Sales Force Admin & Development - Training

Syllabus

SALESFORCE CRM ADMIN Online Training Course Content
Duration:3-4 Weeks
BASICS
Basics of Internet Programming
Client Server vs On Demand
SaaS | PaaS | IaaS
CRM & Sales force Intro
Releases and Instances
Editions
Model _ View _ Controller Paradigm
Sales Process Cycle – Complete Scenraios
com Platform
App Exchange
Global Search and Quick Find
ORGANIZATIONAL SETUP & USER SETUP
Company Information
Fiscal Years
Business Hours
Holidays
Language Settings
User Object
Login Hours
User Interface
SECURITY AND ACCESS CONTROL
License
Profile- Standard Profile + Custom Profile
OWD
Field Level Security
Role
Sharing
Some Important Permissions
Permission Sets
Public Group
Queues
com Sites
STANDARD AND CUSTOM OBJECTS
Standard and Custom Objects
Create Fields
Standard App and Custom App
Create Field Dependency
Create Roll Up Summary
Create Relationship
Master Detail
Look up
Hierarchical
Many to Many
Formula
Encrypted Field
Page Layout
Views
Web Tabs
Tabs
Visual force Tabs
List | Edit | Detail View
Record Types
Data Validation
Schema Builder
Recycle Bin
Optional Features Enabled by Sales force
Related Lists
SALES CLOUD APPLICATION
Sales Process – Objects – Deeper View
Relationship between Standard Objects
Marketing User
Partner and Customers
Campaign Management
Lead Management
Lead Conversion
Assignment Rules
Account | Sales team

Auto Response
Web To Lead
Opportunity Fields
Some simple metrics to be measured
Multiple Currency — Overview
Product and Price book
SERVICE CLOUD APPLICATION
Support Process
Customer Portal and Customer Community
Auto Response
Email to Case
Service Console Implementation
Escalation Rule
Ideas
Answers
Sales force Knowledge
ACTIVITY MANAGEMENT & CHATTER & APPEXCHANGE
Home Page Layout
Event
Tasks
Cloud Scheduler
Posts Visibility
Chatter Free
Chatter External
Sales force Adoption Dashboard
DATA MANAGEMENT
Import Wizard and Data Loader
Mass Transfer
Other ETL Tools
Data Validation on Importing and Exporting
Data Export – Data Backup
Change Sets
com IDE
Sandbox
Record ID’s of Sales force
External ID
Password Policies
Security Token
CONTENT AND FOLDER MANAGEMENT
Content in Sales force
Implementation
Sharing Level for Documents
Role of Folder in Managing Dashboard , Communication Templates , Reports
ANALYTIC – REPORT AND DASHBOARD MANAGEMENT
Types of Report
Report Builder
Report Types
Dashboards
Running User | Logged in User
Analytically Synap shot – Overview
Translation Work Bench – Over View
WORKFLOW AUTOMATION
Work flow Over View
Field Update
Email Alert
Outbound Message and Task
Criteria for Work flow
Immediate Work flow
Time based Work flow
Approval Over View
Process Visualizer
Parallel Approval
DESKTOP AND MOBILE ADMINISTRATION
Sales force and Mobile – Overview
Type of Mobile for Sales force
Sales force – Outlook : Implementation
Sales force to Outlook – Validation Principles