Online Training

Administrative Essentials for New Admins in Lightning experience (ADX201)

Monday, 09:00 a.m.  CEST
Event languages: Dutch , English

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.

10 May.
Register here

 

Measures COVID-19

We are committed to providing a safe learning environment in close cooperation with the location(s). All of our services are carried out in accordance with the applicable measures as determined by RIVM. The number of participants per training is limited, taking into account the capacity of the rooms so that keeping sufficient distance (minimum of 1.5 meters) is guaranteed. Participants of the training are requested to adhere to the prescribed hygiene measures at site. Also, we request you to stay home if you have a cold and/or when members of your household have a fever.  

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.

Target Group

  • 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.

Getting Around the App

  • Data Model and Navigation
  • Lightning Experience
  • Help & Training

Getting Your Organization Ready for Users

  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce1

Setting Up and Managing Users

  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues

Security and Data Access

  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security

Object Customizations

  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality

Managing Data

  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin

Reports and Dashboards

  • 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

Automation

  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation

Managing the Support Process

  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data

10 May -  14 May 2021 | Virtual | language: English

14 June -  18 June 2021 | Virtual and in-class (Eindhoven) | language: English

28 June -  2 July 2021 | Virtual | language: English

2 August -  6 August 2021 | Virtual | language: English

6 September -  10 September 2021 | Virtual | language: English

At the moment all of the courses are only available in a virtual classroom.

For future dates, the courses can be attended both virtual and in-class. Of course this is subject to change in accordance with the Public Health/RIVM guidelines and in-class seats will be limited. 

The course starts at 09.00 and ends at 17.00

You can also register for this course in one of the other cities. Send us an email in which country you want to attend and which date. Below you'll find the dates, location and language.

This version of the ADX-201 course will take place in 5 evening lecture and demo sessions in 5 weeks. It requires to do the hands-on exercises on your own at your own speed in between.

Dates

31 May -  4 June 2021 | Virtual and in-class
7 -  11 June 2021 | Virtual and in-class
14 -  18 June 2021 | Virtual and in-class
21 -  25 June 2021 | Virtual and in-class
28 June -  2 July 2021 | Virtual and in-class

Program

Evening 1

Introductions and Overview

Getting Around the App

Getting Your Organization Ready for Users

Homework is to do the practice exercises in the Salesforce practice environment.

Evening 2

Setting Up and Managing Users

Security and Data Access

Homework is to do the practice exercises in the Salesforce practice environment.

Evening 3

Object Customizations

Homework is to do the practice exercises in the Salesforce practice environment.

Evening 4

Managing Data                                                                             

Reports and Dashboards

Homework is to do the practice exercises in the Salesforce practice environment.

Evening 5

Automation

Closing

The practice environment will remain available to participants for up to 30 days after the training.

The cost of the course are € 3,625 excl. VAT, including officially certified Salesforce course materials, coffee, tea and lunches.

Until four weeks before the start of the course you may cancel your participation by email free of charge. Should you cancel within four weeks before the start of the course you will have to pay the full course fee.

Deloitte Academy reserves the right to cancel a course if circumstances dictate. You will be informed of this as soon as possible.
For more information about our Terms and Conditions, please refer to our FAQ page.

Cancellation or request for transfer by participant Cancellation costs Expenses due to transfer
4 weeks (up to 16 Business days) before the start of the course 0% 0%
3 - 2 weeks (15 to 10 Business days) before the start of the course 50% 25%
1 week (5 Business days) before the start of the course 100% 50%

If you have any questions, please contact us: 

Phone number: 088-288 93 33
Mail: nlacademy@deloitte.nl

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Monday, 10 May 2021 09:00 a.m. CEST
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