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Salesforce.com - Sales Cloud Administration Essentials

Course Overview

In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive.

Who Should Attend

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.

Course Objectives

In this course, students will perform the basic skills required of a typical Salesforce system administrator. Students 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.

    Course Outline

    1 - INTRODUCTION TO SALESFORCE ADMINISTRATION

    • The Salesforce Data Model
    • SMART Administration Principles

    2 - SETTING UP AN ORGANIZATION

    • Manage the Company Profile
    • Configure Organizational Settings

    3 - MANAGING USER ACCOUNTS

    • Create User Accounts
    • Manage Users

    4 - IMPLEMENTING SECURITY CONTROLS

    • Salesforce Security Essentials
    • Configure Profiles
    • Establish Organization-Wide Sharing Defaults
    • Configure Roles
    • Create Sharing Rules
    • Perform a Health Check

    5 - CONFIGURING THE SALESFORCE CLASSIC USER INTERFACE

    • Configure User Interface Settings
    • Customize the Home Page in Salesforce Classic
    • Configure Search in Salesforce Classic

    6 - CUSTOMIZING PAGES

    • Implement Lightning Experience
    • Customize Lightning Experience Home Pages

    7 - CUSTOMIZING PAGES

    • Create Page Layouts in Salesforce Classic
    • Customize Record Pages in Lightning Experience

    8 - INTRODUCTION TO OPPORTUNITY MANAGEMENT

    • 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

    9 - IMPLEMENTING ADDITIONAL OPPORTUNITY FEATURES

    • Implement and Maintain Opportunity Products and Price Books
    • Implement the Similar Opportunities Function
    • Implement Opportunity Teams
    • Create a Big Deal Alert

    10 - IMPLEMENTING DATA VALIDATION AND WORKFLOWS

    • Create and Test Validation Rules
    • Create and Test Workflows

    11 - MANAGING LEADS

    • 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

    12 - MANAGING ACCOUNTS

    • Design an Account Management Model
    • Implement an Account Management Model

    13 - MANAGING CONTACTS

    • Design a Contact Management Strategy
    • Implement a Contact Management Strategy

    14 - MANAGING CAMPAIGNS

    • Prepare for Campaign Management
    • Administer a Campaign Management Strategy

    15 - MANAGING CASES

    • Case Management Essentials
    • Design and Implement Case Fields
    • Design and Implement Case Origins
    • Automate Case Management

    16 - PROVIDING APPS AND CUSTOM OBJECTS

    • Supply Apps in Salesforce Classic
    • Supply Apps in Lightning Experience

    17 - MANAGING DATA

    • Data Management Essentials
    • Import and Update Data
    • Back Up and Restore Data

    18 - CONFIGURING VIEWS, REPORTS, AND DASHBOARDS

    • Create Views
    • Create and Manage Reports
    • Create and Manage Dashboards

    19 - INTEGRATING AND EXTENDING SALESFORCE

    • Integrate Salesforce and Outlook
    • Implement Salesforce1
    • Implement SalesforceA

  • Enroll Today

    This is a 5-day class

    Price: $3,250.00
    Payment Options

    ILT Instructor‑Led Training

    OLL Online LIVE

    GTR  Guaranteed to Run

    Class times are listed Eastern time. This class is available for Private Group Training

    To sort by location or date, click the ‘When’ and ‘Where’ column headings.

    Cart When Time   Where How
    01/27/2020 9:00AM - 5:00PM GTR Online LIVE OLL

    Class times are listed Eastern time
    This class is available for Private Group Training