Administration Essentials for Experienced Admins (ADM211)
- 1. Troubleshoot Record Access and Field Visibility
- 2. Change Management
- 3. Extend Salesforce with Custom Objects and Apps
- 4. Extend Analytics
- 5. Increase Efficiency with Salesforce1 and Publisher Actions
- 6. Improve Data Quality
- 7. Automate Complex Business Processes
- 8. Streamline Requests with Approval Processes
- 9. Increase Productivity with Visual Workflow
1. Troubleshoot Record Access and Field Visibility
- Troubleshooting Record Access
- Understanding the Impact of Territory Management on the Sharing Model
- Managing Field Visibility
2. Change Management
- Managing Changes in a Sandbox
- Deploying Changes Using Change Sets
3. Extend Salesforce with Custom Objects and Apps
- Building Custom Objects, Tabs, and Apps
- Creating Relationships Between Objects
- Using Delegated Administration
4. Extend Analytics
- Creating Custom Report Types
- Building Exception Reports with Cross Filters
- Categorizing Report Data with Bucketing
- Extending Summaries in Reports and Dashboards
- Displaying Multiple Views of Data Using Joined Reports
- Analyzing Data Over Time with Analytic Snapshots
5. Increase Efficiency with Salesforce1 and Publisher Actions
- Customizing the Salesforce1 Mobile App
- Creating Object Specific Publisher Actions
- Creating Global Publisher Actions
6. Improve Data Quality
- Assessing, Cleansing, and Maintaining Data Quality
- Merging Duplicate Records
- Cleaning and Enriching Data with Data.com
7. Automate Complex Business Processes
- Creating Formulas and Workflow Rules to Enforce Business Processes
- Troubleshooting Business Process Execution Issues
- Understanding When Business Process Automation Must Be Extended Using Programmatic Means
8. Streamline Requests with Approval Processes
- Managing Approval Processes
- Troubleshooting Approval Processes
9. Increase Productivity with Visual Workflow
- Understanding Use Cases for Visual Workflow
- Building and Deploying a Flow