Salesforce Essentials for New Lightning Experience Administrators ADX201 Training
Build a strong foundation in Salesforce administration with Salesforce Essentials for New Lightning Experience Administrators (ADX201) Training. Learn Lightning Experience, user management, security, data management, customization, automation, reports and dashboards. Develop practical skills to configure Salesforce environments and support efficient business operations as an administrator.
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Salesforce Essentials for New Lightning Experience Administrators ADX201 Training Course Overview
Multisoft Systems presents Salesforce Essentials for New Lightning Experience Administrators (ADX201) training designed to build strong administrative skills in Salesforce Lightning. This instructor-led program covers configuration, data management, security controls, business automation, and dashboards, empowering professionals to efficiently manage Salesforce environments and drive organizational productivity.
Salesforce Essentials for New Lightning Experience Administrators (ADX201) training by Multisoft Systems is designed to equip professionals with the foundational knowledge and practical skills required to effectively manage and configure Salesforce in the Lightning Experience environment. This comprehensive program focuses on core administrative functions that enable organizations to customize Salesforce according to their business needs. The training covers key topics such as user setup and management, security and access controls, standard and custom objects, page layouts, record types, validation rules, and data management. Participants gain hands-on experience in creating reports and dashboards, automating business processes using workflow rules and approval processes, and maintaining data quality. The course also emphasizes best practices for configuring apps, managing the Lightning interface, and supporting end users.
Through instructor-led sessions, real-time scenarios, and practical exercises, learners develop the confidence to administer Salesforce environments efficiently. This program is ideal for aspiring administrators and professionals transitioning to Salesforce Lightning. By the end of the training, participants will be well-prepared to handle day-to-day administrative responsibilities and contribute to successful Salesforce implementation and adoption within their organizations.
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Salesforce Essentials for New Lightning Experience Administrators ADX201 Training Course curriculum
Curriculum Designed by Experts
Multisoft Systems presents Salesforce Essentials for New Lightning Experience Administrators (ADX201) training designed to build strong administrative skills in Salesforce Lightning. This instructor-led program covers configuration, data management, security controls, business automation, and dashboards, empowering professionals to efficiently manage Salesforce environments and drive organizational productivity.
Salesforce Essentials for New Lightning Experience Administrators (ADX201) training by Multisoft Systems is designed to equip professionals with the foundational knowledge and practical skills required to effectively manage and configure Salesforce in the Lightning Experience environment. This comprehensive program focuses on core administrative functions that enable organizations to customize Salesforce according to their business needs. The training covers key topics such as user setup and management, security and access controls, standard and custom objects, page layouts, record types, validation rules, and data management. Participants gain hands-on experience in creating reports and dashboards, automating business processes using workflow rules and approval processes, and maintaining data quality. The course also emphasizes best practices for configuring apps, managing the Lightning interface, and supporting end users.
Through instructor-led sessions, real-time scenarios, and practical exercises, learners develop the confidence to administer Salesforce environments efficiently. This program is ideal for aspiring administrators and professionals transitioning to Salesforce Lightning. By the end of the training, participants will be well-prepared to handle day-to-day administrative responsibilities and contribute to successful Salesforce implementation and adoption within their organizations.
- Understand the fundamentals of Salesforce Lightning Experience and its navigation.
- Configure company settings and customize the Salesforce environment.
- Manage users, roles, profiles, and permission sets effectively.
- Implement data security controls and sharing rules.
- Create and customize standard and custom objects, fields, and page layouts.
- Design record types and validation rules to maintain data accuracy.
- Import, export, and manage data using data management tools.
- Build and customize reports and dashboards for business insights.
- Automate business processes using workflow rules, approval processes, and Flow.
- Configure Lightning apps, tabs, and home pages for better user experience.
Course Prerequisite
- Basic understanding of Customer Relationship Management (CRM) concepts
- Familiarity with cloud computing fundamentals
- Basic knowledge of business processes such as sales, marketing, or customer service
Course Target Audience
- Aspiring Salesforce Administrators
- New Lightning Experience Administrators
- CRM Administrators
- System Administrators
- Salesforce Power Users
- IT Professionals and Support Engineers
- Business Analysts
- Application Support Executives
- Salesforce Consultants (Beginners)
Course Content
- Setting Up the Company Profile
- Configuring the User Interface
- Setting Up Activities and Calendars
- Configuring Search Settings
- Setting Up Chatter Groups
- Mobile Access withSalesforce1
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- Managing User Profiles
- Managing Users
- Setting Up Chatter Free Users and Invites
- Troubleshooting Login Issues
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- Restricting Logins
- Determining Object Access
- Setting Up RecordAccess
- Creating a Role Hierarchy
- Dealing with Record Access Exceptions
- Managing Field-level Security
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- Administering Standard Fields
- Creating New CustomFields
- Creating Selection Fields: Picklists and Lookups
- Creating Formula Fields
- Working with PageLayouts
- Working with Record Types and Business Processes
- Maintaining Data Quality
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- Import Wizards
- Data Loader
- Data.com
- Mass Transfer
- Backing Up Data
- Mass Delete and Recycle Bin
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- 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
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- Managing and Resolving Cases
- Customizing a Support Process
- Automating Support
- Understanding the Salesforce Console for Service
- Collaborating in the Service Cloud
- Analyzing Support Data
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Salesforce Essentials for New Lightning Experience Administrators ADX201 Training (MCQ) Assessment
This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :
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Salesforce Essentials for New Lightning Experience Administrators ADX201 Corporate Training
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Why Salesforce Essentials for New Lightning Experience Administrators ADX201 Training for Your Professional Growth
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Our Salesforce Essentials for New Lightning Experience Administrators ADX201 Training Corporate & Certification Program trainers bring 13+ years of proven industry expertise, delivering practical insights aligned with real project environments.
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Salesforce Essentials for New Lightning Experience Administrators ADX201 Training FAQ's
The training focuses on building core administrative skills in Salesforce Lightning Experience, including user management, security settings, customization, data management, reporting, and automation.
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