Salesforce Administration: Productivity and Collaboration
Ensuring your users have a productive experience is key to their adoption of Salesforce. This course will teach you how to administer the different features Salesforce offers to help your users collaborate and be productive.
What you'll learn
Employees of every company face an ever-increasing amount of tools to help them be productive, which leads to a lot of confusion as to what to use and when. In this course, Salesforce Administration: Productivity and Collaboration, you’ll learn to leverage the productivity and collaboration tools offered by Salesforce to centralize the employee experience directly on Salesforce. First, you’ll explore how to help your users manage their day-to-day activities with Tasks, Events, and the Orchestrator. Next, you'll figure out how to use the AppExchange to find new exciting possibilities to help your users. Then, you’ll discover how to configure Chatter to enable contextual discussions between your users without leaving Salesforce. Finally, you’ll learn how to configure the Salesforce mobile app in order to empower your employees on-the-go with Salesforce at their fingertips. When you’re finished with this course, you’ll have the skills and knowledge of the productivity and collaboration tools offered by Salesforce needed to provide your users with a stellar experience.
Table of contents
- Standardizing Processes with Salesforce Orchestrator 4m
- Demo: Setup the Initial Orchestration Flow 10m
- Demo: Create the "Bean Selection" Screen Flow 18m
- Demo: Debug the "Bean Selection" Screen Flow 9m
- Demo: Setup the Orchestration "Bean Selection" Step 3m
- Demo: Create the "Approval" Screen Flow 4m
- Demo: Setup the Orchestration "Approval" Step 1m
- Demo: Create the "Send Order to Supplier" Auto-launched Flow 4m
- Demo: Setup the Orchestration "Send Order to Supplier" Step 2m
- Demo: Adjust the "Bean Selection" Step Running User 1m
- Demo: Test and Monitor the "Bean Ordering Process" Orchestration 2m
