Setting Up and Configuring a New Salesforce Organization

Learn the basics of setting up your Organization in Salesforce with a walk-through of the Organization settings in the platform and familiarize yourself with Salesforce's capabilities.
Course info
Level
Beginner
Updated
Dec 12, 2019
Duration
1h 23m
Table of contents
Description
Course info
Level
Beginner
Updated
Dec 12, 2019
Duration
1h 23m
Description

Getting your company set up on the Salesforce platform can seem intimidating. In this course, Setting Up and Configuring a New Salesforce Organization, you will learn the foundational knowledge necessary to understand what Salesforce is capable of and which settings you need to consider for your own company in order to get going as quickly as possible. First, you will learn about how an Organization is defined in Salesforce. Next, you will discover available configuration settings within the platform. Finally, you will see a demo of a basic Organization setup in Salesforce.
When you’re finished with this course, you will have the skills and knowledge required to get your company set up and operating in Salesforce in no time.

About the author
About the author

Otto has over ten years of experience in digital marketing process and technology implementations. His career has spanned from supporting small and micro businesses to get started with e-mail marketing, founding and running a web development company, and consulting on enterprise implementations of Marketing Automation Platforms.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone. My name is Otto Warner, and welcome to my course, Setting Up and Configuring a New Salesforce Organization. I'm a digital marketing consultant with over a decade of experience implementing and integrating sales and marketing technologies. And if you're starting out in Salesforce administration or have just acquired the Salesforce platform at your company, this course will give you foundational knowledge of the platform and how it's administered. In this course, we're going to show you what you need to know to get your organization set up and ready to use the Salesforce platform. Some of the major topics that we will cover will include learning about the various company settings available in the platform, what data classifications are used for, and how to manage identity and security settings. By the end of this course, you'll know how to configure the basic settings required to get your company started in the Salesforce platform. We suggest logging into your own Salesforce instance and following along with the course to help familiarize yourself with the platform. I hope you'll join me on this journey to learn Salesforce organization management with the Setting Up and Configuring a New Salesforce Organization course at Pluralsight.