Review how to design a successful Salesforce org with best practices and design concepts.
- [Instructor] The purpose of this course is to provide quick to action, three to five minute videos, around how to design your Salesforce org for success. The goal of this course is to provide you with a better conceptual knowledge and strategic mindset of the why or value of designing your Salesforce org with the best practices and design concepts. The Salesforce course you are taking are advanced videos, and not for beginners. While these videos will provide some how-to guides, these areas are limited due to the constraints of the video time.
Should you decide to dive deeper into areas for more details on configuration builds, there are many how-to guides on Google that can referenced. You'll be expected to know what profiles, validation rules, and workflows are. You should also have the basics of how to configure out-of-the-box functionality, and have a Developer org ready to follow along with this course. Knowing how to create formula fields, validation rules, or setup integrations is not part of this course. Again, this is a conceptual course to give you a better vision for your org to support your users and your customers.
Now I would like you to go to the trailhead.salesforce.com and Modules. These courses are not meant to replace the Salesforce Trailhead Modules, but to complement them. It would be a good practice to review Salesforce Trailheads during these videos. Trailheads are available from your Dev org, so let's dive into a few. Down below, what I'd like you to do is go to Intermediate, and this will filter out the courses that we would like to focus on. I'm going to go in, and I'm going to show you some of the courses I would like you to take. Here are some of the recommended Trailhead Modules for this course.
Formulas and validations, data security, AppExchange basics, sales productivity, products, quotes, and contracts, Salesforce connect, sales path and workspaces, process automation, community rollout strategy, and transaction security. You don't have to take all of these. They're very short. 15 to 20 minutes. Some of them are longer. So I highly recommend to not take these before or after, but during the times that we're watching the videos. We have validation videos. Map it to these Trailhead courses.
When we get into sales productivity, watch the Trailhead for sales productivity. It will really complement for what you're doing for this particular course.
- Tracking leads, accounts, and contacts
- Defining a lead
- Preparing a Lead score threshold
- Lead channels
- Lead assignment rules
- Lead qualification status
- Lead record types
- Lead conversion mapping
- Lead source overview
- Validation rules
- Establishing a feedback loop
- Using AppExchange
- Merging duplicate records