Learn Admin Essentials in Lightning Experience

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Free Online Course: Learn Admin Essentials in Lightning Experience provided by Trailhead is a comprehensive online course, which lasts for 9-10 hours worth of material. The course is taught in English and is free of charge.

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