Salesforce.com: Sales Cloud Administration Essentials

Overview Whether you are a new Salesforce administrator or have been managing Salesforce® for some time, you probably know 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. Exam Notes This course maps to the related Salesforce Certified Administrator exam and covers similar material to that found in the Salesforce University course. You will need to take this class and review additional resources and exam objectives in order to pass your Salesforce exam. Course Objectives In this course, you will perform the basic skills required of a typical Salesforce system administrator. You 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. Target Student 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. Prerequisites To ensure your success, you will need a working knowledge of how Salesforce is being used in their organization and general familiarity with the Salesforce Lightning Experience user interface. Experience with using the Salesforce1 mobile app on iOS® or Android™ devices will be helpful but is not required. COURSE OUTLINE Lesson 1: Introduction to Salesforce Administration Topic A: The Salesforce Data Model Topic B: SMART Administration Principles Lesson 2: Setting Up an Organization Topic A: Manage the Company Profile Topic B: Configure Organizational Settings Lesson 3: Managing User Accounts Topic A: Create User Accounts Topic B: Manage Users Lesson 4: Implementing Security Controls Topic A: Salesforce Security Essentials Topic B: Configure Profiles Topic C: Establish Organization-Wide Sharing Defaults Topic D: Configure Roles Topic E: Create Sharing Rules Topic F: Perform a Health Check Lesson 5: Configuring the Salesforce Classic User Interface Topic A: Configure User Interface Settings Topic B: Customize the Home Page in Salesforce Classic Topic C: Configure Search in Salesforce Classic Lesson 6: Supporting the Lightning Experience User Interface Topic A: Implement Lightning Experience Topic B: Customize Lightning Experience Home Pages Lesson 7: Customizing Pages Topic A: Create Page Layouts in Salesforce Classic Topic B: Customize Record Pages in Lightning Experience Lesson 8: Introduction to Opportunity Management Topic A: Opportunity Management Essentials Topic B: Design and Implement Opportunity Fields Topic C: Design and Implement Opportunity Stages Topic D: Design and Implement Opportunity Contact Roles Topic E: Design and Create Opportunity Record Types Lesson 9: Implementing Additional Opportunity Features Topic A: Implement and Maintain Opportunity Products and Price Books Topic B: Implement the Similar Opportunities Function Topic C: Implement Opportunity Teams Topic D: Create a Big Deal Alert Lesson 10: Implementing Data Validation and Workflows Topic A: Create and Test Validation Rules Topic B: Create and Test Workflows Lesson 11: Managing Leads Topic A: Lead Management Essentials Topic B: Design and Implement Lead Fields Topic C: Design and Implement Custom Lead Sources Topic D: Design and Implement Web-to-Lead Forms Topic E: Design and Implement Lead Assignment Rules Lesson 12: Managing Accounts Topic A: Design an Account Management Model Topic B: Implement an Account Management Model Lesson 13: Managing Contacts Topic A: Design a Contact Management Strategy Topic B: Implement a Contact Management Strategy Lesson 14: Managing Campaigns Topic A: Prepare for Campaign Management Topic B: Administer a Campaign Management Strategy Lesson 15: Managing Cases Topic A: Case Management Essentials Topic B: Design and Implement Case Fields Topic C: Design and Implement Case Origins Topic D: Automate Case Management Lesson 16: Providing Apps and Custom Objects Topic A: Supply Apps in Salesforce Classic Topic B: Supply Apps in Lightning Experience Lesson 17: Managing Data Topic A: Data Management Essentials Topic B: Import and Update Data Topic C: Back Up and Restore Data Lesson 18: Configuring Views, Reports, and Dashboards Topic A: Create Views Topic B: Create and Manage Reports Topic C: Create and Manage Dashboards Lesson 19: Integrating and Extending Salesforce Topic A: Integrate Salesforce and Outlook Topic B: Implement Salesforce1 Topic C: Implement SalesforceA