Salesforce Administration and Development: Basics to Expert
Salesforce Administration and Development: Basics to Expert, available at $44.99, has an average rating of 4.75, with 181 lectures, based on 2 reviews, and has 1018 subscribers.
You will learn about Salesforce Administration Basics: Understand the fundamental concepts of Salesforce administration, including organization setup, user setup. Salesforce Features: Explore key Salesforce features such as Email Chatter, desktop add-ons, and the Global User Interface. Home Page Customization: Learn to configure home page components, layout, and search settings for enhanced user experience. Activity Management: Master the creation and management of tasks, events, and custom fields to streamline business processes. Security Settings: Delve into security settings including login IP restrictions, profile security levels, and permission sets to ensure data protection. Roles and Hierarchies: Gain insights into setting up roles, subordinate roles, and role hierarchies for efficient user management. Object Management: Learn to create and manage standard and custom objects, fields, and relationships to tailor Salesforce to specific business needs. Validation and Formula Fields: Understand how to implement validation rules and formula fields to maintain data integrity and automate calculations. Workflow Automation: Discover how to automate business processes using workflows, including setting workflow rules and creating approval processes. Reporting and Dashboards: Develop skills to create and customize reports and dashboards for insightful data analysis and performance tracking. This course is ideal for individuals who are Aspiring Salesforce Administrators: Individuals aiming to start a career as a Salesforce Administrator and need comprehensive training from the ground up. or Business Professionals: Professionals in sales, marketing, customer service, and other business roles who want to enhance their understanding of Salesforce to improve their job performance. or IT Professionals: IT professionals looking to expand their skill set with Salesforce Administration to support their organization's CRM needs. or Small Business Owners: Entrepreneurs and small business owners who want to implement Salesforce for managing customer relationships and streamlining business processes. or Recent Graduates: College and university graduates seeking to enter the job market with in-demand Salesforce Administration skills. or Career Changers: Individuals looking to transition into a new career in Salesforce Administration from a different field. or Project Managers: Project managers who want to understand Salesforce capabilities to better manage projects involving Salesforce implementation. or Salesforce End Users: Current Salesforce users who want to deepen their knowledge and take on more responsibilities related to Salesforce administration. or Consultants: Business consultants aiming to provide Salesforce-related services and solutions to their clients. or Students: Individuals enrolled in IT, business, or related programs who want to supplement their education with practical Salesforce Administration skills. It is particularly useful for Aspiring Salesforce Administrators: Individuals aiming to start a career as a Salesforce Administrator and need comprehensive training from the ground up. or Business Professionals: Professionals in sales, marketing, customer service, and other business roles who want to enhance their understanding of Salesforce to improve their job performance. or IT Professionals: IT professionals looking to expand their skill set with Salesforce Administration to support their organization's CRM needs. or Small Business Owners: Entrepreneurs and small business owners who want to implement Salesforce for managing customer relationships and streamlining business processes. or Recent Graduates: College and university graduates seeking to enter the job market with in-demand Salesforce Administration skills. or Career Changers: Individuals looking to transition into a new career in Salesforce Administration from a different field. or Project Managers: Project managers who want to understand Salesforce capabilities to better manage projects involving Salesforce implementation. or Salesforce End Users: Current Salesforce users who want to deepen their knowledge and take on more responsibilities related to Salesforce administration. or Consultants: Business consultants aiming to provide Salesforce-related services and solutions to their clients. or Students: Individuals enrolled in IT, business, or related programs who want to supplement their education with practical Salesforce Administration skills.
Enroll now: Salesforce Administration and Development: Basics to Expert
Summary
Title: Salesforce Administration and Development: Basics to Expert
Price: $44.99
Average Rating: 4.75
Number of Lectures: 181
Number of Published Lectures: 181
Number of Curriculum Items: 181
Number of Published Curriculum Objects: 181
Original Price: $99.99
Quality Status: approved
Status: Live
What You Will Learn
- Salesforce Administration Basics: Understand the fundamental concepts of Salesforce administration, including organization setup, user setup.
- Salesforce Features: Explore key Salesforce features such as Email Chatter, desktop add-ons, and the Global User Interface.
- Home Page Customization: Learn to configure home page components, layout, and search settings for enhanced user experience.
- Activity Management: Master the creation and management of tasks, events, and custom fields to streamline business processes.
- Security Settings: Delve into security settings including login IP restrictions, profile security levels, and permission sets to ensure data protection.
- Roles and Hierarchies: Gain insights into setting up roles, subordinate roles, and role hierarchies for efficient user management.
- Object Management: Learn to create and manage standard and custom objects, fields, and relationships to tailor Salesforce to specific business needs.
- Validation and Formula Fields: Understand how to implement validation rules and formula fields to maintain data integrity and automate calculations.
- Workflow Automation: Discover how to automate business processes using workflows, including setting workflow rules and creating approval processes.
- Reporting and Dashboards: Develop skills to create and customize reports and dashboards for insightful data analysis and performance tracking.
Who Should Attend
- Aspiring Salesforce Administrators: Individuals aiming to start a career as a Salesforce Administrator and need comprehensive training from the ground up.
- Business Professionals: Professionals in sales, marketing, customer service, and other business roles who want to enhance their understanding of Salesforce to improve their job performance.
- IT Professionals: IT professionals looking to expand their skill set with Salesforce Administration to support their organization's CRM needs.
- Small Business Owners: Entrepreneurs and small business owners who want to implement Salesforce for managing customer relationships and streamlining business processes.
- Recent Graduates: College and university graduates seeking to enter the job market with in-demand Salesforce Administration skills.
- Career Changers: Individuals looking to transition into a new career in Salesforce Administration from a different field.
- Project Managers: Project managers who want to understand Salesforce capabilities to better manage projects involving Salesforce implementation.
- Salesforce End Users: Current Salesforce users who want to deepen their knowledge and take on more responsibilities related to Salesforce administration.
- Consultants: Business consultants aiming to provide Salesforce-related services and solutions to their clients.
- Students: Individuals enrolled in IT, business, or related programs who want to supplement their education with practical Salesforce Administration skills.
Target Audiences
- Aspiring Salesforce Administrators: Individuals aiming to start a career as a Salesforce Administrator and need comprehensive training from the ground up.
- Business Professionals: Professionals in sales, marketing, customer service, and other business roles who want to enhance their understanding of Salesforce to improve their job performance.
- IT Professionals: IT professionals looking to expand their skill set with Salesforce Administration to support their organization's CRM needs.
- Small Business Owners: Entrepreneurs and small business owners who want to implement Salesforce for managing customer relationships and streamlining business processes.
- Recent Graduates: College and university graduates seeking to enter the job market with in-demand Salesforce Administration skills.
- Career Changers: Individuals looking to transition into a new career in Salesforce Administration from a different field.
- Project Managers: Project managers who want to understand Salesforce capabilities to better manage projects involving Salesforce implementation.
- Salesforce End Users: Current Salesforce users who want to deepen their knowledge and take on more responsibilities related to Salesforce administration.
- Consultants: Business consultants aiming to provide Salesforce-related services and solutions to their clients.
- Students: Individuals enrolled in IT, business, or related programs who want to supplement their education with practical Salesforce Administration skills.
Course Introduction
Welcome to “Salesforce Administration and Development: From Beginner to Expert,” a comprehensive course designed to equip you with the essential skills and knowledge needed to master Salesforce administration and development. Whether you’re a beginner looking to understand the basics or an experienced professional aiming to enhance your Salesforce expertise, this course offers a structured and detailed learning journey. Dive into the world of Salesforce with our step-by-step lessons, hands-on projects, and real-world applications to transform your skills and career prospects in the dynamic field of customer relationship management.
Introduction to Salesforce Administration: This introductory lesson sets the stage for understanding Salesforce administration, outlining its importance, core concepts, and the fundamental role it plays in managing customer relationships effectively.
Features of Salesforce: Explore the powerful features of Salesforce, including its CRM capabilities, automation tools, and extensive customization options, making it a versatile tool for any business looking to enhance its operations.
Organization Setup: Learn the initial steps of setting up your Salesforce organization, ensuring it is tailored to meet your business needs and ready for efficient operation from the start.
User Setup: Dive into the process of creating and managing user profiles, understanding how to configure settings and permissions to ensure smooth and secure access for all team members.
Editing and Setup of My Profile: Customize and manage your Salesforce profile settings by updating personal information, display settings, and layout preferences to enhance your individual user experience.
Changing Display and Layout: Discover how to modify the display settings and layout of your Salesforce interface, creating a personalized and efficient workspace tailored to your specific needs.
About Email, Chatter, and Desktop Addons: Explore the features of Salesforce Email, Chatter, and desktop add-ons, learning how these tools enhance communication, collaboration, and overall productivity within your organization.
Introduction to Global User Interface: Get acquainted with the global user interface of Salesforce, learning navigation tips and tricks to efficiently move through the Salesforce environment and access critical features.
Home Page Components: Understand the various components of the Salesforce home page, learning how to customize and utilize these elements to quickly access important information and tools.
Home Page Layout: Customize the layout of your Salesforce home page, organizing components and widgets to create a personalized and effective dashboard that suits your workflow.
Search Settings: Optimize your search settings in Salesforce, configuring search options to quickly find records, contacts, and other essential information to enhance your productivity.
Tasks and Activities: Master the task and activity management features in Salesforce, learning how to create, assign, and track tasks and activities to ensure effective workflow management and team collaboration.
Security Settings: Understand the critical security settings in Salesforce, including login IP restrictions, profile security levels, and permission sets, to safeguard your data and manage user access effectively.
Standard and Custom Objects: Delve into the world of standard and custom objects in Salesforce, learning how to create and manage objects, define relationships, and customize fields to fit your business processes.
Field History Tracking and Page Layouts: Track changes and customize page layouts in Salesforce, understanding field history tracking and how to configure page layouts to display relevant information.
Validation Rules and Formula Fields: Enhance data integrity with validation rules and formula fields, learning to create custom validation rules and use formula fields to perform calculations and automate processes.
Course Conclusion
By the end of this comprehensive course, you will have mastered the essential skills required for Salesforce administration and development. You will be proficient in setting up and configuring Salesforce, managing users and security, customizing objects and fields, and effectively utilizing Salesforce features to streamline business processes and enhance productivity.
Course Curriculum
Chapter 1: Salesforce Administration – Beginner Lessons
Lecture 1: Introduction to Salesforce Administration
Lecture 2: Features of Salesforce
Lecture 3: Organization Setup
Lecture 4: User Set up
Lecture 5: User Set up Continues
Lecture 6: Editing and Setup of My Profile
Lecture 7: Changing Display and Layout
Lecture 8: About Email Chatter and Desktop Addons
Lecture 9: Introduction to Global User Interface
Lecture 10: Home Page Components
Lecture 11: Home Page Layout
Lecture 12: Search Settings
Lecture 13: TASKS Activities
Lecture 14: Events Activities
Lecture 15: Custom Fields Activities
Lecture 16: Settings Activities
Lecture 17: SECURITY Login IP
Lecture 18: SECURITY Level Profile
Lecture 19: SECURITY Level Profile Continue
Lecture 20: SECURITY Level Permission Set
Lecture 21: Field Level Profile Security
Lecture 22: Permission Level Security
Lecture 23: Other Profile Setting in Security
Lecture 24: Introduction to Roles and Subordinate
Lecture 25: Security Roles Security
Lecture 26: Role Hierarchy and CIO Role
Lecture 27: Security OWD
Lecture 28: Sharing Setting OWD
Lecture 29: Standard Object
Lecture 30: Building Custom Object
Lecture 31: System Overview
Lecture 32: System Overview Continues
Lecture 33: Creating a Custom Object
Lecture 34: Object Classification and Deployment Status
Lecture 35: Custom Object Position
Lecture 36: New Relationship Custom Object
Lecture 37: Editing the Standard Fields
Lecture 38: Editing the Standard Fields Continues
Lecture 39: Custom Fields and Relationship
Lecture 40: New Custom Object
Lecture 41: More on New Custom Object
Lecture 42: Relationship Objects in Salesforce
Lecture 43: Example of Relationship Object
Lecture 44: Object Tabs in Salesforces
Lecture 45: Example of Relationship Salesforce
Lecture 46: Example of Relationship Salesforce Continues
Lecture 47: Field history Tracking in Salesforce
Lecture 48: Page Layout and Related List Salesforce
Lecture 49: Salesforce Record Types
Lecture 50: Example of Record Types
Lecture 51: Listview Salesforce
Lecture 52: Search Layout in Salesforce
Lecture 53: More on Search Layout
Lecture 54: Standard Validation Rules in SalesForce
Lecture 55: Example of Standard Validation Rules
Lecture 56: Custom Validation Rules in Salesforce
Lecture 57: Example of Custom Validation Rules
Lecture 58: Example of Custom Validation Rules Continues
Lecture 59: Formula Field Types in Salesforce
Lecture 60: Example of Formula Field
Lecture 61: Creating Formula in Salesforce
Lecture 62: More on Formula Fields
Lecture 63: Detail Page Buttons
Chapter 2: Complete Guide to Sales Force CRM
Lecture 1: Introduction to Salesforce CRM
Lecture 2: Features of CRM
Lecture 3: Overview of Salesforce
Lecture 4: Get More Leads
Lecture 5: Pricing of Salesforce
Lecture 6: Salesforce Activation
Lecture 7: User Interface
Lecture 8: User Interface Continues
Lecture 9: Changing Hope Layouts
Lecture 10: System Status
Lecture 11: Set Up Assistant
Lecture 12: Object Manager
Lecture 13: Setup Profile
Lecture 14: Creating Role Hierarchy
Lecture 15: Sample User Setup
Lecture 16: Configure States and Countries
Lecture 17: All Maching Rules
Lecture 18: Company Information
Lecture 19: Custom Tabs
Lecture 20: Leads and Accounts
Lecture 21: Creating Leads
Lecture 22: Creating Account
Lecture 23: Convert Lead
Lecture 24: Other Contact Options
Lecture 25: Salesforce Opportunities
Lecture 26: Salesforce Opportunities Continues
Lecture 27: Salesforce Price Books
Lecture 28: Salesforce Orders
Lecture 29: Salesforce Contracts
Lecture 30: Adding Contract Item
Lecture 31: Salesforce Assets
Lecture 32: Creating Assets
Lecture 33: Salesforce Campaigns
Lecture 34: Salesforce Campaigns Continues
Lecture 35: Salesforce Tasks and Notes
Instructors
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EDUCBA Bridging the Gap
Learn real world skills online
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- 4 stars: 1 votes
- 5 stars: 1 votes
Frequently Asked Questions
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