Course Duration - 30Days

Administration of Sales force– Course Content:

Identity Confirmation:
  • CRM functionalities, Products of SF, Login to SF Page
  • Sales Architecture, Lead Conversation, Accounts, Contacts
  • Create Custom Profiles and Users
  • Custom Objects & Custom Fields & Custom Tabs
  • Customizing Relationships, Formula fields and Rollup Summary fields
  • Define Dependent Picklists
  • Customize Page Layouts, Record Types
  • Customize Standard related lists
  • Learn About Record Types & Business Processes
  • Use Field Level Security
Security & Access:
  • Set Organization-Wide Defaults
  • Role Hierarchy, Public Groups, Queues, Permission Sets
  • Sharing Rules
  • Define Workflow
  • Set up Workflow rules
  • Set up workflow tasks &Email Alerts &Field Updates
  • Learn About Record Types & Business Processes
Approval Process:
  • Plan Approvals using workflow
  • Use the approval wizard – standard vs. jump start
  • Create workflow approvals
Data Validation:
  • Learn about Salesforce CRM Data Validation
  • Create Data Validation Rules
  • Learn about the Custom fields & Unique properties
Data Utilities:
  • Import records using the import wizards
  • Apex Data Loader tool
  • Create Report Types
  • Create Custom Reports
  • Learn about Advanced filters and Conditional Highlighting in Reports
  • Use Custom Summary formulas
  • Create Dashboards
The App exchange:
  • Learn about App Exchange
  • Install an App
  • Uninstall an app
Extending Salesforce CRM:
  • Learn about Custom Wed Tabs
  • Build a Custom tab

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