About the Course
Explore the Salesforce fundamentals covered in the "Customer Relationship Management (CRM) for Business" course from the perspective of a CRM system administrator. Learn how to conduct the typical job functions of a junior Salesforce administrator, who is responsible for setting up and maintaining an organization’s Salesforce instance. You will discuss Salesforce user management, platform customization, and user interface configuration. Get hands-on practice by translating and fulfilling simulated “feature requests” from business users, managers, and other stakeholders. Finally, create a custom app to meet a business-specific use case, and learn how to customize Salesforce reporting tools to address analytical requests.
- Demonstrate a practical understanding of the overall functions and duties performed by an Administrator, including user/feature management, platform access, and basic org configuration settings.
- Extend standard Sales Cloud features to support company and product-specific data and customize sales and support processes.
- Customize the Salesforce user interface to create role/department-specific presentations of features and functionality.
- Design and build Custom Salesforce Apps that support unique business requirements.
- Demonstrate proficiency with the analytical capabilities of Salesforce by configuring and providing custom reporting tools.