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FutureLearn

User Management in Salesforce

NextWork via FutureLearn

This course may be unavailable.

Overview

Develop skills for user management with this Salesforce online training

The total cost of Salesforce depends almost entirely on its users and their behaviours. This makes understanding user management extremely important for organisations.

On this four-week course, you’ll gain the skills to successfully manage your users in Salesforce. From security and logins to passwords and emails, you’ll cover everything you need to manage and maintain users over their lifetime.

You don’t need any prior experience as you’ll follow step-by-step instructions, practical exercises, instructional videos, guides, and real-world examples to gain the knowledge you can immediately start using in your workplace.

Understand the role of a Salesforce admin

Whether you’re an aspiring Salesforce admin or want to understand your company’s Salesforce organisation better, this course will give you the skills to manage your users with confidence.

You’ll explore a range of topics including basic user setup and management, user roles, security settings, data access, licences and pricing, and user collaboration.

Discover the benefits of taking a Salesforce course

As job openings for Salesforce-certified professionals continue to grow, this course will help you develop the sought-after skills to thrive in this expanding job market.

On the course, you’ll go through tangible steps that you can implement in your business to better improve, or set up from scratch, your users in Salesforce.

Learn from the experts at NextWork

Throughout the course, you’ll be guided by the experts at NextWork who specialise in teaching and training Enterprise Cloud platforms.

By the end, you’ll have the knowledge and skills to manage users, identify and solve common user issues, and empower users to make the most of Salesforce.

This course is designed for anyone looking to learn Salesforce, get certified in Salesforce, or simply use the software better.

To take part in this course, you’ll need a computer and access to the internet. Learners are required to register with Trailhead to take part in this course (this is free) and require access to Salesforce.

Syllabus

  • The Basics
    • Welcome to the Course! (60min)
    • What are Users in Salesforce? (60min)
    • Logins and Passwords (30min)
  • User Security
    • Licences in Salesforce (45min)
    • Understanding Profiles (60min)
    • What are Permission Sets? (60min)
  • User Collaboration
    • Roles and Hierarchies (30min)
    • Using Groups (30min)
    • Opportunity and Account Teams (45min)
  • Empowering the User
    • What The User Can Control (30min)
    • Syncing Emails (60min)
    • Common Issues and their Solutions (35min)

Taught by

Amber Joseph

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