Workshop on ADX-201 Salesforce Administrator

When:

September 24, 2019 @ 9:00 am – September 28, 2019 @ 5:00 pm

2019-09-24T09:00:00+00:00

2019-09-28T17:00:00+00:00

Sales force ADX-201 Administrator Workshop- 2019

On September 24^th 2019, a 5 Day workshop on Administrative Essentials for New Admins in Lightning Experience (ADX201) in association with ICT Academy, was inaugurated at KCG College of Technology by Head of the Computer Science and Engineering Department – Dr. M. Krishnamurthy, Head of the Information Technology Department Dr J. Frank Vijay along with ICT academy Relationship Manager Mr Dinesh & Resource Person for the 5 day workshop Mr Ravichandran along with others Trainers Graced the occasion.

Dr M. Krishnamurthy Head – CSE, Enlightened students the Purpose of this workshop being conducted for Final Years and the Objectives of this workshop was cited by him. He also emphasised students to learn the cloud technology skills to make them on par with industry standards. Last but Not Least Dr J. Frank Vijay concluded the inaugural of the event with vote of thanks and also shared his bright ideas on cloud technology and the importance of it with respect to industry Revolution 4.0

Extensive and interactive, Administrative Essentials for New Admins in Lightning Experience is the core training that ensures your success with Sales force Lightning. It’s a must for new administrators, and highly recommends in completing the course before starting a Sales force deployment or when taking over an existing deployment.

Students have learnt these following things in Sales force CRM Platform

Customize your application, including page layouts, fields, tabs, and business processes in Lightning Experience.
Learn how security settings created in Sales force Classic are applied in Lightning.
Maintain and import clean data in Lightning.
Use Lightning features to create high-value reports and dashboards
Understand how workflow automation complies with Lightning.

Lessons and Topics Covered extensively during the 5 days workshops are as follows

Getting Around the App
Data Model and Navigation
Lightning Experience
Help & Training

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

Setting Up and Managing Users

Managing User Profiles
Managing Users
Setting Up Chatter Free Users and Invites
Troubleshooting Login Issues

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

Object Customizations

Administering Standard Fields
Creating New Custom Fields
Creating Selection Fields: Pick lists and Lookups
Creating Formula Fields
Working with Page Layouts
Working with Record Types and Business Processes
Maintaining Data Quality

Managing Data

Import Wizards
Data Loader
com
Mass Transfer
Backing Up Data
Mass Delete and Recycle Bin

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

Automation

Email Templates
Workflow Rules
Process Builder
Lead Automation

Managing the Support Process

Managing and Resolving Cases
Customizing a Support Process
Automating Support
Understanding the Sales force Console for Service
Collaborating in the Service Cloud
Analyzing Support Data

Three Super Badge Details:

Business Administration Specialist

Things Earned by executing this Superbadge 1

Clean and import account data
Create users and manage access
Create email templates for new marketing needs
Configure UI tools for a new product type
Create reports and dashboards
Manage and apply Chatter tools

Lightning Experience Reports & Dashboards Specialist

Things Earned by executing this Superbadge 2

Administer report and dashboard visibility and access
Apply report types and fields
Design a record filtering strategy
Create and surface report charts and dashboards
Apply buckets, groups, and custom summary formulas
Create dashboard components

Security Specialist

Things Earned by executing this Superbadge 3

Set object-level security settings to control which users can access which objects
Set record-level security settings to control which users can create and edit specific records
Set appropriate password policies to comply with security best practices
Track field-level changes to meet data retention requirements
Set report, dashboard, and public list view security settings to grant appropriate privileges to users
Set up two-factor authentication to enhance user login security
Describe capabilities to track changes to Sales force settings

Students actively participated in this workshop and enjoyed earning the super badges. Details of the Students Badges are attached for your perusal. Total number of Students Participated is 58 and the Total number of Students who cleared all 3 super Badges is 24.The Workshop came to an end on 28^th September 2019 3.35 PM where the closing words were from our Principal & HoD – CSE about the Technology shift and the Need to adopt this CRM technique to equip the students in cloud platform.