Whether you are a new Salesforce system 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.
In this course, you will perform the basic skills required of a typical Salesforce system administrator.
- 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 in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the Sales Cloud® (Accounts, Contacts, opportunities, and so forth). You can obtain this level of skills and knowledge by taking the following Logical Operations course:
Salesforce.com® for Sales Representatives