
Course Description: Print It | Download PDF | Email It

Public Class Format

Certstaffix® Training public classes are instructor-led live online training you attend either from your home/work location or in one of our computer labs. Our live online instructors teach you from a remote location while being able to interact with you like in a traditional classroom.


Quality Instructors

Our instructors have many years of experience teaching adult learners in person and online.

Complete Lab Environment

Access to software required is provided in a lab environment during class.

Hands-on Learning

Most classes are not all lecture - you can learn by actually doing.


Small Classes

You get more attention from the instructor and classes flow more smoothly.

Post-Class Lab Access*

Access practice lab environment for 180 days after most classes*.


Low Cancellation Rate

Most classes run as scheduled.



*These courses do not have post-class lab environment access: Adobe, Salesforce, QuickBooks Online Edition, Google, HTML, WordPress, ITIL, Six Sigma, CompTIA, Project Management, SEO, Social Media.


Group Training

Have a group of several students needing the same training? Then onsite training is a perfect option for you. We'll come onsite to your office 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.

How Onsite Training Works

  • An expert Instructor will come to your office and personally train the students
  • Course can be fully customized to your training needs
  • Each student receives a Course Manual with Practice Files (Materials provided before the class date)
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session
  • Training is completed in a convenient session(s) of your choosing
  • Two 15 minute breaks and one hour long break for lunch daily

Request a Free Onsite Quote


Salesforce.com: Administrator (Lightning) Class Reviews

Here are a sample of Salesforce class reviews from past students that have attended our Salesforce training courses.



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 Force.com 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 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 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 Force.com 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.


Certstaffix® Class Reviews

Student Average:
4.78 out of 5 from 25 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 Salesforce.com: Administrator 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 Salesforce.com: Administrator 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

4.67 out of 5

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


- attended our Salesforce.com for Sales Representatives (Classic) class

5.00 out of 5

Neila Scott is an outstanding instructor. She is very knowledgeable on the subject matter and very engaging to her students. She made the class a very enjoyable experience and would highly recommend taking any of her classes!


- attended our Salesforce.com: Administrator class

4.54 out of 5

Neila is wonderful and caring, wanting everybody to succeed post her class and have a genuine understanding of the system and style at which SFDC exams are presented to give you confidence as you head towards or deeper into your career.


- attended our Salesforce.com: Administrator (Classic) class

4.97 out of 5

Miss. Fernandez was very patient throughout the entire session. She answered all of my questions thoroughly and even answered any off topic questions/concerns that came up throughout the session. I was very happy that she included how to do lead importing and pulling reports in Salesforce (which was my main reason for attending this class).


- attended our Salesforce for Marketing class

4.64 out of 5

Love Cindi Wood my second class with her and she is very helpful!!!


- attended our Salesforce Power User for Sales class

4.60 out of 5

Jamie had some good helpful tips through out the course. Very appreciative.Thank you


- attended our Salesforce.com: Administrator class

4.86 out of 5

Jamie did a fantastic job! She was patient and extremely knowledgeable :)


- attended our Salesforce.com: Administrator class

4.86 out of 5

Dominic did an excellent job and I really enjoyed his energetic personality.


- attended our Salesforce.com: Administrator class

4.86 out of 5


- attended our Salesforce for Reports & Dashboards class

4.87 out of 5


- attended our Salesforce.com for Sales Representatives class

4.76 out of 5


- attended our Salesforce.com for Sales Representatives (Lightning) class

4.71 out of 5


- attended our Salesforce for Marketing class

4.59 out of 5


- attended our Salesforce for Reports & Dashboards class

4.71 out of 5


- attended our Salesforce for Reports & Dashboards class

5.00 out of 5


- attended our Salesforce.com: Administrator class

4.53 out of 5


- attended our Salesforce.com: Administrator class

4.94 out of 5


- attended our Salesforce for Marketing class

4.71 out of 5


- attended our Salesforce.com: Administrator class

4.94 out of 5


- attended our Salesforce.com: Administrator class

4.47 out of 5


- attended our Salesforce.com: Administrator class

4.94 out of 5


- attended our Salesforce for Reports & Dashboards class

5.00 out of 5


- attended our Salesforce for Reports & Dashboards class

Please contact us if we do not yet have any reviews or you would like more.

Salesforce Courses By City:

AB - Calgary       FL - Tampa       NB - Saint John       PA - Scranton-Wilkes Barre      
AB - Edmonton       FL - Winter Park       NC - Asheville       PA - York      
AK - Anchorage       GA - Augusta       NC - Charlotte       PR - Puerto Rico      
AL - Birmingham       GA - Columbus       NC - Greensboro       QC - Montreal      
AL - Huntsville       GA - Peachtree Corners       NC - Raleigh       RI - Providence      
AL - Mobile       GA - Savannah       NC - Winston-Salem       SC - Greenville      
AL - Montgomery       HI - Honolulu       ND - Bismarck       SC - Myrtle Beach      
AR - Bentonville       IA - Des Moines       ND - Fargo       SD - Sioux Falls      
AR - Little Rock       IA - Iowa City       NE - Lincoln       SK - Regina      
AZ - Phoenix       ID - Boise       NE - Omaha       SK - Saskatoon      
AZ - Tucson       IL - Chicago       NH - Bedford       TN - Chattanooga      
BC - Vancouver       IL - Rockford       NJ - Bridgewater       TN - Knoxville      
CA - Bakersfield       IN - Bloomington       NM - Albuquerque       TN - Memphis      
CA - Fresno       IN - Evansville       NM - Las Cruces       TN - Nashville      
CA - Los Angeles       IN - Fort Wayne       NM - Santa Fe       TX - Amarillo      
CA - Merced       IN - Indianapolis       NS - Halifax       TX - Austin      
CA - Modesto       IN - South Bend       NV - Henderson       TX - Beaumont      
CA - Napa       KS - Topeka       NV - Reno       TX - Corpus Christi      
CA - Oakland       KY - Lexington       NY - Albany       TX - Dallas      
CA - Oxnard       KY - Louisville       NY - Buffalo       TX - El Paso      
CA - Rancho Cucamonga       LA - Baton Rouge       NY - New York City       TX - Fort Worth      
CA - Sacramento       LA - Lafayette       NY - Rochester       TX - Houston      
CA - Salinas       LA - New Orleans       NY - Syracuse       TX - Killeen      
CA - San Diego       LA - Shreveport       OH - Beaver Creek       TX - Laredo      
CA - San Jose       MA - Burlington       OH - Cincinnati       TX - Longview      
CA - Santa Maria       MA - Springfield       OH - Cleveland       TX - Lubbock      
CA - Santa Rosa       MA - Westborough       OH - Columbus       TX - McAllen      
CA - Stockton       MB - Winnipeg       OH - Toledo       TX - Midland      
CO - Boulder       MD - Largo       OH - Youngstown       TX - San Antonio      
CO - Colorado Springs       MD - Laurel       OK - Oklahoma City       TX - Tyler      
CO - Denver       ME - Portland       OK - Tulsa       TX - Waco      
CT - Cheshire       MI - Ann Arbor       ON - Ottawa       UT - Ogden      
CT - New Haven       MI - Flint       ON - Toronto       UT - Salt Lake City      
CT - Stamford       MI - Grand Rapids       OR - Beaverton       VA - Charlottesville      
DE - Wilmington       MI - Lansing       OR - Bend       VA - Glen Allen      
FL - Daytona Beach       MI - Livonia       OR - Eugene       VA - Harrisonburg      
FL - Fort Lauderdale       MN - Minnetonka       OR - Medford       VA - Roanoke      
FL - Fort Myers       MO - Columbia       OR - Salem       VA - Virginia Beach      
FL - Gainesville       MO - Kansas City       PA - Allentown       VT - Burlington      
FL - Jacksonville       MO - St. Louis       PA - Erie       WA - Seattle      
FL - Lakeland       MS - Biloxi       PA - Harrisburg       WA - Spokane      
FL - Miami       MS - Jackson       PA - Malvern       WI - Eau Claire      
FL - Naples       MT - Billings       PA - Philadelphia       WI - Green Bay      
FL - Pensacola       MT - Montana       PA - Pittsburgh       WI - Madison      
FL - Sarasota       NB - Moncton       PA - Reading       WI - Milwaukee      
FL - Tallahassee