Salesforce Advanced Administration

Audience

• Experienced Salesforce Administrators
   
• Professionals seeking to enhance their Salesforce configuration and management skills

This Salesforce Advanced Administration course is designed for experienced Salesforce users who want to deepen their knowledge.. Participants will gain skills in advanced data management, automation, security, and reporting, while also learning best practices and troubleshooting techniques.

Day 1: Core Advanced Administration Topics
 

Advanced Data Management
 

• Importing and exporting data
   
• Deduplication strategies and maintaining data quality
   

Automation with Process Builder, Flow, and Workflow Rules
 

• Understanding automation tools and when to use each
   
• Building complex flows and automated processes
   

Security & Access Controls
 

• Setting up advanced sharing and permissions
   
• Role hierarchies, profiles, and field-level security
   

Custom Objects and Field Relationships
 

• Managing complex data models and custom objects
   
• Understanding record types and relationship types
   

Day 2: Customization & Analytics for Insightful Management
 

Advanced Reporting & Dashboards
 

• Creating complex reports and customizing dashboards
   
• Using reports for real-time data insights
   

Customization and Lightning App Builder
 

• Building custom apps and using the Lightning App Builder
   
• Configuring and enhancing the user experience
   

Troubleshooting and Best Practices
 

• Identifying and resolving common issues
   
• Performance optimization and best practices