Course Content
How to use this course
Stage 1
Stage 2
Stage 3
Stage 4
Stage 5
Knowledge Base
test
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It’s not done in sequential order
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Keep the Lights On
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3 Topics
If it ain’t broken, don’t fix it
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Meet the users
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Establish your presence
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How Big is the Mess?
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3 Topics
Audit
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Document
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Process Discovery
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How Can I Improve It?
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3 Topics
Create a Plan
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Prioritize
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Schedule of Tasks
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Start Fixing Stuff
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5 Topics
Start Executing on the plan
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Deliver some quick wins
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Promote the successes
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Reprioritize Regularly
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Continue to Deliver Value
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I’m Moving On!
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3 Topics
There comes a time
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Update your documentation
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Find the next challenge
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Auditing
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1 Topic
Audit Tools
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Automation
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Backup
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1 Topic
Backup and Recovery Guide
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Best Practices
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Customization
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Dashboards
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Data Import/Export
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Deployment Tools
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Documentation
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Integrations
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Naming Standards
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Personas
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Reports
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3 Topics
Use Relative Date Ranges
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Create and lockdown folders for “Official” reports
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Create Custom “Deluxe” Report types (and hide the rest)
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Resources to Help You
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3 Topics
Salesforce Partners
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Interns / Work Experience
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Super Users
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Salesforce Licences
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3 Topics
API User Licence for integrations
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Process for offboarding users
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Policy for removing unused licences from users
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Salesforce Releases
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2 Topics
Three releases per year
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Prepare for a release
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Salesforce Standard Objects
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Sandboxes and Dev Orgs
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2 Topics
Know the difference between a Sandbox and a Dev Org
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Different Sandboxes and their uses
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Security
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12 Topics
The Principle of Least Privilidge
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How to Build a Security Model
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User Accounts – Best Practice
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User Accounts – New User
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User Accounts – Departing User
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Profiles
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Permission Sets
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Permission Set Groups
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Migrate away from Profiles
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Public Groups
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Roles & Role Hierarchy
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Who Sees What – video series
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Social Media
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1 Topic
Find where your tribe lives
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Testing
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Tools
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3 Topics
Salesforce Inspector
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FavIcons
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Power Profile Tools
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Trailblazer Community
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1 Topic
Find your tribe
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Training and Certification
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2 Topics
Training Options
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The Value of Certifications
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Includes
31 Lessons
51 Topics
