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.

• Correo: info@nanforiberica.com
•  Teléfono: +34 91 031 66 78
• WhatsApp: +34 685 60 05 91