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SalesForce

Salesforce Administration Training


Salesforce Administration

 

 

 

Course content

Course outcome of Salesforce Administrator Training 

When you complete this course, you’ll be able to:

  1. Customize Salesforce CRM application (like page layouts, fields, tabs, and business processes etc)
  2. Manage a secure Salesforce CRM environment
  3. Import and maintain clean data
  4. Create reports and dashboards
  5. Deploy and use features of Salesforce  Sales CRM , Salesforce Salesforce CRM Marketing, Salesforce CRM Service, Admin Console, and the AppExchange.

 

Course outline of Salesforce Administration 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 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

 


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