Explore what’s possible with Salesforce. In this 3-day class, our Salesforce experts will walk you through the Salesforce Platform, its specific applications, and their business values and benefits. Familiarize yourself with Salesforce Cloud, and learn about platform features and processes to more effectively support day-to-day Salesforce operations within your organization. Through interactive lectures, discussions, and hands-on exercises, you’ll recognize the core elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.


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

Learning Objectives

Describe the primary business value of each major Salesforce Cloud.
Manage users and data.
Manage basic org configuration.
Create email templates.
Create reports and dashboards.
Apply and champion Chatter.
Understand the Salesforce implementation and maintenance lifecycle.
Extend Salesforce functionality beyond basic configuration.

  • Introduction

  • Understand How Salesforce Works
    Explore Salesforce Applications
    Review Salesforce Organization

  • Data Access and Security

  • Control Org Access
    Manage Who Views and Modifies Objects
    Unlock Access to Records
    Share Access to Records
    Lock Down Individual Fields

  • User Management and Troubleshooting

  • Create New Users
    Troubleshoot Login, Record Access, and Field Visibility Issues

  • Salesforce Customizations

  • Think About Your Implementation
    Explore Custom Fields, Picklists, Page Layouts, and Record Types
    Create Email Templates

  • Business Processes Automation

  • Review Validation Rules
    Review Assignment and Escalation Rules
    Review Web-to-Lead and Entitlements
    Review Lightning Process Builder and Workflow
    Review Approval Processes and Visual Workflow

  • Reports

  • Explore the Reports Tab, Folders, and Formats
    Explore the Report Builder
    Summarize Your Data

  • Dashboards and Data Insights

  • Get More Insight from Your Data
    Visualize Your Data with Dashboards
    Create Your Analytics Strategy

  • Everyday Salesforce

  • Collaborate with Chatter, Groups, and Communities
    Share Feedback with Chatter Answers and Ideas
    Go Mobile with Salesforce1
    Make Salesforce Part of Your Day

  • Data Management

  • Create a Data Migration Strategy
    Ensure Data Quality

  • Extending Salesforce

  • Drive a Salesforce Implementation
    Customize Salesforce Using Custom Objects, Apps, and the Salesforce AppExchange
    Build It Yourself

  • Wrap-up and Certification

  • Review the Certification Process and Resources


This class is ideal for business users; the people who need to learn what's possible with Salesforce functionality across the suite of products, but aren't necessarily responsible for managing the application. If you're a customer service manager, business executive, business operations manager, sales operations manager, or any other operations, management, or process analysis this class is just what you need to better understand the business value of the Salesforce Platform.




While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.


Length: 3.0 days (24 hours)


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Course Schedule:

To request a custom delivery, please chat with an expert.