Salesforce Administration: Configuration and Setup

سرفصل های دوره

You’ve decided to become a Salesforce Administrator and need to start running a Salesforce instance – now what? This course will teach you the basics on how to configure Salesforce org’s general settings to lay the foundation for customization.

1. Course Overview

1. Course Overview

02. Commanding the Salesforce Org

01. Overview

02. Introducing Common Configuration Details

03. Managing Currencies

04. Examining Basic Security

05. Demo - Installing Course Examples

06. Demo - Touring the Setup Menu

07. Demo - Setting up Login Hours

08. Demo - Configuring Security Basics

09. Demo - Password Policies

10. Summary

3. Managing Users

1. Overview

2. Looking at Users from Setup

3. Understanding User Security

4. Demo - Creating a New User

5. Resetting Passwords

6. Summary

4. Configuring Apps and Objects

1. Overview

2. Understanding Apps and Tabs

3. Using the Object Manager

4. Capabilities of Lightning App Builder

5. Demo - Creating a New Object

6. Demo - Creating New Fields

7. Demo - Configuring List Views

8. Demo - Adding Lightning Components

9. Summary

5. Ensuring Security

1. Overview

2. Summarizing Salesforce Security

3. Sharing Records (When Necessary)

4. Sharing and the Role Hierarchy

5. Thinking through Record Visibility

6. Demo - Organization-wide Defaults

7. Demo - Looking Closer at Record Sharing

8. Uses for the Setup Audit Trail

9. Summary

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تولید کننده: PluralSight