Salesforce for Admins

Salesforce for Admins

2h 5mBeginner2023-04-06

Authors

Kimberly Barnes

Kimberly Barnes

Salesforce Consultant, Professional Career Strategist, Content Creator

Course details

Are you a newly certified or transitioning Salesforce professional preparing to start your first role as an administrator? Look no further. Now’s the time to build up your skills as a CRM manager to ensure you get the most out of the Salesforce experience. Whether you’re migrating to Salesforce Lightning from Classic or using Salesforce for the very first time, Salesforce trainer Kimberly Barnes takes you through everything you need to know to successfully configure Salesforce for your organization.

Learn how to manage users, troubleshoot user login issues, ensure GDPR compliance, and protect user privacy. Find out where to get additional help whenever you need it—without headaches or stress along the way. Kim offers insights on managing data structure, standard and custom objects and relationships, user accounts, email templates, shared calendars, and much more. Upon completing this course, you’ll be ready to leverage your new skills on the job to improve the Salesforce experience for users.

Skills covered

CRM AdministrationSalesforce.comSalesforceLearningNetwork and System Administration

Concepts

Introduction

  • Managing a CRM for your company

Getting Prepared

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

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

User Management

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

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

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
80,000 Toman