Advanced Salesforce Administration

Intended for Salesforce Administrators with at least three months of experience. It is recommended to attend the Introduction to Salesforce Administration workshop before attending this workshop. This workshop focuses mostly on features of the Enterprise, Unlimited and Performance Editions of Salesforce and is not recommended for those using the Professional Edition. This workshop provides hands-on lab sessions and instruction on more advanced features of your Salesforce CRM system.

Workshop Information
Duration8:30 AM – 4:30 PM
Fee$495 per student
Audience Administrators
Prerequisites Strong working knowledge of Salesforce and 3+ months of Salesforce administration experience.

Topics Covered
  • Record Types
  • Field Level Security
  • Permission Sets
  • Account / Case / Opportunity Teams
  • Custom Actions
  • Lightning Page Setup
  • Custom Object Creation
  • Advanced Formula Fields
  • AppExchange Best Practices
  • Advanced Reporting: Report Buckets, Combination Reports & Charts, Report Formulas & Buckets, Trend Reporting, Exception Reporting, Matrix Reports, Custom Report Types, Charts on Records
  • Using Health Check, and Field Pro to analyze your org
  • Using the Schema Builder
  • Mass Updating Records
  • Mass Transfer Records
  • Creating Quick Text