Administer Salesforce from Anywhere During COVID-19

Learn how to manage users and data, secure your org, and create actionable reports while working from home.

• Stay connected and succeed while working from home during COVID-19.
• Learn how to collaborate with distributed teams and manage remote employees.
• Set up users and control how they can view or edit your business data.
• Control access to data using point-and-click security tools.
• Clean up data with validation rules, formula fields, lookup filters, and automation.
• Track key business information for your stakeholders with reports and dashboards.

• Best Practices for Working from Home
• Get Set Up to Work from Home
• Stay Connected and Collaborate from Home
• Succeed from Home
• Virtual Collaboration
• Understand the Importance of Virtual Collaboration
• Develop Your Virtual Strategy
• Learn Virtual Collaboration Skills for Managers
• User Management
• Add New Users
• Control What Your Users Can Access
• Data Security
• Overview of Data Security
• Control Access to the Org
• Control Access to Objects
• Control Access to Fields
• Control Access to Records
• Create a Role Hierarchy
• Define Sharing Rules
• Improve Data Quality for Your Sales and Support Teams
• Create a Validation Rule
• Create a Formula Field
• Create a Lookup Filter
• Create an Automation with Flow
• Create Reports and Dashboards for Sales and Marketing Managers
• Create Report and Dashboard Folders
• Create a Simple Custom Report
• Filter Your Reports
• Group and Categorize Your Data
• Use Summary Formulas in Your Reports
• Manage Reported Data
• Visualize Your Data