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Salesforce.com - Sales Cloud Administration Essentials

4.6 out of 5 rating Last updated 14/11/2024   English

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Interested in available dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.


Duration

5 Days

30 CPD hours

Overview

In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students will:- Describe basic concepts related to Salesforce administration.- Set up an organization.- Manage user accounts.- Implement security controls.- Configure the Salesforce Classic user interface.- Support the Lightning Experience user interface.- Customize pages.- Manage Opportunities.- Implement additional Opportunity features.- Implement data validation and workflows.- Manage Leads.- Manage Accounts.- Manage Contacts.- Manage Campaigns.- Manage Cases.- Manage custom objects.- Manage data.- Configure views, reports, and dashboards.- Integrate and extend Salesforce.

Description

In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive.

Introduction to Salesforce Administration
  • The Salesforce Data Model
  • SMART Administration Principles
Setting Up an Organization
  • Manage the Company Profile
  • Configure Organizational Settings
Managing User Accounts
  • Create User Accounts
  • Manage Users
Implementing Security Controls
  • Salesforce Security Essentials
  • Configure Profiles
  • Establish Organization-Wide Sharing Defaults
  • Configure Roles
  • Create Sharing Rules
  • Perform a Health Check
Configuring the Salesforce Classic User Interface
  • Configure User Interface Settings
  • Customize the Home Page in Salesforce Classic
  • Configure Search in Salesforce Classic
Supporting the Lightning Experience User Interface
  • Implement Lightning Experience
  • Customize Lightning Experience Home Pages
Customizing Pages
  • Create Page Layouts in Salesforce Classic
  • Customize Record Pages in Lightning Experience
Introduction to Opportunity Management
  • Opportunity Management Essentials
  • Design and Implement Opportunity Fields
  • Design and Implement Opportunity Stages
  • Design and Implement Opportunity Contact Roles
  • Design and Create Opportunity Record Types
Implementing Additional Opportunity Features
  • Implement and Maintain Opportunity Products and Price Books
  • Implement the Similar Opportunities Function
  • Implement Opportunity Teams
  • Create a Big Deal Alert
Implementing Data Validation and Workflows
  • Create and Test Validation Rules
  • Create and Test Workflows
Managing Leads
  • Lead Management Essentials
  • Design and Implement Lead Fields
  • Design and Implement Custom Lead Sources
  • Design and Implement Web-to-Lead Forms
  • Design and Implement Lead Assignment Rules
Managing Accounts
  • Design an Account Management Model
  • Implement an Account Management Model
Managing Contacts
  • Design a Contact Management Strategy
  • Implement a Contact Management Strategy
Managing Campaigns
  • Prepare for Campaign Management
  • Administer a Campaign Management Strategy
Managing Cases
  • Case Management Essentials
  • Design and Implement Case Fields
  • Design and Implement Case Origins
  • Automate Case Management
Providing Apps and Custom Objects
  • Supply Apps in Salesforce Classic
  • Supply Apps in Lightning Experience
Managing Data
  • Data Management Essentials
  • Import and Update Data
  • Back Up and Restore Data
Configuring Views, Reports, and Dashboards
  • Create Views
  • Create and Manage Reports
  • Create and Manage Dashboards
Integrating and Extending Salesforce
  • Integrate Salesforce and Outlook
  • Implement Salesforce1
  • Implement SalesforceA
Additional course details:

Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the Salesforce.com - Sales Cloud Administration Essentials Course

Available Delivery Options for the Salesforce.com - Sales Cloud Administration Essentials training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
How many CPD hours does the Salesforce.com - Sales Cloud Administration Essentials training provide?

The 5 day. Salesforce.com - Sales Cloud Administration Essentials training course give you up to 30 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

What is the correct audience for the Salesforce.com - Sales Cloud Administration Essentials training?

This course is intended for individuals who need to manage instances of Salesforce Sales Cloud©. Target students have Sales Cloud user skills and are often existing Sales, Administrative, or Operations support employees, IT employees who are given the additional responsibilities of Salesforce.com© system administration, or external consultants who have been engaged to provide administrative support for an organization.This course can also be an important component of preparing for the Salesforce Certified Administrator exam for students who are seeking the Salesforce Certified Administrator certification.

Do you provide training for the Salesforce.com - Sales Cloud Administration Essentials.

Yes we provide corporate training, dedicated training and closed classes for the Salesforce.com - Sales Cloud Administration Essentials. This can take place anywhere in UK including, England, Scotland, Cymru (Wales) or Northern Ireland or live online allowing you to have your teams from across UK or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the Salesforce.com - Sales Cloud Administration Essentials program.

The Salesforce.com - Sales Cloud Administration Essentials training takes place over 5 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the Salesforce.com - Sales Cloud Administration Essentials?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for UK on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the Salesforce.com - Sales Cloud Administration Essentials training.

Yes, the discount code PENPAL5 is currently available for the Salesforce.com - Sales Cloud Administration Essentials training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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