Salesforce Sales Cloud Administration Essentials Training

Participant will be able to describe basic concepts related to Salesforce administration, participant will be able to set up an organization, participant will be able to manage user accounts. Participant…

Created by

Stalwart Learning

Category

Date & Time

Price

Duration

5 Days

Location

https://stalwartlearning.com

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Course Description

Overview of Salesforce Sales Cloud Administration Essentials

  • Participant will be able to describe basic concepts related to Salesforce administration
  • Participant will be able to set up an organization
  • Participant will be able to manage user accounts
  • Participant will be able to implement security controls
  • Participant will be able to Configure the Salesforce Classic user interface
  • Participant will be able to Support the Lightning Experience user interface
  • Participant will be able to Customize pages
  • Participant will be able to Manage Opportunities
  • Participant will be able to Implement additional Opportunity features
  • Participant will be able to Implement data validation and workflows
  • Participant will be able to Manage Leads, Manage Accounts, Manage Contacts, Manage Campaigns, Manage Cases, manage custom objects, Manage data
  • Participant will be able to Configure views, reports, and dashboards
  • Participant will be able to Integrate and extend Salesforce

Duration

5 Days

Prerequisite for Salesforce Sales Cloud Administration Essentials

  • 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

Course Outline for Salesforce Sales Cloud Administration Essentials

Introduction to Salesforce Administration
  • The Salesforce Data Model
  • SMART Administration Principles
Setting Up an Organization
  • Manage the Company Profile
  • Configure Organizational Settings
Managing User Accounts
  • Create User Accounts
  • Manage Users
Implementing Security Controls
  • Salesforce Security Essentials
  • Configure Profiles
  • Establish Organization-Wide Sharing Defaults
  • Configure Roles
  • Create Sharing Rules
  • Perform a Health Check
Configuring the Salesforce Classic User Interface
  • Configure User Interface Settings
  • Customize the Home Page in Salesforce Classic
  • Configure Search in Salesforce Classic
Supporting the Lightning Experience User Interface
  • Implement Lightning Experience
  • Customize Lightning Experience Home Pages
Customizing Pages
  • Create Page Layouts in Salesforce Classic
  • Customize Record Pages in Lightning Experience
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
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
Implementing Data Validation and Workflows
  • Create and Test Validation Rules
  • Create and Test Workflows
Managing Leads
  • Lead Management Essentials
  • Design and Implement Lead Fields
  • Design and Implement Custom Lead Sources
  • Design and Implement Web-to-Lead Forms
  • Design and Implement Lead Assignment Rules
Managing Accounts
  • Design an Account Management Model
  • Implement an Account Management Model
Managing Contacts
  • Design a Contact Management Strategy
  • Implement a Contact Management Strategy
Managing Campaigns
  • Prepare for Campaign Management
  • Administer a Campaign Management Strategy
Managing Cases
  • Case Management Essentials
  • Design and Implement Case Fields
  • Design and Implement Case Origins
  • Automate Case Management
Providing Apps and Custom Objects
  • Supply Apps in Salesforce Classic
  • Supply Apps in Lightning Experience
Managing Data
  • Data Management Essentials
  • Import and Update Data
  • Back Up and Restore Data
Configuring Views, Reports, and Dashboards
  • Create Views
  • Create and Manage Reports
  • Create and Manage Dashboards
Integrating and Extending Salesforce
  • Integrate Salesforce and Outlook
  • Implement Salesforce 1
  • Implement Salesforce A

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