SALESFORCE CRM ADMIN Online Training Course Content

Duration:3-4 Weeks  

BASICS

  • Basics of Internet Programming
  • Client Server vs On Demand
  • SaaS | PaaS | IaaS
  • CRM & Sales force Intro
  • Releases and Instances
  • Editions
  • Model _ View _ Controller Paradigm
  • Sales Process Cycle – Complete Scenraios
  • com Platform
  • App Exchange
  • Global Search and Quick Find
  • ORGANIZATIONAL SETUP & USER SETUP
  • Company Information
  • Fiscal Years
  • Business Hours
  • Holidays
  • Language Settings
  • User Object
  • Login Hours
  • User Interface

SECURITY AND ACCESS CONTROL

  • License
  • Profile- Standard Profile + Custom Profile
  • OWD
  • Field Level Security
  • Role
  • Sharing
  • Some Important Permissions
  • Permission Sets
  • Public Group
  • Queues
  • com Sites

STANDARD AND CUSTOM OBJECTS

  • Standard and Custom Objects
  • Create Fields
  • Standard App and Custom App
  • Create Field Dependency
  • Create Roll Up Summary
  • Create Relationship
  • Master Detail
  • Look up
  • Hierarchical
  • Many to Many
  • Formula
  • Encrypted Field
  • Page Layout
  • Views
  • Web Tabs
  • Tabs
  • Visual force Tabs
  • List | Edit | Detail View
  • Record Types
  • Data Validation
  • Schema Builder
  • Recycle Bin
  • Optional Features Enabled by Sales force
  • Related Lists

SALES CLOUD APPLICATION

  • Sales Process – Objects – Deeper View
  • Relationship between Standard Objects
  • Marketing User
  • Partner and Customers
  • Campaign Management
  • Lead Management
  • Lead Conversion
  • Assignment Rules
  • Account | Sales team
  • Auto Response
  • Web To Lead
  • Opportunity Fields
  • Some simple metrics to be measured
  • Multiple Currency — Overview
  • Product and Price book

SERVICE CLOUD APPLICATION

  • Support Process
  • Customer Portal and Customer Community
  • Auto Response
  • Email to Case
  • Service Console Implementation
  • Escalation Rule
  • Ideas
  • Answers
  • Sales force Knowledge

ACTIVITY MANAGEMENT & CHATTER & APPEXCHANGE

  • Home Page Layout
  • Event
  • Tasks
  • Cloud Scheduler
  • Posts Visibility
  • Chatter Free
  • Chatter External
  • Sales force Adoption Dashboard

DATA MANAGEMENT

  • Import Wizard and Data Loader
  • Mass Transfer
  • Other ETL Tools
  • Data Validation on Importing and Exporting
  • Data Export – Data Backup
  • Change Sets
  • com IDE
  • Sandbox
  • Record ID’s of Sales force
  • External ID
  • Password Policies
  • Security Token

CONTENT AND FOLDER MANAGEMENT

  • Content in Sales force
  • Implementation
  • Sharing Level for Documents
  • Role of Folder in Managing Dashboard , Communication Templates , Reports

ANALYTIC – REPORT AND DASHBOARD MANAGEMENT

  • Types of Report
  • Report Builder
  • Report Types
  • Dashboards
  • Running User | Logged in User
  • Analytically Synap shot – Overview
  • Translation Work Bench – Over View

WORKFLOW AUTOMATION

  • Work flow Over View
  • Field Update
  • Email Alert
  • Outbound Message and Task
  • Criteria for Work flow
  • Immediate Work flow
  • Time based Work flow
  • Approval Over View
  • Process Visualizer
  • Parallel Approval

DESKTOP AND MOBILE ADMINISTRATION

  • Sales force and Mobile – Overview
  • Type of Mobile for Sales force
  • Sales force – Outlook : Implementation
  • Sales force to Outlook – Validation Principles
  1. Send us which course you want to join.
Have a Query?