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Whether you are a new Salesforce administrator or have been managing Salesforce® for some time, you probably know that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?
By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.
This course maps to the related Salesforce Certified Administrator exam and covers similar material to that found in the Salesforce University course. You will need to take this class and review additional resources and exam objectives in order to pass your Salesforce exam.
In this course, you will perform the basic skills required of a typical Salesforce system administrator.
You will:
• Describe basic concepts related to Salesforce administration.
• Set up an 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®. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com® system administration, or external consultants who have been engaged to provide administrative support for an organization.
This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification.
To ensure your success, you will need a 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 will be helpful but is not required.
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Attend hands-on, instructor-led Salesforce.com: Sales Cloud Administration Essentials training classes at ONLC's nationwide locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.
For additional training options, check out our list of Courses and select the one that's right for you.
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