Description
If you have been a system administrator or have been managing Salesforce for some time, you understand that a large part of the job is working on requests from management or other salesforce Users to modify the system to meet the needs of the users and the company. It is the nature of Salesforce to make sure that there are always several ways to accomplish these types of modifications.
In this five-day course, you will identify the needed information for five native business processes that every company can manage using Salesforce, regardless of the edition. while taking the course, you will gain insight into each of the functional groups of users and establish patterns of critical thinking that help you to ensure that you are taking the right approach and providing the needed support for each of the requests you have received.
By course completion you will learn:
How to describe basic concepts related to Salesforce Administration
Set up and organization
Manage user accounts
Implement security controls
Configure the Salesforce Classic user interface
Support the Lightning Experience user interface
Customize pages
Manage Opportunities
Implement additional Opportunity features
Implement data validation and workflows
Manage Leads
Manage Accounts
Manage Contacts
Manage Campaigns
Manage Cases
Manage custom objects
Manage data
Configure views, reports, and dashboards
Integrate and extend Salesforce
This course is intended for individuals who:
Need to manage instances of Salesforce Sales Cloud at varies times
Have Sales Cloud user skills and are existing Sales, Administrative, or Operations support employees
IT employees who are given the additional responsibilities of the Salesforce system administration
External consultants who have been engaged to provide administrative support for an organization
Prerequisites
It is recommended that for the most successful outcome after taking this course, the student has:
Working knowledge of how Salesforce is being used in their organization and general familiarity with the Salesforce Lightning Experience user interface.
Experience with using the Salesforce1 mobile app on IOS or Android devices is helpful but not required.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands-on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 12/25/2023 | 12/29/2023 | ||||
| 1/15/2024 | 1/19/2024 | ||||
| 2/5/2024 | 2/9/2024 | ||||
| 2/26/2024 | 3/1/2024 | ||||
| 3/18/2024 | 3/22/2024 | ||||
| 4/8/2024 | 4/12/2024 | ||||
| 4/29/2024 | 5/3/2024 | ||||
| 5/20/2024 | 5/24/2024 | ||||
| 6/10/2024 | 6/14/2024 | ||||
| 7/1/2024 | 7/5/2024 | ||||
| 7/22/2024 | 7/26/2024 | ||||
| 8/12/2024 | 8/16/2024 | ||||
| 9/2/2024 | 9/6/2024 | ||||
| 9/23/2024 | 9/27/2024 | ||||
| 10/14/2024 | 10/18/2024 | ||||
| 11/4/2024 | 11/8/2024 | ||||
| 11/25/2024 | 11/29/2024 | ||||
| 12/16/2024 | 12/20/2024 | ||||
| 1/6/2025 | 1/10/2025 |
Curriculum
Lesson 1: Introduction to Salesforce Administration
The Salesforce Data Model
SMART Administration Principles
Lesson 2: Setting Up and Organization
Manage the Company Profile
Configure Organizational Settings
Lesson 3: Managing User Accounts
Create User Accounts
Manage Users
Lesson 4: Implementing Security Controls
Salesforce Security Essentials
Configure Profiles
Establish Organization-Wide Sharing Defaults
Configure Roles
Create Sharing Rules
Perform a Health Check
Lesson 5: Configuring the Salesforce Classic User Interface
Configure User Interface Settings
Customize the Home Page in Salesforce Classic
Configure Search in Salesforce Classic
Lesson 6: Supporting the Lightning Experience User Interface
Implement Lightning Experience
Customize Lightning Experience Home Pages
Lesson 7: Customizing Pages
Create Page Layouts in Salesforce Classic
Customize Record Pages in Lightning Experience
Lesson 8: Introduction to Opportunity Management
Opportunity Management Essentials
Design and Implement Opportunity Fields
Design and Implement Opportunity Stages
Design and Implement Opportunity Contact Roles
Design and Create Opportunity Record Types
Lesson 9: Implementing Additional Opportunity Features
Implement and Maintain Opportunity Products and Price Books
Implement the Similar Opportunities Function
Implement Opportunity Teams
Create a Big Deal Alert
Lesson 10: Implementing Data Validation and Workflows
Create and Test Validation Rules
Create and Test Workflows
Lesson 11: Managing Leads
Lead Management Essentials
Design and Implement Lead Fields
Design and Implement Lead Fields
Design and Implement Custom Lead Sources
Design and Implement Web-to-Lead Forms
Design and Implement Lead Assignment Rules
Lesson 12: Managing Accounts
Design and Account Management Model
Implement an Account Management Model
Lesson 13: Managing Contacts
Design a Contact Management Strategy
Implement a Contact Management Strategy
Lesson 14: Managing Campaigns
Prepare for Campaign Management
Administer a Campaign Management Strategy
Lesson 15: Managing Cases
Case Management Essentials
Design and IMplement Case Fields
Design and Implement Case Origins
Automate Case Management
Lesson 16: Providing Apps and Custom Objects
Supply Apps in Salesforce Classic
Supply Apps in Lightning Experience
Lesson 17: Managing Data
Data Management Essentials
Import and Update Data
Back-Up and Restore Data
Lesson 18: Configuring Views, Reports, and Dashboards
Create Views
Create and Manage Reports
Create and Manage Dashboards
Lesson 19: Integrating and Extending Salesforce
Integrate Salesforce and Outlook
Implement Salesforce1
Implement SalesforceA
