CURSO
Salesforce: Fundamentos de administración para Nuevos Administradores: Edición profesional
Modalidad: Webinar. Sesiones en aula virtual con profesor
Contacto: soporte@nanforiberica.com
Tutores: Javier Lozano Moreno - javierl@nanforiberica.com
ESPECIALIDAD
Salesforce - Administrators
DESCRIPCIÓN DEL CURSO
Servicios de valor con Salesforce:
· Soluciones tecnológicas
· Soluciones verticales
· Integración con terceros
· Soluciones de movilidad
· Soluciones de Formación
· Descripción cursos
· Plataforma Apex
DIRIGIDO A
Administration Essentials for New Admins: Professional Edition is designed for anyone responsible for the setup, configuration, and data for an organization’s Salesforce Professional Edition implementation.
REQUISITOS PREVIOS
The prerequisites include an understanding of basic Salesforce concepts and functionality
REQUISITOS DE SOFTWARE Y HARDWARE
Hardware: PC Multimedia
Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
Software:
Windows Vista, Windows 7 o Windows 8
Navegador de internet (Internet Explorer 9 o superior, Mozilla, Firefox, Chrome o cualquier navegador actual compatible con html5)
CONTENIDOS DEL CURSO
- Getting Around the App
- Understand the Data Model and Navigation
- Find Answers in Help & Training
- Getting Your Organisation Ready for Users
- Understand the Company Profile
- Learn about the User Interface
- Configure Search Settings
- Set Up List Views
- Setting Up and Managing Users
- Understand User Profiles
- Manage Users
- Troubleshoot Login Issues
- Understanding User Profiles
- Computer Activation
- Security and Data Access
- Set up Record Access
- Create a Role Hierarchy
- Customization
- Administer Standard Fields
- Create New Custom Fields
- Create Selection Fields: Picklists and Lookups
- Create Formula Fields
- Work with Page Layouts
- Maintain Data Quality with Validation Rules
- Managing Data
- Import Records with Import Wizards
- Mass Transfer Records
- Merge Records
- Back Up Data
- Mass Delete Records and Use the Recycle Bin
- Activity Management
- Administer Emails and Email Templates
- Track Tasks and Events
- Evaluación final
- Cuestionario de Calidad
Nota:
Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.