Salesforce Admin Training Week 2 (Version 1) – Standard Salesforce Functionality
Following on from Salesforce Admin Training Week 1 – 7 Sept 2021
EXAM TOPICS TO COVER
Configuration and Setup: 20%
- Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
- Given a scenario, demonstrate the proper setup and maintenance of users.
TOPICS & LINKS
Company Setup (Regional and Currency) – https://trailhead.salesforce.com/en/content/learn/modules/company_wide_org_settings
Lightning vs Classic, Standard objects overview and Lead Conversion – https://trailhead.salesforce.com/en/content/learn/modules/admin_intro_crm_basics/admin_intro_getstart_crm_basics
Logging Calls, Activities, Emails, Tasks and Engagement Plans (Nonprofit), Sending Email and Calendars – https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_maximize_productivity