Salesforce: Administration Fundamentals for Experienced Administrators

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Course description. Salesforce: Administration Fundamentals for Experienced Administrators

    • Modality: Webinar. Virtual classroom sessions with teacher
    • 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.

    Information related to training

    Soporte siempre a tu lado

    Training support: Always by your side

    Formación presencial y telepresencial

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    bonificaciones

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