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ed2go Business Operations Salesforce Administrator
Return to Operations

Details + Objectives

Course Code: GES393

What You Will Learn
  • Configure and manage Sales and Service Cloud
  • Implement automation, security, debugging, data validation, and customize apps
  • Configure the user interface
How the course is taught
  • Self-paced, online course
  • 6 months to complete
  • Open enrollment, begin anytime
  • 24 course hours
How you will benefit
  • Get hands-on experience with 4 projects, 20 case studies, 4 simulation tests, 16 quizzes & more
  • Receive a course completion certificate

Outline

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Details
  1. Salesforce Overview
    1. Introduction to Salesforce
    2. Salesforce Overview
    3. Introduction to Salesforce
    4. Salesforce Editions
    5. Home Page Customization
    6. User Management
    7. Creating and Customizing Tabs
    8. Creating an App
    9. Uploading a Company Logo
    10. Company Information Page
    11. System Overview Page
    12. Updating the Fiscal Year
  2. Sales Cloud
    1. Sales Cloud
    2. Creating List Views
    3. Creating and Converting Leads
    4. Creating Accounts
    5. Creating Contacts
    6. Creating Email Templates
    7. Sending Individual Emails
    8. Sending Mass Emails
    9. Creating and Managing Price Books
    10. Creating Products
    11. Creating Opportunities
    12. Creating Activities
    13. Creating a Web-to-Lead Form
    14. Creating a Lead Assignment Rule
    15. Creating a Lead Queue
    16. Creating an Auto-Response Rule
    17. Creating Campaigns
    18. Record Types
  3. Quotes Templates
    1. Introduction to Quote Templates
    2. Quote Templates
    3. Creating a Quote Record
    4. Creating a Quote Template
    5. Generating a Quote PDF
    6. Emailing a Quote PDF
    7. Modifying Quote Templates
  4. Service Cloud
    1. Introduction to Service Cloud
    2. Service Cloud
    3. Creating Cases
    4. Creating Case Assignment Rules
    5. Creating Case Escalation Rules
    6. Enabling Solutions
    7. Creating Solutions
    8. Attaching Solutions to Cases
    9. Enabling Knowledge
    10. Configuring Knowledge
    11. Creating a Web-to-Case Form
    12. Creating an Email-to-Case Address
  5. App Exchange
    1. Introduction to AppExchange
    2. AppExchange
    3. AppExchange Overview
    4. Finding and Selecting an App
    5. Finding a Developer
    6. Finding a Consultant
  6. Reports
    1. Introduction to Reports
    2. Reports
    3. Understanding Report Formats
    4. Creating a Leads Report
    5. Creating Contacts and Accounts Report
    6. Creating an Opportunity Report
    7. Adding Leads to a Campaign from a Report
    8. Creating a Report Chart
    9. Scheduling Reports
    10. Creating a Campaign Report
    11. Summarizing Report Data
    12. Creating a Report Formula
    13. Exporting Reports to Excel
  7. Dashboards
    1. Introduction to Dashboards
    2. Dashboards
    3. Understanding Dashboard Components
    4. Creating a Dashboard
    5. Refreshing a Dashboard
    6. Modifying Columns on Dashboards
    7. Adding Filter to Dashboard
    8. Managing Access to Reports
    9. Adding a Report as a Dashboard Component
    10. Setting Up Dynamic Dashboards
    11. Enabling Dashboards for iPad
    12. Modifying Report and Dashboard Interfaces
    13. Activating the Report Builder on Profile
  8. Chatter
    1. Introduction to Chatter
    2. Chatter
    3. Chatter Overview
    4. Enabling Chatter
    5. Enabling Chatter Feeds on Records
    6. Configuring Chatter Groups
    7. Creating Customer Groups
    8. Creating a Free Customer Chatter User
    9. Customizing Chatter Email Notifications
    10. Configuring Salesforce to Salesforce
    11. Accepting a Salesforce Connection
    12. Sharing an Account via Salesforce to Salesforce
    13. Enabling Ideas
    14. Configuring Ideas Themes
    15. Enabling Social Accounts
    16. Enabling Libraries and Content
    17. Customizing Libraries and Content
    18. Uploading Documents to Libraries and Content
    19. Configuring Salesforce
  9. Role Hierarchy
    1. Introduction to Role Hierarchy
    2. Role Hierarchy
    3. Viewing Role Hierarchy
    4. Creating Roles
    5. Enabling Field History
    6. Creating Groups
    7. Creating Permission Sets
    8. Assigning Roles to Users
  10. Security Control
    1. Introduction to Security Control
    2. Security Control
    3. Viewing Object Security
    4. Changing Default Record Access
    5. Sharing Settings
    6. Field Accessibility
    7. Password Policies
    8. Session Settings
    9. Login Flows
    10. Network Access
    11. Activations
    12. Session Management
    13. Login Access Policies
    14. Certificate and Key Management
    15. Viewing Setup Audit Trail
    16. Executing Expire All Passwords
    17. Delegated Administration
    18. Remote Site Settings
    19. Named Credentials
    20. File Upload and Download Security
  11. Profiles
    1. Introduction to Profiles
    2. Profiles
    3. Standard Profiles Overview
    4. Assigning Page Layouts
    5. Field-Level Security
    6. Custom App Settings and Access
    7. Tab Settings
    8. Record Type Settings
    9. Administrative Permissions
    10. General User Permissions
    11. Standard Object Permissions
    12. Custom Object Permissions
    13. Password Policies and Session Timeout
    14. Login Hours and IP Ranges
    15. Enabling Apex and Visualforce Access
  12. Data Management
    1. Introduction to Data Management
    2. Data Management
    3. Importing Leads
    4. Importing Contacts and Accounts
    5. Using Mass Delete
    6. Installing Data Loader
    7. Importing Records with Data Loader
    8. Updating Records with Data Loader
    9. Deleting Records with Data Loader
    10. Exporting Records with Data Loader
    11. Adding a Field in the Schema Builder
    12. Scheduling a Data Export
    13. Creating and Using Sandbox
    14. Mass Transferring Records
    15. Reporting Snapshots
    16. Working with Tags
  13. Workflow Rules
    1. Introduction to Workflow Rules
    2. Workflow Rules
    3. Creating a Workflow Rule
    4. Creating a Workflow Rule Field Update
    5. Creating a Workflow Rule Task Assignment
    6. Creating a Workflow Rule Email Alert
  14. Change Sets and Deployment
    1. Introduction to Change Sets and Deployment
    2. Change Sets and Deployment
    3. Outbound Change Sets
    4. Inbound Change Sets
    5. Deployment Settings
    6. Deployment Status
    7. Eclipse IDE
  15. Communities
    1. Introduction to Communities
    2. Communities
    3. Creating a New Community
    4. Topic Management
    5. Recommendations Management
    6. Reputation Management
    7. Adding Members
    8. Managing Tabs and Branding
    9. Login and Registration
    10. Community Preferences
  16. Help and Training
    1. Introduction to Help and Training
    2. Help and Training
    3. Using Answers
    4. Using Ideas
    5. Searching for a Help Topic
    6. Contacting Support
    7. Trust Site

Instructors & Support

Ben McCarthy

Ben McCarthy is Certified Salesforce MVP. During his years as a Salesforce professional, has earned seven certifications including Administrator, Developer, and Platform App Builder. In June 2015, he was awarded Salesforce MVP award by his peers and Salesforce.

Requirements

Requirements

Prerequisites:

There are no prerequisites for this course. However, professional experience with the basic concepts and functions of Salesforce—such as navigating Salesforce, data management and security, and using Sales Cloud—would be an advantage before taking the course or the exam.

Requirements:

Hardware Requirements:

  • This course can be taken on either a PC or Mac.

Software Requirements:

  • PC: Windows XP or later.
  • Mac: OS X Snow Leopard 10.6 or later.
  • Browser: The latest version of Google Chrome or Mozilla Firefox is preferred. Microsoft Edge and Safari are also compatible.
  • Adobe Flash Player. Click here to download the Flash Player.
  • Adobe Acrobat Reader. Click here to download the Acrobat Reader.
  • Software must be installed and fully operational before the course begins.

Other:

  • Email capabilities and access to a personal email account.
Instructional Materials

The instructional materials required for this course are included in enrollment and will be available online.

FAQs

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Can I register for a course if I am an international student?

Yes, ed2go courses are completely online. However, keep in mind that not all certifying bodies or industry-specific certifications are recognized internationally. Please review your country’s regulations prior to enrolling in courses that prepare for certification.

Does this course prepare for a certification?

No.

When can I start the course?

This course is open enrollment, so you can register and start the course as soon as you are ready. Access to your course can take 24-48 business hours.

How long does it take to complete this course?

This course is self-paced and open enrollment, so you can start when you want and finish at your own pace. When you register, you'll receive six (6) months to complete the course.

What if I don't have enough time to complete my course within the time frame provided?

The time allotted for course completion has been calculated based on the number of course hours. However, if you are unable to complete the course, contact your Student Advisor to help you work out a suitable completion date. Please note that an extension fee may be charged.

What kind of support will I receive?

You may be assigned with an instructor or team of industry experts for one-on-one course interaction. Your support will be available (via e-mail) to answer any questions you may have and to provide feedback on your performance. All of our instructors are successful working professionals in the fields in which they teach. You will be assigned to an Advisor for academic support.

What happens when I complete the course?

Upon successful completion of the course, you will be awarded a Certificate of Completion.

Am I guaranteed a job?

This course will provide you with the skills you need to obtain an entry-level position in most cases. Potential students should always do research on the job market in their area before registering.

Can I get financial assistance?

This course is non-credit, so it does not qualify for federal aid, FAFSA and Pell Grant. In some states, vocational rehab or workforce development boards will pay for qualified students to take our courses. Additionally, some students may qualify for financial assistance when they enroll, if they meet certain requirements. Financing is available from select schools. Learn more: https://www.ed2go.com/career/financial-assistance

How can I get more information about this course?

If you have questions that are not answered on our website, representatives are available via LIVE chat. You can also call us at 1-877-221-5151 during regular business hours to have your questions promptly answered. If you are visiting us during non-business hours, please send us a question using the "Contact Us" form.

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