Administrative Essentials for New Admins in Lightning Experience (ADX-201)

Extensive and interactive, Administrative Essentials in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

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01. Who Should Attend

  • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
  • Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

02. Prerequisites

The prerequisites include a solid understanding of basic Salesforce concepts and functionality, and completion of the following online courses, which are available at help.salesforce.com.

  • Getting Started: Navigating Salesforce
  • Getting Started: Using the Sales Cloud
  • We also strongly recommend you complete the Get Started with Lightning Experience trail in Trailhead to get the most out of this course.

03. Course Objectives

  • Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
  • Learn how security settings created in Salesforce Classic are applied in Lightning. Maintain and import clean data in Lightning.
  • Use Lightning features to create high-value reports and dashboards.
  • Understand how workflow automation complies with Lightning.

Language:

Dutch or English

The course days are facilitated by experienced and certified Salesforce instructors.

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Curious to find out more about our trainings? Get in touch with us. We’d love to have a chat with you over a good cup of coffee.