Salesforce: Administration Fundamentals for Experienced Administrators

COURSE
Salesforce: Administration Fundamentals for Experienced Administrators
Modality: Webinar. Virtual classroom sessions with teacher
Contact: support@nanforiberica.com
Tutors: Javier Lozano Moreno - javierl@nanforiberica.com

SPECIALTY
Salesforce - Administrators

COURSE DESCRIPTION
Value services with Salesforce:
· Technological solutions
· Vertical solutions
· Integration with third parties
· Mobility solutions
· Training Solutions
· Course description
Apex Platform

ADDRESSED TO
Administration Essentials for Experienced Admins is designed for:

* Administrators with at least six months' experience using Salesforce; and/or
* Administrators who have completed the Administration Essentials for New Admins course

SOFTWARE AND HARDWARE REQUIREMENTS
Hardware: Multimedia PC
Pentium IV or higher, 1 Gb of memory, sound card, speakers/headphones
Software:
Windows Vista, Windows 7 or Windows 8
Internet browser (Internet Explorer 9 or higher, Mozilla, Firefox, Chrome or any current browser compatible with html5)

COURSE CONTENTS

  • Troubleshoot Record Access and Field Visibility
  • Troubleshooting Record Access
  • Understanding the Impact of Territory Management on the Sharing Model
  • Managing Field Visibility
  • Change Management
  • Managing Changes in a Sandbox
  • Deploying Changes Using Change Sets
  • Extend Salesforce with Custom Objects and Apps
  • Building Custom Objects, Tabs, and Apps
  • Creating Relationships Between Objects
  • Using Delegated Administration
  • Extend Analytics
  • Creating Custom Report Types
  • Building Exception Reports with Cross Filters
  • Categorizing Report Data with Bucketing
  • Extending Summaries in Reports and Dashboards
  • Displaying Multiple Views of Data Using Joined Reports
  • Analyzing Data Over Time with Analytic Snapshots
  • Increase Efficiency with Salesforce1 and Publisher Actions
  • Customizing the Salesforce1 Mobile App
  • Creating Object Specific Publisher Actions
  • Creating Global Publisher Actions
  • Improve Data Quality
  • Assessing, Cleansing, and Maintaining Data Quality
  • Merging Duplicate Records
  • Cleaning and Enriching Data with Data.com
  • Automate Complex Business Processes
  • Creating Formulas and Workflow Rules to Enforce Business Processes
  • Troubleshooting Business Process Execution Issues
  • Understanding When Business Process Automation Must Be Extended Using Programmatic Means
  • Streamline Requests with Approval Processes
  • Managing Approval Processes
  • Troubleshooting Approval Processes
  • Increase Productivity with Visual Workflow
  • Understanding Use Cases for Visual Workflow
  • Building and Deploying a Flow
  • Final evaluation
  • Quality Questionnaire

Note:
The content may vary to adapt to the group and Salesforce news.

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