AgentDealer Advanced TechAdmin Certification

At AgentDealer, we are committed to empowering you to harness the full potential of CRM. That's why we have been offering our "AgentDealer TechAdmin Certification" course for years. This comprehensive course equips students with in-depth knowledge of both Salesforce and AgentDealer, enabling your company to fully leverage this robust tool fully, enhancing your dealership's success.

No one knows your needs more than you do. With a Certified AgentDealer TechAdmin on staff, you are now in the driver's seat. Or course, we do not just abandon you on our own. We're always here to help you with ongoing consulting and guidance with established best practices.

Here is a list of just some of the topics covered:

Troubleshoot Record Access and Field Visibility

• Troubleshoot record access
• Understand the impact of territory management on the sharing model. Manage field visibility.

Change Management

• Manage changes in a sandbox
• Extend Salesforce with Custom Objects and Apps
• Build custom objects, tabs, and apps
• Create relationships between objects

Extend Reporting

• Create custom report types
• Build exception reports with cross filters
• Categorize report data with bucketing
• Extend summaries in reports and dashboards
• Display multiple views of data using joined reports
• Analyze data over time with historical trending and reporting snapshots

Improve Data Quality

• Assess, cleanse, and maintain data quality
• Prevent duplicate records using Duplicate Management

Automate Complex Business Processes

• Use validation rules, formula fields, workflow rules, and processes to enforce and automate business processes.

Streamline Requests with Approval Processes

• Manage approval processes
• Troubleshooting approval processes

To learn more about AgentDealer, visit our website, www.AgentDealer.com. If you are a customer and would like to learn more about this certification course, you can contact your Account Manager for additional information.