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May 17, 2022
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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. 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)


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LOCATION Riyadh - Riyadh Saudi Arabia


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