This event has been UPDATED since it was first published. View the UPDATED & Detailed salesforce admin Training course for beginners Information here.

16 Hours  Salesforce CRM Administration Training course is Instructor-led and guided and is being delivered from October 27, 2020 - November 19, 2020 for 16 Hours over 4 weeks, 8 sessions, 2 sessions per week, 2 hours per session.

• Instructor-led and guided training
• Practical Hands-On, Highly Interactive training
• This course will be taught in English language
• All Published Ticket Prices are in US Dollars

16 Hours  Salesforce CRM Administration Training Course Schedule

• October 27, 2020 - November 19, 2020 US Pacific time
• 16 Hours | 2 Hours on Tuesdays, 2 Hours on Thursdays every week US Pacific time
• 8:30 AM - 10:30 AM US Pacific time each of those days
• Please click here to add your city name and check your local date and time for the first session to be held on October 27, 2020 at 8:30 AM US Pacific Time.

Features and Benefits

• 16 Hours, 8 sessions, 4 weeks of total Instructor-led and guided training
• Training material, instructor handouts and access to useful resources on the cloud provided
• Practical Hands-on Lab exercises provided
• Actual code and scripts provided
• Real-life Scenarios

Course Objectives

• Understanding high-level Architecture of Cloud Platform.
• Handle the Salesforce Cloud Application Admin activities in the real-time
• Work independently with implementing Advance concepts.
• In-depth knowledge of various elements.
• Working on Reports and Dashboards.
• Business process customizations.

Prerequisites                      

• Computer System
• Windows/Linux Administration
• Any Programming Language

Who can take Salesforce CRM Administration Online Training

• Any IT experienced Professional who are interested to build their career in Cloud environment with Admin role.
• Any Graduate.

Course Outline

1. Cloud Computing Services and CRM

• Definition of cloud computing
• On-demand advantages of Cloud computing
• What is CRM and How CRM can Help?
• Legacy CRM Systems.
• Business Value of CRM
• Origin of CRM
• Streamline Business Process
• Services of Cloud computing
• Types of Clouds 

2. Definition Of SalesForce and It’s Products

• Importance of SalesForce
• Importance of CRM and Solutions
• Growth of Revenue using CRM
• Comparison of SalesForce CRM with other CRM Products
• SalesForce Products
• SalesForce Features and Edition Limits 

3. Sales Cloud-Generic Business Process

• Features of Sales Cloud
• Products
• Campaign
• Lead
• Account
• Opportunity
• Contact
• Contract
• Quote
• Order
• Forecast
• Entitlement 

4. Service Cloud-Customer Service

• Features of Service cloud
• case
• Solution
• Public Knowledge Base
• Web-to-case
• Self-Service Portal
• Escalation rules 

5. Company Information

• Creating Company Profile
• Setting Fiscal Year
• Setting Business Hours
• Setting Holidays
• Setting Language
• Identifying Edition 

6. Salesforce-force.com Platform

• Creating User Login Credentials
• Setup-Personal Setup
• About Administration Setup
• Standard Applications
• Standard Tabs
• Standard Objects
• Creating Custom Application(Design)
• Creating Custom Objects
• Creating Custom Tabs
• Creating Custom Fields Using Data Types
• Creating Custom Picklist and Dependencies 

7. Manage Users

• Creating users
• Creating Roles
• Creating Custom Profiles
• Discussion on Standard Profiles
• Creating Permission Sets
• Creating Public Groups
• Creating Queues
• Login History 

8. Relationships in Salesfore

• Lookup Relationship
• Master-Detail Relationship
• Many to many Relationships
• Junction Object
• Rollup Summary Fields
• Real-Time Scenarios 

9. Applying Validations and Formulas

• Overview of validation
• Creating Validation Rule
• Apply Formula in Validation
• PageLayout on Objects
• Mini Page Layout
• Search Layout
• Record Type
• Field Level Security on Layout 

10. Object Level Security Model (Table)

• Profile Level
• Permission Set Level 

11. Field Level Security Model (Column)

• Profile Level
• Page Layout Security
• Permission Set Security 

12. Record Level Security Model-Sharing Settings (ROW)

• Overview of Record Level security
• Organization-Wide-Default
• Sharing Rules
• Grant Access Using Hierarchies
• Internal Access
• External Access
• Manual Sharing
• Owner Based Sharing Rule
• Both Usage of Profile and OWD
• Real-Time Scenarios 

13. Workflows and Approvals

• Overview of Workflows
• Email Alerts
• Tasks
• Field Updates
• Outbound Messages
• Time Dependent Workflow Actions
• Order of Execution
• Approval Process Definition
• Dynamic Approval Process
• Multi-Step Approval Process
• Parallel Approval Process
• Approval Process Actions
• Real Time Scenarios 

14. Data Management with SFDC

• Overview Import wizard
• Limitations on Import Wizard
• Data Export
• Import Objects
• .CSV File usage in SalesForce
• Import Data into SalesForce
• Data Loader
• Mass Transfer Records
• Mass Delete of Records 

15. Security Settings

• Single-Sign-on settings
• Session Settings
• Password Policies
• Identity Provides
• Login Access
• Identity Connect
• Email Admin Setup 

16. Email Administration

• Deliverability
• Test Deliverability
• Organization-Wide Addresses
• Setting Email Footers
• Compliance BCC Email 

17. Administrative Integration

• Overview on Declarative(no-code)
• Overview on Programmatic (coding)
• Integrating SFDC to SFDC, SFDC to Excel, SFDC to Facebook 

18. Reports and Dashboards

• Importance of Reports
• Discussion On Standard Report
• Creating Custom Report
• Creating Tabular Report
• Creating Summary report
• Creating Matrix Report
• Creating Joined Report
• Creating Report Types
• Applying Filters on Report
• Run Report
• Export Report
• Create Dashboard
• Fetching Dashboard into Visual Force 

19. Resolving Project Issues

• Overview on Types of Projects
• Issue Capturing and Priority
• Issue Resolving
• Issue escalation
• How Real-Time Issues
• Overview on Outlook Email
• Code Checking
• BluePrint
• Agile Methodology
• How to Clear RoadBlocks
• Office Communicator(OC)