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Salesforce Fundamentals for Business Administration Specialists (BSX101)

The Salesforce Fundamentals for Business Administration Specialists course will provide you with an understanding of what’s possible with the Salesforce platform, its specific applications, and their business values and benefits.

Describe the primary business value of each major Salesforce Cloud.

Manage users and data.
Manage basic org configuration.
Create email templates.
Create reports and dashboards.
Apply and champion Chatter.
Understand the Salesforce implementation and maintenance lifecycle.
Extend Salesforce functionality beyond basic configuration.

Course Outline

1 - INTRODUCTION

How Salesforce Works
Salesforce Applications
Salesforce Organization

2 - DATA ACCESS AND SECURITY

Controlling Org Access
Managing Who Views and Modifies Objects
Unlocking Access to Records
Sharing Access to Records
Locking Down Individual Fields

3 - USER MANAGEMENT AND TROUBLESHOOTING

Creating New Users
Troubleshoot Login, Record Access, and Field Visibility Issues

4 - CUSTOMIZE SALESFORCE

Thinking About Your Implementation
Custom Fields, Picklists, Page Layouts, and Record Types
Creating Email Templates

5 - AUTOMATE BUSINESS PROCESSES

Validation Rules
Assignment and Escalation Rules
Web-to-Lead and Entitlements
Lightning Process Builder and Workflow
Approval Processes and Visual Workflow

6 - REPORT ON YOUR DATA

Reports Tab, Folders, and Formats
Using the Report Builder
Summarize Your Data

7 - USING REPORTED DATA

Getting More Insight From Your Data
Dashboards
Your Analytics Strategy

8 - SALESFORCE EVERYDAY

Chatter, Groups, and Communities
Chatter Answers and Ideas
Salesforce1
Making Salesforce Part of Your Day

9 - DATA MANAGEMENT

Data Migration Strategy
Data Quality

10 - EXTENDING SALESFORCE

Driving Salesforce Implementation
Custom Objects, Apps, and the Salesforce AppExchange
Build It Yourself

11 - WRAP UP AND CERTIFICATION

Certification Process and Resources

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Course Outline

1 - INTRODUCTION

How Salesforce Works
Salesforce Applications
Salesforce Organization

2 - DATA ACCESS AND SECURITY

Controlling Org Access
Managing Who Views and Modifies Objects
Unlocking Access to Records
Sharing Access to Records
Locking Down Individual Fields

3 - USER MANAGEMENT AND TROUBLESHOOTING

Creating New Users
Troubleshoot Login, Record Access, and Field Visibility Issues

4 - CUSTOMIZE SALESFORCE

Thinking About Your Implementation
Custom Fields, Picklists, Page Layouts, and Record Types
Creating Email Templates

5 - AUTOMATE BUSINESS PROCESSES

Validation Rules
Assignment and Escalation Rules
Web-to-Lead and Entitlements
Lightning Process Builder and Workflow
Approval Processes and Visual Workflow

6 - REPORT ON YOUR DATA

Reports Tab, Folders, and Formats
Using the Report Builder
Summarize Your Data

7 - USING REPORTED DATA

Getting More Insight From Your Data
Dashboards
Your Analytics Strategy

8 - SALESFORCE EVERYDAY

Chatter, Groups, and Communities
Chatter Answers and Ideas
Salesforce1
Making Salesforce Part of Your Day

9 - DATA MANAGEMENT

Data Migration Strategy
Data Quality

10 - EXTENDING SALESFORCE

Driving Salesforce Implementation
Custom Objects, Apps, and the Salesforce AppExchange
Build It Yourself

11 - WRAP UP AND CERTIFICATION

Certification Process and Resources

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Contact Us For Price

Course Length: 2 Days

1. Choose a Date | 2. Click Enroll Now

Jan 13

Online LIVE, 6:30 am - 3:00 pm
NHCLC G2R

Feb 16

Online LIVE, 6:30 am - 3:00 pm
NHCLC G2R

Mar 16

Online LIVE, 8:30 am - 5:00 pm
NHCLC G2R

Apr 13

Online LIVE, 5:30 am - 2:00 pm
NHCLC G2R

Need Help Picking the Right Course? Give us a call! 781-388-9999

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