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Scott Lee
You’ve decided to become a Salesforce Administrator and need to start running a Salesforce instance – now what? This course will teach you the basics on how to configure Salesforce org’s general settings to lay the foundation for customization.
Read more
You’ve decided to become a Salesforce Administrator and need to start running a Salesforce instance – now what? This course will teach you the basics on how to configure Salesforce org’s general settings to lay the foundation for customization.
Read more
You’ve decided to become a Salesforce Administrator and need to start running a Salesforce instance – now what? This course will teach you the basics on how to configure Salesforce org’s general settings to lay the foundation for customization.
Beginning Salesforce administration means the challenge of configuring a Salesforce org’s general settings. In this course, Salesforce Administration: Configuration and Setup, you’ll learn to configure an org for future customizations. First, you’ll explore navigation of the Salesforce setup menu. Next, you’ll discover the basics of how to manage an org's users. Finally, you’ll learn how to begin configuring basic objects and fields while ensuring security. When you’re finished with this course, you’ll have the skills and knowledge of Salesforce administration needed to begin configuring the core basics of a Salesforce org.
Register for this course and see more details by visiting:
OpenCourser.com/course/wwtq64/salesforce
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What's inside
Syllabus
Course Overview
Commanding the Salesforce Org
Managing Users
Configuring Apps and Objects
Read more
Syllabus
Course Overview
Commanding the Salesforce Org
Managing Users
Configuring Apps and Objects
Read more
Ensuring Security
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores Salesforce org navigation, a fundamental skill for Salesforce Administrators
Focuses on configuring Salesforce org's general settings, a core task for Salesforce Administrators
Teaches how to manage users, a key responsibility for Salesforce Administrators
Covers the basics of configuring objects and fields, essential knowledge for Salesforce Administrators
Ensures security, a critical aspect of Salesforce Administration
Save this course
Save Salesforce Administration: Configuration and Setup to your list so you can find it easily later:
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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: Configuration and Setup with these
activities:
Organize and review your notes
Show steps
Start the course off on the right foot by meticulously compiling all the relevant materials, such as lecture notes, assignments, and quizzes, so that you're well-prepared for the journey ahead.
Show steps
-
Gather all your materials from the course website
-
Create a filing system for your notes
-
Review your notes regularly
Brush up on your Salesforce navigation skills
Show steps
Ensure your foundation is solid by refreshing your Salesforce navigation skills. Understanding the Salesforce interface will empower you to locate settings and make changes with greater ease.
Show steps
-
Review the Salesforce user interface
-
Practice navigating through different Salesforce modules
-
Create a custom Salesforce dashboard
Explore Salesforce Trailhead
Show steps
Expand your Salesforce knowledge by delving into Trailhead, Salesforce's treasure trove of interactive tutorials. These modules will guide you through various aspects of Salesforce, enhancing your understanding and skills.
Show steps
-
Create a Trailhead account
-
Enroll in the Salesforce Fundamentals Trailmix
-
Complete the modules in the Trailmix
Show all three activities
Organize and review your notes
Show steps
Start the course off on the right foot by meticulously compiling all the relevant materials, such as lecture notes, assignments, and quizzes, so that you're well-prepared for the journey ahead.
Show steps
Show steps
Show steps
- Gather all your materials from the course website
- Create a filing system for your notes
- Review your notes regularly
Brush up on your Salesforce navigation skills
Show steps
Ensure your foundation is solid by refreshing your Salesforce navigation skills. Understanding the Salesforce interface will empower you to locate settings and make changes with greater ease.
Show steps
Show steps
Show steps
- Review the Salesforce user interface
- Practice navigating through different Salesforce modules
- Create a custom Salesforce dashboard
Explore Salesforce Trailhead
Show steps
Expand your Salesforce knowledge by delving into Trailhead, Salesforce's treasure trove of interactive tutorials. These modules will guide you through various aspects of Salesforce, enhancing your understanding and skills.
Show steps
Show steps
Show steps
- Create a Trailhead account
- Enroll in the Salesforce Fundamentals Trailmix
- Complete the modules in the Trailmix
Show all three activities
Career center
Learners who complete Salesforce Administration: Configuration and Setup will develop knowledge and skills
that may be useful to these careers:
Salesforce Administrator
Salesforce Administrator
Salesforce Administrators are responsible for managing and maintaining Salesforce instances. They configure and customize Salesforce to meet the specific needs of their organizations, and they ensure that users have the access and permissions they need to get their jobs done. This course can help you develop the skills and knowledge you need to become a successful Salesforce Administrator. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Salesforce Developer
Salesforce Developer
Salesforce Developers build and maintain Salesforce applications. They work with Salesforce Administrators to ensure that applications meet the specific needs of their organizations, and they develop custom solutions to solve business problems. This course can help you develop the skills and knowledge you need to become a successful Salesforce Developer. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Business Analyst
Business Analyst
Business Analysts help organizations to identify and solve business problems. They work with stakeholders to understand their needs, and they develop solutions that meet those needs. This course can help you develop the skills and knowledge you need to become a successful Business Analyst. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Project Manager
Project Manager
Project Managers plan, execute, and close projects. They work with stakeholders to define project scope, develop project plans, and manage project risks. This course can help you develop the skills and knowledge you need to become a successful Project Manager. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Data Analyst
Data Analyst
Data Analysts collect, analyze, and interpret data. They use data to identify trends, patterns, and insights that can help organizations to make better decisions. This course can help you develop the skills and knowledge you need to become a successful Data Analyst. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Marketing Manager
Marketing Manager
Marketing Managers develop and execute marketing campaigns. They work with stakeholders to identify target audiences, develop marketing strategies, and measure campaign results. This course can help you develop the skills and knowledge you need to become a successful Marketing Manager. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Sales Manager
Sales Manager
Sales Managers lead and motivate sales teams. They work with sales representatives to develop sales strategies, set sales targets, and track sales results. This course can help you develop the skills and knowledge you need to become a successful Sales Manager. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Customer Relationship Manager
Customer Relationship Manager
Customer Relationship Managers (CRMs) build and maintain relationships with customers. They work with customers to understand their needs, resolve their issues, and build loyalty. This course can help you develop the skills and knowledge you need to become a successful CRM. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Account Manager
Account Manager
Account Managers manage relationships with key accounts. They work with customers to identify their needs, develop solutions to their problems, and build long-term relationships. This course can help you develop the skills and knowledge you need to become a successful Account Manager. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Consultant
Consultant
Consultants provide advice and guidance to organizations. They work with organizations to identify problems, develop solutions, and implement change. This course can help you develop the skills and knowledge you need to become a successful Consultant. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Trainer
Trainer
Trainers develop and deliver training programs. They work with learners to help them acquire new skills and knowledge. This course can help you develop the skills and knowledge you need to become a successful Trainer. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Technical Writer
Technical Writer
Technical Writers create and maintain technical documentation. They work with subject matter experts to gather information, develop content, and write documents that are clear, concise, and accurate. This course can help you develop the skills and knowledge you need to become a successful Technical Writer. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Quality Assurance Analyst
Quality Assurance Analyst
Quality Assurance Analysts test and evaluate software applications. They work with developers to identify and fix bugs, and they ensure that applications meet quality standards. This course can help you develop the skills and knowledge you need to become a successful Quality Assurance Analyst. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Help Desk Analyst
Help Desk Analyst
Help Desk Analysts provide technical support to users. They work with users to resolve problems, answer questions, and provide guidance. This course can help you develop the skills and knowledge you need to become a successful Help Desk Analyst. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
Data Entry Clerk
Data Entry Clerk
Data Entry Clerks enter data into computer systems. They work with data to ensure that it is accurate and complete. This course may be useful for you if you are interested in becoming a Data Entry Clerk. You will learn how to configure Salesforce org’s general settings, manage users, configure apps and objects, and ensure security.
For more career information including salaries, visit:
OpenCourser.com/course/wwtq64/salesforce
Reading list
We've selected two books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Salesforce Administration: Configuration and Setup.
This official Salesforce documentation provides comprehensive information on Salesforce security best practices, including user permissions, data protection, and access control. It's essential reading for administrators responsible for ensuring the security of their Salesforce org.
Provides a comprehensive overview of Salesforce data management. It covers all of the topics that are needed to manage Salesforce data, including data modeling, data quality, and data security.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/wwtq64/salesforce
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Time
109 hours
Level
Intermediate
Via
Pluralsight
Instructor
Scott Lee
Language
English
Good to know
Explores Salesforce org navigation, a fundamental skill for Salesforce Administrators
Focuses on configuring Salesforce org's general settings, a core task for Salesforce Administrators
Teaches how to manage users, a key responsibility for Salesforce Administrators
Covers the basics of configuring objects and fields, essential knowledge for Salesforce Administrators
Ensures security, a critical aspect of Salesforce Administration
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