Salesforce Discover Salesforce Fundamentals to Support Your Business (BSX101)
Explore what’s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you’ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.
Course Objectives
Describe the primary business value of each major Salesforce Cloud. Manage users and data. Manage basic org configuration. Create email templates. Create reports and dashboards. Apply and champion Chatter. Understand the Salesforce implementation and maintenance lifecycle. Extend Salesforce functionality beyond basic configuration.
Agenda
- Understand How Salesforce Works
- Explore Salesforce Applications
- Review Salesforce Organization
- Control Org Access
- Manage Who Views and Modifies Objects
- Unlock Access to Records
- Share Access to Records
- Lock Down Individual Fields
- Create New Users
- Troubleshoot Login, Record Access, and Field Visibility Issues
- Think About Your Implementation
- Explore Custom Fields, Picklists, Page Layouts, and Record Types
- Create Email Templates
- Review Validation Rules
- Review Assignment and Escalation Rules
- Review Web-to-Lead and Entitlements
- Review Lightning Process Builder and Workflow
- Review Approval Processes and Visual Workflow
- Explore the Reports Tab, Folders, and Formats
- Explore the Report Builder
- Summarize Your Data
- Get More Insight from Your Data
- Visualize Your Data with Dashboards
- Create Your Analytics Strategy
- Collaborate with Chatter, Groups, and Communities
- Share Feedback with Chatter Answers and Ideas
- Go Mobile with Salesforce1
- Make Salesforce Part of Your Day
- Create a Data Migration Strategy
- Ensure Data Quality
- Drive a Salesforce Implementation
- Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange
- Build It Yourself
- Review the Certification Process and Resources
FREE
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Course Type: Instructor Led