About Course
Administration Essentials for New Admins in Lightning Experience (ADX201)
The ADX201 course is designed to equip new Salesforce administrators with
the essential skills required to manage and configure Salesforce using the
Lightning Experience. Participants learn how to navigate the platform,
manage users and security, customize objects, create reports and dashboards,
and support business processes effectively within Salesforce.
Prerequisites
- Basic understanding of business processes
- Familiarity with CRM concepts
- Comfort working with web-based applications
- No prior Salesforce experience required
- Willingness to learn Salesforce administration fundamentals
Who Should Attend
- New Salesforce Administrators
- Business Analysts and CRM Managers
- IT professionals supporting Salesforce users
- Sales and Service Operations teams
- Professionals preparing for Salesforce Administrator certification
Key Skills You Will Gain
This course builds the foundational skills required to administer Salesforce
efficiently using the Lightning Experience.
- Navigating and configuring Salesforce Lightning Experience
- Managing users, roles, profiles, and permissions
- Customizing objects, fields, and page layouts
- Creating reports, dashboards, and automation
- Maintaining data quality and system security
Course Modules
Module 1: Salesforce and Lightning Experience Basics
- Introduction to Salesforce platform
- Lightning Experience navigation
- Admin tools and setup overview
Module 2: User Management and Security
- User setup and license management
- Profiles, roles, and permission sets
- Security and access controls
Module 3: Data Model and Customization
- Standard and custom objects
- Fields, relationships, and validation rules
- Page layouts and record types
Module 4: Automation, Reports, and Dashboards
- Workflow rules and flows
- Approval processes
- Reports and dashboard creation
Module 5: Maintenance and Best Practices
- Data management and cleanup
- System monitoring and optimization
- Salesforce admin best practices