Salesforce Administration: Productivity and Collaboration from Pluralsight

Ensuring your users have a productive experience is key to their adoption of Salesforce. This course will teach you how to administer the different features Salesforce offers to help your users collaborate and be productive.

Employees of every company face an ever-increasing amount of tools to help them be productive, which leads to a lot of confusion as to what to use and when. In this course, Salesforce Administration: Productivity and Collaboration, you’ll learn to leverage the productivity and collaboration tools offered by Salesforce to centralize the employee experience directly on Salesforce. First, you’ll explore how to help your users manage their day-to-day activities with Tasks, Events, and the Orchestrator. Next, you'll figure out how to use the AppExchange to find new exciting possibilities to help your users. Then, you’ll discover how to configure Chatter to enable contextual discussions between your users without leaving Salesforce. Finally, you’ll learn how to configure the Salesforce mobile app in order to empower your employees on-the-go with Salesforce at their fingertips. When you’re finished with this course, you’ll have the skills and knowledge of the productivity and collaboration tools offered by Salesforce needed to provide your users with a stellar experience.

What's inside

Syllabus

Course Overview

Managing Activities in Salesforce

Standardizing Processes with Salesforce Orchestrator

Collaboration in Salesforce with Chatter

Working On-the-Go with Salesforce Mobile

Extending Salesforce with the AppExchange

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides the learner with tools to help users be more productive through using Salesforce effectively

Taught by Adrien Sacco

Suitable for users with basic knowledge of Salesforce

Covers a wide range of topics related to Salesforce productivity and collaboration

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Salesforce Administration: Productivity and Collaboration with these activities:

Review Salesforce Administration Fundamentals

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Familiarize yourself with the core concepts of Salesforce Administration to strengthen your understanding before starting the course.

Browse courses on Salesforce Administration

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Review the Salesforce documentation on administration basics
Complete a Salesforce Administration tutorial or online course

Follow Salesforce Admin Best Practices Tutorials

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Enhance your Salesforce Administration skills by following guided tutorials on industry best practices, ensuring efficient and effective Salesforce usage.

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Identify reputable sources for Salesforce Administration best practices
Select tutorials that align with your specific Salesforce goals
Follow the tutorials step-by-step, implementing the best practices in your own Salesforce org

Solve Salesforce Administration Practice Problems

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Strengthen your Salesforce Administration skills by solving practice problems, simulating real-world scenarios and improving your problem-solving abilities.

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Gather Salesforce practice problems from various sources
Attempt to solve the problems independently
Review the solutions and identify areas for improvement

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Career center

Learners who complete Salesforce Administration: Productivity and Collaboration will develop knowledge and skills that may be useful to these careers:

Administrative Assistant

Administrative Assistants are responsible for providing general administrative support to executives and other professionals. They may perform a variety of tasks, such as scheduling appointments, managing email, preparing presentations, and ordering supplies. The Salesforce Administration: Productivity and Collaboration course can be useful for Administrative Assistants who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Administrative Assistant

Business Analyst

Business Analysts help organizations to improve their business processes. They may work with stakeholders to identify and analyze problems, and then develop and implement solutions. The Salesforce Administration: Productivity and Collaboration course can be useful for Business Analysts who want to learn how to use Salesforce to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Business Analyst

Customer Success Manager

Customer Success Managers help customers to maximize their value from a product or service. They may provide training, support, and consulting. The Salesforce Administration: Productivity and Collaboration course can be useful for Customer Success Managers who want to learn how to use Salesforce more effectively to support their customers. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Customer Success Manager

Data Analyst

Data Analysts help organizations to make better decisions by analyzing data. They may use data to identify trends, develop forecasts, and create reports. The Salesforce Administration: Productivity and Collaboration course can be useful for Data Analysts who want to learn how to use Salesforce to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Data Analyst

IT Manager

IT Managers are responsible for the planning, implementation, and maintenance of an organization's IT systems. They may also oversee the work of IT staff. The Salesforce Administration: Productivity and Collaboration course can be useful for IT Managers who want to learn how to use Salesforce more effectively to support their organization. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for IT Manager

Operations Manager

Operations Managers are responsible for the day-to-day operations of an organization. They may oversee a variety of functions, such as production, logistics, and customer service. The Salesforce Administration: Productivity and Collaboration course can be useful for Operations Managers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Operations Manager

Project Manager

Project Managers are responsible for planning, executing, and closing projects. They may work with stakeholders to identify and define project goals, and then develop and implement project plans. The Salesforce Administration: Productivity and Collaboration course can be useful for Project Managers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Project Manager

Sales Manager

Sales Managers are responsible for leading and motivating a team of sales representatives. They may develop and implement sales strategies, and track and measure sales performance. The Salesforce Administration: Productivity and Collaboration course can be useful for Sales Managers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

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Software Engineer

Software Engineers design, develop, and test software applications. They may work on a variety of projects, from small business applications to large-scale enterprise systems. The Salesforce Administration: Productivity and Collaboration course may be useful for Software Engineers who want to learn how to use Salesforce more effectively in their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Software Engineer

System Administrator

System Administrators are responsible for the day-to-day administration of an organization's IT systems. They may install and maintain software, manage user accounts, and provide technical support. The Salesforce Administration: Productivity and Collaboration course can be useful for System Administrators who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for System Administrator

Technical Writer

Technical Writers create and maintain technical documentation, such as user manuals, help files, and white papers. They may also work with engineers and other technical staff to develop content. The Salesforce Administration: Productivity and Collaboration course may be useful for Technical Writers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Technical Writer

Trainer

Trainers develop and deliver training programs to employees. They may work in a variety of settings, such as corporate training departments, educational institutions, and non-profit organizations. The Salesforce Administration: Productivity and Collaboration course can be useful for Trainers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

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Web Developer

Web Developers design and develop websites. They may work on a variety of projects, from small business websites to large-scale e-commerce sites. The Salesforce Administration: Productivity and Collaboration course may be useful for Web Developers who want to learn how to use Salesforce more effectively to support their work. The course covers topics such as managing activities, using the AppExchange, and configuring Chatter.

See salaries and explore the career path for Web Developer

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