Salesforce: Fundamentos de administración para Nuevos Administradores

Descripción del curso. Salesforce: Fundamentos de administración para Nuevos Administradores

    • Modalidad: Webinar. Sesiones en aula virtual con profesor
    • Especialidad: Salesforce - Administrators
    • Tarifa: Solicitar oferta


    Introducción

    Servicios de valor con Salesforce:

    • Soluciones tecnológicas
    • Soluciones verticales
    • Integración con terceros
    • Soluciones de movilidad
    • Soluciones de Formación
    • Descripción cursos
    • Plataforma Apex

     

    Contenido del curso

    1. Getting Around the App
    · Understand the data model and navigation
    · Find answers in Help & Training
    2. Getting Your Organization Ready for Users
    · Set up the company profile
    · Configure the user interface
    · Set up activities and calendars
    · Configure search settings
    · Set up Chatter
    · Understand Salesforce1 settings
    3. Setting Up and Managing Users
    · Manage user profiles
    · Create and manage users
    · Troubleshoot user login issues
    · Understand SalesforceA capabilities
    · Set up Chatter Free and Chatter external users
    4. Security and Data Access
    · Restrict logins
    · Determine object access
    · Set up record access
    · Manage record access with the role hierarchy
    · Deal with record access exceptions
    · Control access to events
    · Manage field-level security
    5. Customization: Fields
    · Administer standard fields
    · Create new custom fields
    · Create selection fields: picklists and lookups
    · Create formula fields
    · Work with page layouts
    · Work with record types and business processes
    · Maintain data quality
    6. Managing Data
    · Import new records using import wizards
    · Update existing records with the data loader
    · Keep records up to date with Data.com and social accounts and contacts
    · Mass transfer records between users
    · Back up data with a weekly export
    · Mass delete records
    7. Reports and Dashboards
    · Run and modify reports
    · Create new reports with the report builder
    · Filter reports
    · Summarize report data with formulas and visual summaries
    · Print, export, and email reports
    · Build dashboards
    8. Automation
    · Manage email administration
    · Set up workflow rules
    · Automate leads and cases
    9. Managing the Support Process*
    · Automate the support process
    · Understand the Service Cloud console
    · Enable collaboration in the Service Cloud
    · Analyze support data with reports and dashboards
    Evaluación final
    Cuestionario de Calidad

    Nota: Los contenidos podrán sufrir variaciones para adecuarse al grupo y las novedades de Salesforce.


    Dirigido a

    Administration Essentials for New Admins is designed for:

    • New system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications.
    • Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers.


    Requisitos previos

    The prerequisites include a solid 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)


    Tarifa

    Si os interesa realizar este curso en cualquier modalidad formativa póngase en contacto con nosotros.

    ¥0.00

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