This class is designed to teach students the foundation of Salesforce in the new Lightning Experience and to help students prepare for the Salesforce Certified Administrator exam. A student in this class will learn how to administer and configure Salesforce in Lightning and develop new applications utilizing the Force.com platform.
The instructor will cover all the basic administration concepts within Salesforce in addition to sharing real-world experiences and best practices. The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to basic administration, the Force.com architecture, configuration, customization and data management. There is in-depth coverage of system security topics such as Users, Licenses, Profiles, Field Level Security, Permission Sets, Record Security, Organization-Wide Defaults, Role Hierarchy & Roles, Sharing Rules, Account Teams, Sales Teams, and Queues. The object model related to sales force automation, marketing automation and service are thoroughly covered as well with sections on Accounts, Contacts, Opportunities, Products & Price Books, Quotes, Leads, Campaigns, Cases, Solutions, Knowledge, Ideas, and Answers. The automation of processes within Salesforce including the use of Workflow Rules, Approval Processes, and the Process Builder will be discussed and used in scenario-driven exercises. Students will also learn to develop new applications on the Force.com platform using the declarative interface. Analytics, including Lightning Reports, Lightning Dashboards, and list views will be covered in detail as well.
This class will cover the Lightning version of Salesforce.
People with a strong technical background, such as system administrators, developers or consultants, who have experience with another CRM or ERP system and are looking to quickly develop equivalent skills on Salesforce.
This course is taught by a live instructor and is available in two class formats:
Salesforce Administration is the practice of managing, maintaining, and customizing a Salesforce instance. This includes creating user accounts, assigning roles and profiles to users, configuring fields and objects, developing reports and dashboards, automating processes with workflows and triggers, integrating external sources of data into Salesforce, as well as monitoring system performance. Salesforce Administrators are responsible for ensuring that their instances of Salesforce remain up-to-date with the latest releases, patches, and updates. They must stay abreast of security concerns and compliance regulations to keep user data safe and secure.
Salesforce Administrators are often tasked with collaborating with internal teams to help build custom applications and services to meet their business needs. As such, Salesforce Administrators must possess a thorough understanding of the Salesforce platform, its capabilities, and how it can be leveraged to fulfill the business objectives of an organization.
Salesforce Administration is a crucial role for organizations that use Salesforce. It involves the configuration, setup, and maintenance of Salesforce user accounts and system settings to ensure maximum performance and usability. This includes setting up custom objects, fields, page layouts, profiles, permissions sets, approval processes, security rules, workflow automation rules, data validation rules, and more. Salesforce Administrators must also keep up-to-date on new technologies, best practices, and changes to the platform so they can provide users with the best experience possible. Salesforce Administration requires an understanding of business processes, user needs, system architecture, technical requirements, and data considerations to create solutions that meet both customer and organizational requirements. The administration of Salesforce is a key role in any organization and is often seen as the bridge between the user and technical community. By ensuring that users have access to the right data, tools, and processes they need, Salesforce Administrators can make sure their business runs efficiently and effectively.
Salesforce Administration is a powerful tool that helps organizations build and manage customer relationships, automate processes, and improve customer service. It provides an intuitive way to create and maintain custom objects, fields, reports, dashboards, process automation features, security settings, etc. Object Manager and Lightning App Builder are two popular components of Salesforce Administration that help administrators to manage customer data, customize the user interface, and create applications.
Object Manager enables administrators to view and manage all objects in an organization including custom objects. It helps to define relationships between related objects and makes it easy to add new fields or edit existing ones. Object Manager also allows for the customization of object forms and records, as well as control of object access and security settings.
Lightning App Builder enables administrators to build custom applications for their organization. It provides a drag-and-drop interface to create an application with UI elements including charts, tables, buttons, fields, etc., as well as customize the design and layout. This helps organizations optimize the user experience and automate processes. Administrators can also test and launch applications via the Lightning App Builder.
Salesforce Administration gives organizations flexibility and control over their customer data, with powerful capabilities to customize their user interfaces, automate processes, and improve customer service. By leveraging Object Manager and Lightning App Builder, administrators can create custom objects and fields, manage object access and security settings, and build applications to optimize the user experience.
Salesforce Administration of sales and marketing applications is an integrated suite of cloud-based software applications designed to help businesses effectively manage their customer relationships, track sales, and measure performance. It is capable of managing customer data and automating marketing activities such as sending emails, creating campaigns, tracking leads, and more.
Administration includes Salesforce CRM, Force.com Platform, Marketing Cloud, and Service Cloud. Salesforce CRM enables businesses to manage customer data and allows for better collaboration between sales and marketing teams. The Force.com platform provides a development environment for creating custom applications, integrating with external systems, and building custom user interfaces. It also helps to improve operational efficiency.
Marketing Cloud allows businesses to create and deliver targeted campaigns, reach new customers and measure the success of their marketing efforts. The Service cloud allows companies to better manage customer service requests, analyze customer data, and track metrics associated with customer relations. By leveraging these tools, businesses can more effectively manage their sales and marketing operations.
Salesforce Administration is an invaluable tool for businesses looking to gain insights and increase productivity while managing customer relationships. By taking advantage of its powerful features, companies can gain a better understanding of their customer’s needs and take their sales and marketing efforts to the next level.
Salesforce Service and Support Applications are cloud-based applications designed to help organizations manage their customer service and support operations. The applications are built on the Salesforce platform and provide a suite of services and support tools to boost customer satisfaction, streamline customer interactions, and improve the overall customer experience.
Salesforce Service and Support Applications provide a range of customer service tools such as self-service portals, knowledge bases, case management, and tracking capabilities. These applications also allow organizations to automate customer relationship tasks such as sales automation, contact management, account, and lead tracking, analytics, reporting, and more.
By utilizing Salesforce Service and Support Applications, businesses can improve their customer service operations and better respond to customer needs. This can help organizations create better customer experiences and build stronger relationships with their customers. The applications also help businesses reduce operating costs, increase revenue and improve overall customer satisfaction.
Salesforce Productivity and Collaboration administration involves activities related to the configuration, deployment, management, and maintenance of Salesforce organizations. Common tasks include creating users and setting up permissions, managing profiles, customizing roles and hierarchies, developing processes for improving team collaboration through data exchange, monitoring system performance, and optimizing user experience. Administrators can manage reports and dashboards, build custom apps with code, develop automation rules and create security policies. Salesforce administrators are responsible for keeping the organization secure while at the same time ensuring it is tailored to meet the specific needs of each team or user.
By utilizing a well-structured system of processes and products, Administrators can ensure teams can access the data, resources, and tools they need to work productively. The role of a Salesforce Administrator is critical in maximizing productivity and collaboration within an organization.
Salesforce Data and Analytics Management tasks are essential for keeping customer data up-to-date and organized. Companies rely on Salesforce to ensure they have accurate, real-time insights into their customers’ needs, behavior, and preferences.
The most common Salesforce Data and Analytics Management tasks include: creating custom objects; setting up and managing custom fields; creating reports and dashboards; importing and mapping data to Salesforce objects; syncing data between Salesforce and other systems; automating tasks with workflows, validation rules, or process builders. Additionally, companies can use advanced analytics tools such as Einstein Analytics and Tableau for more in-depth insights into their customer data.
By leveraging Salesforce Data and Analytics Management tasks, companies can gain valuable insights into their customers’ needs, behaviors, and preferences to provide them with the best experiences. This ultimately leads to stronger customer relationships and improved business outcomes.
Salesforce workflow and process automation administration tasks involve setting up rules, creating triggers, building process flows, and managing system notifications. These tasks ensure that your business processes are automated effectively to maximize efficiency.
When setting up rules, administrators establish criteria that determine when a workflow is triggered. Triggers allow the automation of defined activities, such as sending emails, creating tasks, updating fields, and more. Process flows are visual diagrams that show the order of actions in a workflow. System notifications notify users when certain activities occur, such as when a record is updated or when a task is assigned.
Salesforce workflow and process automation tasks help streamline business processes and optimize efficiency. Administrators should have a thorough understanding of the platform to set up the rules, triggers, and process flows correctly. They should also be knowledgeable about system notifications to ensure that all users are alerted when certain activities occur. With these tasks, administrators can help businesses maximize productivity and get the most out of Salesforce.