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SALESFORCE for Managers Certification Training (SFDC-MGR-SALES-SERVICE)

LIVE
4 reviews
40 Hours

Course offered by Amit Dhawan

196 reviews
ADMINISTRATION ESSENTIALS FOR NEW ADMINS (EE/UE) (ADM-201, ADM-301)
1. Getting Around the App Activate your computer-Setting up ENVIRONMENT
Use Case Setting Up the USER INTERFACE
Hands-On Set up the UI & SEARCH options
Quiz Understand the data model and navigation
  Find answers in Help & Training
   
2. Getting Your Organization Ready for Users Set up the company profile
Use Case Configure the user interface
Hands-On Set up activities and calendars
Quiz Configure search settings
  Set up Chatter
  ORGANIZATION Administration
  Set your ORGANIZATIONâ??s LANGUAGE & LOCALE
   
3. Setting Up and Managing Users Manage user profiles
Use Case Create and manage users
Hands-On Troubleshoot user login issues
Quiz Set up Chatter Free and Chatter external users
   
4. Security and Data Access Restrict logins
Use Case Determine object access
Hands-On Manage record access with the role hierarchy
Quiz Deal with record access exceptions
  Manage field-level security
  Create & manage your USERS
  Set ORGANIZATION-WIDE DEFAULTS
  Learn about RECORD ACCESS
  Create the ROLE HIERARCHY
  Learn about the SHARING MODEL
  Manually SHARING RECORDS
  Set up OPPORTUNITY TEAM SELLING & ACCOUNT TEAMS
  Learn about FOLDER ACCESS
   
5. Customization: Fields Create CUSTOM PROFILES & CUSTOM FIELDS
Use Case Define DEPENDENT PICK LISTS
Hands-On Customize LOOKUP FIELDS & FORMULA FIELDS
Quiz Customize PAGE LAYOUTS
  Customize standard RELATED LISTS
  Learn about RECORD TYPES & BUSINESS PROCESSES
  Use FIELD-LEVEL SECURITY
   
6. Managing Data Learn about SALESFORCE CRM DATA VALIDATION
Use Case Create DATA VALIDATION RULES
Hands-On Learn about custom fields & unique properties Data Utilities
Quiz Import records using the IMPORT WIZARDS
  Use MASS DELETE
  Use MASS TRANSFER
  Learn about STORAGE utilization
   
7. Automation Use the integrated CAMPAIGN builder
Use Case Learn about LEAD QUEUE & LEAD ASSIGNMENT setup
Hands-On Learn WEB-TO-LEAD & AUTO-RESPONSE RULES
Quiz Manage email administration
  Set up workflow rules
   
8. Managing the Support Process Automate the support process
Use Case Understand the Service Cloud console
Hands-On Enable collaboration in the Service Cloud
Quiz Analyze support data with reports and dashboards
  Learn about CASES & SOLUTIONS
  Set up CASE ESCALATION RULES
  Identify SOLUTION CATEGORIES & suggested solutions SALESFORCE Console
  Navigate the SALESFORCE Console
  Create a SALESFORCE Console
  Extending SALESFORCE CRM
  Learn about CUSTOM OBJECTS
  Learn about CUSTOM TABS
  Learn about CUSTOM WEB TABS
  Build a CUSTOM APP
  Collaboration
  Chatter and Chatter Free
  Email Administration and Email Templates
  Tracking Tasks and Events
  Define WORKFLOW
  Set up WORKFLOW RULES
  Set up WORKFLOW TASKS & ALERTS
  Plan APPROVALS using WORKFLOW
  Use the APPROVAL WIZARD â?? standard vs. jump-start
  Create WORKFLOW APPROVALS
   
  The APPEXCHANGE
  Learn about the APPEXCHANGE
  Install an APPLICATION
  Uninstall an APPLICATION
   
  Lightning Experience
  Salesforce1 app
  Lightning App Builder
  Process Builder
   
   
9. Reports and Dashboards Run and modify reports, Create new reports with the report builder, Filter reports, Summarize report data with formulas and visual summaries, Print, export, and email reports, Build dashboards
Use Case Create custom REPORTS
Hands-On Use advanced FILTERS
Quiz Use CONDITIONAL HIGHLIGHTING
  Use CUSTOM SUMMARY FORMULAS
  Create DASHBOARDS
Project Implementation  
Hackathon  

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About the Trainer

Amit Dhawan picture

4.9 Avg Rating

196 Reviews

210 Students

4 Courses

Amit Dhawan

ADM 201, ADM 301, DEV 401, DEV 501, SERVICE CLOUD CONSULTANT, SALES CLOUD CONSULTANT

16 Years of Experience

I have been training for the last 7.5+ years and have a very good success rate. I have trained teams from IBM, HCL and many more corporate organisations, both domestic and overseas.

I am sharing with you also, a couple of video links which I have done in past to give you guys a comfort zone for what you would be getting into.

Please review them and get back to me on the logistics to get started soonest. One more thing, which I forgot to mention is that at the end of every session I would be providing you with the downloadable link to archive the recorded session, which you may play any number of times to get on better with the concepts.

Reviews (4)

5 out of 5 4 reviews

Sonia D. https://p.urbanpro.com/tv-prod/member/photo/383163-small.jpg Rajarajeshwari Nagar
5.0054
Sonia D.
P

Salesforce Consultant

"Amit has deep knowledge about it. He has done all Sales force certifications and is a real Sales force guru. I was at the beginning of my career and with his knowledge and patience he assisted me to make my journey very much easier. He is very spontaneous, knowledgeable, patient, enthusiastic and inspiring. His knowledge in Sales force is very very deep. He explains things in very simple manner which is very helpful for people without any background of the subject are also comfortable. e is an extremely approachable person and unlike many trainers likes many questions to be asked, which makes him a standout Trainer. His passion for Sales force, is very much evident in his style of teaching, which is a much needed ingredient to be a Quality trainer. I liked his class because it was not like those training where one would read from presentations but was very interactive.I would definitely recommend Amit as a Sales force Trainer. "

Sonia D.
J

Salesforce Consultant

"The training sessions are well-structured; they are extremely helpful in enhancing the knowledge of a non-technical student, leading to their transformation into a SALESFORCE expert. I have had the opportunity to interact with Amit during Sales force Dev and Admin training. His knowledge of the domain is exceptional. We covered Sales force in detail and also discussed actual business scenarios and their solutions. I really appreciate his style of teaching and he goes out of his way to clear all the doubts. Amit touched all the major topics that we should know as a Sales force Administrator, and shared enough resources to help up gain detailed knowledge. He encouraged us to ask questions, and clarified all of our doubts every time. I highly recommend Amit as a teacher. "

Sonia D.
V

Salesforce Consultant

"Amit had conducted training for us on all modules of salesforce. He has vast and thorough knowledge on all topics and is very articulate. He has a great techniques to teach that makes learning real easy. One trait that helps is that before he starts new topic, he recaps previous topic. Overall, it was easy and joyful to learn from Amit... About me, I am a senior architect with 15+ years of experience in IT industry. Have done consulting for many fortunate 500 company.. "

Sonia D.
S

Salesforce Consultant

"The course covered both the basics and gave a hand-on approach to solving real time issues in Salesforce. I was able to get through to the trainer for any clarifications immediately and the support provided in preparing for the certifications were really helpful. "

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Different batches available for this Course

5 out of 5 4 reviews

Sonia D. https://p.urbanpro.com/tv-prod/member/photo/383163-small.jpg Rajarajeshwari Nagar
5.0054
Sonia D.
P

Salesforce Consultant

"Amit has deep knowledge about it. He has done all Sales force certifications and is a real Sales force guru. I was at the beginning of my career and with his knowledge and patience he assisted me to make my journey very much easier. He is very spontaneous, knowledgeable, patient, enthusiastic and inspiring. His knowledge in Sales force is very very deep. He explains things in very simple manner which is very helpful for people without any background of the subject are also comfortable. e is an extremely approachable person and unlike many trainers likes many questions to be asked, which makes him a standout Trainer. His passion for Sales force, is very much evident in his style of teaching, which is a much needed ingredient to be a Quality trainer. I liked his class because it was not like those training where one would read from presentations but was very interactive.I would definitely recommend Amit as a Sales force Trainer. "

Sonia D.
J

Salesforce Consultant

"The training sessions are well-structured; they are extremely helpful in enhancing the knowledge of a non-technical student, leading to their transformation into a SALESFORCE expert. I have had the opportunity to interact with Amit during Sales force Dev and Admin training. His knowledge of the domain is exceptional. We covered Sales force in detail and also discussed actual business scenarios and their solutions. I really appreciate his style of teaching and he goes out of his way to clear all the doubts. Amit touched all the major topics that we should know as a Sales force Administrator, and shared enough resources to help up gain detailed knowledge. He encouraged us to ask questions, and clarified all of our doubts every time. I highly recommend Amit as a teacher. "

Sonia D.
V

Salesforce Consultant

"Amit had conducted training for us on all modules of salesforce. He has vast and thorough knowledge on all topics and is very articulate. He has a great techniques to teach that makes learning real easy. One trait that helps is that before he starts new topic, he recaps previous topic. Overall, it was easy and joyful to learn from Amit... About me, I am a senior architect with 15+ years of experience in IT industry. Have done consulting for many fortunate 500 company.. "

Sonia D.
S

Salesforce Consultant

"The course covered both the basics and gave a hand-on approach to solving real time issues in Salesforce. I was able to get through to the trainer for any clarifications immediately and the support provided in preparing for the certifications were really helpful. "

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SALESFORCE for Managers Certification Training (SFDC-MGR-SALES-SERVICE) by Amit Dhawan

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