Salesforce Platform Configuration and Administration Essentials Course

Join OpFocus for 5 days of in-depth learning about Salesforce using Lightning. We have extensive experience in Salesforce system implementations, architecture and best practices, and have worked with hundreds of executives and administrators to help them get the most out of their Salesforce instances.

In this course, we will guide you through Salesforce Certified Administrator exam topics and share the best practices expected of consultants at OpFocus. This course is taught on Salesforce’s new Lightning User Interface with regular comparisons to the old Classic User Interface. An emphasis is on helping companies think through migration to Lightning and take advantage of Lightning features. Course materials are updated for each new Salesforce release.

Agenda

  • Day 1: Salesforce Overview; Lightning vs Classic; System Settings; Sales Cloud
  • Day 2: Service Cloud; Custom Cloud
  • Day 3: Process Automation (Workflow, Process Builder, Approvals); Security
  • Day 4: Data Utilities; Formulas; Data Validation; Chatter; Content
  • Day 5: Reports & Dashboards; Productivity Tools; AppExchange, Apex & Visualforce Overview

The course will consist of lecture, demonstrations, individual exercises and group exercises. OpFocus will provide each class participant with a workbook containing the agenda, course slides, and exercise guide.

For class participants interested in taking the Salesforce Certified System Administrator Exam, prior to the end of class we will schedule one 1hr group study session to review the study guide together and discuss exam preparations. This will be done via web conference within 1 month after the end of the class.

Interested in a deep dive of Reporting? Check out our 2-day Salesforce Hands-On Reporting & Analytics workshop.

Training Site

OpFocus, Inc.
78 Blanchard Road, Suite 203
Burlington, MA 01803
(see map below)

Dates

Feb 11 – 15, 2019

OpFocus’ next class offered will be in June 2019 (immediately after Summer ’19 release.)

Registration

$3,750 per Student

Map