Salesforce.com - Sales Cloud Administration Essentials

Duration

5 Days

30 CPD hours

About this course

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.

Overview

In this course, students will perform the basic skills required of a typical Salesforce system administrator.Students 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.

Description

In this course, students will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. Students will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and they will establish patterns of critical thinking that can help them to ensure that they are indeed taking the right approach and providing the necessary support for each request they receive.

Introduction to Salesforce Administration

The Salesforce Data Model
SMART Administration Principles

Setting Up an Organization

Manage the Company Profile
Configure Organizational Settings

Managing User Accounts

Create User Accounts
Manage Users

Implementing Security Controls

Salesforce Security Essentials
Configure Profiles
Establish Organization-Wide Sharing Defaults
Configure Roles
Create Sharing Rules
Perform a Health Check

Configuring the Salesforce Classic User Interface

Configure User Interface Settings
Customize the Home Page in Salesforce Classic
Configure Search in Salesforce Classic

Supporting the Lightning Experience User Interface

Implement Lightning Experience
Customize Lightning Experience Home Pages

Customizing Pages

Create Page Layouts in Salesforce Classic
Customize Record Pages in Lightning Experience

Introduction to Opportunity Management

Opportunity Management Essentials
Design and Implement Opportunity Fields
Design and Implement Opportunity Stages
Design and Implement Opportunity Contact Roles
Design and Create Opportunity Record Types

Implementing Additional Opportunity Features

Implement and Maintain Opportunity Products and Price Books
Implement the Similar Opportunities Function
Implement Opportunity Teams
Create a Big Deal Alert

Implementing Data Validation and Workflows

Create and Test Validation Rules
Create and Test Workflows

Managing Leads

Lead Management Essentials
Design and Implement Lead Fields
Design and Implement Custom Lead Sources
Design and Implement Web-to-Lead Forms
Design and Implement Lead Assignment Rules

Managing Accounts

Design an Account Management Model
Implement an Account Management Model

Managing Contacts

Design a Contact Management Strategy
Implement a Contact Management Strategy

Managing Campaigns

Prepare for Campaign Management
Administer a Campaign Management Strategy

Managing Cases

Case Management Essentials
Design and Implement Case Fields
Design and Implement Case Origins
Automate Case Management

Providing Apps and Custom Objects

Supply Apps in Salesforce Classic
Supply Apps in Lightning Experience

Managing Data

Data Management Essentials
Import and Update Data
Back Up and Restore Data

Configuring Views, Reports, and Dashboards

Create Views
Create and Manage Reports
Create and Manage Dashboards

Integrating and Extending Salesforce

Integrate Salesforce and Outlook
Implement Salesforce1
Implement SalesforceA

Additional course details:

Nexus Humans Salesforce.com - Sales Cloud Administration Essentials training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce.com - Sales Cloud Administration Essentials course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

What people say about us

Booking process was very easy. Once initial contact was made everything happened smoothly.

Pfizer

Great course yesterday and can’t give enough amazing feedback for John. I’ve never had a teacher hold attention of a class from start to finish, but yesterday he did this.

Jennifer O'Connor

Vistra

Alan delivered the training in an easy to understand and pleasant manner which was broken down into manageable chunks with an appropriate number of breaks to give folk time away from their laptops and screens. It is never easy to do 2 days of training on a fairly in-depth subject involving Software even in a classroom environment and remaining focused and engaged so doing it remotely adds another level of complexity, but I have to say that personally this was one of the best Training Events that I have attended for some years. I have gained so much knowledge of MS Project and it will certainly make my job easier going forward.

A large part of what I gained has to be credited to Alan’s manner and delivery and I should be grateful if you could pass on my thanks to him.

Also, the support, together with joining instructions & training literature etc from Nexus Human has been excellent – thank you for that. I intend feeding that back to our People and ICT Teams too

Nexus Human - Project class

December 2023

This was my 2nd course with Nexus Human and I enjoy the format of the courses.
This was very well-run, the instructor was superb and i will get a lot of benefit from having access for the next 6 months, I look forward to the next course.

Cathal

Kerry, Ireland

I would like to thank the staff of Nexus Human, who were very helpful, prompt, friendly and professional in helping me attain my Microsoft certification. I would like to thank Abdul in particular for his guidance during the course and commend him on his knowledge of software development.

Paul

ITC Group
Dublin

This is the 3rd course I have done with Arun. He is very helpful and always supportive if I have other questions outside the lecture parameters. I have already recommended him and Nexus Human to work colleges and would do so again after this course.

Philip

Nexus Human Classroom Student

The instructor was excellent. Was willing to field any questions we had and deal with our specific queries.

Excel student

The class just finished and I just wanted to mention to you that it was absolutely amazing. The quality of the training had very high standards, the trainer explained amazingly well and we actually practiced (did) all the steps. It was not learning by watching a presentation but by actually doing. The training has been delivered from Atlanta (US) and I cannot wait to go tomorrow in the office and recommend it. The connection and the lab environment were running perfectly.
Once again thank you very much and looking forward for the next trainings scheduled. Enrolling via Nexus Human was the perfect choice.

Cristina, Nexus Human IT Course Attendee

Firstly I would like to say thanks, I found the course I sat yesterday extremely beneficial and the instructor was fantastic, she was enthusiastic and engaging and I would highly recommend the course to friends and colleagues. The post class services are also excellent!

Adobe Student

Sharon was lovely and has a fantastic knowledge. Honestly I didn't think I needed part 1 but I am SO glad I came. Thank you. Will be back in for part 2.

Nexus Human Student

Excellent interaction and answered all of my questions. Looking forward to being able to apply some of the tips and features learned today which hopefully should have real impact on some of the more time consuming tasks currently encountered.

Nexus Human Power BI Attendee

Brilliant
Wonderful teacher
Course presented extremely well indeed

Nexus Human Student feedback

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