Course Code: 19276

Discover Salesforce Fundamentals to Support Your Business

Class Dates:
3 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • 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.
  • Audience
  • 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.


  • Describe the primary business value of each major Salesforce Cloud.
    Manage users and data.
    Manage basic org configuration.
    Create email templates.
    Create reports and dashboards.
    Apply and champion Chatter.
    Understand the Salesforce implementation and maintenance lifecycle.
    Extend Salesforce functionality beyond basic configuration.

Course Details

  • Skills Gained
  • Salesforce Basics
  • Salesforce User Tour
  • Data Security
  • Process Automation
  • Reports and Dashboards
  • Chatter Basics for Users
  • Introduction
  • How Salesforce Works
  • Salesforce Applications
  • Salesforce Organization
  • Data Access and Security
  • Controlling Org Access
  • Managing Who Views and Modifies Objects
  • Unlocking Access to Records
  • Sharing Access to Records
  • Locking Down Individual Fields
  • User Management and Troubleshooting
  • Creating New Users
  • Troubleshoot Login, Record Access, and Field Visibility Issues
  • Customize Salesforce
  • Thinking About Your Implementation
  • Custom Fields, Picklists, Page Layouts, and Record Types
  • Creating Email Templates
  • Automate Business Processes
  • Validation Rules
  • Assignment and Escalation Rules
  • Web-to-Lead and Entitlements
  • Lightning Process Builder and Workflow
  • Approval Processes and Visual Workflow
  • Report On Your Data
  • Reports Tab, Folders, and Formats
  • Using the Report Builder
  • Summarize Your Data
  • Using Reported Data
  • Getting More Insight From Your Data
  • Dashboards
  • Your Analytics Strategy
  • Salesforce Everyday
  • Chatter, Groups, and Communities
  • Chatter Answers and Ideas
  • Salesforce1
  • Making Salesforce Part of Your Day
  • Data Management
  • Data Migration Strategy
  • Data Quality
  • Extending Salesforce
  • Driving Salesforce Implementation
  • Custom Objects, Apps, and the Salesforce AppExchange
  • Build It Yourself
  • Wrap Up and Certification
  • Certification Process and Resources