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Curriculum Designed by Experts
Salesforce Essentials for New Lightning Experience Administrators - ADX201 Corporate Training is designed to help organizations build strong Salesforce administration capabilities. This course covers key concepts such as Lightning Experience customization, user setup, data management, reports, dashboards, and security controls. Participants gain hands-on experience in managing Salesforce environments and improving CRM performance.
This corporate training is ideal for companies looking to enhance team productivity and customer relationship management. Delivered by industry experts, the program focuses on practical learning through real business use cases. By the end of the training, learners will be confident in managing Salesforce Lightning Experience and supporting organizational CRM goals effectively.
Salesforce Essentials for New Lightning Experience Administrators (ADX201) training is a foundational course designed for professionals responsible for managing Salesforce in the Lightning Experience environment. It focuses on core administrative tasks such as user management, security configuration, data management, customization of objects and fields, reporting, and process automation. This training provides hands-on experience and practical knowledge to help administrators effectively configure, maintain, and optimize Salesforce to support organizational goals and business operations.
- Data Model and Navigation
- Lightning Experience
- Help & Training
- Setting Up the Company Profile
- Configuring the User Interface
- Setting Up Activities and Calendars
- Configuring Search Settings
- Setting Up Chatter Groups
- Mobile Access withSalesforce1
- Managing User Profiles
- Managing Users
- Setting Up Chatter Free Users and Invites
- Troubleshooting Login Issues
- Restricting Logins
- Determining Object Access
- Setting Up RecordAccess
- Creating a Role Hierarchy
- Dealing with Record Access Exceptions
- Managing Field-level Security
- Administering Standard Fields
- Creating New CustomFields
- Creating Selection Fields: Picklists and Lookups
- Creating Formula Fields
- Working with PageLayouts
- Working with Record Types and Business Processes
- Maintaining Data Quality
- Import Wizards
- Data Loader
- Data.com
- Mass Transfer
- Backing Up Data
- Mass Delete and Recycle Bin
- Running and Modifying Reports
- Creating New Reports with the Report Builder
- Working with Report Filters
- Summarizing with Formulas and Visual Summaries
- Printing, Exporting, and Emailing Reports
- Building Dashboards
- Email Templates
- Workflow Rules
- Process Builder
- Lead Automation
- Managing and Resolving Cases
- Customizing a Support Process
- Automating Support
- Understanding the Salesforce Console for Service
- Collaborating in the Service Cloud
- Analyzing Support Data
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Salesforce Essentials for New Lightning Experience Administrators - ADX201 Corporate Training Certification
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