Managing Activities and Collaboration in Salesforce

This course will teach you how to facilitate collaboration and effective communication in your Salesforce organization by fully utilizing Chatter and other Salesforce activities.
Course info
Level
Intermediate
Updated
Nov 20, 2020
Duration
28m
Table of contents
Description
Course info
Level
Intermediate
Updated
Nov 20, 2020
Duration
28m
Description

Salesforce has some great native tools for productivity that go unused by many organizations! In this course, Managing Activities and Collaboration in Salesforce, you’ll learn how to utilize features in Salesforce to enhance collaborative efforts and communication for your organization’s users. First, you’ll explore Salesforce Chatter and how to customize it for your organization. Next, you’ll discover how to use various features in Salesforce to facilitate file-sharing and other collaborative tools. Finally, you’ll learn how to use Salesforce to schedule events, manage tasks, and create calendars for your users. When you’re finished with this course, you’ll have the skills and knowledge of implementing Salesforce activities needed to enhance collaborative efforts and communication for your organization’s users.

About the author
About the author

Zach is a Salesforce Business Analyst from Chicago, IL with an educational background in Data Science and Business Management. A passion for business intelligence and data management has contributed to his success in the fields of Salesforce Administration, Data Analytics and Quality Assurance. His career has spanned from an analytical role in Human Resources to his current role as a Business Analyst where he continues to expand his administrative knowledge in Salesforce, SAS Enterprise Miner, Azure DevOps, and other platforms.

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Section Introduction Transcripts
Section Introduction Transcripts

Course Overview
Hi everyone, my name is Zach Bohn, and welcome to my course, Managing Activities and Collaboration in Salesforce. I'm a Salesforce business analyst from Chicago, Illinois, with years of experience in Salesforce administration, data analytics, and data reporting. I'm excited to share this content with you as you grow in your journey as a Salesforce professional. Salesforce has some great native tools for productivity that go unused by many organizations. For anyone who's interested in helping their userbase to become more productive and collaborative, this course offers thorough reviews and hands‑on situational training in the Salesforce Chatter tool and the Salesforce objects referred to as activities. Throughout this course, we'll perform interactive scenarios that allow you to follow along with me and gain real administrative experience to prepare you to optimize the collaborative tools in your Salesforce org. Some of the major topics that we'll cover include the configuration of Chatter settings in the Setup portal, how to fully utilize Chatter to facilitate file sharing and user collaboration, Salesforce activity usage, which includes tasks, events, and calendar administration, and some best practices for these topics and real‑world scenarios. By the end of this course, you'll know how to configure and administer the Salesforce Chatter tool, how to create tasks and utilize the calendar in Salesforce to schedule events, how to customize page layouts for activity records, and much more. Before beginning my course, you should be familiar with navigating objects in Salesforce and performing some basic administrative functions in the Salesforce Setup portal. I hope that you'll join me on this journey to learn valuable administrative tasks for Salesforce Chatter and other collaborative tools with the Managing Activities and Collaboration in Salesforce course, at Pluralsight.