About the Course
Building upon Salesforce fundamentals and basic administration/customization skills gained from the Customer Relationship Management (CRM) for Business and Introduction to Salesforce Administration courses, this course will challenge you to use increasingly complex Salesforce functionality as a CRM system administrator. You will learn to customize advanced Salesforce settings; implement a permissions and sharing model to control access to data and records; enable and configure standard Sales and Service Cloud features to support business-specific use cases; and use Salesforce tools to improve and maintain data quality. You will also deepen your understanding of how to translate business requirements into functional specifications, and configure custom features using Process Automation tools. You will explore and configure advanced analytics capabilities through historical trend reports, joined reports, and creating dynamic dashboards.
- Properly utilize advanced company information and settings, and extend Sales/Service Cloud with advanced features
- Identify the capabilities for controlling access to Salesforce records/data, and design a permissions and sharing model that enforces business-specific security requirements
- Configure the appropriate declarative tools to standardize custom business processes, and perform automated actions
- Understand tools for Salesforce data management, and extend standard/custom apps to enforce business rules and maintain clean data.
- Configure and utilize advanced reporting and analytical tools to explore sales performance, and address business questions