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Administer Salesforce from Anywhere During COVID-19

Salesforce via Trailhead


Learn how to manage users and data, secure your org, and create actionable reports while working from home.
  • Stay connected and succeed while working from home during COVID-19.
  • Learn how to collaborate with distributed teams and manage remote employees.
  • Set up users and control how they can view or edit your business data.
  • Control access to data using point-and-click security tools.
  • Clean up data with validation rules, formula fields, lookup filters, and automation.
  • Track key business information for your stakeholders with reports and dashboards.


  • Best Practices for Working from Home
    • Get Set Up to Work from Home
    • Stay Connected and Collaborate from Home
    • Succeed from Home
  • Virtual Collaboration
    • Understand the Importance of Virtual Collaboration
    • Develop Your Virtual Strategy
    • Learn Virtual Collaboration Skills for Managers
  • User Management
    • Add New Users
    • Control What Your Users Can Access
  • Data Security
    • Overview of Data Security
    • Control Access to the Org
    • Control Access to Objects
    • Control Access to Fields
    • Control Access to Records
    • Create a Role Hierarchy
    • Define Sharing Rules
  • Improve Data Quality for Your Sales and Support Teams
    • Create a Validation Rule
    • Create a Formula Field
    • Create a Lookup Filter
    • Create an Automation with Flow
  • Create Reports and Dashboards for Sales and Marketing Managers
    • Create Report and Dashboard Folders
    • Create a Simple Custom Report
    • Filter Your Reports
    • Group and Categorize Your Data
    • Use Summary Formulas in Your Reports
    • Manage Reported Data
    • Visualize Your Data


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