SALESFORCE CRM Online Training Course Content

Duration:3-4 Weeks  

Sales force CRM

Security Confirmation

  • Activate your computer for Sales force. com CRM


  • Set up Admin options & User Interface

Organization Administration of Sales force. com CRM

  • Set your organization’s language & locale
  • How to Manage organization’s currency

Customization in Sales force. com CRM

  • How to Create custom profiles & custom fields
  • How to Define dependent pick lists
  • How to Customize look up fields & formula fields
  • How to Customize page layouts
  • Customize standard related lists
  • Learn about record types & business processes
  • Use field-level security

Security & Access in Sales force. com CRM

  • How to Create & manage your users
  • How to Set organization-wide defaults
  • Learn about record access
  • How to Create the role hierarchy
  • Learn about role transfer & mass transfer functionality
  • Learn about the Sharing model
  • Manually share records
  • Set up opportunity team selling & account teams
  • Learn about folder access

Work flow in in Sales force. com CRM

  • How to Define work flow
  • How to Set up work flow rules
  • How to Set up work flow tasks & alerts

Work flow Approvals

  • Plan approvals using work flow
  • How to use the approval wizard – standard vs. jump start
  • Create work flow approvals

Data Validation in Sales force. com CRM

  • Learn about Sales force CRM data validation
  • Create data validation rules
  • Learn about custom field unique and duplicate properties
  • Execute an initial import
  • Update via the import wizard


Data Utilities for Import and manage data

  • Importing overview
  • Learn about import solutions & custom object records using the data loader
  • How to use mass delete
  • Initiate weekly export
  • How to use storage

Analytic s & Reports in Sales force. com CRM

  • Create custom reports
  • How to use advanced filters
  • How to use conditional highlighting
  • How to use custom summary formulas
  • How to use dashboards

Marketing Administration

  • Terminology overview
  • Use the Integrated Campaign Builder
  • Learn about lead assignment setup
  • Learn Web-to-lead & auto-response rules

Service & Support Administration

  • Learn about case escalation
  • Identify solution categories, & suggested solutions
  • How to set up the self-service portal
  • Mass manage self-service portal users

Administration Console

  • Navigate the Administration Console
  • How to create a Administration Console

Extending Sales force CRM

  • What are custom objects
  • Learn about custom tabs
  • Learn about custom Web tabs
  • Build a custom app

The App Exchange

  • What is the App Exchange
  • How to install an app
  • How to delete an app
  1. Send us which course you want to join.
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