Salesforce: Cloud Administration Essentials

Description

If you have been a system administrator or have been managing Salesforce for some time, you understand that a large part of the job is working on requests from management or other salesforce Users to modify the system to meet the needs of the users and the company.  It is the nature of Salesforece to make sure taht there is always several ways to accomplish these types of modifications.

In this five-day course, you will identify the needed information for five native business processes that every company can manage using Salesforce, regardless of the edition. while takeing the couse, you will gain insight into each of the functional groups of users and establish patterns of crticial thining that anhelp you to ensure that you are taking the right approach and providing the needed support for each of the requests you have received. 

By course completion you will learn: 

  • How to describe basic concepts related to Salesforce Administration
  • Set up and 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 at varies times
  • Have Sales Cloud user skills and are exisiting Sales, Administrative, or Operations support employees
  • IT employees who are given the additional responsibilities of the Salesforce system administration
  • External consultants who have been engeged to provide adminitrative support for an organization

 

Prerequisites

It is recommened that for the most succesful outcome after taking this course, the student has:

  • Working knowledge of how Salesforce is being used in their organization and general familiarity with Salesforce Lightning Experience user interface. 
  • Experience with using Salesforce1 mobile app on IOS or Android devices, is helpful but not required. 
Contact Us

THE ACADEMY

1.800.482.3172

FTL: 954.351.7040

MIA: 305.648.2000


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