Overview
Sapphire Global Salesforce Training makes you an expert in using Salesforce and Administration concepts. Enroll now for Salesforce online training and get through the concepts of CRM, by utilizing the internal memory for storing a working set. Sapphire Global introduces all the key concepts in Salesforce Administration to help the learner gain more knowledge. Enroll & Become a Salesforce Administration Consultant.
Course Curriculum
Key features
This course will prepare you to:
- Explain the architecture of the Salesforce
- Configure and use new functionalities in Salesforce Administration
- Use the standard Salesforce Administration Sub Modules designed for CRM
Getting Around the App
- Understand the data model and navigation
- Find answers in Help & Training
Getting Your Organization Ready for Users
- Set up the company profile
- Configure the user interface
- Set up activities and calendars
- Configure search settings
- Set up Chatter
Setting Up and Managing Users
- Manage user profiles
- Create and manage users
- Troubleshoot user login issues
- Understand SalesforceA capabilities
- Set up Chatter Free and Chatter external users
- Understand Salesforce1 settings
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 and Process Builder
- Automate leads and cases
Managing the Support Process
- For virtual classroom attendees, this content is delivered as an online module.
- Automate the support process
- Understand the the Salesforce Console
- Enable collaboration in the Service Cloud
- Analyze support data with reports and dashboards
Practice Test and Interview Questions
Practice Test and Interview Questions
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