Salesforce Fundamentals for Business Administration Specialists BSX-101

The Salesforce Fundamentals for Business Administration Specialists course will provide you with an understanding of what's possible with the Salesforce platform, its specific applications, and their business values and benefits. You will be given an overview of the complete suite of Salesforce products and how they integrate and interconnect. By learning the features and processes of the platform, you will be able to more effectively support day-to-day Salesforce business operations within your organization or department. Through three days of interactive lectures, discussions, and hands-on exercises, you will learn to recognize the important elements of the implementation lifecycle, the key considerations to drive user adoption, and the important components of ongoing management of your Salesforce environment.
RECOMMENDED EXPERIENCE As this course is an introduction to and overview of Salesforce for the business user, there are no prerequisites or prior experience required. However, completing the following Trailhead/Help & Training modules prior to training will help you get the most out of this course.
  • Salesforce Basics
  • Salesforce User Tour
  • Data Security
  • Process Automation
  • Reports and Dashboards
  • Chatter Basics for Users
3 Days/Lecture & Lab
The Salesforce Fundamentals for Business Administration Specialists has been developed specifically for the business “user”—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. The course is ideal for roles such as Customer Services Manager, Business Executive, Business Operations, Sales Operations Manager, or any other operations, management, or process analysis “super users” that need to fully understand the business value of the Salesforce platform.
  • Introduction
  • Data Access and Security
  • User Management and Troubleshooting
  • Customize Salesforce
  • Automate Business Processes
  • Report On Your Data
  • Using Reported Data
  • Salesforce Everyday
  • Data Management
  • Extending Salesforce
  • Wrap Up and Certification

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