This course will help hone your knowledge of of next-level techniques to administer and manage Salesforce’s CRM capabilities through guided scenarios, lecture, and discussion.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
Configure data and application security.
Describe Sales Cloud and Service Cloud applications.
Implement business logic and process automation.
Build advanced reports and dashboards.
Apply data management best practices.

1
  • Salesforce Security and Custom Objects

  • Restricting and extending object, record, and field access
    Determining appropriate sharing solutions
    Territory Management
    Data relationships

2
  • Automation, Change Management, and Auditing

  • Process automation tools and best practices
    Change management options
    Sandboxes
    Deployment tools
    Auditing and monitoring

3
  • Analytics and Data Management

  • Creating reports
    Report types
    Dashboards
    Data quality features and policies

4
  • Sales, Service, and Content Applications

  • Products, price books, schedules and quotes
    Forecasting
    Salesforce Knowledge
    Entitlements
    Service Cloud console toolkit
    Content management

5
  • Wrapping

  • Test preparation
    Practice exam

Audience

This course is ideal for any administrator with an interest in furthering the development of their Salesforce CRM administration, Sales and Service Cloud management, and process automation skills, and who ultimately wants to succeed at the Salesforce Certified Advanced Administrator exam.

Language

English

Prerequisites

The Salesforce Certified Administrator credential is required before sitting for the Salesforce Certified Advanced Administrator exam and is highly recommended before attending this class. We also recommend at least one year of proven experience administering a Salesforce organization.

$900

Length: 1.0 day (8 hours)

Level:

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Monday
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22
Nov
Wednesday
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21
Dec
Thursday
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