Administer, Extend, and Automate Salesforce & Business Processes (ADX211)

The Administer, Extend, and Automate Salesforce & Business Processes (ADX211) provides an in-depth look at the Salesforce platform and how you can use the marketing cloud to improve business processes through automation. In addition, the course covers a salesforce marketing cloud overview. It focuses on the various flow types, including triggered and scheduled flows used for business process automation.

In this course, you will learn about the approval steps and how to create and manage approvals using the process builder. You will also learn about field updates and business process mapping to optimize existing processes. The course also covers email templates and how to use the start element for process automation.
By the end of this course, the training will equip you with the skills and knowledge needed to pass the salesforce administrator certification exam. Additionally, you will gain hands-on experience with the process builder, support processes, and products and services offered by Salesforce.

This official Salesforce training is designed for individuals looking to improve their understanding of business process automation and gain practical experience with the Salesforce platform. With a focus on approval requests and approval status, you will gain the skills necessary to support and manage critical business processes efficiently.

Administer, Extend, and Automate Salesforce & Business Processes (ADX211) Benefits

• In this course, you will learn how to:

  • Troubleshoot and modify complex security models based on business requirements.
  • Identify the relationship types available in Salesforce and when each should be used.
  • Modify a Lightning app to meet business needs.
  • Increase data quality with advanced validation rules and formula functions.
  • Utilize Flow to solve business problems and increase productivity.
  • Troubleshoot ?ow errors stemming from the Order of Execution and invalid data inputs.
  • Plan and create an Approval Process.
  • Utilize the Order of Execution to explain why automations are running at speci?c times.
  • Determine when to con?gure, buy, or extend Salesforce.
  • Utilize advanced reporting techniques to analyze data.

• Training Prerequisites

  None.

Salesforce & Business Processes Training Outline

Module 1: Securing Your Data

• Accessing the Org
• Object Permissions
• Impact of Sharing
• Delegated Administration

Module 2: Objects, Fields, and Relationships

• Create Custom Objects
• Customize Fields
• Master Detail and Lookup Relationships
• Many to Many Relationships
• Benefits of Relationship Fields
• Additional Relationship Types

Module 3: Increasing Efficiency with Lightning Apps

• Building Lightning Applications
• Selecting Tabs
• Page Layout Editor
• Applying Quick Actions
• Record Type & Business Process

Module 4: Improve Data Quality

• Data Quality Lifecycle
• Enforcing Data Quality
• Validation Rules & Formula Functions
• Eliminate Duplicates

Module 5: Salesforce Flow

• Identifying the Right Automation Tool
• Flow Overview
• Migrating to Flow
• Flow and the Order of Execution

Module 6: Flow: Building From Scratch

• Building a Flow: The Basics
• Building a Flow: Resources & Elements
• Collection Management
• Creating a Flow
• Record-Triggered Flow
• Schedule-Triggered Flow
• Screen Flow
• Autolaunched Flow

Module 7: Flow: Considerations & Troubleshooting

• Considerations
• Limitations
• Troubleshooting

Module 8: The Approval Process

• What Is an Approval Process
• Create an Approval Process
• Troubleshoot an Approval Process

Module 9: Audit and Extend Automations

• The Order of Execution
• Auditing Tools
• Extending Beyond Automations

Module 10: Advanced Reporting

• Creating Custom Report Types
• Exception Reports with Cross Filters
• Bucketing Data
• Historical Reporting
• Extending Summaries in Reports and Dashboards