Salesforce Administration Training Online:
Course Contents:
- Security and Data Access
- Restrict logins
- Determine object access
- Set up record access
- Manage record access with the role hierarchy
- Deal with record access exceptions
- Control access to events
- Manage field-level security
- Customization: Fields
- Administer 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
- Maintain data quality
- Managing Data
- Import new records using import wizards
- Update existing records with the data loader
- Keep records up to date with Data.com and social accounts and contacts
- Mass transfer records between users
- Back up data with a weekly export
- Mass delete records
- Reports and Dashboards
- Run and modify reports
- Create new reports with the report builder
- Filter reports
- Summarize report data with formulas and visual summaries
- Print, export, and email reports
- Build dashboards
- Automation
- Manage email administration
- Set up workflow rules
- Automate leads and cases
- Extending Salesforce – Key Concepts
- Force.com Web services API
- Web controls
- Apex programming language overview
- Visualforce overview
- Managing Data
- Retrieve data
- Identify and cleanse dirty data
- Enter clean data
- Work with storage limits
- Increasing User Adoption
- Measure adoption and motivate users
- Use Salesforce CRM in meetings
- Use Salesforce CRM as a sales portal
- Train end users
- Enhancing Productivity
- Make Salesforce CRM easier to use
- Use Salesforce CRM everywhere
- Increase administrator productivity
- Implementing Business Processes
- Implement management mandates with workflow and formulas
- Create additional applications
- Extend the reach of Salesforce CRM
- Enforce repeatable processes
- Audit processes
- Expanding Initial Implementations
- Enhance your sharing model
- Work as a team
- Go global
- Secure your Salesforce CRM implementation
- Stay current on Salesforce CRM
- Visualforce Pages
- Introduction to the Visualforce framework
- Visualforce pages, components, and controllers
- Incorporate Visualforce pages into Salesforce CRM
