
Salesforce Administration
Curriculum
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Getting Around the App
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Getting Your Organization Ready for Users
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Setting Up and Managing Users
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Security and Data Access
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Customization: Fields
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Managing Data
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Reports and Dashboards
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Run and modify reports
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Create new reports with the report builder
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Filter reports
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Summarize report data with formulas and visual summaries
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Print, export, and email reports
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Build dashboards
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Understanding Dashboard Components
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Creating a Dashboard
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Refreshing a Dashboard
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Modifying Columns on Dashboards
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Adding a Filter to a Dashboard
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Automation
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Managing the Support Process
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Business Process Automation
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Sales Cloud
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Leads Home Page
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Creating List Views
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Creating and Converting Leads
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Creating Accounts
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Creating Contacts
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Sales Productivity feature
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Sending Individual Emails
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Sending Mass Emails
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Creating and Managing Price Books
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Creating Products
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Creating Opportunities
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Creating Activities
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Creating a Web-to-Lead Form
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Creating A Lead Assignment Rule
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Creating a Lead Queue
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Creating an Auto-Response Rule
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Creating Campaigns
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Service Cloud
-
Getting Around the App
-
Getting Your Organization Ready for Users
-
Setting Up and Managing Users
-
Security and Data Access
-
Customization: Fields
-
Managing Data
-
Reports and Dashboards
- Run and modify reports
- Create new reports with the report builder
- Filter reports
- Summarize report data with formulas and visual summaries
- Print, export, and email reports
- Build dashboards
- Understanding Dashboard Components
- Creating a Dashboard
- Refreshing a Dashboard
- Modifying Columns on Dashboards
- Adding a Filter to a Dashboard
-
Automation
-
Managing the Support Process
-
Business Process Automation
-
Sales Cloud
- Leads Home Page
- Creating List Views
- Creating and Converting Leads
- Creating Accounts
- Creating Contacts
- Sales Productivity feature
- Sending Individual Emails
- Sending Mass Emails
- Creating and Managing Price Books
- Creating Products
- Creating Opportunities
- Creating Activities
- Creating a Web-to-Lead Form
- Creating A Lead Assignment Rule
- Creating a Lead Queue
- Creating an Auto-Response Rule
- Creating Campaigns
-
Service Cloud