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Salesforce Fundamentals for Business Administration Specialists

  • Tuition USD $1,800 GSA  $1,632.24
  • Reviews star_rate star_rate star_rate star_rate star_half 3103 Ratings
  • Course Code BSX-101
  • Duration 3 days
  • Available Formats Classroom, Virtual

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 complete suite of Salesforce products 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 or department. 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.

Skills Gained

RECOMMENDED EXPERIENCE As this course is an introduction to and overview of Salesforce for the business user, there are no prerequisites or prior experience required. However, completing the following Trailhead/Help & Training modules prior to training will help you get the most out of this course.

  • Salesforce Basics
  • Salesforce User Tour
  • Data Security
  • Process Automation
  • Reports and Dashboards
  • Chatter Basics for Users

Who Can Benefit

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.

Prerequisites

  • 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 Details

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

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

For my first virtual training with Learning Tree, after the 2nd lab exercises, I was able to keep up.

Class material was clear and well communicated. Virtual setup was easy. Plenty of material was provided ahead of time. Sean was a fantastic instructor.

Everything went well. Enrollment process was easy and I always felt welcomed throughout the whole experience.

Kudos to EC, with excellent trainers and a highly satisfying learning experience. The environment was clean and welcoming, and the team was very accommodating.

It should include certification practice questions in relation to the topic discussed.

3 options available

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  • May 25, 2021 May 27, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM PDT
    Enroll
    Enroll
  • Jun 15, 2021 Jun 17, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM EDT
    Enroll
    Enroll
  • Jul 13, 2021 Jul 15, 2021 (3 days)
    Location
    Virtual
    Language
    English
    Time
    08:30 AM 05:00 PM CDT
    Enroll
    Enroll
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