Salesforce Lightning is a component-based framework for app development from Salesforce. A Salesforce Administrator uses it to enhance user experiences with the Lightning Experience UI and Lightning App Builder for customization.
A Salesforce Administrator benefits from Lightning’s modern interface, faster navigation, enhanced analytics through Einstein AI, and productivity tools that Classic lacks.
Lightning Components are reusable blocks of code that can be used to build responsive applications for mobile and desktop platforms.
Lightning App Builder is a drag-and-drop tool that allows admins to create custom Lightning pages using standard and custom components.
A Salesforce Administrator manages profiles, which define permissions and access settings for users, including object-level permissions, field-level security, and layout visibility.
A Salesforce Administrator controls user access through profiles, permission sets, roles, and sharing rules to ensure appropriate access levels.
Permission Sets grant additional permissions to users on top of their profile settings, allowing flexibility without changing profiles.
Salesforce’s sharing model allows for data visibility control using OWD (Org-Wide Defaults), Role Hierarchies, Sharing Rules, and Manual Sharing.
A Salesforce Administrator understands that profiles define user capabilities, while roles determine data access within the role hierarchy.
A Salesforce Administrator uses Process Builder to automate business processes such as record updates, email notifications, and approvals without coding.
Salesforce Flow is a more powerful automation tool than Process Builder, capable of handling complex logic, user interactions, and multi-step processes.
A Lightning Record Page can be created using the Lightning App Builder by selecting components to customize the layout and visibility of information on the page.
A Salesforce Administrator configures Validation Rules to enforce data entry conditions, ensuring data quality before records are saved.
A Salesforce Administrator schedules reports by selecting “Schedule Future Runs,” setting the frequency, and defining the recipient list for email delivery.
Data Loader is a client application for importing, exporting, updating, and deleting large volumes of data in Salesforce.
Workflow Rules can only perform four actions (field update, email alert, task creation, and outbound message), while Process Builder offers more flexibility and multiple actions per trigger.
A Salesforce Administrator leverages Dynamic Forms to customize fields and sections on Lightning Record Pages based on user roles or record criteria.
A Salesforce Administrator utilizes the Transition Assistant to plan and manage the migration from Salesforce Classic to Lightning Experience efficiently.
Global Actions allow users to quickly perform actions such as creating new records or logging calls from anywhere in Salesforce, enhancing productivity.
Data security is managed through profiles, field-level security, sharing rules, role hierarchy, encryption, and two-factor authentication (2FA).
