Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Trailhead

Learn Admin Essentials in Lightning Experience

Salesforce via Trailhead

Overview

Master the fundamentals of administering a Salesforce org.
  • Set up the tools your users need to sell in a global business.
  • Manage users and optimize your business model for efficiency.
  • Secure your Salesforce org by controlling login and data access for users.
  • Guide your reps during the sales process and make them more productive.
  • Use picklists, filters, formulas, and other tools to customize an object in your org.
  • Use dataloader.io and the Data Import Wizard to manage data in Salesforce.
  • Track key business information for your stakeholders with reports and dashboards.
  • Clean up data with validation rules, formula fields, lookup filters, and automation.
  • Streamline workflow and improve productivity with new processes, record types, and rules.
  • Create in-app guidance to help users get the most value out of your Salesforce app.

Syllabus

  • Prepare Your Salesforce Org for Users
    • Set Up the Exchange Rate
    • Update the Exchange Rate with ACM
    • Customize the Home Page
    • Create a Unique Account List View
    • Create Chatter Groups
  • Customize an Org to Support a New Business Unit
    • Manage User Access
    • Manage Chatter
    • Modify Your Data Model
    • Configure an Email Letterhead and Template
    • Automate Your Business Process
  • Protect Your Data in Salesforce
    • Restrict Login Hours and IP Ranges
    • Create New Users and Allow a User to Delete Accounts
    • Set Organization-Wide Defaults and Create a Role Hierarchy
    • Create Sharing Rules
    • Set Up Account Teams
  • Customize a Sales Path for Your Team
    • Customize a Sales Path
    • Customize Opportunity Stages
    • Work with Opportunities in the Kanban View
  • Customize a Salesforce Object
    • Work with Standard and Custom Fields
    • Create Picklists and Field Dependencies
    • Create Lookup Filters
    • Create Formula Fields
    • Create Record Types
    • Create Account Page Layouts
    • Enable Account Field History Tracking
    • Create Validation Rules
  • Import and Export with Data Management Tools
    • Use the Data Import Wizard
    • Use Dataloader.io to Export Data
    • Use Dataloader.io to Update Data
  • Create Reports and Dashboards for Sales and Marketing Managers
    • Create Report and Dashboard Folders
    • Create a Simple Custom Report
    • Filter Your Reports
    • Group and Categorize Your Data
    • Use Summary Formulas in Your Reports
    • Manage Reported Data
    • Visualize Your Data
  • Improve Data Quality for Your Sales and Support Teams
    • Create a Validation Rule
    • Create a Formula Field
    • Create a Lookup Filter
    • Create an Automation with Flow
  • Create a Process for Managing Support Cases
    • Create Support Processes
    • Create Record Types
    • Create an Escalation Rule
  • User Engagement
    • Get Started with User Engagement
    • Promote Feature Adoption and Discovery
    • Enable Users to Learn in the Flow of Work
    • Design a User Engagement Journey

Reviews

Start your review of Learn Admin Essentials in Lightning Experience

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.