Course

Course Summary
Credit Type:
Course
ACE ID:
PATH-0014
Organization:
Pathstream
Location:
Online
Length:
5 weeks (144 hours)
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Lower-Division Baccalaureate 1 customer relationship management
Description

Objective:

The course objective is to challenge students to utilize increasingly complex Salesforce functionality as a CRM system administrator. Students will learn to customize advanced Salesforce settings and implement a permissions and sharing model to control access to data and records. They will learn how to enable and configure standard Sales and Service Cloud features to support business-specific use cases. They will deepen their understanding of how to translate business requirements into functional specifications and configure custom features using Process Automation tools. Students will learn how to use Salesforce tools to improve and maintain data quality. They will also explore and configure advanced analytics capabilities through historical trend reports, joined reports, and creating dynamic dashboards.

Learning Outcomes:

  • Properly utilize advanced company information and settings, and extend Sales/Service Cloud with advanced features.
  • Identify the capabilities for controlling access to Salesforce records/data, and design a permissions and sharing model that enforces business-specific security requirements.
  • Configure the appropriate declarative tools to standardize custom business processes and perform automated actions.
  • Understand tools for Salesforce data management and extend standard/custom apps to enforce business rules and maintain clean data.
  • Configure and utilize advanced reporting and analytical tools to explore sales performance and address business questions.

General Topics:

  • Dynamic Dashboards Data Management & Hygiene Profiles and Permission Sets Process Automation
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

Salesforce Sales Operations Professional Certificate
(PATH-0022)
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