Advanced Salesforce Administration and Automation

Overview:

The second part of the Salesforce Administrator Training Program focuses on advanced administration tasks, user access control, and automation. Participants will learn about data import/export tools, sharing settings, role hierarchy, and special permissions to ensure data security and user management. This section also covers Salesforce automation tools like workflows and flows, and explores third-party app integration via AppExchange. The part concludes with an introduction to application lifecycle management within Salesforce.

Learning Outcomes:

• Manage user roles, permissions, and data access effectively using sharing settings and role hierarchy.
• Apply Salesforce’s data management tools (Data Loader and Data Import Wizard) for efficient data handling.
• Configure automation tools, including workflows and flows, to streamline business processes.
• Explore the Salesforce AppExchange for integrating third-party apps.
• Understand best practices for managing the application lifecycle in Salesforce