Salesforce for Admins

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Kimberly Barnes

2:04:43

231 View

01 - Introduction

01 - Managing a CRM for your company.mp4

00:46

02 - 1. Getting Prepared

01 - Customer 360 products.mp4

02:46

02 - Salesforce editions and releases.mp4

02:45

03 - Salesforce resources.mp4

02:01

04 - Transition to lightning experience.mp4

02:49

05 - Salesforce inspector.mp4

02:05

06 - AppExchange.mp4

03:18

03 - 2. Organizational Setup

01 - Preparing for a Salesforce rollout.mp4

03:03

02 - Navigating setup.mp4

02:57

03 - Key setup configurations for administrators.mp4

05:21

04 - Working with locale settings.mp4

02:43

05 - Setting up IP ranges.mp4

01:57

06 - Setting up duplicate management.mp4

04:18

04 - 3. User Management

01 - Managing users.mp4

03:42

02 - Troubleshooting user login issues.mp4

03:35

03 - Configuring search settings.mp4

03:24

04 - Complying with GDPR.mp4

02:04

05 - 4. Managing Objects and Relationships

01 - Object manager and schema builder.mp4

04:28

02 - Creating custom objects.mp4

03:45

03 - Standard and custom fields.mp4

04:06

04 - Setting up object relationships Lookup vs. master-detail.mp4

03:20

05 - Updating page layouts.mp4

03:27

06 - Creating custom tabs.mp4

03:01

07 - Customizing a lightning record page and home pages.mp4

03:00

08 - Custom buttons and links.mp4

03:29

09 - Customizing sales processes and paths.mp4

04:22

10 - Disabling caching.mp4

01:18

06 - 5. Working with Salesforce

01 - Creating global actions.mp4

02:37

02 - Creating object-specific quick actions.mp4

03:02

03 - Assignment and escalation rules.mp4

03:35

04 - Managing leads and opportunities.mp4

03:22

05 - Managing accounts and contacts.mp4

03:44

06 - Sharing calendars.mp4

04:11

07 - Using campaigns.mp4

02:44

08 - Using email templates.mp4

02:49

09 - Troubleshooting queues.mp4

02:11

10 - Defining products and price books.mp4

03:03

11 - Using collaborative forecasting.mp4

02:47

12 - Troubleshooting reports and dashboards.mp4

05:00

07 - Conclusion

01 - Continuing your Salesforce knowledge.mp4

01:48

Description

Are you a newly certified or transitioning Salesforce professional preparing to start your first role as an administrator? Look no further. Now’s the time to build up your skills as a CRM manager to ensure you get the most out of the Salesforce experience. Whether you’re migrating to Salesforce Lightning from Classic or using Salesforce for the very first time, Salesforce trainer Kimberly Barnes takes you through everything you need to know to successfully configure Salesforce for your organization.

Learn how to manage users, troubleshoot user login issues, ensure GDPR compliance, and protect user privacy. Find out where to get additional help whenever you need it—without headaches or stress along the way. Kim offers insights on managing data structure, standard and custom objects and relationships, user accounts, email templates, shared calendars, and much more. Upon completing this course, you’ll be ready to leverage your new skills on the job to improve the Salesforce experience for users.

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Salesforce Development

Sales Skills

Sales Management

Salesforce

Kimberly Barnes

Instructor's Courses

Linkedin Learning

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LinkedIn Learning is an American online learning provider. It provides video courses taught by industry experts in software, creative, and business skills. It is a subsidiary of LinkedIn. All the courses on LinkedIn fall into four categories: Business, Creative, Technology and Certifications. It was founded in 1995 by Lynda Weinman as Lynda.com before being acquired by LinkedIn in 2015. Microsoft acquired LinkedIn in December 2016.