Overview

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. You will be given an overview of the Salesforce Clouds and how they integrate and interconnect. By learning the features and processes of the platform, you will be able to more effectively support day-to-day Salesforce business operations within your organization. Through three days of interactive lectures, discussions, and hands-on exercises, you will learn to recognize the important elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.

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Prerequisites

WHO SHOULD TAKE THIS COURSE?

The Salesforce Fundamentals for Business Administration Specialists has been developed specifically for the business “user”—the people who need to learn what’s possible with Salesforce functionality across the suite of products, but aren’t necessarily responsible for managing the application. The course is ideal for roles such as Customer Services Manager, Business Executive, Business Operations, Sales Operations Manager, or any other operations, management, or process analysis “super users” that need to fully understand the business value of the Salesforce platform.

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Delegates will learn how to

• 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.

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Outline

Introduction

How Salesforce Works

• Salesforce Applications

• Salesforce Organization

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

User Management and Troubleshooting

• Creating New Users

• Troubleshoot Login, Record Access, and Field

Visibility Issues

Customize Salesforce

• Thinking About Your Implementation

• Custom Fields, Picklists, Page Layouts, and

Record Types

• Creating Email Templates

Automate Business Processes

• Validation Rules

• Assignment and Escalation Rules

• Web-to-Lead and Entitlements

• Lightning Process Builder and Workflow

• Approval Processes and Visual Workflow

Report On Your Data

• Reports Tab, Folders, and Formats

• Using the Report Builder

• Summarize Your Data

Using Reported Data

• Getting More Insight From Your Data

• Dashboards

• Your Analytics Strategy

Salesforce Everyday

• Chatter, Groups, and Communities

• Chatter Answers and Ideas

• Salesforce1

• Making Salesforce Part of Your Day

Data Management

• Data Migration Strategy

• Data Quality

Extending Salesforce

• Driving Salesforce Implementation

• Custom Objects, Apps, and the Salesforce

AppExchange

• Build It Yourself

Wrap Up and Certification

• Certification Process and Resources

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Why choose QA

Frequently asked questions

See all of our FAQs

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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