How the course works

The instructor will cover the course material for every module with advanced, in-depth overviews of concepts while demoing how to do certain aspects within Salesforce. After each demo, you will have time allocated to performing exercises.

The proctor will monitor a chat box to answer any questions you have during the module. At the end of each module, we will address unanswered questions that weren’t addressed during the module.

 

Course Outcomes

The course is what you make it. By doing the exercises and being engaged, you will be able to thoroughly prepare yourself for becoming a Super Super Admin and for the Salesforce Certified Administrator Exam.

3-Day Salesforce Lightning Admin Fundamentals Course Overview

Day-1

• Salesforce Overview & Navigation Basics
• Understanding the Salesforce Data Model
• Salesforce Lightning Experience
• Company Configuration & Global Settings
• Salesforce Lightning User Interface
• Creating & Managing Users
• Login Controls with Session Settings

Day-2

• Managing Contacts & Opportunities
• Configuring Custom Fields
• Working with Custom Fields
• Salesforce Objects
• Data Access & Security
• Data Management Fundamentals

Day-3

• Salesforce Reports
• Understanding Dashboards
• Salesforce Lightning Email Templates
• Process Builder
• Automating Leads & Cases
• Continuing your Admin Journey: Additional Help & Resources

 

Course Requirements

• Access to a Salesforce Trailhead Training Environment
• Some familiarity with Salesforce
• A willingness to learn and participate

This is virtual training – you can learn from the comfort of your own home!