SCHEDULE
February 27, 2021
No avaliable slots
INFO
This Salesforce CRM Administration training is being delivered from September 26, 2020 - October 18, 2020
About this Event
This Salesforce CRM Administration training is a Instructor led and guided training delivered from September 26, 2020 - October 18, 2020 for 16 hours over 4 weekends, 6 sessions, 2 sessions per week, 2 hours per session.
The medium of instruction is English
All Published Ticket Prices are in US Dollars.
4 Weekends Salesforce CRM Administration Training Schedule
September 26, 2020 - October 18, 2020 US Pacific time
4 Weekends | 2 hours on Saturdays, 2 hours on Sundays every weekend | US Pacific Time
8:30 AM - 10:30 AM US Pacific time each of those days
Please click here to add your location and find your local date and time for the 1st session to be held on September 26, 2020 at 8:30 AM US Pacific Time
Features and Benefits
4 weekends, 6 sessions, 16 hours of total Instructor led LIVE training
Training material, instructor handouts and access to useful resources on the cloud provided
Practical Hands on Lab exercises provided
Actual code and scripts provided
Real-life Scenarios
Salesforce CRM Administration Training 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.
What are the Prerequisites to learn Salesforce CRM Administration?
Computer System
Windows/Linux Administration
Any Programming Language
Who can take Salesforce CRM Administration Online Training
Any IT experienced Professional who are interested to build their career in Cloud environment with Admin role.
Any Graduate.
Salesforce CRM Admin Online Training Curriculum
1. Cloud Computing Services and CRM
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
2. Definition Of SalesForce and It’s Products
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
3. Sales Cloud-Generic Business Process
Features of Sales Cloud
Products
Campaign
Lead
Account
Opportunity
Contact
Contract
Quote
Order
Forecast
Entitlement
4. Service Cloud-Customer Service
Features of Service cloud
case
Solution
Public Knowledge Base
Web-to-case
Self-Service Portal
Escalation rules
5. Company Information
Creating Company Profile
Setting Fiscal Year
Setting Business Hours
Setting Holidays
Setting Language
Identifying Edition
6. Salesforce-force.com Platform
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 Data Types
Creating Custom Picklist and Dependencies
7. Manage Users
Creating users
Creating Roles
Creating Custom Profiles
Discussion on Standard Profiles
Creating Permission Sets
Creating Public Groups
Creating Queues
Login History
8. Relationships in Salesfore
Lookup Relationship
Master-Detail Relationship
Many to many Relationships
Junction Object
Rollup Summary Fields
Real-Time Scenarios
9. Applying Validations and Formulas
Overview of validation
Creating Validation Rule
Apply Formula in Validation
PageLayout on Objects
Mini Page Layout
Search Layout
Record Type
Field Level Security on Layout
10. Object Level Security Model (Table)
Profile Level
Permission Set Level
11. Field Level Security Model (Column)
Profile Level
Page Layout Security
Permission Set Security
12. Record Level Security Model-Sharing Settings (ROW)
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
13. Workflows and Approvals
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
14. Data Management with SFDC
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
15. Security Settings
Single-Sign-on settings
Session Settings
Password Policies
Identity Provides
Login Access
Identity Connect
Email Admin Setup
16. Email Administration
Deliverability
Test Deliverability
Organization-Wide Addresses
Setting Email Footers
Compliance BCC Email
17. Administrative Integration
Overview on Declarative(no-code)
Overview on Programmatic (coding)
Integrating SFDC to SFDC, SFDC to Excel, SFDC to Facebook
18. Reports and Dashboards
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 Visual Force
19. Resolving Project Issues
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)
INTERESTED LIST
Be the first and others will follow
EXPERIENCES
Be the first to share photos!
RATINGS & REVIEWS
Nothing here yet. Be the first
INQUIRIES
Interact with the Organizer and other attendees here
ORGANIZER PHOTOS

LOCATION Riyadh - Riyadh Saudi Arabia
ORGANIZE EVENTS & ACTIVITIES!
Featured
Get promoted on SCENE
share your reviews and experiences for a better and interactive SCENE community for you and others.
#BetterTogether
Your kind of scenes with your kind of people! Connect with both organizers and attendees!
