Salesforce Clases

Salesforce Administrator Certification Training

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Employment Objective

COURSE DESCRIPTION:
Whether you are a new Salesforce system administrator or have been managing Salesforce for some time, you probably realize that a big part of the job is receiving and acting on requests from management or other Salesforce users to modify the system to meet the needs of the users and the company. The nature of Salesforce is such that there are almost always several ways to accomplish these types of modifications, so how will you know that you're taking the right approach and really providing the support that is needed?

By completing this course, you will identify information about the five native business processes every company can manage using Salesforce, regardless of the License Edition. You will also gain insight into each of the functional groups of users (Inside Sales, Outside Sales, Marketing, Customer Support, and Management), and you will establish patterns of critical thinking that can help you to ensure that you are indeed taking the right approach and providing the necessary support for each request you receive. Ultimately, completing this course enables you to be a vital resource for knowing how to configure the system in a manner that also allows the extraction of intelligence needed to measure and improve the company's key performance indicators.

Target Student:
This course is designed to help Salesforce system administrators fulfill the typical responsibilities expected for both the implementation of a new org and for the maintenance and improvement of an existing org. The target student is often an existing Sales, Administrative, or Operations support employee, an employee in the IT department who is given the additional responsibilities of Salesforce system administration, or an external consultant who has been engaged to provide administrative support for an organization.

Hardware Requirements
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware configurations:

1 GHz or faster 32-bit (x86) or 64-bit (x64) processor
1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)
16 GB available hard disk space (32-bit) or 20 GB (64-bit)
CD or DVD drive
Keyboard and mouse (or other pointing device)
1024 x 768 resolution monitor recommended
Network cards and cabling for local network access
Internet access (contact your local network administrator)
Projection system to display the instructor's computer screen

Each computer will need to have Microsoft Windows 8 installed, at least one web browser, and Internet access.
Salesforce.com runs on the latest version of all major operating systems browsers.
Google Chrome, most recent stable version
Google Chrome applies updates automatically. Salesforce.com makes every effort to test and support the most recent version. There are no configuration recommendations for Chrome.
Google Chrome Frame plug-in for Microsoft Internet Explorer 6 and 7
Supported plug-in for Internet Explorer 6 and 7 only. Google Chrome Frame applies updates automatically. Salesforce.com supports only the most recent version.
Mozilla & Firefox, most recent stable version
Salesforce.com makes every effort to test and support the most recent version of Firefox.
Apple Safari versions 5.x and 6.x on Mac OS X
If necessary, software for viewing the course slides. (Instructor machine only.)
For all browsers, you must enable JavaScript, cookies, and SSL 3.0.

 

Course Objectives: Upon successful completion of this course, students will be able to manage a Salesforce implementation by using SMART administration principles.

Identify the basic components of SMART administration for Salesforce.com.
Design Opportunity objects.
Implement and manage Opportunity objects.
Design Lead objects.
Implement and manage Lead objects.
Design and implement Account management.
Design and implement Contact management.
Design Case management.
Implement Case management.
Manage Campaigns.
Configure the user interface.
Implement security.
Create views, reports, and dashboards.
Manage administration setup.

Course Outline:

Lesson 1: Introduction to Salesforce.com SMART Administration
The Salesforce.com Data Model
SMART Administration Principles

Lesson 2: Designing the Opportunity Object
Introduction to Opportunity Management
Design the Opportunity Stages
Design Opportunity Contact Roles
Design Opportunity Record Types
Design Opportunity Products and Price Books

Lesson 3: Implementing and Managing Opportunity Objects
Implement Opportunity Fields
Implement OCRs
Create Opportunity Record Types
Implement and Maintain Products and Price Books
Create and Test Validation Rules
Create and Test Workflows and Workflow Actions
Implement the Similar Opportunities Function
Create a Big Deal Alert
Implement Opportunity Teams

Lesson 4: Designing the Lead Object
Introduction to Lead Management
Design the Lead Sources
Design the Lead Conversion Protocol
Design Lead Assignment Rules
Design a Web-to-Lead Form

Lesson 5: Implementing and Managing Lead Objects
Implement Lead Fields
Implement the Lead Assignment Rule
Implement a W2L Form

Lesson 6: Designing and Implementing Account Management
Design Account Management
Implement Account Management

Lesson 7: Designing and Implementing Contact Management
Design Contact Management
Implement Contact Management

Lesson 8: Designing Case Management
Introduction to Case Management
Design the Case Origins
Design Case Assignment Rules
Design a Web-to-Case Form

Lesson 9: Implementing Case Management
Implement Case Fields
Implement Case Assignment Rules
Implement a W2C Form

Lesson 10: Planning and Implementing Campaign Management
Plan Campaign Management
Implement Campaign Management

Lesson 11: Configuring the User Interface
Configure User Interface Settings
Customize the Home Page
Create Apps for Users
Configure Search
Create Page Layouts

Lesson 12: Implementing Security
Establish Organization-Wide Sharing Defaults
Create Sharing Rules
Configure Roles
Configure Profiles

Lesson 13: Configuring Views, Reports, and Dashboards
Create Views
Create and Manage Reports
Create Dashboards

Lesson 14:& Managing Administration Setup
Manage Users
Manage the Company Profile
Manage Data

Entrance Requirements:

To ensure your success in this course, you should possess end-user skills such as creating and managing opportunities, or have basic administrative experience such as setting up or managing the Sales Cloud (Accounts, Contacts, opportunities, and so forth). You can obtain this level of skills and knowledge by taking the following Institute of Information Technology course:High School Diploma/GED

SCHEDULE DATES - 35 Hour Hands-On Program

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