2021-2022 Catalog [ARCHIVED CATALOG]
|
INFM 260 - Salesforce Administration
PREREQUISITES: INFM 219 - Business Intelligence and Reporting
PROGRAM: Informatics
CREDIT HOURS: 3
LECTURE HOURS: 2
LAB HOURS: 2
DATE OF LAST REVISION: Spring 2022
Introduces students to features and functionality used to maintain a Salesforce implementation. Salesforce Certified Administrator is an internationally recognized credential that can help propel the careers of Salesforce developers, administrators, architects, and sales professionals. Salesforce has become one of the most in-demand IT skills needed worldwide. it has become a highly sought after skill in many industries. Emphasis is placed on helping students to learn how to help students learn how to provide assistance to their companies in customer relationship management solutions that brings companies and customers together.
MAJOR COURSE LEARNING OBJECTIVES: Upon successful completion of this course the student will be expected to:
-
Apply the appropriate sales productivity features using opportunity tools
-
Apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model.
-
Describe the capabilities of lead automation tools, campaign management, and activity management
-
Describe the capabilities of Salesforce Mobile App and identify use cases for AppExchange applications.
-
Describe the standard object architecture and relationship model.
-
Determine how to create, manage, and assign fields, page layouts, record types and business processes for custom and standard objects.
-
Distinguish and understand the administration of declarative configuration of the User Interface.
-
Examine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
-
Explore the use of flows, workflow rules, approval processes, validation rules, and formula fields to automate complex business processes.
-
Identify the capabilities and implications of the sales process.
-
Understand the optimization of the features of Chatter.
-
Understand case management using Salesforce Knowledge, entitlements, support processes and service console.
-
Understand the capabilities of sandboxes and the tools available to move data between environments.
-
Understand the company settings and the proper setup & maintenance of users
-
Examine how to utilize dynamic dashboards and dashboard filters to enhance dashboards.
COURSE CONTENT: Topical areas of study include - Automation Solution
Business Rules and Requirements
Case Assignment Rules and Queues
Chatter Features
Collaboration
Configuration and Setup
Custom Reports
Dashboard Management
Data and Analytics Management
Data Validation Tools
Fields and page Layouts
Hierarchy
Lightning App Builder
Marketing Applications:
Object Manager
Permissions
Process Automation
Productivity
Relationships
Roles Sharing
Salesforce Knowledge and Entitlements
Sales and Service Cloud applications
Sales Applications
Sandboxes
Security Controls
Service and Support Applications
Session Settings
Setup Audit Trail
Workflow Automation
GRADING POLICY
A……………90-100
B…………….80-89
C…………….70-79
D…………….60-69
F………………0-59
Course Addendum - Syllabus (Click to expand)
|
