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Become a Salesforce Admin. Learn how to administer Salesforce accounts, permissions, campaigns, and reports for your organization.
Become a Salesforce admin. Learn how to streamline the user experience and administration of Salesforce. In this course, Christopher Matthew Spencer explores how to configure and administer Salesforce so that the functions of this CRM (customer relationship management) tool align to the needs and goals of your business. Learn how to customize sales paths and opportunity stages, set up custom fields, and create custom reports for your teams. Christopher also shows how to secure your data, and configure user accounts with different levels of access. Use these tips to work smarter, and provide more value for your Salesforce users.
Overview
Syllabus
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Introduction
- Managing a CRM for your company
- How to obtain help
- Clouds
- Editions
- Planning the transition
- Getting registered
- Learning the setup platform
- Discovering AppExchange
- Chatter
- Understanding data visibility
- User admin
- Role hierarchy
- Sharing rules
- Profiles
- Permission sets
- Restricting logins
- Handling login challenges
- Object access
- Record access
- Field-level security
- Leads
- Web-to-Lead
- Accounts and Contacts
- Views
- Working with groups and Chatter
- Calendars
- Cases
- Opportunities
- Campaigns
- Email templates
- Teamwork using queues
- Set up assignment rules (leads and cases)
- Set up escalation rules (cases)
- Setting up My Domain
- Working with regional settings
- Standard and custom fields
- Set up object relationships (lookup and master-detail)
- Schema Builder
- Customize record and home pages
- Search and search layouts
- Custom buttons and links
- Customizing sales paths
- Customizing opportunity stages
- Apps and branding for business needs
- Mobile configuration and branding
- Building reports
- Filtering within reports
- Sharing reports
- Dashboard building
- Importing
- Updating records
- Mass transfer
- Mass delete
- Backup
- Health check
- Sessions
- Network access
- Password policies
- Handling former users
- Next steps
