Salesforce.com®: Administrator

Course Description

Overview:

Whether you are a new Salesforce® system administrator or have been managing Salesforce for some time, you probably realize that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Course Objectives:

Upon successful completion of this course, students will be able to manage a Salesforce implementation by using SMART administration principles.

You will:

• Identify the basic components of SMART administration for Salesforce.com.
• Design Opportunity objects.
• Implement and manage Opportunity objects.
• Design Lead objects.
• Implement and manage Lead objects.
• Design and implement Account management.
• Design and implement Contact management.
• Design Case management.
• Implement Case management.
• Manage Campaigns.
• Configure the user interface.
• Implement security.
• Create views, reports, and dashboards.
• Manage administration setup.

Target Student:

This course is designed to help Salesforce system administrators fulfill the typical responsibilities expected for both the implementation of a new org and for the maintenance and improvement of an existing org. The target student is often an existing Sales, Administrative, or Operations support employee, an employee in the IT department who is given the additional responsibilities of Salesforce system administration, or an external consultant who has been engaged to provide administrative support for an organization.

Prerequisites:

To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the Sales Cloud® (Accounts, Contacts, opportunities, and so forth). You can obtain this level of skills and knowledge by taking the following Logical Operations course:

Salesforce.com® for Sales Representatives