Salesforce CRM Admin Development Online Training

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• 9 years ago
• Categories: Microsoft Online Training & Placements on VelocityInfo

Salesforce CRM Admin Development Online Training

Salesforce CRM Admin Development Online Training Course Content :

Introduction

• Cloud Computing
• Customer Relationship Management(CRM)
• Types of CRM
• Salesforce CRM-Overview

Getting Around the App

• Activating your Computer
• System Overview
• Standard Data Model and Navigation
• Help & Training
• Setting up the UI(Home) and Search options

Functional Flow of SFDC Apps

• Sales Cloud
• Service Cloud
• Marketting
• Content

Getting Your Organization Ready for Users

• Setup Company Profile
  • Language, Locale, Fiscal Year
  • Business Hours, Holidays
  • Currency Management
• Manage Users
  • Profiles, Users,Permission Sets
  • Public Groups, Queues

Customization

• Creating Custom Apps
• Standard/Custom Objects,Tabs
• Creating new Custom Fields
• Relationships/Data Model
• Creating Selection Fields: Picklists and Lookups
• Field Dependencies
• Creating Formula Fields
• Working with Page Layouts/Related Lists
• Working with Record Types and Business Processes

Security and Data Access

• Organization Wide Defaults
• Determining Object Access
• Setting up Record access
• Managing Field-Level security
• Record Ownership/Manual Sharing
• Sharing Rules
• Managing Role Hierarchy
• Folder Access
• Login IP Ranges & Login IP Hours

Salesforce Automation & Collaboration

Automation

• Workflow Rules
• Approval Processes
• Validation Rules
• Case & Lead Automation

Collaboration

• Chatter
• Partner Portal

Managing Data

• Imports Overview
• Import Wizards
• Data loader
• Mass transfer
• Backing up data
• Mass delete and the Recycle Bin

Migration

• Data Migration using Apex Dataloader
• Code Migration using Change Sets
• Code Migration using Eclipse

Analytics / 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

Force.com Platform

• Apex Collections
• Visualforce Pages
• Apex Classes
• Apex Triggers

Recap

• Brief Overview
• Guidence on Certifications
• Q&A Time