Learning Salesforce for Admins

Introduction

• Managing a CRM for your company

1. Getting Prepared

• How to obtain help
• Clouds
• Editions
• Planning the transition
• Getting registered
• Learning the setup platform
• Discovering AppExchange
• Chatter

2. Users and Data Visibility

• Understanding data visibility
• User admin
• Role hierarchy
• Sharing rules
• Profiles
• Permission sets
• Restricting logins
• Handling login challenges
• Object access
• Record access
• Field-level security

3. Working with Salesforce

• 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

4. Customizing, Branding, and Social

• 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

5. Reporting

• Building reports
• Filtering within reports
• Sharing reports
• Dashboard building

6. Data Management

• Importing
• Updating records
• Mass transfer
• Mass delete
• Backup

7. Data Security

• Health check
• Sessions
• Network access
• Password policies
• Handling former users

Conclusion

• Next steps