Administrator, Student Manual

  • 5h 9m
  • Annette Abell, John Clinton Bradley, Pamela J. Taylor
  • Logical Operations
  • 2013

Whether you are a new Salesforce® system administrator or have been managing Salesforce for some time, you probably realize that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Course Objectives:

Upon successful completion of this course, students will be able to manage a Salesforce implementation by using SMART administration principles.

You will:

  • Identify the basic components of SMART administration for
  • Design Opportunity objects.
  • Implement and manage Opportunity objects.
  • Design Lead objects.
  • Implement and manage Lead objects.
  • Design and implement Account management.
  • Design and implement Contact management.
  • Design Case management.
  • Implement Case management.
  • Manage Campaigns.
  • Configure the user interface.
  • Implement security.
  • Create views, reports, and dashboards.
  • Manage administration setup.

In this Book

  • About This Course
  • Introduction to SMART Administration
  • Designing the Opportunity Object
  • Implementing and Managing Opportunity Objects
  • Designing the Lead Object
  • Implementing and Managing Lead Objects
  • Designing and Implementing Account Management
  • Designing and Implementing Contact Management
  • Designing Case Management
  • Implementing Case Management
  • Planning and Implementing Campaign Management
  • Configuring the User Interface
  • Implementing Security
  • Configuring Views, Reports, and Dashboards
  • Managing Administration Setup
  • Solutions