Administer Salesforce from Anywhere During COVID-19

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Free Online Course: Administer Salesforce from Anywhere During COVID-19 provided by Trailhead is a comprehensive online course, which lasts for 6-7 hours worth of material. The course is taught in English and is free of charge.

Overview
  • Learn how to manage users and data, secure your org, and create actionable reports while working from home.

    • Stay connected and succeed while working from home during COVID-19.
    • Learn how to collaborate with distributed teams and manage remote employees.
    • Set up users and control how they can view or edit your business data.
    • Control access to data using point-and-click security tools.
    • Clean up data with validation rules, formula fields, lookup filters, and automation.
    • Track key business information for your stakeholders with reports and dashboards.

Syllabus
    • Best Practices for Working from Home
      • Get Set Up to Work from Home
      • Stay Connected and Collaborate from Home
      • Succeed from Home
    • Virtual Collaboration
      • Understand the Importance of Virtual Collaboration
      • Develop Your Virtual Strategy
      • Learn Virtual Collaboration Skills for Managers
    • User Management
      • Add New Users
      • Control What Your Users Can Access
    • Data Security
      • Overview of Data Security
      • Control Access to the Org
      • Control Access to Objects
      • Control Access to Fields
      • Control Access to Records
      • Create a Role Hierarchy
      • Define Sharing Rules
    • Improve Data Quality for Your Sales and Support Teams
      • Create a Validation Rule
      • Create a Formula Field
      • Create a Lookup Filter
      • Create an Automation with Flow
    • Create Reports and Dashboards for Sales and Marketing Managers
      • Create Report and Dashboard Folders
      • Create a Simple Custom Report
      • Filter Your Reports
      • Group and Categorize Your Data
      • Use Summary Formulas in Your Reports
      • Manage Reported Data
      • Visualize Your Data