When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Essentials for New Lightning Experience Administrators
Discover the world of a Salesforce administrator by configuring and customizing a Salesforce org. In this 5-day instructor-led course designed for new admins, our experts guide you through the...
Read MoreOverview
Discover the world of a Salesforce administrator by configuring and customizing a Salesforce org. In this 5-day instructor-led course designed for new admins, our experts guide you through the important tasks and features that Salesforce administrators encounter daily. Learn about Salesforce architecture, how to manage users, and how to keep your org secure. Explore best practices surrounding customization, set up automations to improve efficiency, and create reports and dashboards for data analysis.
Skills Gained
When you complete this class, you will be able to:
- Explain the Salesforce architecture and its key terminology.
- Build a Sandbox to create, test, and move data to a Salesforce production org.
- Compare different methods for granting users access to functionality and data.
- Customize applications to meet business requirements.
- Describe use cases for data management and validation tools.
- Analyze key performance indicators (KPIs) with reports and dashboards.
- Automate business processes using key features and functionality.
- Use the Salesforce ecosystem and resources to implement and maintain your Salesforce org.
Who Can Benefit
This course is designed for new and beginner Salesforce system administrators, as well as Trailblazers wanting to increase their skills around the configuration, maintenance, and automation of a Salesforce org. This is also a great course for anyone interested in earning their Salesforce Administrator credential.
Course Details
Course outline
Salesforce Fundamentals
- Explore Salesforce
- Salesforce Architecture
The Big Picture: All Users
- Gather Company Information and Licensing
- Determine your Fiscal Year and Currency
- Organize and Collaborate
- Manage Users
- Assess Login Security Controls
Feature and Object Access
- Understand Profiles
- Define Permission Sets
- Evaluate Field-Level Security
Record Access
- Determine Record Ownership
- Establish Organization-Wide Defaults
- Build Role Hierarchy
- Implement Sharing Rules
- Design Teams and Manual Sharing Requirements
- Set Restriction Rules
Standard Functionality Customizations
- Understand an Object
- Explore Standard and Custom Fields
- Navigate Relationship Fields
- Generate Custom Formula Fields
The Existing User Interface (UI)
- Customize Applications
- Build a Home Page
- Explore Tabs and List Views
- Adjust Page Layouts
- Generate Dynamic Forms
- Incorporate Buttons, Links, and Actions
- Design Record Types, Business Process, and Path
Data Management
- Back Up Data
- Import, Export, and Update Data
- Mass Delete and Mass Transfer
- Use Data Quality and Cleansing Tools
Declarative Automation
- Learn Automation Fundamentals
- Build Validation Rules
- Manage Leads and Cases
- Design Workflows and Processes
- Outline an Approval Process
The Future of Automation: Flow
- Define Flow
- Build a Flow To Update a Field
- Build and Combine Flows
- Deploy Flow with a Lightning Component
- Follow Order of Execution
New Objects
- Create a New Object
- Build a New Custom Tab
- Deploy a Change Set
- Generate a Mobile Layout
Analytics
- Define Report Components
- Create Filters and Formulas
- Implement Conditional Formatting and Charts
- Manage Exports and Subscriptions
- Build Dashboards
Schedule
11 options available
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May 19, 2025 - May 23, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM CDT Language English Select from 1 options below Virtual |8:30 AM – 5:00 PM CDT- Enroll
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Jun 9, 2025 - Jun 13, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM EDT Language English Select from 2 options below Virtual |8:30 AM – 5:00 PM EDT- Enroll
- Enroll Add to quote
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Jun 16, 2025 - Jun 20, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM PDT Language English Select from 1 options below Virtual |8:30 AM – 5:00 PM PDT- Enroll
- Enroll Add to quote
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Jun 23, 2025 - Jun 27, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM EDT Language English Select from 2 options below Virtual |8:30 AM – 5:00 PM EDT- Enroll
- Enroll Add to quote
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Jul 7, 2025 - Jul 11, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM CDT Language English Select from 2 options below Virtual |8:30 AM – 5:00 PM CDT- Enroll
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Jul 14, 2025 - Jul 18, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM EDT Language English Select from 1 options below Virtual |8:30 AM – 5:00 PM EDT- Enroll
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Jul 21, 2025 - Jul 25, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM CDT Language English Select from 1 options below Virtual |8:30 AM – 5:00 PM CDT- Enroll
- Enroll Add to quote
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Jul 28, 2025 - Aug 1, 2025 (5 days)
Virtual | 8:30 AM – 5:00 PM EDT Language English Select from 1 options below Virtual |8:30 AM – 5:00 PM EDT- Enroll
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FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
Good training material and good instruction. More time needs to be provided for the lab work.
Instructor was great, course was mostly very good except for too much focus on pricing
It was very informative and covered all the required materials along with handson labs for practice.
ExitCertified gave a great course on AWS that covered all of the basics in depth with good lab materials.
I was very satisfied about how the course was organized. Sean Did a very good work
