Salesforce Administration for New Admins

מק"ט: #7991 | משך קורס: 32 שעות אק'
| מספר מפגשים: 4

This Salesforce training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator.
With hands-on training we'll guide through Salesforce configuration and the daily routine of the system administration – implementing business user's requests, troubleshooting and user support.
In this course you will learn:

  • Customize the application, including page layouts, fields, tabs, and business processes.
  • Build an exceptional user experience.
  • Design and execute data model and maintain data accuracy.
  • Create reports and Dashboards.
  • Set up workflow automation.
לפרטים נוספים, מלא את פרטיך או התקשר 03-7100673
*שדות חובה
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קהל יעד

This Salesforce Admin course is suitable for:

  • New system admins in charge of setup, configuration and system maintenance.
  • Operation team in sales and support business units.
  • IT managers interested in deepening their understanding in Salesforce.

תנאי קדם

  • Understanding of CRM concept.
  • No technical prerequisites, just be willing to learn new concepts.
  • Excitement to build your first APP using salesforce.

נושאים

Organization Setting

  • Company profile.
  • User interface.
  • Activities and calendars.
  • Search settings.
  • Chatter set up.

Users management and set up

  • User profile.
  • Login.
  • Company information.
  • Create and manage users

Security and Data Access • Restrict logins

  • Manage objects and records access.
  • Role hierarchy-based access.
  • Manage field-level security.
  • Design and implement Sharing model.

Object Customization

  • Standard and Custom fields.
  • Managing field relations.
  • Work with formula fields.
  • Work with page layouts.
  • Work with record types.
  • Design and implement business processes.
  • Maintain data quality.

Managing Data

  • Data import and export with build in tools.
  • Mass transfer records between users.
  • Back up data with a scheduled export.
  • Mass delete records.

Reports and Dashboards

  • Create and modify reports.
  • Summarize report data with formulas and visual summaries.
  • Print, export, and email reports.
  • Build and manage dashboards.

Automation

  • Email Templates.
  • Set up workflow rules and Process Builder.
  • Automate leads and cases.

Process management

  • Design and implement sales process.
  • Design and implement support process.
  • Design and implement collaboration process. 
תגיות