SalesForce CRM Administration Online Training
About SalesForce CRM Administration Online Training
SalesForce CRM Admin Online Course Objectives
SalesForce CRM Admin Online Course Objectives
- Understanding high-level Architecture of Cloud Platform.
- Handle the Salesforce Cloud Application Admin activities in the real-time
- Work independently with implementing Advance concepts.
- In-depth knowledge of various elements.
- Working on Reports and Dashboards.
- Business process customizations.
Who should go for SalesForce CRM Administration Online Training
- Any IT experienced Professional who are interested to build their career in Cloud environment with Admin role.
- Any B.E/ B.Tech/ BSC/ M.C.A/ M.Sc Computers/ M.Tech/ BCA/ BCom College Students in any stream.
- Fresh Graduates.
Pre-Requisites:
- Computer System
- Windows/Linux Administration
- Any Programming Language
SalesForce CRM Admin Online Training Curriculum
- Definition of cloud computing
- On-demand advantages of Cloud computing
- What is CRM and How CRM can Help?
- Legacy CRM Systems.
- Business Value of CRM
- Origin of CRM
- Streamline Business Process
- Services of Cloud computing
- Types of Clouds
- Importance of SalesForce
- Importance of CRM and Solutions
- Growth of Revenue using CRM
- Comparison of SalesForce CRM with other CRM Products
- SalesForce Products
- SalesForce Features and Edition Limits
- Features of Sales Cloud
- Products
- Campaign
- Lead
- Account
- Opportunity
- Contact
- Contract
- QuoteManage
- Order
- Forecast
- Entitlement
- Features of Service cloud
- case
- Solution
- Public Knowledge Base
- Web-to-case
- Self-Service Portal
- Escalation rules
- Creating Company Profile
- Setting Fisca Year
- Setting Business Hours
- Setting Holidays
- Setting Language
- Identifying Edition
- Creating User Login Credentials
- Setup-Personal Setup
- About Administration Setup
- Standard Applications
- Standard Tabs
- Standard Objects
- Creating Custom Application(Design)
- Creating Custom Objects
- Creating Custom Tabs
- Creating Custom Fields Using DataTypes
- Creating Custom Picklist and Dependencies
- Creating users
- Creating Roles
- Creating Custom Profiles
- Discussion on Standard Profiles
- Creating Permission Sets
- Creating Public Groups
- Creating Queues
- Login History
- Lookup Relationship
- Master-Detail Relationship
- Many to many Relationships
- Junction Object
- Rollup Summary Felds
- Rea-Time Scenarios
- Overview of validation
- Creating Validation Rule
- Apply Formula in Validation
- PageLayout on Objects
- Mini PageLayout
- Search Layout
- Record Type
- Field Level Security on Layout
- Profile Level
- Permission Set Level
- Profile Level
- PageLayout Security
- Permission Set Security
- Overview of Record Level security
- Organization-Wide-Default
- Sharing Rules
- Grant Access Using Hierarchies
- Internal Access
- External Access
- Manual Sharing
- Owner Based Sharing Rule
- Both Usage of Profile and OWD
- Real-Time Scenarios
- Overview of Workflows
- Email Alerts
- Tasks
- Field Updates
- Outbound Messages
- Time Dependent Workflow Actions
- Order of Execution
- Approval Process Definition
- Dynamic Approval Process
- Multi-Step Approval Process
- Parallel Approval Process
- Approval Process Actions
- Real Time Scenarios
- Overview Import wizard
- Limitations on Import Wizard
- Data Export
- Import Objects
- .CSV File usage in SalesForce
- Import Data into SalesForce
- Data Loader
- Mass Transfer Records
- Mass Delete of Records
- Single-Sign-on settings
- Session Settings
- Password Policies
- Identity Provides
- Login Access
- Identity Connect
- Email Admin Setup
- Deliverability
- Test Deliverability
- Organization-Wide Addresses
- Setting Email Footers
- Compliance BCC Email
- Overview on Declarative(no-code)
- Overview on Programmatic (coding)
- Integrating SFDC to SFDC, SFDC to Excel, SFDC to Facebook
- Importance of Reports
- Discussion On Standard Report
- Creating Custom Report
- Creating Tabular Report
- Creating Summary report
- Creating Matrix Report
- Creating Joined Report
- Creating Report Types
- Applying Filters on Report
- Run Report
- Export Report
- Create Dashboard
- Fetching Dashboard into VisualForce
- Overview on Types of Projects
- Issue Capturing and Priority
- Issue Resolving
- Issue escalation
- How Real-Time Issues
- Overview on Outlook Email
- Code Checking
- BluePrint
- Agile Methodology
- How to Clear RoadBlocks
- Office Communicator(OC)
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