Salesforce Administrator
Self-paced videos, Lifetime access, Study material, Certification prep, Technical support, Course Completion Certificate
Uplatz
Summary
- Reed courses certificate of completion - Free
- Uplatz Certificate of Completion - Free
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Overview
Uplatz offers in-depth and extensive training on Salesforce Administration. This is video-based online course (self-paced training). You will be awarded Course Completion Certificate at the end of the course.
A Salesforce Administrator is a professional working in Salesforce CRM system and is typically responsible for streamlining the user experience as well as administration of Salesforce in the organization. In this Salesforce Administrator training, Uplatz Salesforce trainer helps you understand how to configure and administer Salesforce so that the functions of this CRM tool align to the needs and goals of your business. Learn how to customize sales paths and opportunity stages, set up custom fields, and create custom reports for your teams. The students will also learn how to secure their data and configure user accounts with different levels of access. Use the important tips taught in this Salesforce admin course to work smarter, and provide more value for your Salesforce users.
The high-level topics of this Salesforce Administrator training include:
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Certificates
Reed courses certificate of completion
Digital certificate - Included
Will be downloadable when all lectures have been completed
Uplatz Certificate of Completion
Digital certificate - Included
Course Completion Certificate by Uplatz
Curriculum
Course media
Description
SAP Administrator Course Curriculum
1. Salesforce Fundamentals
2. Company Profile, User SetUp & Login Process
3. Standard and Custom Objects
- Relationship among objects
- Big Objects
4. Fields
- Field Usage & Types
- Field Dependencies
5. Data Model
- Object Relationships
- Salesforce Data Model
6. Formulas & Validation Rules
7. Page Layouts
8. Record types
9. Security and Controls
- Organization Level Security
- Object level Security
- Field level Security
- Record level Security
- Folder Level Security
- Profiles
- Permission sets
- Roles and Role Hierarchy
- Organization Wide Defaults
- Sharing rules
- criteria Based sharing
- Manual sharing
- Groups
- Delegated Administration
- Apex Managed Sharing
- Queues, Teams
- User Sharing and permissions
- Custom permissions
10. Workflow Automation
- Workflows
- Process Builder
- Flows
- Approval Process
11. Data Management
- Data Import Wizard
- Data Loader
12. Analytics
- Reports
- Report Types
- Custom Reports
- Usage of Filters
- Bucketing
- Report Notifications
- Historical Trending
- Reporting Snapshots
- Dashboards
- Dashboard Components
- Dynamic Dashboards
13. Sales Cloud
- Lead Assignment Rules
- Web-to-Lead
- Lead AutoResponse Rules
- Lead Conversion
- Forecasting & Quotas
- Price Books
- Campaigns (Hierarchy, ROI, Influence)
- Opportunity and Account Teams
- Contact Roles
14. Service and Support Applications
- Case Escalation Rules
- Case Page Layouts & Status
- Case Teams
- Communities and Portals Overview
- Case Feeds
- Case Hierarchies
- Web-to-Case
- Email-to-Case
- Case AutoResponse Rules
- Solutions & Knowledge Management
- Service Contracts, Entitlements & Milestones
- Salesforce Console
15. Activity Management
- Tasks & Events
16. Content and Folder Management
- Salesforce CRM Content
- Content Libraries
- Documents, Notes & Attachments, SF Files
17. App Exchange
- Managed & Unmanaged Packages
- Native & Non-Native Packages
18. Chatter
19. Desktop and Mobile Administration
- Salesforce1
- Salesforce for Outlook
Who is this course for?
Everyone
Requirements
Passion and determination to achieve your goals!
Career path
- Salesforce Administrator / Senior Admin
- Salesforce Developer
- Salesforce Consultant
- CRM Manager
- Digital Marketing Manager/Executive
- Sales Manager/Executive
- Lead Salesforce Admin
- Salesforce Architect / Admin / Project Management
- Project Manager
- Relationship Officer
- Project Administrator
- Business Analyst
- Salesforce Technical Lead – Apex/Visual Force
- Lead Salesforce Admin - Sales Cloud & Service Cloud
Questions and answers
Do I need to have access to Salesforce to complete this course
Answer:Hi Amanda, yes we will send you the instructions how to access the software after course purchase. Regards Indu Uplatz
This was helpful.Is the certificate of completion a salesforce certificate, or is it a third party?
Answer:The course completion certificate is issued by Uplatz, which is industry recognized.
This was helpful.Can I buy it now but not start the course (and SF.com's 1-month access) until January?
Answer:Hi Brett That's fine, you can buy now and start the course whenever you want. You'll have lifetime access to the course so no issues at all. Team Uplatz
This was helpful.
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Legal information
This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.