Become a Salesforce Admin. Learn how to administer Salesforce accounts, permissions, campaigns, and reports for your organization.
Overview
Syllabus
Introduction
- Managing a CRM for your company
- How to obtain help
- Clouds
- Editions
- Planning the transition
- Getting registered
- Learning the setup platform
- Discovering AppExchange
- Chatter
- Understanding data visibility
- User admin
- Role hierarchy
- Sharing rules
- Profiles
- Permission sets
- Restricting logins
- Handling login challenges
- Object access
- Record access
- Field-level security
- Leads
- Web-to-Lead
- Accounts and Contacts
- Views
- Working with groups and Chatter
- Calendars
- Cases
- Opportunities
- Campaigns
- Email templates
- Teamwork using queues
- Set up assignment rules (leads and cases)
- Set up escalation rules (cases)
- Setting up My Domain
- Working with regional settings
- Standard and custom fields
- Set up object relationships (lookup and master-detail)
- Schema Builder
- Customize record and home pages
- Search and search layouts
- Custom buttons and links
- Customizing sales paths
- Customizing opportunity stages
- Apps and branding for business needs
- Mobile configuration and branding
- Building reports
- Filtering within reports
- Sharing reports
- Dashboard building
- Importing
- Updating records
- Mass transfer
- Mass delete
- Backup
- Health check
- Sessions
- Network access
- Password policies
- Handling former users
- Next steps
Taught by
Christopher Matthew Spencer
