Salesforce Admin Training Week 2 – Standard Salesforce Functionality

Posted on by

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.
Productivity and Collaboration: 7%
  • Describe the capabilities of activity management.
  • Describe the features of Chatter.

 

TOPICS & LINKS

Company Setup (Regional and Currency) – https://trailhead.salesforce.com/en/content/learn/modules/company_wide_org_settings

User Setup – https://trailhead.salesforce.com/en/content/learn/modules/lex_implementation_user_setup_mgmt

MyDomain – https://trailhead.salesforce.com/en/content/learn/modules/identity_login

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

Chatter* – https://trailhead.salesforce.com/en/content/learn/modules/chatter_basics_for_users

Paths – https://trailhead.salesforce.com/en/content/learn/modules/sales_admin_optimize_salesforce_for_selling

 

HANDY LINKS

Exam Prep – https://trailhead.salesforce.com/credentials/cert-days#administrator

 

MEETING RECORDING