Note: We offer training only to companies ( and not individuals) at their premises (on site). We DO NOT offer training to individuals (neither online nor at our office). Please DO NOT contact us for individual training.
Target participants for Salesforce Admin Training
- Salesforce.com CRM Administrators
- Salesforce.com CRM Developers
- Salesforce.com CRM Consultants
Prerequisites for taking Salesforce Admin Training
You need to have a good understanding of basic Salesforce.com CRM concepts and functionality. You should be aware of:
- Salesforce CRM Navigation
- Salesforce CRM Sales application functionality
Course outcome of Salesforce Administrator Training
When you complete this course, you’ll be able to:
- 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 outline of Salesforce Admin Training
Security Confirmation
- Activate your computer for Salesforce.com CRM
Navigation
- Set up Admin options & User Interface
Organization Administration of Salesforce.com CRM
- Set your organization’s language & locale
- How to Manage organization’s currency
Customization in Salesforce.com CRM
- How to Create custom profiles & custom fields
- How to Define dependent picklists
- How to Customize lookup 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 Salesforce.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
Workflow in Salesforce.com CRM
- How to Define workflow
- How to Set up workflow rules
- How to Set up workflow tasks & alerts
Workflow Approvals
- Plan approvals using workflow
- How to use the approval wizard – standard vs. jump start
- Create workflow approvals
Data Validation in Salesforce.com CRM
- Learn about Salesforce 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
Analytics & Reports in Salesforce.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 Salesforce CRM
- What are custom objects
- Learn about custom tabs
- Learn about custom Web tabs
- Build a custom app
The AppExchange
- What is the AppExchange
- How to install an app
- How to delete an app
At the end of course we will conduct a quiz to test your knowledge of the understanding of the Salesforce.com CRM Administration.
