Loading...

Course Description

Explore the Salesforce fundamentals covered in the "Customer Relationship Management (CRM) for Business" course from the perspective of a CRM system administrator. Learn how to conduct the typical job functions of a junior Salesforce administrator, who is responsible for setting up and maintaining an organization’s Salesforce instance. You will discuss:

  • Salesforce user management
  • platform customization
  • user interface configuration

Get hands-on practice by translating and fulfilling simulated “feature requests” from business users, managers, and other stakeholders. Finally, create a custom app to meet a business-specific use case, and also learn how to customize Salesforce reporting tools to address analytical requests.

Learner Outcomes

  • Demonstrate a practical understanding of the overall functions and duties performed by an Administrator, including user/feature management, platform access, and basic org configuration settings.
  • Extend standard Sales Cloud features to support company and product-specific data and customize sales and support processes.
  • Customize the Salesforce user interface to create role/department-specific presentations of features and functionality.
  • Design and build Custom Salesforce Apps that support unique business requirements.
  • Demonstrate proficiency with the analytical capabilities of Salesforce by configuring and providing custom reporting tools.
Loading...
Thank you for your interest in this course. Unfortunately, the course you have selected is currently not open for enrollment. Please complete a Course Inquiry so that we may promptly notify you when enrollment opens.
Required fields are indicated by .