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Course description. Salesforce: Administration Fundamentals for Experienced Administrators
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Modality: Webinar. Virtual classroom sessions with teacher
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Specialty: Salesforce - Administrators
- Fee: Request offer
Introduction
Value services with Salesforce:
- Technological solutions
- Vertical solutions
- Integration with third parties
- Mobility solutions
- Training Solutions
- Course description
- Apex Platform
Course content
- 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.
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)
Fee
If you are interested in taking this course in any training modality, please contact us.