آشنایی با Salesforce Admin

Become a Salesforce Admin. Learn how to administer Salesforce accounts, permissions, campaigns, and reports for your organization.
Released: : December 13, 2018
Become a Salesforce admin. Learn how to streamline the user experience and administration of Salesforce. In this course, Christopher Matthew Spencer explores how to configure and administer Salesforce so that the functions of this CRM (customer relationship management) 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. Christopher also shows how to secure your data, and configure user accounts with different levels of access. Use these tips to work smarter, and provide more value for your Salesforce users.
Introduction
Managing a CRM for your company
1. Getting Prepared
How to obtain help
Clouds
Editions
Planning the transition
Getting registered
Learning the setup platform
Discovering AppExchange
Chatter
2. Users and Data Visibility
Understanding data visibility
User admin
Role hierarchy
Sharing rules
Profiles
Permission sets
Restricting logins
Handling login challenges
Object access
Record access
Field-level security
3. Working with Salesforce
Leads
Web-to-Lead
Accounts and Contacts
Views
Working with groups and Chatter
Calendars
Cases
Opportunities
Campaigns
Email templates
Teamwork using queues
Set up assignment rules (leads and cases)
Set up escalation rules (cases)
Setting up My Domain
4. Customizing, Branding, and Social
Working with regional settings
Standard and custom fields
Set up object relationships (lookup and master-detail)
Schema Builder
Customize record and home pages
Search and search layouts
Custom buttons and links
Customizing sales paths
Customizing opportunity stages
Apps and branding for business needs
Mobile configuration and branding
5. Reporting
Building reports
Filtering within reports
Sharing reports
Dashboard building
6. Data Management
Importing
Updating records
Mass transfer
Mass delete
Backup
7. Data Security
Health check
Sessions
Network access
Password policies
Handling former users
Conclusion
Next steps