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SALES FORCE Admin

Course outline of Salesforce Admin Training
Security Confirmation

  • Activate your computer for Salesforce.com CRM


Navigation

  • Set up Admin options & User Interface


Organization Administration of Salesforce.com CRM

  • Set your organization’s language & locale
  • How to Manage organization’s currency


Customization in Salesforce.com CRM

  • How to Create custom profiles & custom fields
  • How to Define dependent picklists
  • How to Customize lookup fields & formula fields
  • How to Customize page layouts
  • Customize standard related lists
  • Learn about record types & business processes
  • Use field-level security


Security & Access in Salesforce.com CRM

  • How to Create & manage your users
  • How to Set organization-wide defaults
  • Learn about record access
  • How to Create the role hierarchy
  • Learn about role transfer & mass transfer functionality
  • Learn about the Sharing model
  • Manually share records
  • Set up opportunity team selling & account teams
  • Learn about folder access


Workflow in in Salesforce.com CRM

  • How to Define workflow
  • How to Set up workflow rules
  • How to Set up workflow tasks & alerts


Workflow Approvals

  • Plan approvals using workflow
  • How to use the approval wizard – standard vs. jump start
  • Create workflow approvals


Data Validation in Salesforce.com CRM

  • Learn about Salesforce CRM data validation
  • Create data validation rules
  • Learn about custom field unique and duplicate properties
  • Execute an initial import
  • Update via the import wizard


Data Utilities for Import and manage data

  • Importing overview
  • Learn about import solutions & custom object records using the data loader
  • How to use mass delete
  • Initiate weekly export
  • How to use storage


Analytics & Reports in Salesforce.com CRM

  • Create custom reports
  • How to use advanced filters
  • How to use conditional highlighting
  • How to use custom summary formulas
  • How to use dashboards


Marketing Administration

  • Terminology overview
  • Use the Integrated Campaign Builder
  • Learn about lead assignment setup
  • Learn Web-to-lead & auto-response rules


Service & Support Administration

  • Learn about case escalation
  • Identify solution categories, & suggested solutions
  • How to set up the self-service portal
  • Mass manage self-service portal users


Administration Console

  • Navigate the Administration Console
  • How to create a Administration Console


Extending Salesforce CRM

  • What are custom objects
  • Learn about custom tabs
  • Learn about custom Web tabs
  • Build a custom app


The AppExchange

  • What is the AppExchange
  • How to install an app
  • How to delete an app