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Columbia State Community College
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Salesforce Administrator

Salesforce Administrator
$595.00 (USD)

DETAILS

OUTLINE

  1. Salesforce Overview
    1. Introduction to Salesforce
    2. Salesforce Overview
    3. Introduction to Salesforce
    4. Salesforce Editions
    5. Home Page Customization
    6. User Management
    7. Creating and Customizing Tabs
    8. Creating an App
    9. Uploading a Company Logo
    10. Company Information Page
    11. System Overview Page
    12. Updating the Fiscal Year
  2. Sales Cloud
    1. Sales Cloud
    2. Creating List Views
    3. Creating and Converting Leads
    4. Creating Accounts
    5. Creating Contacts
    6. Creating Email Templates
    7. Sending Individual Emails
    8. Sending Mass Emails
    9. Creating and Managing Price Books
    10. Creating Products
    11. Creating Opportunities
    12. Creating Activities
    13. Creating a Web-to-Lead Form
    14. Creating a Lead Assignment Rule
    15. Creating a Lead Queue
    16. Creating an Auto-Response Rule
    17. Creating Campaigns
    18. Record Types
  3. Quotes Templates
    1. Introduction to Quote Templates
    2. Quote Templates
    3. Creating a Quote Record
    4. Creating a Quote Template
    5. Generating a Quote PDF
    6. Emailing a Quote PDF
    7. Modifying Quote Templates
  4. Service Cloud
    1. Introduction to Service Cloud
    2. Service Cloud
    3. Creating Cases
    4. Creating Case Assignment Rules
    5. Creating Case Escalation Rules
    6. Enabling Solutions
    7. Creating Solutions
    8. Attaching Solutions to Cases
    9. Enabling Knowledge
    10. Configuring Knowledge
    11. Creating a Web-to-Case Form
    12. Creating an Email-to-Case Address
  5. App Exchange
    1. Introduction to AppExchange
    2. AppExchange
    3. AppExchange Overview
    4. Finding and Selecting an App
    5. Finding a Developer
    6. Finding a Consultant
  6. Reports
    1. Introduction to Reports
    2. Reports
    3. Understanding Report Formats
    4. Creating a Leads Report
    5. Creating Contacts and Accounts Report
    6. Creating an Opportunity Report
    7. Adding Leads to a Campaign from a Report
    8. Creating a Report Chart
    9. Scheduling Reports
    10. Creating a Campaign Report
    11. Summarizing Report Data
    12. Creating a Report Formula
    13. Exporting Reports to Excel
  7. Dashboards
    1. Introduction to Dashboards
    2. Dashboards
    3. Understanding Dashboard Components
    4. Creating a Dashboard
    5. Refreshing a Dashboard
    6. Modifying Columns on Dashboards
    7. Adding Filter to Dashboard
    8. Managing Access to Reports
    9. Adding a Report as a Dashboard Component
    10. Setting Up Dynamic Dashboards
    11. Enabling Dashboards for iPad
    12. Modifying Report and Dashboard Interfaces
    13. Activating the Report Builder on Profile
  8. Chatter
    1. Introduction to Chatter
    2. Chatter
    3. Chatter Overview
    4. Enabling Chatter
    5. Enabling Chatter Feeds on Records
    6. Configuring Chatter Groups
    7. Creating Customer Groups
    8. Creating a Free Customer Chatter User
    9. Customizing Chatter Email Notifications
    10. Configuring Salesforce to Salesforce
    11. Accepting a Salesforce Connection
    12. Sharing an Account via Salesforce to Salesforce
    13. Enabling Ideas
    14. Configuring Ideas Themes
    15. Enabling Social Accounts
    16. Enabling Libraries and Content
    17. Customizing Libraries and Content
    18. Uploading Documents to Libraries and Content
    19. Configuring Salesforce
  9. Role Hierarchy
    1. Introduction to Role Hierarchy
    2. Role Hierarchy
    3. Viewing Role Hierarchy
    4. Creating Roles
    5. Enabling Field History
    6. Creating Groups
    7. Creating Permission Sets
    8. Assigning Roles to Users
  10. Security Control
    1. Introduction to Security Control
    2. Security Control
    3. Viewing Object Security
    4. Changing Default Record Access
    5. Sharing Settings
    6. Field Accessibility
    7. Password Policies
    8. Session Settings
    9. Login Flows
    10. Network Access
    11. Activations
    12. Session Management
    13. Login Access Policies
    14. Certificate and Key Management
    15. Viewing Setup Audit Trail
    16. Executing Expire All Passwords
    17. Delegated Administration
    18. Remote Site Settings
    19. Named Credentials
    20. File Upload and Download Security
  11. Profiles
    1. Introduction to Profiles
    2. Profiles
    3. Standard Profiles Overview
    4. Assigning Page Layouts
    5. Field-Level Security
    6. Custom App Settings and Access
    7. Tab Settings
    8. Record Type Settings
    9. Administrative Permissions
    10. General User Permissions
    11. Standard Object Permissions
    12. Custom Object Permissions
    13. Password Policies and Session Timeout
    14. Login Hours and IP Ranges
    15. Enabling Apex and Visualforce Access
  12. Data Management
    1. Introduction to Data Management
    2. Data Management
    3. Importing Leads
    4. Importing Contacts and Accounts
    5. Using Mass Delete
    6. Installing Data Loader
    7. Importing Records with Data Loader
    8. Updating Records with Data Loader
    9. Deleting Records with Data Loader
    10. Exporting Records with Data Loader
    11. Adding a Field in the Schema Builder
    12. Scheduling a Data Export
    13. Creating and Using Sandbox
    14. Mass Transferring Records
    15. Reporting Snapshots
    16. Working with Tags
  13. Workflow Rules
    1. Introduction to Workflow Rules
    2. Workflow Rules
    3. Creating a Workflow Rule
    4. Creating a Workflow Rule Field Update
    5. Creating a Workflow Rule Task Assignment
    6. Creating a Workflow Rule Email Alert
  14. Change Sets and Deployment
    1. Introduction to Change Sets and Deployment
    2. Change Sets and Deployment
    3. Outbound Change Sets
    4. Inbound Change Sets
    5. Deployment Settings
    6. Deployment Status
    7. Eclipse IDE
  15. Communities
    1. Introduction to Communities
    2. Communities
    3. Creating a New Community
    4. Topic Management
    5. Recommendations Management
    6. Reputation Management
    7. Adding Members
    8. Managing Tabs and Branding
    9. Login and Registration
    10. Community Preferences
  16. Help and Training
    1. Introduction to Help and Training
    2. Help and Training
    3. Using Answers
    4. Using Ideas
    5. Searching for a Help Topic
    6. Contacting Support
    7. Trust Site

REQUIREMENTS

PREREQUISITES

INSTRUCTOR

FAQS

Columbia State Community College
Economic and Workforce Development
1665 Hampshire Pike
Columbia, TN 38401 US
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