Course

Course Summary
Credit Type:
Course
ACE ID:
PATH-0013
Organization:
Location:
Online
Length:
5 weeks (144 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 1 database administration
Description

Objective:

The course objective is for students to explore the Salesforce fundamentals covered in the Customer Relationship Management for Business course from the perspective of a CRM system administrator. They will learn how to conduct the typical job functions of a junior Salesforce administrator, who is responsible for setting up and maintaining an organization's Salesforce instance. Students will explore Salesforce user management, platform customization, and user interface configuration, then get hands-on practice by translating and fulfilling simulated "feature requests" from business users, managers, and other stakeholders. Students will create a custom app to meet a business-specific use case, and also learn how to customize Salesforce reporting tools to address analytical requests.

Learning Outcomes:

  • Demonstrate a practical understanding of the overall functions and duties performed by an Administrator, including user/feature management, platform access, and basic org configuration settings.
  • Extend standard Sales Cloud features to support company and product-specific data and customize sales and support processes.
  • Customize the Salesforce user interface to create role/department-specific presentations of features and functionality.
  • Design and build custom Salesforce apps that support unique business requirements.
  • Demonstrate proficiency with the analytical capabilities of Salesforce by configuring and providing custom reporting tools.

General Topics:

  • Custom Fields Security Requirements Analysis Reporting Tools Lightning Apps
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Coaching/Mentoring
  • Computer Based Training
  • Discussion
  • Laboratory
  • Learner Presentations
  • Practical Exercises
  • Project-based Instruction

Methods of Assessment:

  • Case Studies
  • Performance Rubrics (Checklists)
  • Presentations
  • Quizzes

Minimum Passing Score:

70%
Supplemental Materials

Other offerings from Pathstream