Administrative
Essentials for New Admins in Lightning Experience
Day 1 (Getting Around the App)
Cloud Computing
Benefits of Cloud
Computing
Structure of Cloud
Computing
Top players in
Cloud
Introduction to
Salesforce
Foundation of
Salesforce
Salesforce Edition
Salesforce
Certification
Creating a
Developer Account
Creating
Application
Salesforce
Database & Structure
Understand the
data model and navigation
Explore the
Lightning Experience
Find answers in
Help & Training
Q & A
Homework
Day 2 (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
Q & A
Homework
Day 3 (Setting Up and Managing Users)
Managing User
Profiles
Managing Users
Setting Up Chatter
Free Users and Invites
Troubleshooting
Login Issues
Q & A
Homework
Day 4 (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
Q & A
Homework
Day 5 (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
Q & A
Homework
Day 6 (Managing Data)
Import Wizards
Data Loader
Data.com
Mass Transfer
Backing Up Data
Mass Delete and
Recycle Bin
Q & A
Homework
Day 7 (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
Q & A
Homework
Day 8 (Automation)
Email Templates
Workflow Rules
Process Builder
Lead Automation
Q & A
Homework
Day 9 (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
Q & A
Homework
Day 10 (Project Work)
Sample Project
Discussion
Implementation
Day 11 (Admin Exam Preparation)
Exam Preparation
Discussion
Trailhead
Administrator Exam Preparation
https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep
Additional Reference Documents (Trailmixes).
Admin - Day 1 (Getting Around the App)
Admin - Day 2 (Getting Your Organization Ready for Users)
Admin - Day 3 (Setting Up and Managing Users)
Admin - Day 4 (Security and Data Access)
Admin - Day 5 (Customization: Fields)
Admin - Day 6 (Managing Data)
Admin - Day 7 (Reports and Dashboards)
Admin - Day 8 (Automation)
Admin - Day 9 (Managing the Support Process)
Admin - Day 10 (Projects)
Additional Projects
Complete Admin course
