SALESFORCE ADMINISTRATION Training

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SALESFORCE ADMINISTRATION Training


 (4.9) | 450 Ratings


Introduction


SALESFORCE ADMINISTRATION Training Details
Track Regular Track Weekend Track Fast Track
Course Duration 30 Hrs 8 Weekends 5 Days
Hours 1hr/day 2 Hours a day 6 Hours a day
Training Mode Online Classroom Online Classroom Online Classroom
Delivery Instructor Led-Live Instructor Led-Live Instructor Led-Live


Course Curriculum

Salesforce Admin Online Training Details

CRM CONCEPTS

  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • Force.com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Advanced Topics:

  • Work.com
  • Global Actions
  • Knowledge Apps
  • CRM Projects

 

 

 

 

Exam & Certification

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Course Curriculum

Salesforce Admin Online Training Details

CRM CONCEPTS

  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • Force.com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Advanced Topics:

  • Work.com
  • Global Actions
  • Knowledge Apps
  • CRM Projects

 

 

 

 

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