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