Learning Salesforce for Admins

Learn how to streamline the setup, functionality, task workflow, management, and administration of Salesforce for your organization.

Introduction

• Managing a CRM for your company

1. Getting Prepared

• Customer 360 products
• Salesforce editions and releases
• Salesforce resources
• Transition to lightning experience
• Salesforce inspector
• AppExchange

2. Organizational Setup

• Preparing for a Salesforce rollout
• Navigating setup
• Key setup configurations for administrators
• Working with locale settings
• Setting up IP ranges
• Setting up duplicate management

3. User Management

• Managing users
• Troubleshooting user login issues
• Configuring search settings
• Complying with GDPR

4. Managing Objects and Relationships

• Object manager and schema builder
• Creating custom objects
• Standard and custom fields
• Setting up object relationships: Lookup vs. master-detail
• Updating page layouts
• Creating custom tabs
• Customizing a lightning record page and home pages
• Custom buttons and links
• Customizing sales processes and paths
• Disabling caching

5. Working with Salesforce

• Creating global actions
• Creating object-specific quick actions
• Assignment and escalation rules
• Managing leads and opportunities
• Managing accounts and contacts
• Sharing calendars
• Using campaigns
• Using email templates
• Troubleshooting queues
• Defining products and price books
• Using collaborative forecasting
• Troubleshooting reports and dashboards

Conclusion

• Continuing your Salesforce knowledge