Administration Essentials for SalesforceLaajuus (8 cr)

Objective

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.

Content

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.

Assessment criteria, satisfactory (1)

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

Assessment criteria, good (3)

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

Assessment criteria, excellent (5)

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

Further information

Virtualcourse