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 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

 

5 Days

  • 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

 

  • The Salesforce Data Model
  • SMART Administration Principles
  • Manage the Company Profile
  • Configure Organizational Settings
  • Create User Accounts
  • Manage Users
  • Salesforce Security Essentials
  • Configure Profiles
  • Establish Organization-Wide Sharing Defaults
  • Configure Roles
  • Create Sharing Rules
  • Perform a Health Check
  • Configure User Interface Settings
  • Customize the Home Page in Salesforce Classic
  • Configure Search in Salesforce Classic
  • Implement Lightning Experience
  • Customize Lightning Experience Home Pages
  • Create Page Layouts in Salesforce Classic
  • Customize Record Pages in Lightning Experience
  • 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
  • Implement and Maintain Opportunity Products and Price Books
  • Implement the Similar Opportunities Function
  • Implement Opportunity Teams
  • Create a Big Deal Alert
  • Create and Test Validation Rules
  • Create and Test Workflows
  • 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
  • Design an Account Management Model
  • Implement an Account Management Model
  • Design a Contact Management Strategy
  • Implement a Contact Management Strategy
  • Prepare for Campaign Management
  • Administer a Campaign Management Strategy
  • Case Management Essentials
  • Design and Implement Case Fields
  • Design and Implement Case Origins
  • Automate Case Management
  • Supply Apps in Salesforce Classic
  • Supply Apps in Lightning Experience
  • Data Management Essentials
  • Import and Update Data
  • Back Up and Restore Data
  • Create Views
  • Create and Manage Reports
  • Create and Manage Dashboards
  • Integrate Salesforce and Outlook
  • Implement Salesforce 1
  • Implement Salesforce A