Salesforce.com: Administrator Skills Boot Camp - 5 Days
Whether you are a new Salesforce system administrator or have been managing Salesforce for some time, you probably know that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?
By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.
In this course, you will perform the basic skills required of a typical Salesforce system administrator.
- 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.
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.
To ensure your success, you will need experience in using Salesforce Sales Cloud, including the use of the Lightning Experience user interface. To meet this prerequisite, you can take the following course:
- Salesforce.com: Sales Cloud for Sales Representatives
Experience with using the Salesforce1 mobile app on iOS or Android devices will be helpful but is not required.
Course-specific Technical Requirements
For this course, you will need a laptop computer with the following minimum hardware configurations:
- 1 GHz or faster 32-bit (x86) or 64-bit (x64) processor
- 1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
- 16 GB available hard disk space (32-bit) or 20 GB (64-bit)
- CD or DVD drive
- Keyboard and mouse (or other pointing device)
- 1,024 x 768 resolution monitor to properly display all features
- Network cards and cabling for local network access
- Internet access (contact your local network administrator)
- Projection system to display the instructor's computer screen
Each computer will need to have Microsoft Windows 10 installed, at least one web browser, and Internet access.
Supported browsers for Salesforce depend on what UI is being used. To be able to present concepts for and use Lightning Experience during class, you will need to provide one of the following browsers and note the specified restrictions or configuration recommendations:
There are some restrictions associated with using Microsoft Edge on Windows 10; see the Supported Browsers for Lightning Experience section of the Winter '17 Release Notes.In addition, the Data Import Wizard might not work as expected if you use Microsoft Edge. Be sure to test each activity in the browsers you intend to use to ensure learners will experience the intended results.
Microsoft Internet Explorer 11
Support for using Internet Explorer 11 to access Lightning Experience is retiring; see the Supported Browsers for Lightning Experience section of the Winter '17 Release Notes.
Apple Safari 8.x and 9.x on Mac OS X
There are no additional configuration recommendations for Safari on OS X. However, Safari is not supported for Salesforce CRM Call Center built with CTI Toolkit versions earlier than 4.0 or for Salesforce Wave Analytics.
Most recent stable version of Mozilla Firefox
Salesforce.com makes every effort to test and support the most recent version of Firefox. For configuration recommendations, see the Configuring Firefox section in the Salesforce Help documentation.
Most recent stable version of Google Chrome
Google Chrome applies updates automatically. Salesforce.com makes every effort to test and support the most recent version. There are no additional configuration recommendations for Google Chrome.This course was developed and tested using Google Chrome.
Latest stable version of Google Chromium
The latest stable version of Google Chromium is supported. There are no additional configuration recommendations for Google Chromium.
For all browsers:
- Allow pop-ups from secure sites.
- For Mac OS X users on Apple Safari or Google Chrome, make sure that the OS X system setting Show scroll bars is set to Always.
- Some third-party web browser plug-ins and extensions can interfere with Chatter functionality. If you experience malfunctions or inconsistent behavior with Chatter, disable the web browser's plug-ins and extensions and try again.
You will also need to install Microsoft Office Excel 2013 or 2016 (for students to be able to view the downloaded setup audit trail file, and to work with import and export files) and Microsoft Office Outlook 2013 or 2016 (to configure and implement Salesforce for Outlook).
Lesson 1: Introduction to Salesforce Administration
Topic A: The Salesforce Data Model
Topic B: SMART Administration Principles
Lesson 2: Setting Up an Organization
Topic A: Manage the Company Profile
Topic B: Configure Organizational Settings
Lesson 3: Managing User Accounts
Topic A: Create User Accounts
Topic B: Manage Users
Lesson 4: Implementing Security Controls
Topic A: Salesforce Security Essentials
Topic B: Configure Profiles
Topic C: Establish Organization-Wide Sharing Defaults
Topic D: Configure Roles
Topic E: Create Sharing Rules
Topic F: Perform a Health Check
Lesson 5: Configuring the Salesforce Classic User Interface
Topic A: Configure User Interface Settings
Topic B: Customize the Home Page in Salesforce Classic
Topic C: Configure Search in Salesforce Classic
Lesson 6: Supporting the Lightning Experience User Interface
Topic A: Implement Lightning Experience
Topic B: Customize Lightning Experience Home Pages
Lesson 7: Customizing Pages
Topic A: Create Page Layouts in Salesforce Classic
Topic B: Customize Record Pages in Lightning Experience
Lesson 8: Introduction to Opportunity Management
Topic A: Opportunity Management Essentials
Topic B: Design and Implement Opportunity Fields
Topic C: Design and Implement Opportunity Stages
Topic D: Design and Implement Opportunity Contact Roles
Topic E: Design and Create Opportunity Record Types
Lesson 9: Implementing Additional Opportunity Features
Topic A: Implement and Maintain Opportunity Products and Price Books
Topic B: Implement the Similar Opportunities Function
Topic C: Implement Opportunity Teams
Topic D: Create a Big Deal Alert
Lesson 10: Implementing Data Validation and Workflows
Topic A: Create and Test Validation Rules
Topic B: Create and Test Workflows
Lesson 11: Managing Leads
Topic A: Lead Management Essentials
Topic B: Design and Implement Lead Fields
Topic C: Design and Implement Custom Lead Sources
Topic D: Design and Implement Web-to-Lead Forms
Topic E: Design and Implement Lead Assignment Rules
Lesson 12: Managing Accounts
Topic A: Design an Account Management Model
Topic B: Implement an Account Management Model
Lesson 13: Managing Contacts
Topic A: Design a Contact Management Strategy
Topic B: Implement a Contact Management Strategy
Lesson 14: Managing Campaigns
Topic A: Prepare for Campaign Management
Topic B: Administer a Campaign Management Strategy
Lesson 15: Managing Cases
Topic A: Case Management Essentials
Topic B: Design and Implement Case Fields
Topic C: Design and Implement Case Origins
Topic D: Automate Case Management
Lesson 16: Providing Apps and Custom Objects
Topic A: Supply Apps in Salesforce Classic
Topic B: Supply Apps in Lightning Experience
Lesson 17: Managing Data
Topic A: Data Management Essentials
Topic B: Import and Update Data
Topic C: Back Up and Restore Data
Lesson 18: Configuring Views, Reports, and Dashboards
Topic A: Create Views
Topic B: Create and Manage Reports
Topic C: Create and Manage Dashboards
Lesson 19: Integrating and Extending Salesforce
Topic A: Integrate Salesforce and Outlook
Topic B: Implement Salesforce1
Topic C: Implement SalesforceA