Salesforce training on administration (201,301) with Realtime Project
201& 301Course Module
• CRM Overview
??Introduction to 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
• 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
? 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