Skill

Salesforce Admin - Classic Interface

September 2017 with Jamie Grettum

CBT Nuggets trainer Jamie Grettum equips new administrators with the practical essentials they'll need to successfully administer Salesforce. Proper navigation, data importing and exporting, managing users, controlling access to data, and creating Reports and Dashboards are some of the topics you'll cover in this course.

Learners who are new to administering Salesforce will benefit from progressing through the whole course, while experienced learners may find it more advantageous to jump into the Nuggets they find most valuable.

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Videos in this skill

1. Welcome to Salesforce Classic (2:52)
2. Set Up Your Salesforce Practice Org (2:30)
3. Salesforce Home Page, Search, Left Nav Bar (7:11)
4. Salesforce Object Overview: Accounts, Contacts, Opportunities, Activities (6:52)
5. Salesforce Object Overview: How Sales Uses Opportunities (8:53)
6. Salesforce Object Overview: Leads (8:28)
7. Salesforce Object Overview: Tasks, Events, Log a Call (14:11)
8. Standard Objects and Salesforce Apps (9:26)
9. Add New Users to Salesforce (7:05)
10. Create a Public Group (12:05)
11. Manage Users: What to Do When a User Gets Fired (10:54)
12. Create a Custom List View (20:28)
13. Top Report Builder Support Questions (6:36)
14. Manage Salesforce Report Folders (8:27)
15. Create a Tabular Report from Scratch (13:30)
16. Schedule Reports for Future Run (9:33)
17. Create a Summary Report (10:05)
18. Create a Matrix Report (7:40)
19. Create a Joined Report (13:00)
20. Report Advanced Maneuvers: Conditional Highlighting (6:04)
21. Report Type and Cross Filters to Report "With or Without" (11:15)
22. Custom Summary Formulas in Salesforce Reports (9:07)
23. Build a Salesforce Dashboard (19:40)
24. Customize Salesforce: Add a Custom Field (9:12)
25. Customize Salesforce: Add a Picklist Field (9:45)
26. Customize Salesforce: Configure Complex Business Processes (8:35)
27. Customize Salesforce: Page Layouts vs. Record Types (5:27)
28. Customize Salesforce: Create Record Types with Page Layouts (16:55)
29. Customize Salesforce: The Page Layout Editor (15:19)
30. Administer Salesforce: Company Profile (5:53)
31. Administer Salesforce: Why, How, and When to Perform a Full Data Backup (6:29)
32. Administer Salesforce: Data Import Options (15:11)
33. Administer Salesforce: Critical Security Controls (8:49)
34. Customize Salesforce: Create a Custom Object (9:21)
35. Customize Salesforce: Add Fields to Your Custom Object (11:01)
36. Customize Salesforce: Final Configuration on Your Custom Object (8:37)

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