Since you are learning to use both the Change Machine app AND Salesforce, here are some Salesforce training modules that we recommend for Salesforce Administrators to learn even more about the platform. These modules listed below can help strengthen your understanding of Salesforce and can help you become more of a Salesforce power user.
NOTE: To complete the modules below, you will need to create a Trailblazer account using your Salesforce username and password. The Salesforce Trailhead website has hundreds of modules related to Salesforce features and you are welcome to explore these to learn even more!
Below are links to the entire modules (with estimated completion time) along with individual lessons (with estimated completion time) that we think would help you to get to know the platform better. The lesson objectives are below the individual lessons so that you can understand what you will be learning in that lesson.
Company-Wide Org Settings (estimated 25 minutes)
- Learn About Regional Settings (estimated 15 minutes)
- Describe how configuring your company settings affect your end users.
- Translate the company’s business requirements into your company settings.
- Implement changes to your company information and fiscal year.
- Update your personal locale settings.
Data Security (estimated 1 hour, 50 minutes)
- Overview of Data Security (estimated 10 minutes)
- Explain the importance of giving the right people access to the right data.
- List the four levels at which you can control data access.
- Describe a typical scenario for limiting data access at each of the four levels.
- Control Access to the Org (estimated 15 minutes)
- Create, view, and manage users.
- Set password policies.
- Limit the IP addresses from which users can log in.
- Limit the times at which users can log in.
- Control Access to Records (estimated 15 minutes)
- List the four ways to control access to records.
- Describe situations in which to use each of the four record-level security controls.
- Explain how the different record controls interact with each other.
- Set org-wide sharing defaults to control access to records.
- Define Sharing Rules (estimated 15 minutes)
- Use sharing rules to extend access beyond the role hierarchy structure.
- Create a public group that includes users with different profiles and roles.
Joined Reports: Quick Look (estimated 15 minutes)
- Create a Joined Report (estimated 15 minutes)
- Explain how joined reports can expand your view of your business.
- Create a joined report.
Best Practices for Troubleshooting (estimated 40 minutes)
- Identify the Problem (estimated 10 minutes)
- Understand the importance of establishing an official channel to report user issues.
- Gather information from stakeholders concerning user issues.
- Replicate the Problem and Research Solutions (estimated 10 minutes)
- Understand why re-creating an issue is important to the troubleshooting process.
- List resources for researching known issues and solutions.
- Develop a Hypothesis and Test It (estimated 10 minutes)
- Understand the benefits of testing a solution hypothesis.
- Understand the value of documenting all testing steps.
AppExchange Basics (estimated 1 hour and 5 minutes)
- Get Started with AppExchange (estimated 10 minutes)
- Explain what AppExchange is.
- Describe how Salesforce organizes AppExchange listings.
- Describe pricing on AppExchange.
- Develop an AppExchange strategy using your business requirements.
- Navigate AppExchange (estimated 15 minutes)
- Describe the key elements of the AppExchange home page.
- Understand how to navigate AppExchange using search and recommendations.
- Describe AppExchange collections.
- Explore AppExchange Listings (estimated 10 minutes)
- List the components of an AppExchange listing.
- Describe how to access trusted reviews.
- Describe how to connect with partners using AppExchange Chat.
- List the ways you can try an AppExchange solution.
- Install AppExchange Packages (estimated 20 minutes)
- Describe the differences between managed and unmanaged packages.
- List key questions to ask before installing a package.
- Install a package in your org.
NOTE: We, as Change Machine, only support the Change Machine platform and we offer limited support with Salesforce. If you install other Apps in your Salesforce instance, you will need to contact the App Developer or Salesforce for assistance outside of the Change Machine App.