ADM-211: Administration Essentials for Experienced Admin Certification Video Training Course
The complete solution to prepare for for your exam with ADM-211: Administration Essentials for Experienced Admin certification video training course. The ADM-211: Administration Essentials for Experienced Admin certification video training course contains a complete set of videos that will provide you with thorough knowledge to understand the key concepts. Top notch prep including Salesforce ADM-211 exam dumps, study guide & practice test questions and answers.
ADM-211: Administration Essentials for Experienced Admin Certification Video Training Course Exam Curriculum
Getting Started
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9:00
1. CRM and ERP
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13:00
2. Cloud Computing
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10:00
3. Salesforce Career Paths and Certifications
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8:00
4. Leverage Trailhead
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11:00
5. Understand the Advanced Administrator Exam guide
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4:00
6. Salesforce Editions and Pricing
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4:00
7. Setup your own Developer Edition Account!
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3:00
8. Get an overview of Salesforce Standard Data Model
Extending Custom Objects and Applications : Custom Objects and Considerations
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3:00
1. Section Overview
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4:00
2. Extending Custom Objects and Applications : Introduction
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7:00
3. Understanding the Enterprise data model - Field of Education
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5:00
4. Creating Custom Objects and Tabs
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4:00
5. Creating Custom Objects thro Schema Builder
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8:00
6. Exploring Fields and Field Types
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10:00
7. More about Text Field Types
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8:00
8. Picklists and Multi-Select Picklists
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10:00
9. Field Dependencies and Considerations
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7:00
10. Considerations while converting Field Types
Extending Custom Objects and Applications : Relationships and Considerations
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4:00
1. Object Relationships - Overview
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12:00
2. Lookup Relationship - Overview
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9:00
3. Considerations while using Lookup Relationship
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8:00
4. Master-Detail Relationship - Overview
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9:00
5. Considerations while using M-D Relationship
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3:00
6. Relationship Conversion : Lookup to MD and vice-versa
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7:00
7. Many-to-Many Relationship - Overview
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3:00
8. Considerations while using Many-to-Many Relationship
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7:00
9. Self Relationship
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4:00
10. Hierarchial Relationhip
Extending Custom Objects and Applications : External Objects and Relationships
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13:00
1. Configuring External Data Source and External Objects
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5:00
2. Experimenting on the External Objects
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16:00
3. Indirect Lookup Relationship
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7:00
4. External Lookup Relationship
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7:00
5. Considerations while using External Objects
Security and Access : Object Level Access
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2:00
1. Section Overview
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5:00
2. Security and Access - Overview
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15:00
3. Managing Profiles
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11:00
4. Profiles - Considerations
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15:00
5. Permission Sets
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13:00
6. Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License
Security and Access : Record Level Access
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22:00
1. OWD
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10:00
2. OWD - Considerations
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16:00
3. Role Hierarchy
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3:00
4. Role Hierarchy - Considerations
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14:00
5. Sharing Rules : Owner-based Sharing Rules
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5:00
6. Sharing Rules : Criteria-based Sharing Rules
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9:00
7. Manual Sharing
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5:00
8. Manual User Record Sharing
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10:00
9. Sharing Rules - Considerations
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16:00
10. Manager Groups
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1:00
11. Standard Report Visibility
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2:00
12. Community and Portal User Visibility
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2:00
13. Access to Record Types
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3:00
14. Why someone is able to see a record?
Security and Access : Field Level Access
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9:00
1. Field Level Security
Security and Access : Delegated Administration
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13:00
1. Delegated Administration
Security and Access : Enterprise Territory Management
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12:00
1. Enterprise Territory Management - Introduction
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7:00
2. Enabling Enterprise Territory Management
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6:00
3. Building a Territory Model
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7:00
4. Creating Territory and Territory Hierarchy
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8:00
5. Assigning Accounts to Territories
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1:00
6. Assigning Users to Territories
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2:00
7. Colloborate with Territory Models using Chatter
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2:00
8. Activating Territory Model
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3:00
9. Running Opportunity Territory Assignment Filter
Process Automation : Overview
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1:00
1. Section Overview
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8:00
2. Automation Tools in Salesforce - Overview
Process Automation : Troubleshoot an Approved Process
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6:00
1. Approval Process - A quick recap
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23:00
2. Troubleshoot an Approval Process
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11:00
3. Considerations while using Approval Processes
Process Automation : Lightning Process Builder
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4:00
1. Lightning Process Builder - Introduction
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10:00
2. Using Process Builder to auto-create a record
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12:00
3. Using Process Builder to auto-create child records
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8:00
4. Using Process Builder to Update Child records
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11:00
5. Using Process Builder to Execute Time-Dependent Actions
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5:00
6. Using Process Builder to Send Email Alerts
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12:00
7. Using Process Builder to Auto Submit Records for Approval
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8:00
8. Using Process Builder to Configure Nested IF-ELSE conditions
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20:00
9. Using Process Builder to Build and Use Invocable Process
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13:00
10. Using Process Builder to Post to Chatter
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6:00
11. Using Process Builder to perform Quick Actions
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6:00
12. Process Builder Version Control Mechanism
Process Automation : When to use which tool?
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7:00
1. Lightning Flow Builder
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3:00
2. Automation Tool Combinations
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7:00
3. Choose the Right Automation Tool
Data Management : Overview
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2:00
1. Section Overview
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5:00
2. Data Management Tools - Introduction
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16:00
3. How to use Data Import Wizard?
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12:00
4. How to use Apex Data Loader?
Data Management : Proactive Measures for Good Data Quality
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6:00
1. Evaluating Incoming Data Sources
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11:00
2. Enforce Data Entry Standards and Procedures
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7:00
3. Use Validation Rules to enforce data entry standards
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5:00
4. Considerations when mass importing records
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10:00
5. Duplicate Management : Matching Rules
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10:00
6. Duplicate Management : Duplicate Rules
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2:00
7. Assign a Data Steward
Data Management : Reactive Measures for Data Quality Maintenance
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14:00
1. Data Quality Reports and Dashboards
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11:00
2. Merging Duplicate Accounts
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5:00
3. Merging Duplicate Contacts
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4:00
4. Merging Duplicate Leads
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11:00
5. Mass Deleting Records
Data Management : Best Practices
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8:00
1. Optimize your Data Visibility Structure
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3:00
2. Data Skew
Data Management : Data Enrichment
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7:00
1. Data Enrichment - Introduction
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14:00
2. Using Salesforce Data.com for data enrichment
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3:00
3. Third Party Apps
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6:00
4. Social Accounts, Contacts and Leads
Data Management : Data Archival
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21:00
1. What is Data Archival and how to handle it?
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8:00
2. Various tools and options for archiving data - Part 1
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11:00
3. Various tools and options for archiving data - Part 2
Auditing and Monitoring : Overview
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2:00
1. Section Overview
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2:00
2. What is Auditing and Monitoring?
Auditing and Monitoring : Auditing
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2:00
1. Auditing using Record Modification Fields
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5:00
2. Auditing using Login History
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7:00
3. Auditing using Email Logs
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2:00
4. Auditing using Email Logs : Considerations
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10:00
5. Auditing using Field History Tracking
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21:00
6. Auditing using Field Audit Trail
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2:00
7. Auditing using Setup Audit Trail
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7:00
8. Auditing using Login Forensics
Auditing and Monitoring : Monitoring
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11:00
1. Monitoring : Security Health Check
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3:00
2. Monitoring : System Overview
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6:00
3. Monitoring : Storage Usage
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16:00
4. Monitoring : Debug Logs - Configuration
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10:00
5. Monitoring : Debug Logs - Testing
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9:00
6. Monitoring : Jobs
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5:00
7. Monitoring : Outbound messages
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14:00
8. Monitoring : Time-Based Workflows
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3:00
9. Monitoring : API Usage Notifications
Content Management
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1:00
1. Section Overview
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5:00
2. What is Content Management?
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6:00
3. Using Attachments to maintain files
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17:00
4. Using Documents to maintain files
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1:00
5. Salesforce Knowledge
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7:00
6. Add Google Docs to Salesforce
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4:00
7. Salesforce Files
Content Management : Salesforce CRM Content
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6:00
1. Salesforce CRM Content : Introduction and Setup
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20:00
2. Salesforce CRM Content : Creating and Managing Libraries
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11:00
3. Salesforce CRM Content : Configuring Record Types to Libraries
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3:00
4. Salesforce CRM Content : Creating and Managing Content Packs
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9:00
5. Salesforce CRM Content : Content Versioning
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9:00
6. Salesforce CRM Content : Content Delivery
Change Management : Overview
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2:00
1. Section Overview
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1:00
2. What is Change Management??
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1:00
3. Benefits of Change Management
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10:00
4. Key Stages of Change Management
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3:00
5. Development Methodology Options
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2:00
6. Develop a Change Management Strategy
Change Management : Managing Sandboxes
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7:00
1. Sandboxes and Sandbox Environment types
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9:00
2. How to create a Sandbox?
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4:00
3. Establish a deployment connection between Production and Sandbox
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2:00
4. How to delete a Sandbox?
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14:00
5. How to do a Sandbox Refresh?
Change Management : Metadata Export
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3:00
1. What is Metadata and Metadata Export?
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6:00
2. Metadata Export using Force.com IDE
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18:00
3. Force.com CLI and Automated Metadata Export
Change Management : Metadata Deployment
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3:00
1. Salesforce Metadata Deployment - Overview
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11:00
2. Salesforce Packages
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15:00
3. Deployment of Metadata using Change Sets - Outbound
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9:00
4. Deployment of Metadata using Change Sets - Inbound
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8:00
5. Best Practices while using Change Sets
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12:00
6. Deployment of Metadata using Force.com IDE
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11:00
7. Deployment of Metadata using Snapshot
Sales Cloud Applications : Campaign Management
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2:00
1. Section Overview
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9:00
2. Executing a successful marketing campaign
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6:00
3. Creating a new campaign
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12:00
4. Setting up Campaign Hierarchy
Sales Cloud Applications : Lead Management
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10:00
1. Steps for Effective Lead Management
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1:00
2. Creating a new Lead
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4:00
3. Lead Conversion Process
Sales Cloud Applications : Account and Contact Management
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6:00
1. Account and Account Hierarchy
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20:00
2. Configuring Account Team
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6:00
3. Understanding Person Accounts
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7:00
4. Account Contact Relationship - Contacts to Multiple Accounts
Sales Cloud Applications : Product Management
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7:00
1. Create Products, Price Books and Price Book Entries
Sales Cloud Applications : Opportunity Management
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10:00
1. Opportunity and Opportunity Products
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10:00
2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling
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7:00
3. Opportunity Teams
Sales Cloud Applications : Quote Management
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5:00
1. Enable Quotes
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4:00
2. Create Quotes
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2:00
3. Generate Quote PDF
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2:00
4. Email Quote to Customer
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6:00
5. Sync Quote to Opportunity
Sales Cloud Applications : Collaborative Forecasts
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4:00
1. Colloborative Forecasting - Enable Forecasts
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6:00
2. Adding Forecast Types
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2:00
3. Configure Default Forecast Display
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4:00
4. Enable Forecast Adjustments
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8:00
5. Enable Cumulative Forecast Rollups
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1:00
6. Enable Colloborative Forecast Users
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4:00
7. Understanding Colloborative Forecast Hierarchy
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19:00
8. View and Analyze Forecasts
Service Cloud Applications : Case Management
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4:00
1. Creating a new case
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11:00
2. Email-to-Case functionality
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10:00
3. Case Assignment Rules
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16:00
4. Case Escalation Rules
Service cloud Applications : Entitlement Management
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8:00
1. Entitlement Management - Introduction
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9:00
2. Enable Entitlement Management
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4:00
3. Create Milestone
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4:00
4. Create Entitlement Process
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4:00
5. Add milestone to entitlement process
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8:00
6. Add milestone actions
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2:00
7. Activate Entitlement Process
Service Cloud Applications : Interaction between Support Agents and Customers
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12:00
1. Configure Service Cloud Console App
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11:00
2. Configure Agent Console Tab
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3:00
3. Case Feed
Service Cloud Applications : Knowledge Management
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3:00
1. Enabling Salesforce Knowledge
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6:00
2. Configure Data Categories and Data Category Assignments
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2:00
3. Configure Knowledge Validation Status
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4:00
4. Configure Knowledge Article Actions
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5:00
5. Create Article Types
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3:00
6. Create and Publish Articles
Analytics,Reports and Dashboards
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7:00
1. Understand Analytics using Reports and Dashboards
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14:00
2. How to use Report Builder
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5:00
3. Create and Use Tabular Reports
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9:00
4. Create and Use Summary Reports
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6:00
5. Create and Use Matrix Reports
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6:00
6. Create and Use Joined Reports
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10:00
7. Create Custom Report Types
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6:00
8. Report Scheduling
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14:00
9. Create Dashboards with Dashboard Components for Matrix and Summary Reports
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8:00
10. Create Dashboards with Dashboard Components for Tabular and Joined Reports
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6:00
11. Setup Dynamic Dashboard Filters
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5:00
12. Scheduling Dashboard Refresh
About ADM-211: Administration Essentials for Experienced Admin Certification Video Training Course
ADM-211: Administration Essentials for Experienced Admin certification video training course by prepaway along with practice test questions and answers, study guide and exam dumps provides the ultimate training package to help you pass.
Salesforce ADM-211: Essentials for Experienced Administrators
Course Overview
This course is designed to provide experienced Salesforce administrators with the essential skills and knowledge needed to excel in managing Salesforce environments. It covers advanced topics, best practices, and practical strategies for efficient Salesforce administration. By the end of this course, participants will have a deeper understanding of Salesforce features, automation, data management, and security configurations.
Learning Objectives
Participants will learn how to manage complex Salesforce environments. They will understand the full lifecycle of Salesforce data and applications. Participants will gain skills in automating business processes and optimizing organizational workflows. They will also learn how to configure security, manage users, and maintain data integrity.
Who This Course Is For
This course is intended for Salesforce administrators who already have experience with the platform. It is suitable for those who want to advance their knowledge and prepare for the ADM-211 certification exam. Managers who oversee Salesforce administrators will also benefit from understanding the best practices and processes covered in this course.
Prerequisites
Participants should have a working knowledge of Salesforce administration. Familiarity with objects, fields, reports, dashboards, workflows, and user management is required. Basic knowledge of Salesforce Lightning Experience is recommended. Prior hands-on experience in configuring Salesforce is essential to fully benefit from this course.
Course Description
This course provides a structured approach to mastering Salesforce administration. It emphasizes practical application of concepts, with real-world examples and hands-on exercises. The course is divided into five parts, covering key areas of Salesforce administration. Participants will engage in scenario-based learning to enhance decision-making and problem-solving skills.
Salesforce Platform Overview
Salesforce is a cloud-based platform designed for managing customer relationships. It offers tools for sales, service, marketing, and analytics. Understanding the Salesforce platform is crucial for administrators. This includes knowing the architecture, standard objects, custom objects, and how they interact.
User Management
Effective user management ensures that employees have the right access to perform their tasks. Administrators must understand profiles, roles, permission sets, and sharing rules. This section covers creating and managing users, defining permissions, and monitoring activity to ensure security compliance.
Security and Access Control
Security is a core responsibility of Salesforce administrators. This includes managing authentication, login access, and data visibility. Administrators must understand how to configure organization-wide settings, field-level security, and object-level access. The course teaches how to balance accessibility with security best practices.
Data Management Essentials
Data is the lifeblood of Salesforce. This section covers importing, exporting, and maintaining data quality. Participants will learn about data validation rules, duplicate management, and data backup strategies. Techniques for mass data updates and cleaning are also explored to ensure organizational efficiency.
Reports and Dashboards
Reports and dashboards provide insights into business operations. Administrators will learn to design and customize reports, create dashboards, and schedule regular reporting. This section emphasizes actionable insights and decision-making using real-time Salesforce data.
Automation Basics
Automation helps streamline business processes. Part 1 introduces workflow rules, process builder, and approval processes. Administrators learn to automate repetitive tasks, send notifications, and maintain consistency across the organization. This foundation prepares participants for advanced automation in later parts.
User Support and Training
A Salesforce administrator is often the first point of contact for users. This section emphasizes effective support strategies, training techniques, and communication methods. Participants will learn how to handle common user issues and provide guidance for optimizing Salesforce usage.
Best Practices for Experienced Admins
Best practices include regular audits, monitoring system performance, and documenting processes. Administrators learn to optimize page layouts, reduce clutter, and enhance user experience. This section also emphasizes continuous learning and staying updated with Salesforce releases.
Advanced Automation in Salesforce
Automation in Salesforce helps streamline repetitive tasks and ensures consistent business processes. Experienced administrators must understand how to implement automation effectively without causing conflicts in the system. Automation tools include workflow rules, process builder, flows, and approval processes. Each tool has its unique strengths, and choosing the right one depends on the business requirement and complexity of the process. Workflow rules are ideal for simple tasks like sending email alerts or updating fields. Process Builder allows multi-step automation and can handle complex criteria. Flows provide even greater flexibility, enabling automation across multiple objects and integrating with external systems. Administrators learn to analyze processes, map requirements, and implement automation that reduces manual effort while maintaining accuracy. Monitoring automation is crucial. Regular audits help identify errors, prevent duplicate actions, and optimize performance. Best practices include documenting processes, limiting the number of active automation tools on a single object, and testing in a sandbox before deployment.
Advanced Data Management
Data management goes beyond importing and exporting records. Experienced administrators must ensure data integrity, consistency, and security across the organization. Data modeling is a key aspect, which involves designing objects, fields, and relationships to meet business needs. Administrators should understand the difference between master-detail and lookup relationships and how they affect record visibility and automation. Data validation ensures that users enter accurate information. Validation rules enforce business logic and prevent errors in critical fields. Duplicate management tools help identify and merge duplicate records to maintain a clean database. Data migration requires careful planning, mapping source fields to Salesforce objects, and ensuring that relationships are preserved. Backup strategies are also essential to protect against accidental data loss. Administrators must schedule regular backups, test restore procedures, and document processes. Data quality monitoring tools and dashboards provide insights into potential issues, allowing proactive management.
Integration Fundamentals
Integrating Salesforce with external systems extends its capabilities and ensures seamless business operations. Administrators need to understand integration patterns, such as real-time, batch, and event-driven integrations. APIs are the primary method for connecting Salesforce to other platforms. REST and SOAP APIs enable data exchange, while Platform Events support real-time communication. Integration requires careful mapping of objects, fields, and data formats to ensure consistency. Administrators must consider security during integration by using proper authentication methods, such as OAuth, and enforcing field-level security and sharing rules. Monitoring integration is equally important to detect failures, latency issues, or data discrepancies. Error logging, alerts, and automated retry mechanisms help maintain reliable integrations. A thorough understanding of integration capabilities allows administrators to support complex business requirements and expand Salesforce functionality.
Advanced Security and Compliance
Security is a continuous responsibility for experienced administrators. Beyond basic user profiles and roles, administrators must implement advanced security measures. Field-level security ensures sensitive data is protected, while permission sets grant temporary or specific access without changing profiles. Sharing rules allow record access based on criteria and ownership. Administrators should regularly review access logs, monitor login activity, and implement multi-factor authentication. Compliance with regulations such as GDPR or HIPAA requires understanding data privacy rules and audit requirements. Administrators must configure data retention policies, manage user consent, and ensure proper handling of sensitive information. Security audits and penetration testing are essential for maintaining a secure environment. Educating users on security best practices complements technical measures and reduces the risk of data breaches.
Process Optimization
Optimizing business processes increases efficiency and reduces operational bottlenecks. Administrators should analyze existing workflows, identify redundant tasks, and propose improvements. Techniques include simplifying approval processes, automating repetitive actions, and standardizing data entry procedures. Process maps and documentation help visualize workflows and identify areas for improvement. Regular reviews of automation, validation rules, and user feedback allow continuous optimization. Administrators should leverage Salesforce features such as Lightning Flow, Einstein Analytics, and dynamic page layouts to enhance user experience and process efficiency. Optimization also involves monitoring system performance and ensuring that automation or customizations do not slow down operations. Continuous improvement is key to maintaining a scalable and efficient Salesforce environment.
Reports and Analytics
Reports and analytics provide actionable insights to support decision-making. Experienced administrators should design reports that are accurate, relevant, and easy to interpret. Understanding the difference between standard and custom report types allows for more precise data extraction. Report filters, grouping, and summary fields enhance data analysis. Dashboards visualize key performance indicators and trends, helping executives and managers make informed decisions. Administrators should also use dynamic dashboards to provide personalized views for different users. Advanced analytics may include joined reports, historical trend reporting, and Einstein Analytics. Ensuring data accuracy in reports requires clean data, correct relationships, and well-defined filters. Regularly reviewing report usage and relevance ensures that analytics continues to support business objectives.
Change Management and Deployment
Managing changes in Salesforce requires planning, testing, and communication. Administrators must understand deployment tools such as Change Sets, Salesforce CLI, and third-party release management solutions. A structured deployment process ensures that changes do not disrupt business operations. Sandbox environments provide a safe space for testing new features, automation, and integrations. Administrators should conduct user acceptance testing to validate functionality before deployment. Documentation of changes, including configuration settings, automation rules, and data mappings, is essential for maintaining a historical record. Effective communication with stakeholders and end-users helps manage expectations and ensures smooth adoption of new features. Post-deployment monitoring identifies issues early and allows for rapid resolution.
User Adoption and Training
User adoption is critical for maximizing Salesforce ROI. Administrators should develop training programs tailored to different user roles. Interactive tutorials, webinars, and hands-on exercises help users understand and apply Salesforce features. Regular feedback sessions provide insights into challenges and areas needing improvement. Administrators should create user guides, process documentation, and quick reference materials. Gamification and recognition programs encourage engagement and consistent usage. Monitoring user activity and adoption metrics helps identify areas where additional support is needed. Supporting users with ongoing training and clear communication fosters confidence and promotes effective utilization of Salesforce.
Monitoring and Maintenance
Maintaining Salesforce involves continuous monitoring of system performance, data quality, and user activity. Administrators should regularly review system logs, check for errors, and monitor automation to prevent disruptions. Scheduled maintenance includes cleaning up inactive users, archiving old records, and updating configurations as business needs evolve. Performance optimization involves analyzing page load times, report execution, and workflow efficiency. Monitoring user adoption and system usage provides insights for further improvements. Regular health checks, audits, and documentation ensure that Salesforce remains efficient, secure, and aligned with organizational objectives. Proactive maintenance reduces downtime and enhances the overall reliability of the platform.
Advanced Customization
Customization allows Salesforce to meet specific business requirements. Experienced administrators should understand declarative customization tools such as custom objects, fields, record types, page layouts, and Lightning App Builder. Formula fields and validation rules provide dynamic functionality without code. Advanced customization includes creating flows, approval processes, and process automation that interact across multiple objects. Understanding the limitations of declarative tools helps administrators know when to involve developers for programmatic solutions. Maintaining a balance between customization and system performance is crucial. Proper testing and documentation prevent conflicts and ensure that customizations add value without compromising stability.
Continuous Improvement
Continuous improvement is a mindset that drives Salesforce administrators to optimize processes, enhance user experience, and adopt new features. Administrators should stay updated with Salesforce releases, explore new tools, and participate in the Salesforce community. Regularly reviewing system configurations, reports, and automation ensures alignment with evolving business needs. Feedback from users provides valuable insights into areas for enhancement. Implementing changes in a controlled and documented manner supports system integrity and reliability. Continuous learning, experimentation, and adaptation help administrators deliver greater value to their organization and maintain a high-performing Salesforce environment.
Advanced Reporting Techniques
Advanced reporting in Salesforce allows administrators to provide deeper insights into business performance. Understanding report types, filters, and summaries is essential. Joined reports enable combining multiple report types to provide a unified view of related data. Historical trend reporting allows tracking changes over time, helping organizations identify patterns and trends. Bucket fields categorize data dynamically without modifying underlying records. Administrators can use cross filters to focus reports on specific subsets of related records. Conditional highlighting and formula fields in reports allow key metrics to stand out visually. Advanced reporting empowers decision-makers to act on data quickly and accurately.
Dashboards and Visualization
Dashboards transform raw data into actionable insights. Administrators should design dashboards that align with business objectives and KPIs. Components such as charts, tables, and gauges help visualize performance in multiple dimensions. Dynamic dashboards provide personalized views for each user, reflecting relevant data without creating multiple dashboard versions. Drill-down functionality allows users to explore underlying data, providing a detailed understanding of trends and anomalies. Administrators should monitor dashboard performance to ensure quick load times and accurate data reflection. Regular updates and testing of dashboards maintain their relevance as business needs evolve.
Data Analytics and Einstein Features
Salesforce Einstein introduces AI-driven analytics to enhance decision-making. Administrators can leverage predictive insights, recommendations, and automated discovery of patterns within data. Einstein Analytics allows for the creation of dashboards and datasets tailored to specific business questions. Understanding the capabilities of Einstein features, such as automated forecasts and opportunity scoring, empowers organizations to anticipate outcomes and prioritize actions. Administrators must ensure that data is clean, complete, and structured appropriately to maximize the effectiveness of AI tools. Regular monitoring and evaluation of predictive models ensure accuracy and relevance in decision-making.
Integration Strategies
Integrating Salesforce with external systems extends functionality and creates seamless workflows. Administrators should understand common integration patterns, including real-time, batch, and event-driven approaches. REST and SOAP APIs enable programmatic data exchange with other applications. Middleware platforms can simplify complex integrations and provide monitoring capabilities. Event-driven architecture using Platform Events ensures real-time updates across connected systems. Mapping data accurately and understanding dependencies between objects is critical to successful integration. Administrators should implement robust error handling, logging, and monitoring to maintain integration reliability. Security during integration is essential, with proper authentication, authorization, and encryption to protect sensitive data.
API Management and Best Practices
Salesforce provides APIs for accessing, updating, and managing data programmatically. Administrators should understand limits, request handling, and best practices for efficient API usage. Throttling, batching, and caching help optimize performance and reduce unnecessary API calls. API monitoring and error handling are essential to ensure seamless integration and data consistency. Administrators should maintain documentation for API endpoints, data mapping, and usage policies to support developers and integration partners. Understanding API security, including OAuth authentication, IP whitelisting, and session management, helps protect organizational data while enabling automation and connectivity.
Scenario-Based Automation
Hands-on scenario practice helps administrators apply knowledge to real-world situations. Scenarios can include automating lead assignment, approval processes, or multi-step workflows involving multiple objects. Practicing scenario-based automation builds confidence and problem-solving skills. Administrators should analyze requirements, design a solution, test in a sandbox environment, and deploy changes to production. Documenting each step ensures clarity and provides reference material for future maintenance. Scenario-based learning also highlights potential conflicts between automation tools and teaches strategies for resolution. Continuous practice ensures administrators can handle complex automation tasks efficiently.
Data Management Scenarios
Practical scenarios reinforce advanced data management skills. Examples include migrating legacy data into Salesforce, cleaning up duplicates, or setting up validation rules for a new process. Administrators must plan data transformations, map source fields to Salesforce objects, and validate relationships. Hands-on exercises help identify issues such as missing data, incorrect field types, or relationship errors. Scenario practice also includes data backup and restore exercises, ensuring administrators are prepared for accidental data loss or system failures. Realistic exercises build confidence in managing large volumes of data accurately and efficiently.
Security and Compliance Scenarios
Administrators face practical challenges in securing Salesforce data while supporting business operations. Scenario practice may include setting up role hierarchies, sharing rules, or permission sets to meet organizational policies. Simulating compliance audits allows administrators to test whether data access meets regulatory requirements such as GDPR or HIPAA. Scenario exercises also cover user authentication, multi-factor authentication configuration, and monitoring login activity. Practicing these scenarios ensures administrators understand the consequences of misconfigurations and can proactively secure data and maintain compliance.
Advanced Customization Scenarios
Customization scenarios help administrators explore complex configurations, such as creating multi-step flows, dynamic page layouts, and record-triggered automations. Exercises may involve designing custom objects, fields, and validation rules to support new business processes. Scenario practice highlights best practices, including minimizing customization conflicts, testing thoroughly, and documenting solutions. Hands-on experience with advanced customization prepares administrators to handle unique business requirements while maintaining system performance. Understanding the impact of each customization on automation, reporting, and user experience ensures sustainable and scalable solutions.
Troubleshooting and Issue Resolution
Experienced administrators must develop strong troubleshooting skills. Scenario practice includes identifying and resolving issues related to automation, integrations, or data inconsistencies. Administrators learn to analyze error messages, review logs, and trace dependencies between objects and processes. Structured troubleshooting approaches involve isolating the root cause, testing potential fixes in a sandbox, and deploying solutions safely. Effective documentation of troubleshooting steps supports team knowledge sharing and reduces repeated issues. Practicing troubleshooting scenarios builds confidence in managing complex Salesforce environments under pressure.
Change Management Scenarios
Practical change management exercises teach administrators how to deploy updates without disrupting operations. Scenarios may include deploying new automation, updating validation rules, or rolling out integrations. Administrators learn to use sandbox testing, change sets, and version control tools. Communicating with stakeholders, obtaining approvals, and monitoring post-deployment performance are key aspects of scenario practice. Change management exercises emphasize risk mitigation, documentation, and user training. Practicing these scenarios prepares administrators to implement organizational changes efficiently and confidently.
User Training Scenarios
Hands-on exercises for user training help administrators design effective training programs. Scenarios may include onboarding new users, creating role-specific guides, or conducting live workshops. Administrators learn to assess user competency, provide targeted support, and gather feedback for continuous improvement. Training scenarios often involve troubleshooting common user errors, demonstrating best practices, and encouraging adoption through gamification or recognition programs. Practicing these scenarios ensures administrators can effectively support and empower Salesforce users across the organization.
Monitoring and Optimization Scenarios
Scenario practice in monitoring and optimization involves reviewing dashboards, reports, automation, and data quality metrics. Administrators simulate system audits, performance reviews, and adoption tracking exercises. Identifying bottlenecks, redundant automation, or reporting errors allows administrators to optimize processes proactively. Scenarios include testing new features, monitoring system performance, and implementing enhancements based on analytics. Hands-on optimization scenarios help administrators maintain a high-performing Salesforce environment and continuously improve efficiency.
Real-World Application and Case Studies
Real-world case studies provide practical context for applying knowledge. Administrators analyze complex organizational challenges, develop solutions, and implement configurations. Case studies often cover multi-department processes, large data migrations, and integration with external systems. Participants learn to balance technical feasibility with business requirements, anticipate potential issues, and implement best practices. Studying real-world examples fosters strategic thinking, decision-making skills, and problem-solving abilities essential for experienced Salesforce administrators.
Exam Preparation Scenarios
Practical scenario exercises also prepare participants for the ADM-211 certification exam. Scenarios simulate exam-style questions requiring analysis, configuration decisions, and solution design. Participants practice interpreting requirements, applying best practices, and validating solutions in Salesforce. Scenario-based exam preparation builds confidence, reinforces understanding of key concepts, and highlights areas needing further study. Integrating scenario practice with theoretical knowledge ensures comprehensive readiness for certification success.
Lightning Experience Overview
Lightning Experience is Salesforce’s modern interface designed to improve productivity, usability, and flexibility. Administrators must understand the differences between Classic and Lightning to manage transitions effectively. Lightning offers enhanced navigation, dynamic pages, and a more intuitive layout. Users benefit from responsive designs, easier access to records, and customizable dashboards. Administrators play a crucial role in ensuring that users adapt to Lightning Experience while maintaining data integrity and workflow continuity. Planning, training, and testing are essential steps in implementing Lightning Experience successfully.
Lightning App Builder
The Lightning App Builder allows administrators to design custom pages with a drag-and-drop interface. Pages can include standard, custom, or third-party Lightning components. There are different page types, such as App Pages, Home Pages, and Record Pages. Dynamic components adjust visibility based on user roles, profiles, or field values. Administrators can create personalized experiences for different teams, increasing efficiency and adoption. Understanding component hierarchy and interactions ensures that pages perform optimally and meet business requirements.
Dynamic Page Layouts
Dynamic page layouts in Lightning enable content to be displayed based on user context or record data. Administrators can configure visibility rules that show or hide fields, sections, or components. This reduces clutter, improves user focus, and ensures relevant information is displayed. Understanding dynamic layouts is crucial for tailoring the Salesforce experience for multiple user profiles. Testing dynamic layouts in sandbox environments ensures they function as intended and provide a seamless user experience.
Lightning Flow Overview
Lightning Flow is a powerful tool for automating complex business processes without code. It includes screen flows, record-triggered flows, and scheduled flows. Administrators can guide users through interactive screens, automate updates across multiple objects, and schedule actions based on criteria. Flows support branching logic, loops, and decision elements, allowing for highly customized automation. Best practices include testing flows thoroughly, documenting steps, and monitoring for errors. Understanding the appropriate use of flows versus other automation tools ensures system efficiency and maintainability.
Screen Flows
Screen flows are interactive flows that guide users through processes. They are ideal for data entry, approval collection, or guided tasks. Administrators can use conditional logic to adjust screens based on user input. Screen flows improve data accuracy by enforcing required fields, validation rules, and providing contextual help. Testing and designing intuitive screens ensures that users complete processes efficiently and with minimal confusion. Screen flows can be embedded on record pages, apps, or accessed via buttons and links.
Record-Triggered Flows
Record-triggered flows execute automatically when records are created, updated, or deleted. They replace many workflow and process builder functions with more flexibility. Administrators can update related records, create tasks, or send notifications automatically. Decision elements in flows allow for complex branching, ensuring that actions are tailored to business logic. Understanding the order of execution in Salesforce is crucial to avoid conflicts with other automation. Monitoring flow performance and error handling prevents disruptions to daily operations.
Scheduled and Autolaunched Flows
Scheduled flows run at defined intervals to perform repetitive tasks such as data updates or notifications. Autolaunched flows execute without user interaction, triggered by other processes or APIs. Administrators can automate mass updates, perform calculations, or integrate with external systems using these flows. Best practices include setting appropriate frequency, testing in sandbox environments, and logging outcomes. Scheduled and autolaunched flows provide significant efficiency gains and reduce manual errors across large datasets.
Advanced Reporting Techniques
Lightning Experience enhances reporting capabilities. Joined reports combine multiple objects, historical trend reporting tracks changes over time, and bucket fields categorize data dynamically. Conditional formatting highlights important metrics visually. Administrators can schedule reports and subscribe users to automated email updates. Advanced reporting techniques support strategic decision-making, allowing managers to analyze performance trends and forecast outcomes. Understanding reporting limits and optimization ensures reports run efficiently without impacting system performance.
Dashboards and Visualization
Lightning dashboards provide real-time visual insights into business metrics. Administrators can create dynamic dashboards tailored to individual users or teams. Components like charts, tables, gauges, and metrics display critical KPIs effectively. Drill-down functionality allows users to explore underlying data, providing detailed context for decision-making. Best practices include using consistent color schemes, clear labeling, and prioritizing actionable insights. Monitoring dashboard performance ensures timely data display and prevents slow load times for large datasets.
Einstein Analytics and AI Features
Salesforce Einstein brings artificial intelligence to reporting and forecasting. Administrators can leverage predictive analytics, recommendations, and anomaly detection. Einstein allows users to identify trends, prioritize leads, and forecast opportunities accurately. Administrators must ensure data quality and structure to maximize AI effectiveness. Configuring Einstein dashboards, alerts, and automated insights helps organizations act on predictions and optimize strategies. Continuous evaluation of AI models ensures predictions remain relevant and accurate.
Platform Enhancements
Salesforce regularly releases platform updates that introduce new features, tools, and optimizations. Administrators must stay current with release notes, evaluate impacts on existing configurations, and implement relevant enhancements. Testing updates in sandbox environments prevents disruptions in production. Platform enhancements often include improvements to flows, security, reporting, and Lightning components. Understanding these updates allows administrators to leverage new capabilities and provide innovative solutions for business needs.
AppExchange Solutions
The Salesforce AppExchange provides pre-built apps and components to extend platform functionality. Administrators evaluate apps for compatibility, security, and business value before installation. AppExchange solutions can accelerate automation, analytics, integration, and user experience improvements. Proper configuration, testing, and user training are essential to ensure successful adoption. Monitoring app performance and updates maintains a stable and efficient environment.
Change Management in Lightning
Implementing changes in Lightning requires structured planning and communication. Administrators should document proposed changes, test in sandboxes, and use change sets or deployment tools for production rollout. User communication, training, and feedback collection ensure smooth adoption. Monitoring post-deployment impact identifies issues early and allows prompt resolution. Effective change management minimizes disruptions and maximizes the benefits of new configurations and features.
User Training and Adoption
Successful Lightning adoption depends on effective user training. Administrators should design role-based training materials, including step-by-step guides, interactive sessions, and video tutorials. Feedback mechanisms help refine training and identify areas needing reinforcement. Encouraging user adoption through recognition programs and continuous support ensures Salesforce is utilized effectively. Monitoring usage patterns provides insights into adoption and highlights areas for improvement.
Monitoring and Optimization
Continuous monitoring ensures Lightning Experience operates efficiently. Administrators track performance metrics, report usage, and automation execution. Regular audits identify redundant workflows, outdated reports, and inactive users. Optimization includes refining page layouts, improving flow efficiency, and adjusting dashboards to meet evolving business needs. Proactive monitoring reduces system issues, enhances user experience, and maintains alignment with organizational objectives.
Security in Lightning
Lightning Experience does not change core security principles but introduces additional considerations for component visibility and page-level access. Administrators configure profiles, permission sets, and sharing rules to protect sensitive data. Field-level security ensures that users see only the information they need. Regular security audits, login monitoring, and multi-factor authentication help safeguard the platform. Understanding Lightning-specific security features enables administrators to provide both functionality and protection.
Troubleshooting and Issue Resolution
Lightning introduces unique troubleshooting scenarios, including component conflicts, flow errors, and rendering issues. Administrators develop systematic approaches to identify root causes, test solutions, and deploy fixes. Documenting troubleshooting processes provides reference for recurring issues. Hands-on practice in sandbox environments ensures administrators can resolve problems quickly without impacting production users.
Continuous Improvement
Lightning Experience supports ongoing innovation and process optimization. Administrators monitor new features, evaluate their relevance, and implement enhancements. Feedback from users drives iterative improvements to page layouts, flows, reports, and dashboards. Continuous improvement ensures Salesforce evolves with business needs, enhances efficiency, and maximizes user satisfaction. Staying engaged with the Salesforce community helps administrators learn best practices, discover new solutions, and maintain expertise in the platform.
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