Administration Essentials for Salesforce (8 ECTS)

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

Location and time

Timing up to student her-/himself.
Place online.

Materials

N/A

Teaching methods

Online 100% Self-Study course.

Employer connections

N/A

Exam schedules

Online

International connections

N/A

Completion alternatives

N/A

Student workload

Up to student her-/himself.

Content scheduling

Up to student her-/himself.

Evaluation scale

Hyväksytty/Hylätty

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

Virtual course

Further information

Virtual course