Master Salesforce with our comprehensive course and unlock the full potential of CRM for your business success!
Sub Category
- Other IT & Software
{inAds}
Objectives
- 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.
Pre Requisites
- Basic Computer Skills: Familiarity with using a computer, navigating the internet, and basic software operations.
- Internet Access: Reliable internet connection for accessing course materials and participating in online activities.
- Salesforce Account: A Salesforce account (preferably a developer edition) to practice hands-on activities and assignments.
- Understanding of Business Processes: Basic knowledge of common business processes and terminology will be beneficial.
- Desire to Learn: A strong motivation to learn and apply Salesforce administration skills.
FAQ
- Q. How long do I have access to the course materials?
- A. You can view and review the lecture materials indefinitely, like an on-demand channel.
- Q. Can I take my courses with me wherever I go?
- A. Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
{inAds}
Coupon Code(s)