Salesforce.com: Sales Cloud Administration Essentials Course

5 Days

Description

Whether you are a new Salesforce system administrator or have been managing Salesforce for some time, you probably know that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Course Objectives
In this course, you will perform the basic skills required of a typical 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 instances of Salesforce Sales Cloud. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com system administration, or external consultants who have been engaged to provide administrative support for an organization.

This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification.

Upcoming Classes

Virtual Classroom Live
November 27, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
December 18, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
January 15, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
February 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
March 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

Lesson 1: Introduction to Salesforce Administration
Topic A: The Salesforce Data Model
Topic B: SMART Administration Principles

Lesson 2: Setting Up an Organization
Topic A: Manage the Company Profile
Topic B: Configure Organizational Settings

Lesson 3: Managing User Accounts
Topic A: Create User Accounts
Topic B: Manage Users

Lesson 4: Implementing Security Controls
Topic A: Salesforce Security Essentials
Topic B: Configure Profiles
Topic C: Establish Organization-Wide Sharing Defaults
Topic D: Configure Roles
Topic E: Create Sharing Rules
Topic F: Perform a Health Check

Lesson 5: Configuring the Salesforce Classic User Interface
Topic A: Configure User Interface Settings
Topic B: Customize the Home Page in Salesforce Classic
Topic C: Configure Search in Salesforce Classic

Lesson 6: Supporting the Lightning Experience User Interface
Topic A: Implement Lightning Experience
Topic B: Customize Lightning Experience Home Pages

Lesson 7: Customizing Pages
Topic A: Create Page Layouts in Salesforce Classic
Topic B: Customize Record Pages in Lightning Experience

Lesson 8: Introduction to Opportunity Management
Topic A: Opportunity Management Essentials
Topic B: Design and Implement Opportunity Fields
Topic C: Design and Implement Opportunity Stages
Topic D: Design and Implement Opportunity Contact Roles
Topic E: Design and Create Opportunity Record Types

Lesson 9: Implementing Additional Opportunity Features
Topic A: Implement and Maintain Opportunity Products and Price Books
Topic B: Implement the Similar Opportunities Function
Topic C: Implement Opportunity Teams
Topic D: Create a Big Deal Alert

Lesson 10: Implementing Data Validation and Workflows
Topic A: Create and Test Validation Rules
Topic B: Create and Test Workflows

Lesson 11: Managing Leads
Topic A: Lead Management Essentials
Topic B: Design and Implement Lead Fields
Topic C: Design and Implement Custom Lead Sources
Topic D: Design and Implement Web-to-Lead Forms
Topic E: Design and Implement Lead Assignment Rules

Lesson 12: Managing Accounts
Topic A: Design an Account Management Model
Topic B: Implement an Account Management Model

Lesson 13: Managing Contacts
Topic A: Design a Contact Management Strategy
Topic B: Implement a Contact Management Strategy

Lesson 14: Managing Campaigns
Topic A: Prepare for Campaign Management
Topic B: Administer a Campaign Management Strategy

Lesson 15: Managing Cases
Topic A: Case Management Essentials
Topic B: Design and Implement Case Fields
Topic C: Design and Implement Case Origins
Topic D: Automate Case Management

Lesson 16: Providing Apps and Custom Objects
Topic A: Supply Apps in Salesforce Classic
Topic B: Supply Apps in Lightning Experience

Lesson 17: Managing Data
Topic A: Data Management Essentials
Topic B: Import and Update Data
Topic C: Back Up and Restore Data

Lesson 18: Configuring Views, Reports, and Dashboards
Topic A: Create Views
Topic B: Create and Manage Reports
Topic C: Create and Manage Dashboards

Lesson 19: Integrating and Extending Salesforce
Topic A: Integrate Salesforce and Outlook
Topic B: Implement Salesforce1
Topic C: Implement SalesforceA

Upcoming Classes

Virtual Classroom Live
November 27, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
December 18, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
January 15, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
February 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
March 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the Sales Cloud® (Accounts, Contacts, opportunities, and so forth). You can obtain this level of skills and knowledge by taking the following Logical Operations course:
Salesforce.com® for Sales Representatives

Upcoming Classes

Virtual Classroom Live
November 27, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
December 18, 2017

$3,045.00
5 Days    9:00am CST - 3:45pm CST
view class details and enroll
Virtual Classroom Live
January 15, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
February 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Virtual Classroom Live
March 12, 2018

$3,045.00
5 Days    9:00am CT - 3:45pm CST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date