Are you a business analyst or project manager who is looking to learn more about how Salesforce can solve specific business issues? What’s Possible: Salesforce Fundamentals provides the information to enable you to effectively engage with your business stakeholders. The course walks through a series of typical business challenges to provide you with the background to solve your specific business needs.
Overview of Salesforce architecture, objects, and navigation
Tour of the application
Identify key roles within your company Data Access and Security
Control who can view and modify information
Decide who can view and change individual records
Dealing with record access exceptions
Support team selling with territory management
Capture specific information by adding custom fields
Control how data is captured using pick lists
Streamline data entry with page layouts
Meet different business scenarios using record types
Secure information at the field level
Ensure data integrity using validation rules
Route requests to the right person using assignment rules
Improve customer satisfaction with escalation rules
Automate lead capture using web-to-lead
Increase quality and efficiency with work flow rules
Reduce delays and bottlenecks with approval processes
Enforce business processes with visual work flow
Reports and Dashboards
Find and run the right report
Gain insight into wins and losses with custom reports
Analyze data with matrix reports
Use dashboards to share key metrics with teams
Collaborate using Chatter
Collaborate with internal and external groups
Create environments for customer and partner engagement using Communities
Salesforce tools expand the reach of your Communities
Data Migration and Integration
Migrate data to collect and synchronize information
Improve data quality and quantity with Data.com
Integrate systems to automate and streamline your business
Capture additional data using custom objects and tabs
Create a unique and specific workspace with a custom application
Make use of existing AppExchange resources
Build outside the box with programmatic tools: Visualforce and Apex
Share with key roles within your company
Engage in community resources and help sites
Explore your training options
What’s Possible: Salesforce Fundamentals is designed for individuals who need an understanding of the capabilities of Salesforce to determine how to best solve their business challenges using Salesforce. The course is targeted at individuals in the following roles:
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