Course
Time
240 mins
Admin Certification
This certification is meant for designated Cloud Coach or Salesforce Admin and Implementation partners and prepares users to customize their business's experience successfully.
Cloud Coach Tiers
Starter
Team
Enterprise
Ultimate
Course Content
Overview
Getting Started as a Cloud Coach Admin
What is Cloud Coach?
Cloud Coach Basics
Modifying the Cloud Coach UI
Understanding the Cloud Coach User Interface
Editing Page Layouts vs Field Sets
Hiding/Showing Sections and Tabs
Creating Project Section Dashboards
Creating Color Tags
Create an App
Creating Project Processes with Cloud Coach Admin
Creating Board Processes
Creating Stage Gates & Milestones
Granting Access to Cloud Coach
Determining & Granting the Right Access
Granting Outside Access for Support
Creating the External Project View
Moving Configuration Between Orgs
Using the Cloud Coach Admin Data Tab
Custom Settings
Understanding Cloud Coach Custom Settings
Reporting
Creating Custom Report Types and Folders
Creating Automation & Validation Rules
Validation Rules
Approval Processes
Scheduling APEX
Flows
Exam
Cloud Coach Admin Exam
2 Quizzes
the_tiers
Exam Retake
