Salesforce - Become an #AwesomeAdmin

Salesforce - Become an #AwesomeAdmin

What will I learn?

In this course, you will learn the basics to become a Salesforce Admin, taking advantage of all the CRM point and click configurations in the platform.

 Prerequisites

  • The student must be eager to learn.
  • You do not need to have programming knowledge.
  • The student must have a self-taught profile to continue developing.
  • Commitment of 5 to 8 hours per week to be able to attend classes and complete assignments.
  • Requirements:
    • A valid email address

What will I be able to achieve?

At the end of the course, you will have an understanding of:

  • Salesforce Sales and Service cloud
  • Salesforce customization using point and click capabilities
  • Create a secure Salesforce environment
  • Maintain and import clean data
  • Create high-value reports and dashboards

Detail Content

Day 1 The Basics

  • What is Salesforce?
  • Salesforce Editions & Salesforce Clouds
  • Companies using Salesforce
  • The different roles in the Salesforce ecosystem
  • What does an Admin do?
  • Understanding Classic vs. Lightning Experience
  • Getting around the app
  • Find answers in Help and Training
  • Setting up your trailhead account

Day 2 Organizational setup and user setup

  • Set up the company profile
  • User Management
  • Roles, Profiles & Permission Sets
  • User Authentication

Day 3 Security & Data Access

  • Org security
  • Remember roles, profiles and permission sets?
  • Determine object access
  • Set up record access
  • Manage field-level security

Day 4 Standard & Custom Objects and data modeling

  • Standard & Custom Objects
  • Standard fields
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Work with record types and business processes
  • Data quality

Day 5 Data Management

  • Understanding the native options for bulk data management
  • Import new records using import wizard
  • Update existing records with the data loader
  • Mass transfer
  • Delete and recycle bins

Day 6 Activity Management and Collaboration

  • Learn about Chatter
  • Chatter administration
  • Activity Management and Productivity

Day 7 Reports and Dashboards

  • What are reports?
  • Types of reports
  • Custom Report Types in depth
  • Tabular, Summary, Matrix and Joined Reports
  • Report builder
  • What are dashboards?
  • Building dashboards
  • Dynamic dashboards

Day 8 Automation

  • Lead & Opportunity conversions
  • Understanding Options: Workflow Rules, Process Builder, Flow
  • Formulas and Validations
  • Process Builder and Workflows
  • Approval Process
  • Flows

Day 9 Support process

  • Understanding Settings & Options for Case Management
  • Service Console
  • Project preparation
    • Project ideas, guidelines

Day 10 Project presentations

  • Show us your awesomeness!

 

Course Details

Sessions:

10

Available places: 

10

Modality:

Online

 

NOTE: All times are in GMT -3. Course language: Spanish

Event Properties

Event Date 20-Apr-2021 9:00 am
Event End Date 20-May-2021 10:30 am
Registration Start Date 01-Mar-2021 9:00 am
Cut off date 19-Apr-2021 11:55 pm
Individual Price 60 USD