Salesforce CRM/Admin

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Eligibility

Who can Learn Salesforce?

This is one of the most common questions raising in many people. It’s obvious that guys often misunderstand that Salesforce CRM Admin training is only for IT people. Let us get a clear idea now. As you know, CRM stands for Customer Relationship Management. It is nothing but an outstanding software system that is able to manage the customers, sales, profits, products or services, and other important business considerations. So, any kind of retail, software, educational, or commercial business needs effective CRM systems to meet success and development. Salesforce CRM is a popular cloud-based CRM system. So anyone from any professional or educational background can learn Salesforce CRM. It is really offering lots of job opportunities for technical and non-technical people throughout the world.

CRM CONCEPTS:

What is CRM?

  • Common business issues faced by companies today.
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

Administrations:

Sales Cloud Concepts:

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • How CRM can help?
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications:

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • Force.com Sites

Salesforce.com overview:

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case:

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security:

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects:

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users:

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data:

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes:

  • Formulas
  • Syntax
  • Object Formulast
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global:

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics:

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data:

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring Your Org:

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Advanced Topics:

  • Work.com
  • Global Actions
  • Knowledge Apps
  • 2 CRM Projects


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