Overview

Whether you are new to Salesforce administration or have experience managing Salesforce, you know that a significant part of your role involves receiving and implementing requests from management and other users to modify the system. Salesforce offers multiple approaches to accomplish these modifications, so understanding which method is most appropriate is critical to providing effective support and ensuring business alignment.

By completing this course, you will gain knowledge of the five native business processes that every company can manage using Salesforce, regardless of its license edition. You will develop a deep understanding of each functional user group, including Inside Sales, Outside Sales, Marketing, Customer Support, and Management. This course also helps you establish patterns of critical thinking that ensure you select the right configuration approach and deliver necessary support for each request you receive. Upon completion, you will become a vital resource for configuring Salesforce systems in ways that enable the extraction of valuable business intelligence to measure and improve your company's key performance indicators.

Exam Notes:

This course maps to the Salesforce Certified Administrator exam and covers similar material to that found in Salesforce University offerings. You will need to complete this course and review additional resources and exam objectives in order to pass your Salesforce certification exam.

Course Objectives:

In this course, you will develop the basic skills required of a Salesforce system administrator.

You will:

Describe basic concepts related to Salesforce administration
Set up an 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

Target Student:

This course is intended for individuals who need to manage Salesforce Sales Cloud instances. Target students typically have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees. IT employees who take on Salesforce system administration responsibilities, as well as external consultants providing administrative support to organizations, will also benefit significantly from this course.

This course is also an important preparation resource for students seeking the Salesforce Certified Administrator certification.

Prerequisites:

To ensure your success, you will need a working knowledge of how Salesforce is used in your organization and general familiarity with the Salesforce Lightning Experience user interface. Experience with the Salesforce1 mobile app on iOS or Android devices is helpful but not required.

Course Outline: