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 configuration that can be done for both Sales and Service clouds

 

 

 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.
• The student must complete the activities provided during the course to mitigate online queries.
• Requirements:
  • A valid email address

What will I be able to achieve?

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

• Saleforce Sales and Service cloud
• Salesforce customization using point and click capabilities
• Basic understanding of salesforce sharing and security settings

 

Detail Content

First Module – Salesforce Basics

• Introduction - What is Salesforce & different clouds
• Standard Objects and Standard Fields
• Custom Objects and Custom Fields
• Data Modeling
• Data Management

Second Module – Lightning Experience

• Apps and Tabs settings
• Lighting App customization (Page Layouts, list views, compact layouts)
• Lightning App Builder
• Lighting Flows

 

Third Module – Process Automation

• Web-to-Lead/Email-to-Case
• Lead & Opportunity conversions
• Formulas and Validations
• Process Builder and Workflows
• Approval Process
• Chatter

Fourth Module – Security

• Profiles and Roles
• Public Groups and Permission Sets
• Sharing Rules

 

Fifth Module - Reporting

• Reports
• Dashboards

Sixth Module – Put all together

• Implement a Salesforce solution using everything from the previous modules.

 

 

Course Details

Sessions:	6
Available places:	10
Modality:	Online

 

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