Setting Up and Configuring a New Salesforce Organization

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Otto Warner

1:23:54

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01 - Course Overview

01 - Course Overview.mp4

01:12

02 - Understanding Salesforce Organization Management

02 - What Is an Organization in Salesforce.mp4

02:00

03 - Finding the Organization Settings Page.mp4

02:53

03 - Navigating Salesforce Organization Settings

04 - Intro to Navigating Organization Settings.mp4

01:28

05 - Company Settings.mp4

11:08

06 - Data Classification.mp4

06:03

07 - Identity Management.mp4

07:25

08 - Security Settings Intro.mp4

02:12

09 - Security Settings Walkthrough.mp4

11:03

04 - Configuring a Basic Organization Setup

10 - Basic Settings to Get up and Running.mp4

02:27

11 - Configuring Company Settings.mp4

09:50

12 - Configuring Data Classification and Identity Settings.mp4

05:56

13 - Configuring Security Settings.mp4

20:17

Description

Learn the basics of setting up your Organization in Salesforce with a walk-through of the Organization settings in the platform and familiarize yourself with Salesforce's capabilities.

What You'll Learn?

Getting your company set up on the Salesforce platform can seem intimidating. In this course, Setting Up and Configuring a New Salesforce Organization, you will learn the foundational knowledge necessary to understand what Salesforce is capable of and which settings you need to consider for your own company in order to get going as quickly as possible. First, you will learn about how an Organization is defined in Salesforce. Next, you will discover available configuration settings within the platform. Finally, you will see a demo of a basic Organization setup in Salesforce.
When you’re finished with this course, you will have the skills and knowledge required to get your company set up and operating in Salesforce in no time.

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Salesforce

Otto Warner

Instructor's Courses

Otto has over ten years of experience in digital marketing process and technology implementations. His career has spanned from supporting small and micro businesses to get started with email marketing, founding and running a web.development company, and consulting on enterprise implementations of Marketing Automation Platforms. His broad experience has allowed him to bring insight and context into the real world use of marketing technology

Pluralsight

View courses Pluralsight

Pluralsight, LLC is an American privately held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website. Founded in 2004 by Aaron Skonnard, Keith Brown, Fritz Onion, and Bill Williams, the company has its headquarters in Farmington, Utah. As of July 2018, it uses more than 1,400 subject-matter experts as authors, and offers more than 7,000 courses in its catalog. Since first moving its courses online in 2007, the company has expanded, developing a full enterprise platform, and adding skills assessment modules.