Salesforce Fundamentals for Business Administration Specialists
The Salesforce Fundamentals for Business Administration Specialists course will provide you with an understanding of what's possible with the Salesforce platform, its specific applications, and their business values and benefits. You will be given an overview of the complete suite of Salesforce products and how they integrate and interconnect.
Duration: 40-45hrs
Course Content:
- Introduction
- How Salesforce Works
- Salesforce Applications
- Salesforce Organization
- Data Access and Security
- Controlling Org Access
- Managing Who Views and Modifies Objects
- Unlocking Access to Records
- Sharing Access to Records
- Locking Down Individual Fields
- User Management and Troubleshooting
- Creating New Users
- Troubleshoot Login, Record Access, and Field Visibility Issues
- Customize Salesforce
- Thinking About Your Implementation
- Custom Fields, Picklists, Page Layouts, and Record Types
- Creating Email Templates
- Automate Business Processes
- Validation Rules
- Assignment and Escalation Rules
- Web-to-Lead and Entitlements
- Lightning Process Builder and Workflow
- Approval Processes and Visual Workflow
- Report On Your Data
- Reports Tab, Folders, and Formats
- Using the Report Builder
- Summarize Your Data
- Using Reported Data
- Getting More Insight From Your Data
- Dashboards
- Your Analytics Strategy
- Salesforce Everyday
- Chatter, Groups, and Communities
- Chatter Answers and Ideas
- Salesforce1
- Making Salesforce Part of Your Day
- Data Management
- Data Migration Strategy
- Data Quality
- Extending Salesforce
- Driving Salesforce Implementation
- Custom Objects, Apps, and the Salesforce AppExchange
- Build It Yourself
- Wrap Up and Certification
- Certification Process and Resources