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Essentials for New Lightning Experience Administrators Certification Training
Master Salesforce Administration with Vinsys!
Enhance your career with our Essentials for New Lightning Experience Administrators Certification Training. This instructor-led course enables you to acquire skills in configuring, customising and automating the Salesforce applications in th
Essentials for New Lightning Experience Administrators Certification
Tailored content for individuals and corporate teams.
Continuous learner assistance for queries and guidance.
Official and up-to-date training materials aligned with Salesforce standards.
Course Overview
The Essentials for New Lightning Experience Administrators Certification Training is a course which is designed for new Salesforce Lightning experience administrators. It is more focused on the creation of the foundational knowledge that is required in order to work and update Salesforce applications. This course enables the participant to have a clear vision of the Salesforce Lightning features for enhancing the existing workflow, data and security.
Thus, the participants will be assisted on how to generate user accounts, manage profile options, security options, and application options for business. The training also covers other automation tools, such as Workflow Rules and Process Builder, to help learners improve business processes. In addition, the attendees will be able to discover data manipulation practices such as importing, exporting, and data cleaning. The training focuses on generating valuable reports and utilising dashboards as performance display tools.
Delivered by trainers with many years of experience in the field, the programme contains practical sessions and in-depth discussions that are considered to be the best practices in the industry. By the end of this course, the participants should be able to perform advanced Salesforce tasks and should be in the process of acquiring their Salesforce Lightning Administrator Certification.
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Course Objectives
The Essentials for New Lightning Experience Administrators Certification Training is designed to equip participants with the practical knowledge and skills required to manage and customise Salesforce applications effectively.
By the end of the course, participants will be able to:
- Understand the Salesforce Lightning and its adherence to workflow automation.
- Configure and build Salesforce applications such as tabs, fields, page layouts, business processes, etc.
- Configure security parameters to control the users’ ability and ensure data security.
- Analyse organisational data using high-value reports and interactive dashboards.
- Utilise Process Builder and Workflow Rules to automate business processes.
- Maintain clean and accurate data management and validation tools.
- Deliver support and resolution in cases by applying a service process tailored to the case.
Audience
This course is ideal for individuals and professionals looking to enhance their expertise in Salesforce administration, particularly in the Lightning environment.
- Whether you're new to Salesforce or seeking to advance your skills, this program is tailored for you.
- New System Administrators: Responsible for configuring and maintaining Salesforce applications within their organisation.
- Salesforce Power Users: Professionals with prior experience in Salesforce Lightning aiming to deepen their knowledge.
- Sales Operations Employees/Managers: Looking to optimise workflows and improve organisational efficiency using Salesforce.
- IT Managers: Seeking to manage and secure Salesforce applications effectively.
- Trailblazers: Beginners and enthusiasts interested in mastering Salesforce configuration, maintenance, and automation.
- Aspiring Salesforce Administrators: Individuals aiming to earn their Salesforce Administrator credentials and advance their careers.
Eligibility Criteria
There are no strict prerequisites for enrolling in this course. However, the following criteria will help ensure a smoother learning experience:
- Familiarity with Salesforce
- Exposure to Sales Cloud
- Interest in Administration
- Technical Aptitude
- Career Aspirations
Course Outline
Module 1 – Getting Around the App
- Data Model and Navigation
- Lightning Experience
- Help & Training
Module 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
Module 3 – Setting Up and Managing Users
- Managing User Profiles
- Managing Users
- Setting Up Chatter Free Users and Invites
- Troubleshooting Login Issues
Module 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
Module 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
Module 6 – Managing Data
- Import Wizards
- Data Loader
- Data.com
- Mass Transfer
- Backing Up Data
- Mass Delete and Recycle Bin
Module 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
Module 8 – Automation
- Email Templates
- Workflow Rules
- Process Builder
- Lead Automation
Module 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
Choose Your Preferred Mode
Online Training
- Learn at your convenience with instructor-led live virtual sessions.
- Round-the-clock assistance for queries and technical issues.
- Get post-training access to study materials and recorded sessions.
- Sessions delivered by experienced Salesforce-certified trainers.
Corporate Training
- Tailored training programs aligned with organisational goals and employee needs.
- Continued guidance and access to resources for corporate teams.
- Focused group sessions designed to improve team collaboration.
- Flexibility to choose between on-premise or online delivery.
FAQ’s
Why should I choose Vinsys for the Essentials for New Lightning Experience Administrators Certification Training?
Vinsys offers expert-led training, comprehensive course material, hands-on practice, 24/7 support, and a track record of training over 1 million professionals globally. Our flexible learning modes and industry-recognised certifications ensure a seamless learning experience tailored to your needs.
Is this course suitable for someone with no Salesforce experience?
Yes, the course is beginner-friendly. Prior experience in Salesforce is helpful but not mandatory. The training is designed to guide new administrators step by step.
Does Vinsys provide access to sandbox environments for practice?
Yes, you will have access to a sandbox environment during the course to practice real-world scenarios and apply what you have learned.
Are the instructors Salesforce-certified?
Absolutely! Our instructors are certified and bring extensive industry experience to the training sessions.
What kind of support can I expect during the course?
Vinsys offers 24/7 support for all learners, including access to trainers, technical assistance, and query resolution to ensure a smooth learning experience.
How does Vinsys ensure hands-on learning?
The course includes practical exercises, real-world case studies, and sandbox-based practice sessions to help you gain hands-on experience.
How does Vinsys ensure the quality of training?
Vinsys follows a rigorous quality assurance process, including certified instructors, industry-aligned course content, and real-time feedback from learners to maintain high training standards.
What learning materials are provided during the course?
Participants receive comprehensive courseware, practical guides, access to online resources, and recorded sessions for future reference.
Will this course prepare me for the Salesforce Administrator Certification exam?
Yes, the course content is designed to cover all essential topics required for the Salesforce Lightning Administrator Certification exam.
What types of automation will I learn in this course?
You will learn to build and manage automation processes using tools like Workflow Rules, Process Builder, and Salesforce Flow, which will help you streamline business operations effectively.
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Reviews
It was the most practical and technical training I have ever received. The sandbox exercises were helpful for me to practice, and the instructor's knowledge was good. I now understand how to manage Salesforce Lightning for my organisation. I highly recommend this course!
Pankaj SutharNew System Administrator
I would like to express my gratitude to Vinsys for offering me an ideal combination of lectures and practical workshops. It included topics ranging from user management to automation of different workflows. I benefited from the round-the-clock support and follow-up training assistance. A must for any person who wants to be a Salesforce administrator!
Parth SarathiSales Operations Manager
I learned more about Salesforce Lightning features, namely report creation and workflow automation. The lectures were very good, and the instructor responded to all questions. This course has helped me in enhancing my professional competencies to a very large extent.
Ravi SharmaProject Manager
The training was specially tailored for the team by Vinsys and was in congruence with the organisational objectives. The instructors were very knowledgeable and covered theory and practical examples well. Our team now manages Salesforce Lightning more efficiently. This training has been extremely valuable for corporate employee development.
Vibhu GaubaTechnical Engineer
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