Lynda – Learning Salesforce Admin-0daytown

Become a Salesforce admin. Learn how to streamline the user experience and administration of Salesforce. In this course, Christopher Matthew Spencer explores how to configure and administer Salesforce so that the functions of this CRM (customer relationship management) tool align to your business’s needs and goals. Learn how to configure third-party apps and modules, set up custom fields, and create custom reports for your teams. Christopher also shows how to secure your data, and configure user accounts with different levels of access. Use these tips to work smarter, and provide more value for your Salesforce users.

Topics include:

* Planning a transition to Salesforce
* Administering user accounts
* Managing permissions
* Capturing and converting leads
* Customizing views
* Setting up opportunities
* Creating campaigns
* Customizing fields and pages
* Customizing apps
* Building and sharing reports
* Importing data
* Batch processing data
* Enforcing data security with auditing and policies