Who should attend
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
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
Course Objectives
- 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 Content
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 Salesforce Clouds 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. 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.