Lesson 3: Automation, Data Operations, Reports, and Dashboards
Lesson Overview
This lesson develops practical skills in automation, data operations, reports, and dashboards for Salesforce Administration Essentials in Lightning (ADX201).
Topics Covered
Flow concepts, record-triggered automation, screen flows, approvals, and scheduled paths
Formula fields, roll-up summaries, validation, assignment, auto-response, and escalation rules
Data Loader concepts, backups, storage, ownership transfer, and data lifecycle
Report types, filters, grouping, formulas, joined reports, and dashboard components
Subscriptions, folders, sharing, snapshots, and operational metrics
Automation testing, bulk behavior, error handling, and monitoring
Practical Activity
Configure or analyze a scenario involving flow concepts, record-triggered automation, screen flows, approvals, and scheduled paths.
Build and validate an exercise covering formula fields, roll-up summaries, validation, assignment, auto-response, and escalation rules and data loader concepts, backups, storage, ownership transfer, and data lifecycle.
Use tests, logs, reports, or documentation to verify automation testing, bulk behavior, error handling, and monitoring.
Key Takeaways
Explain flow concepts, record-triggered automation, screen flows, approvals, and scheduled paths in the context of Salesforce Administration Essentials in Lightning (ADX201).
Apply practical methods for formula fields, roll-up summaries, validation, assignment, auto-response, and escalation rules and data loader concepts, backups, storage, ownership transfer, and data lifecycle.
Test, document, and troubleshoot automation testing, bulk behavior, error handling, and monitoring.
