Salesforce: Fundamentos de administración para Nuevos Administradores


Salesforce: Fundamentos de administración para Nuevos Administradores
Modalidad: Webinar. Sesiones en aula virtual con profesor
Tutores: Javier Lozano Moreno -

Salesforce - Administrators

Servicios de valor con Salesforce:
· Soluciones tecnológicas
· Soluciones verticales
· Integración con terceros
· Soluciones de movilidad
· Soluciones de Formación
· Descripción cursos
· Plataforma Apex

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.

The prerequisites include a solid understanding of basic Salesforce concepts and functionality.

Hardware: PC Multimedia
Pentium IV o superior, 1 Gb de memoria, tarjeta de sonido, altavoces/cascos
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)

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 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

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