Implementing SFA using Salesforce Professional Edition

Thorough step-by-step guide for non-technical users to get up & running quickly. DIY implementation on your own terms.
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  • Lectures 35
  • Contents Video: 6 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 3/2013 English

Course Description

This is an instructional Salesforce Tutorial on how to setup and customize Salesforce Professional Edition for sales force automation (SFA).  The course is about six hours long and is comprised of slides that explains the concepts and annotated video exercises that demonstrate how to do it. There are nine chapters in total and some chapters are further broken down into smaller modules and some modules further divide into parts.  Each segment is about ten minutes long with a few slightly longer and is meant to take in sequence.  You should be logged into your Salesforce account to follow along during the video exercises.  Take this course to make full use of your Salesforce subscription and learn to customize, manage, and maintain the application on your own.  It's really easy and not very technical.  This course covers SFA in depth and not service & support nor marketing automation.  I will provide applicable updates when new release come out and will conduct weekly live sessions at a time yet to be determined and I'll be online at least once a day to field question.  This course is not meant to prepare you for Salesforce System Administrator certification but you will be most of the way there upon completion of this course on Salesforce Development.


What are the requirements?

  • A computer with a later version browser, IE7 or higher, Chrome, Firefox, or Safari
  • Good internet connection
  • An active Salesforce account in production or as a trial (Professional Edition)
  • Salesforce system administrator privileges
  • Good understanding of your business and your company's sales processes

What am I going to get from this course?

  • Understand Salesforce terminology & concept
  • Find your way in the application
  • Add users and setup access controls
  • Customize the application and the user interface
  • Import your own data into the application
  • Run reports and create custom reports and dashboards
  • How to input and track accounts, contacts, and sales opportunities

What is the target audience?

  • Non-technical Salesforce user
  • Technical Salesforce user
  • Sales Manager or Director
  • Business Owner

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Course Overview
This short presentation will introduce you to the course objective, topics covered, the intended audience, and the course format.
Section 2: Salesforce Terminology
I'll introduce the basic terminology used throughout the course as it relates to the application.  A more complete glossary can be found online here:
Section 3: Salesforce Concepts
The core Salesforce concepts are introduced and defined.
Section 4: Setting Up Your Organization

The first part of Setting Up Your Organization will have you updating your company profile and related settings.  You should be logged into Salesforce and follow along with the exercises.


After your company profile has been configured, I’ll show you what individual users can do to update their own personal profiles which may supercede some of the company profiles. You can follow along and update your own profile as well as update profiles of your users after you’ve added them to the application.  You’ll be adding users in Chapter 4.


Finally, I’ll teach you how to configure the default user interface and search settings for all users.  The UI setting affect the usability of the application so a hands on approach is warranted.  When your users have gained some familiarity with the application, they’ll be able to customize some of the UI and search settings to their own personal preferences.

Section 5: Setting Up & Managing Users

Now that the basic organization settings have been configured, it’s time to create user accounts for the users of the application.  The five user profiles are defined and you’ll assign them to users.

Section 6: Security & Data Access

The users added have some access controls configured in the last exercise and now you’ll learn to add access controls to objects in the application.  I’ll teach you how to setup some basic login and password policies for added security.

Section 7: Configuration & Customization

Sales force automation (SFA) is about modeling you sales processes so you may need to do a bit of homework here.  I’ll share with you some things you may want to consider before you begin to customize the application.   It’s important that you have a good understanding of your business and a working knowledge of your sales process.  If you are not on the sales team, this is a good time to enlist their participation and ask for their input.


In this lecture, you’ll be introduced to the core Salesforce objects for SFA, how they relate to each other, and the fields that define them. I’ll go over each of the available types of data fields that are available for use in Salesforce in depth.

We continue  where we left off in lecture 2 with additional field types
This is a hands-on, follow along exercise where you’ll create a custom object, a custom tab, and then some common text field types for the custom object. The product of this learning exercise will be used in the next lecture.
We continue where we left off in lecture four and you'll add some other common data types to your custom object as well as learn about picklist fields.  Picklists are particularly useful for sorting, filtering, summarizing, and reporting.
In this lecture you'll learn about formula fields and how they are used to calculate values from other data.  We'll extend the use of picklist fields by creating picklist value dependencies.  You'll come to understand how formula fields, picklists, and dependent picklists are used to improve data quality and data consistency.

Now that you’ve had some hands on experience creating a custom object and nearly all the data types available, we will continue with another exercise where you will create an additional one or more custom objects that are relevant to your business. If you don’t  have ones in mind, you may follow along with my examples.


We conclude the module on customizing objects and fields with two special fields that use other objects. You learn about the two different types of object relationship and rollup summary fields.  In this exercise, you’ll “join” your newly create custom objects and then join one to one of the standard Salesforce objects.  You’ll create rollup summaries and see how they appear in a record.


Now that you’ve created custom objects and fields for them, it’s time to learn how to customize how the data looks on a page.  In lecture 3, you’ll learn about page layouts and how to user the page layout editor to hide, display and re-organize the data in a page view.  You'll learn how to customize what is displayed for a records related lists.  You'll know how to hide or show custom links and buttons.


We continue with page layouts with some exercises to customize the page layouts of your custom objects


This exercise will have you customizing your objects search and mini page layouts.  Different from your objects page layouts, these layouts determine how you see records of objects in search results and other areas of Salesforce.


In this lecture and accompanying exercise, you’ll learn how to use filters and filter logic to view only those records that meet a set of conditions that you define.  Create custom list views using pre-defined filters and useful when you want to customize reports.


The next modules are specific to standard Salesforce object and we begin by introducing leads, the lead management process, lead fields, lead conversion, field mapping, data validation and some data management tools for leads.  Leads are typically the start of any sales process so you are introduced to some automated processes provided by Salesforce.  The first part is a lecture followed by exercises in the following two lectures.


A review of lead field mapping followed by an exercise in lead conversion so you understand what happens when a lead is converted..  Then you’ll learn how to use lead queues and assignment rules.  You'll also configure an auto-response rule to for automated email responses for those leads submitted via the web.


Continuing the module on leads, you’ll learn how to create web-to-lead forms that take information submitted on any web page and record it as a lead in Salesforce.  A little understanding of HTML here is useful but not required.


This module introduces what may be considered the primary Salesforce object, the Account. You’ll learn about the standard account object, it’s fields, the account page layout and related lists, how to rename object labels, data management tools like mass transfer of accounts to another user, mass delete account records, how to merge duplicate accounts, and what enabling social accounts and contacts will provide you.


Contacts is another foundation object in Salesforce and you’ll learn what a Salesforce contact is, it’s standard fields and page layout components, and mass delete capabilities.


Continuing from part 1, you’ll learn about how to setup for mass email, creating email merge templates, contact update requests, and how to merge duplicate contacts.  We’ll revisit social accounts and contacts and see what it does for contacts when enabled.


Another foundation object of SFA is opportunities.  Learn how to customize opportunity fields to model it to your sales milestones.  Learn about opportunity related lists, including products, contact roles, quotes, and forecasts (if enabled).  This lecture concludes chapter 6 on configuration and customization.

In this lecture, you'll learn about how to add products so that they can included in price books used in opportunities.  Products line items are the products that are to be included in an opportunity.  They can be customized and can include discount.  This lecture will introduce the three different prices used in products, price books, and opportunity product line items.  We'll also cover product and quantity scheduling that may be useful in financial reporting and revenue recognition
Part 2 is comprised of video exercises covering the topics explained in part 1.  The user will follow along to customized opportunity products, create products and price books, and create price book entries.  Products will then be added to a mock opportunity.  One of the products is chosen to show various examples of product scheduling.
Section 8: Reports & Dashboards

You’ll be introduced to reports and learn about the various report types available and the three types of report formats.  In the exercise, you’ll learn how to create reports in tabular, summary, and matrix formats. These exercises will be used in the next lecture.


Dashboards and dashboard components are graphical representation of Salesforce reports.  In this exercise, you’ll learn how to build different component types in a dashboard using the reports you built in the previous exercise.

Section 9: Managing Your Data
This lecture covers what to do in preparation for importing your existing data into Salesforce using the Salesforce provided Import Wizards.  I will introduce a 3rd party web-based dataloader for importing objects not supported by the  Import Wizards.
Managing Your Data - Part 2
Section 10: Collaboration

The final lecture is about the “relationship” in customer relationship management.  You’ll learn how to schedule and log activities in Salesforce using tasks and events. You’ll learn how to associate a task or events with any Salesforce object and/or one or more contacts.  You’ll learn how to create custom letterhead for use in communication templates.  You learn about group tasks and meeting requests.  The chapter ends with an introduction to Salesforce Chatter for the social enterprise.

Section 11: Concluding Remarks
A brief concluding statement about next steps and resources available to you.

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Instructor Biography

Mr. Tat Yuen, Salesforce expert, Cloud Computing Consultant, coach

Former Senior Sales Engineer for with more than nine years of experience using and implementing Salesforce.  Tat is a seasoned Silicon Valley veteran having honed his skills by selling through education and using information for empowerment in various technical sales and management roles.  Captivated by the potential of cloud computing technology to democratized enterprise class application software, Tat has focused his business on empowering SMEs and non profit organizations.  

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