Course Description
This course teaches Salesforce.com system administration skills.
This course is designed to help Salesforce.com System Administrators fulfill the typical responsibilities expected for both the implementation of a new org and for the maintenance and improvement of an existing org. The target student is often an existing Sales, Administrative, or Operations support employee, an employee in the IT department who is given the additional responsibilities of Salesforce.com system administration, or an external consultant who has been engaged to provide administrative support for an organization.
Agenda
Introduction to Salesforce.com SMART Administration
- The Salesforce.com Data Model
- SMART Administration Principles
Designing the Opportunity Object
- Introduction to Opportunity Management
- Design the Opportunity Stages
- Design Opportunity Contact Roles
- Design Opportunity Record Types
- Design Opportunity Products and Price Books
Implementing and Managing Opportunity Objects
- Implement Opportunity Fields
- Implement OCRs
- Create Opportunity Record Types
- Implement and Maintain Products and Price Books
- Create and Test Validation Rules
- Create and Test Workflows and Workflow Actions
- Implement Update Reminders
- Implement the Similar Opportunities Function
- Create Big Deal Alerts
- Implement Opportunity Teams
Designing the Lead Object
- Introduction to Lead Management
- Design the Lead Sources
- Design the Lead Conversion Protocol
- Designing Lead Assignment Rules
- Designing a Web-to-Lead Form
Implementing and Managing Lead Objects
- Implement Lead Fields
- Implement Lead Assignment Rules
- Implement a W2L Form
Designing and Implementing Account Management
- Design Account Management
- Implement Account Management
Designing and Implementing Contact Management
- Design Contact Management
- Implement Contact Management
Designing Case Management
- Introduction to Case Management
- Design the Case Origins
- Designing Case Assignment Rules
- Design a Web-to-Case Form
Implementing Case Management
- Implement Case Fields
- Implement Case Assignment Rules
- Implement a W2C Form
Designing and Implementing Campaign Management
- Introduction to Campaign Management
- Implement Campaign Management
Configuring the User Interface
- Configure User Interface Settings
- Create the Home Page
- Create Apps for Users
- Configure Search
- Create Page Layouts
Implementing Security
- Establish Organization-Wide Security Defaults
- Create Sharing Rules
- Configure Roles
- Configure Profiles
Configuring Views, Reports, and Dashboards
- Create Views
- Create and Manage Reports
- Create Dashboards
Managing Administration Setup
- Manage Users
- Create a Company Profile
- Manage Data
Comments
Virtual Salesforce.com: Administrator Online Live training option
Imagine an industry-leading classroom training experience from wherever you have access to the Internet.
The Virtual Online Live events listed here gives you an effective and proven online virtual learning experience with the freedom to attend virtually from anywhere.
There is also an option of experiencing Online Live from one of the many national partner centers where a computer and headset will be provided for you.
This rich and engaging virtual classroom environment lets you conveniently interact with instructors and other students.
You will hear and see your instructor as they teach the course and answer your questions via voice or text.
Choose the online live virtual training option and you can access the recorded version even after the class has finished.
The onDemand labs give you access to the same client and server technologies covered in class so you can test, apply and hone your skills by accessing the labs before and even after the class.
Technical Requirements: a computer or laptop with a modern browser and high speed internet access along with one or two monitors.