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IT Training

Administrative Essentials for New Admins in Lightning Experience

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.

Who should attend this course?
  • 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.
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.
  • Administrative Essentials for New Admins in Lightning Experience
  • 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.
            • Course Content
              • Getting Around the App
                • Getting Your Organization Ready for Users
                  • Setting Up and Managing Users
                    • Security and Data Access
                      • Object Customizations
                        • Managing Data
                          • Reports and Dashboards
                            • Automation
                              • Managing the Support Process

Practical information

Duration

5 days

Languages

EN

Price

€ 3.625 + 3% VAT

Location

Virtual Classroom Course

Schedule

Guaranteed to run

Sessions in English
03-07/02/2025Book
10-14/03/2025Book
28-30/04/2025&01-02/05/2025Book
16-20/06/2025Book
07-11/07/2025Book
01-05/09/2025Book
03-07/11/2025Book
01-05/12/2025Book
Sessions in Dutch
Contact us for more infoBook
Sessions in French
Contact us for more infoBook

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