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Salesforce Administrator Training

Self-paced Videos, Each topic covered in depth, Salesforce Certification prep, Course Completion Certificate


Uplatz

Summary

Price
Save 69%
£150 inc VAT (was £499.99)
Or £50.00/mo. for 3 months... Read more
Offer ends 31 August 2020
Study method
Online, self-paced
Duration
40 Hours
Access to content
Lifetime access
Qualification
No formal qualification
Additional info
  • Certificate of completion available and is included in the price

4 students purchased this course

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Overview

Uplatz offers in-depth and extensive training on Salesforce Administration. This is video-based online course (self-paced training).

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

Course media

Resources

Description

SAP Administrator Course Curriculum

1. Salesforce Fundamentals

2. Company Profile, User SetUp & Login Process

3. Standard and Custom Objects

  • Relationship among objects
  • Big Objects


4. Fields

  • Field Usage & Types
  • Field Dependencies


5. Data Model

  • Object Relationships
  • Salesforce Data Model


6. Formulas & Validation Rules

7. Page Layouts

8. Record types

9. Security and Controls

  • Organization Level Security
  • Object level Security
  • Field level Security
  • Record level Security
  • Folder Level Security
  • Profiles
  • Permission sets
  • Roles and Role Hierarchy
  • Organization Wide Defaults
  • Sharing rules
  • criteria Based sharing
  • Manual sharing
  • Groups
  • Delegated Administration
  • Apex Managed Sharing
  • Queues, Teams
  • User Sharing and permissions
  • Custom permissions


10. Workflow Automation

  • Workflows
  • Process Builder
  • Flows
  • Approval Process


11. Data Management

  • Data Import Wizard
  • Data Loader


12. Analytics

  • Reports
  • Report Types
  • Custom Reports
  • Usage of Filters
  • Bucketing
  • Report Notifications
  • Historical Trending
  • Reporting Snapshots
  • Dashboards
  • Dashboard Components
  • Dynamic Dashboards


13. Sales Cloud

  • Lead Assignment Rules
  • Web-to-Lead
  • Lead AutoResponse Rules
  • Lead Conversion
  • Forecasting & Quotas
  • Price Books
  • Campaigns (Hierarchy, ROI, Influence)
  • Opportunity and Account Teams
  • Contact Roles


14. Service and Support Applications

  • Case Escalation Rules
  • Case Page Layouts & Status
  • Case Teams
  • Communities and Portals Overview
  • Case Feeds
  • Case Hierarchies
  • Web-to-Case
  • Email-to-Case
  • Case AutoResponse Rules
  • Solutions & Knowledge Management
  • Service Contracts, Entitlements & Milestones
  • Salesforce Console


15. Activity Management

  • Tasks & Events


16. Content and Folder Management

  • Salesforce CRM Content
  • Content Libraries
  • Documents, Notes & Attachments, SF Files

17. App Exchange

  • Managed & Unmanaged Packages
  • Native & Non-Native Packages


18. Chatter

19. Desktop and Mobile Administration

  • Salesforce1
  • Salesforce for Outlook

Who is this course for?

Anyone wanting to make a career in Salesforce

Requirements

Passion and determination to achieve your goals!

Career path

  • Salesforce Administrator
  • Salesforce Consultant
  • Salesforce CRM Manager
  • Salesforce Professional

Questions and answers


No questions or answers found containing ''.


Lydia asked:

After payment do I only have one month to complete salesforce admin - is the course and exam online only

Answer:

Hi Lydia The course access is lifetime access on our portal. There is no exam involved and the course is completely online through self-paced videos that can be played anytime, anywhere, on any device, but online. Once you complete the course to your satisfaction just let us know and we will issue you a Course Completion Certificate. Team Uplatz

This was helpful. Thank you for your feedback.

Amanda asked:

Do I need to have access to Salesforce to complete this course

Answer:

Hi Amanda, yes we will send you the instructions how to access the software after course purchase. Regards Indu Uplatz

This was helpful. Thank you for your feedback.

robin asked:

How long do we have to complete after payment. Do you provide access to a Salesforce platform

Answer:

Hi Robin 1) Once you buy the video course, you'll get lifetime access to the videos. 2) Access to Salesforce platform will be provided for 1 month. Team Uplatz

This was helpful. Thank you for your feedback.

George asked:

If i sign up to the salesforce administrator do I get Salesforce Administrator certificate?

Answer:

We do provide a course completion certificate.

This was helpful. Thank you for your feedback.

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Study method describes the format in which the course will be delivered. At reed.co.uk courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.

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