Salesforce Administration

Duration : 30 Hrs

Salesforce.com Inc. is a global enterprise software company headquartered in San Francisco, California. Though best known for its customer relationship management (CRM) product, Salesforce has also expanded into the “social enterprise arena” through acquisitions. It was ranked number 27 in Fortune’s 100 Best Companies to Work For in 2012.

Who can learn this course:
  • Administrators
  • Developers
  • Consultants
Pre Requisite:
  • Good understanding of basic Salesforce.com CRM concepts and functionality

 

End Objective:
  • Customize Salesforce CRM application (like page layouts, fields, tabs, and business processes etc)
  • Manage a secure Salesforce CRM environment
  • Import and maintain clean data
  • Create reports and dashboards
  • Deploy and use features of Salesforce CRM Sales, Salesforce Salesforce CRM Marketing, Salesforce CRM Service, Admin Console, and the AppExchange

 

Course Content :

Setting Up the User Interface
  • Data model and navigation
  • Help & Training
  • Setting up the UI an search options
Getting Your Organization Ready for Users
  • Setting up the Company Profile
  • Configuring the UI
  • Configuring search settings
Setting Up and Managing Users
  • Managing user profiles
  • Managing users
  • roubleshooting login issues
Security and Data Access
  • Determining Object access
  • Setting up Record access
  • Creating a Role Hierarchy
  • Dealing with Record access exceptions
  • Managing field-level security
Customization: Fields
  • Administrating standard Fields
  • Creating new custom Fields
  • Creating selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and business processes
  • Maintaining data quality
Managing Data
  • Import Wizards
  • Data loader
  • Mass transfer
  • Backing up data
  • Mass delete and the Recycle Bin
Reports and Dashboards
  • Running and modifying reports
  • Creating new reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, exporting, and emailing reports
  • Building dashboards
 Automation
  • Workflow rules
  • Lead and case automation

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