Administration Essentials for SalesforceLaajuus (8 op)

Osaamistavoitteet

After the course, the student is able to:
• Customize your application, including page layouts, fields, tabs, and business processes;
• Create a secure Salesforce environment;
• Maintain and import clean data;
• Create high-value reports and dashboards;
• Set up workflow automation.

Sisältö

Getting Around the App, Understand the data model and navigation, Getting Your Organization Ready for Users, Manage user profiles, Manage record access with the role hierarchy, Work with record types and business processes, Create new reports with the report builder, Automate leads and cases Managing the Support Process

Arviointikriteerit, tyydyttävä (1)

Student is able to create a working Salesforce environment and maintain it with help from the senior colleague

Arviointikriteerit, hyvä (3)

Student maintains Salesforce environment in good level, and can troubleshoot it

Arviointikriteerit, kiitettävä (5)

Student maintains Salesforce environment in excellent level, and can work independently.

Lisätiedot

Virtual course