Introduction and Signup Process of Salesforce

Course overview

Uplatz offers in-depth and extensive training on Salesforce Administration. This is video-based online course (self-paced training). You will be awarded Course Completion Certificate at the end of the course.

A Salesforce Administrator is a professional working in Salesforce CRM system and is typically responsible for streamlining the user experience as well as administration of Salesforce in the organization. In this Salesforce Administrator training, Uplatz Salesforce trainer helps you understand how to configure and administer Salesforce so that the functions of this CRM tool align to the needs and goals of your business. Learn how to customize sales paths and opportunity stages, set up custom fields, and create custom reports for your teams. The students will also learn how to secure their data and configure user accounts with different levels of access. Use the important tips taught in this Salesforce admin course to work smarter, and provide more value for your Salesforce users.

The high-level topics of this Salesforce Administrator training include:

• Planning a transition to Salesforce
• Administering user accounts
• Managing permissions
• Capturing and converting leads
• Customizing views
• Setting up opportunities
• Creating campaigns
• Customizing fields and pages
• Building and sharing reports
• Importing data
• Batch processing data
• Enforcing data security with auditing and policies