________________________________________________________________
Do you want to take this course remotely or in person?
Contact us by email: info@nanforiberica.com , phone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91 , or contact Our Offices
________________________________________________________________
Course Description: Salesforce Administrator
-
Modality: Webinar. Virtual classroom sessions with teacher
-
Duration: 30 hours
- 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 contents
1. Introduction to the Application
- Understanding the data model and navigation
- Home Page and Sidebar
- Objects
- Records
- Applications
- Recent items
- Search
- Views
- Search for Help
2. Prepare an Organization
- company profile
- User interface
- Set up activities and calendar
- Search configurator
- Configure Chatter
3. General configuration and user management
- User profiles
- Create and manage users
- Access incidents
- Set up Chatter Free and External Chatter Users
4. Security and data access
- Access restriction
- Access to objects
- Access to records by role hierarchy
- Field level security
5. Personalization. Fields
- Standard Field Management
- Create custom fields
- Create picklist fields and search fields
- Create formula fieldsPage formats
- Record Types and Business Processes
- Data translation
- Data quality
6. Data management
- Import records with wizards
- Massive data management: Data Loader
- Mass transfer of records between users
- Data backup. Weekly export.
- Mass data deletion
7. Reports and Dashboards
- Run and modify reports
- Create new reports
- Report filters
- Summarize data with formulas
- Print, export and send reports
- Panels
8. Automation
- Mail management
- Flow rules
- Web to lead, web to case, email to case
9. Support process management
- Understand the Service Cloud console
- Automate support processes
- Allow collaboration in Service Cloud
Final evaluation
Quality Questionnaire
Note:
The content may vary to adapt to the group and Salesforce news. The contents are adapted to the standard Salesforce training for New Administrators.
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.
