Administration Essentials for New Admins (ADM201)

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

Form Assembly Training

Pre Request : 

1. Login Access for Salesforce. (Completed)
2. 
   
3. Login Access for Form Assembly.  (Completed)
4. 
   
5. Sample Form for discussion.  

Training Agenda:

1. Introduction about Form Assembly. 
2. Create Sample Form.  (Text, Choice, Pick list, Date, Time, etc. with multiple pages) 
3. Hide/Shown the field based on the previous Answers. 
4. Salesforce Connection
5. Prefill 
6. Submission
7. After Submission
8. Publish the Forms.
9. Add the link into Salesforce or Website. 
10. Testing  & Debug. 
11. Responses 
12. Reprocessing the Form. 
13. Revisions 
14. Styling.

Conga Composer Training

Agenda

1. Introduction.
2. Conga Products.
3. What can we do with conga composer.
4. Technical Requirements. 
5. Comparison between 7 & 8.
6. Conga Template Library.
7. Product Instaltion.
• Sandbox
• Production
8. Configure the Conga Composer 
9. Conga Composer Setup
• Basic
• User Management
• Integration Partner
• Recent Activity
• API User
• External Data Sources 
• Solution Migration
10. Tools & Settings
11. Conga Email Template (TemplateId & TemplateGroup)
12. Conga Queries (QueryId)
13. Template Builder.
14. Conga Template Manager. 
15. Conga Composer customisation with Parameter.
16. Hands on. 
17. Release Notes
18. System Status
19. Q/A.

Introduction

Conga Composer® enables Salesforce® customers to customize, streamline and scale document generation and reporting for unlimited use cases across all organizations and industries. Composer can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce.

Conga Products (All Products Installation URL)

• Conga Composer (Main Product)
• Conga Batch (Conga Workflow)
• Conga Trigger (Conga Conductor)
• Conga Mail Merge 
• Conga QuickMerge
• Conga Sign
• Conga Contracts
• Conga Contracts for Salesforce
• Conga Orchestrate
• Conga Grid
• Conga Courier 

Composer also offers powerful add-ons for running solutions in batches, scheduling the creation and delivery of files, or based on a Salesforce workflow rule. These include:

Conga Batch®

Conga Trigger®

Conga Mail Merge®

Conga QuickMerge®

What can we do with Conga composer

1. Create
2. Generation
3. Distribution
4. Automation

Technical Requirements. 

To install and successfully use Conga Composer®, you must have one of the following from each category:

Salesforce® Edition:

Performance / Unlimited
Enterprise
Professional (limitations may exist)
Developer

Salesforce® Products:

Sales Cloud
Service Cloud
Force.com / App Cloud
Health Cloud
Financial Services Cloud
Quote-to-Cash

Internet Browsers (latest stable version of):

Firefox®
Chrome® (you may have to enable redirects from Composer in Chrome version 64 or higher)
Internet Explorer® (version 11 or the latest version supported by Salesforce)
Safari® (Mac only)
Microsoft Edge

Template Software:

Microsoft Office® 2016 and earlier (Mac or PC)
Adobe Acrobat® XI and earlier, Acrobat Reader
Adobe LiveCycle PDFs are not supported.

Mobile:

Compatible with Salesforce1 and all mobile browsers when set up per documentation.



Comparison Between Conga Composer Release 7 and 8

Use the below link to view the comparison between 7 & 8.

https://support.conga.com/content/composer/getting-started-with-composer/composer-basics/feature-comparison-between-conga-composer-release-7-and-8


Conga Template Library

The Conga® template libraries offer pre-built Composer® templates you can use in your solutions. View available templates using the links below.

https://support.conga.com/content/composer/creating-composer-templates/composer-template-basics/use-a-template-from-the-template-library


Product Installation 

Use the below link to install the conga composer product from App exchange.

https://support.conga.com/content/composer/getting-started-with-composer/installing-composer/installing-composer-from-the-salesforce-appexchange

To install other associated product use the this link. (All Products Installation URL)

Configure the Conga Composer

1. Basic Settings
2. Configure the Composer Connected App
3. Enable Remote Sites
4. Prepare Composer Settings for Use in a Sandbox
5. Assign User Licenses
6. Profile Permissions Needed to Use Conga Composer

Conga  Composer Setup

1. Basic
2. User Management
3. Integration Partner
4. Recent Activity
5. API User
6. External Data Sources 
7. Solution Migration

Tools & Settings

1. View Data
2. Template Builder
3. Setup 
4. Debug URL

Conga Email Template
 
    Create a record and attach the document in order to use the templates.
 

Conga queries


Reports
               You can use existing Salesforce® reports to gather the data for your merge document.
        Click here to see the more inf.


SOQL Select Statement

 In addition to using Salesforce® reports to gather information from Salesforce, you can also use Salesforce Object Query Language (SOQL) queries stored in the Conga® Query Manager. This custom object stores SOQL statements that will retrieve data related to the Master Object. Click here to see the more inf.

Template Builder

1. Filter Box
2. Collapse /Expand
3. Arrows
4. Data Set
5. Type of Template
6. Select Field/Copy Fields.

Template Manager

      Storage/Secure/Source Control


Conga Composer Button customisation with Parameter

This section contains parameter categories, index of parameters, and Release 7 parameters. For more information on customizing Composer with parameters, use the below links.

1. A Few Rules About Parameters
2. Adding Parameters to a Solution
3. How Parameters are Formatted

the complete list of parameters available to add to a solution, see the Composer Parameter Guide.


Hands On

Configure
Create Conga Composer Button on Object and added to the Page layout.
Template through Template Builder
Attach the template
Send Email/Download the Template

Release Notes

To see new features, functions, enhancements and bug fixes, see the release notes for each Conga product. To view specific product release notes, see the table of contents for your specific product and release associated to it.

Links to Conga Product Release Notes:

1. AI Anlayze
2. Collaborate
3. Composer
4. Contracts
5. Contracts for Salesforce
6. Grid
7. Sign
8. Orchestrate

System Status

Use the  below link to see the conga composer product maintenance  and availability status.

Conga System Status

Q & A

Calculate total no of contacts on each account using Clicks.

Map<String, Object> inputs = new Map<String, Object>();
inputs.put('AccId', '0014J000003ssUpQAI');
Flow.Interview.flowAPIName  myFlow = new Flow.Interview. flowAPIName(inputs);
myFlow.start();