ADMINISTRATION


Administration of Sales force– Course Content:

Identity Confirmation:
• CRM functionalities, Products of SF, Login to SF Page
• Sales Architecture, Lead Conversation, Accounts, Contacts
Customization:
• Create Custom Profiles and Users
• Custom Objects & Custom Fields& Custom Tabs
• Customizing Relationships, Formula fields and Rollup Summary fields
• Define Dependent Picklists
• Customize Page Layouts, Record Types
• Customize Standard related lists
• Learn About Record Types & Business Processes
• Use Field Level Security
Security & Access:
• Set Organization-Wide Defaults
• Role Hierarchy, Public Groups, Queues, Permission Sets
• Sharing Rules
Workflow:
• Define Workflow
• Set up Workflow rules
• Set up workflow tasks &Email Alerts &Field Updates
Approval Process:
• Plan Approvals using workflow
• Use the approval wizard – standard vs. jump start
• Create workflow approvals
Data Validation:
• Learn about Salesforce CRM Data Validation
• Create Data Validation Rules
• Learn about the Custom fields & Unique properties
Data Utilities:
• Import records using the import wizards
• Apex Data Loader tool
Analytics:
• Create Report Types
• Create Custom Reports
• Learn about Advanced filters and Conditional Highlighting in Reports
• Use Custom Summary formulas
• Create Dashboards
The App exchange:
• Learn about App Exchange
• Install an App
• Uninstall an app
Extending Salesforce CRM:
• Learn about Custom Wed Tabs
• Build a Custom tab