$425.98 – $532.07

4 Weeks Salesforce CRM Administration Training in Wellington

Event Information

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Location

IT Training Center

Wellington

New Zealand

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

Event description
4 Weeks Salesforce CRM Administration training is being delivered from September 29, 2020 - October 22, 2020

About this Event

4 Weeks Salesforce CRM Administration training is a Instructor led and guided training delivered from September 29, 2020 - October 22, 2020 for 16 hours over 4 weeks, 8 sessions, 2 sessions per week, 2 hours per session.

  • The medium of instruction is English
  • All Published Ticket Prices are in US Dollars.

4 Weeks Salesforce CRM Administration Training Schedule

Features and Benefits

  • 4 weeks, 8 sessions, 16 hours 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

 

Salesforce CRM Administration Training 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.

 

What are the Prerequisites to learn Salesforce CRM Administration?                              

  • 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.

 

Salesforce CRM Admin Online Training Curriculum

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 Salesfocre

  • 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 
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Date and Time

Location

IT Training Center

Wellington

New Zealand

View Map

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

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