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Bellandur, Bangalore

Course ID: 23191

Bellandur, Bangalore

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About Vinay

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About the Course

Salesforce training on administration (201,301) with Realtime Project

Topics Covered

201& 301Course Module

? CRM Overview

??Introduction to CRM?
??Why CRM?

? Introduction to Cloud Computing & Salesforce.com

? Cloud Computing - Overview
? What is Software-as-a-Service (SaaS)?
? What is Platform-as-a-Service (PaaS)?
? What is Infrastructure-as-a-Service (IaaS)?
? What is Salesforce.com?
? Salesforce.com CRM Editions
? Salesforce.com Navigation - Overview

? Sales Cloud - Terminology
? Campaigns
? Leads
? Accounts
? Contacts
? Opportunities
? Forecast
? Contracts
? Cases
? Solutions
? Products
? Chatter

? Salesforce Cloud Platform ? Explained
? Force.com Platform

? Salesforce Application elements
? Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

? Personal Setup

? Managing Personal Information
? Password Reset
? User Management Overview
? Roles, Users, Profiles & Sharing
? Salesforce Building Blocks
? Standard Objects
? Create custom Objects
? Create custom Fields
? Create custom Tabs
? Define dependent Pick lists
oCustomize page layouts
? Custom Application

? Working with Standard Objects

? Campaigns
? Leads
? Accounts
? Contacts
? Opportunities
? Product

? Relationship Types
? Create and managing the Roll-up summary fields
? Data Validation rules
? Create data validation rule
? Learn about custom field unique and duplicate properties
? Customize formula-fields
?Workflow rules
? Define workflow
? Create Email template
? Set up workflow rules
? Set up workflow actions

? Workflow Approval process

? Plan approvals using workflow
? Use the approval wizard ? standard vs. jump start
? Create workflow approvals

? Analytics ? Reports & Dashboards

? Report Overview
? Create custom reports
? Using filters
? Using conditional highlighting
? Custom summary formulas
? Working with dashboards

? Data Management
? Importing Overview
? Exporting Overview
? Import custom object records using the Data Loader
? Use mass delete
? Use storage

? User Management

? Creating Users
? Creating Profiles
? Creating Roles
? Creating Groups
? Security

? Managing the Users
? Set Organization Wide Defaults (OWD)
? Object-level Security
? Field-level Security
? Record-level Security

? Record types

? What is Record type?
? How to create Record type?
? Managing Record types

? Sharing Rules

? Define Sharing rules
? Discuss about types of sharing rules

? Monitoring Organization Data

? Debug logs and Email Logs
? Login History
? View Setup Audit Trail
? Discuss about Queue
? Outbound messages
? Schedule Jobs
? Apex Jobs
? Bulk Data Load Jobs

Who should attend

Any Graduate


Come to the demo

What you need to bring

Laptop, Book, Pen

Key Takeaways

Training, project, pratical exp.


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