Salesforce CRM Admin Development Online Training

Salesforce CRM Admin Development Online Training

Salesforce CRM Admin Development Online Training
Salesforce CRM Admin Development Online Training

Salesforce CRM Admin Development Online Training Course Content :

Introduction

  • Cloud Computing
  • Customer Relationship Management(CRM)
  • Types of CRM
  • Salesforce CRM-Overview

Getting Around the App

  • Activating your Computer
  • System Overview
  • Standard Data Model and Navigation
  • Help & Training
  • Setting up the UI(Home) and Search options

Functional Flow of SFDC Apps

  • Sales Cloud
  • Service Cloud
  • Marketting
  • Content

Getting Your Organization Ready for Users

  • Setup Company Profile
    • Language, Locale, Fiscal Year
    • Business Hours, Holidays
    • Currency Management
  • Manage Users
    • Profiles, Users,Permission Sets
    • Public Groups, Queues

Customization

  • Creating Custom Apps
  • Standard/Custom Objects,Tabs
  • Creating new Custom Fields
  • Relationships/Data Model
  • Creating Selection Fields: Picklists and Lookups
  • Field Dependencies
  • Creating Formula Fields
  • Working with Page Layouts/Related Lists
  • Working with Record Types and Business Processes

Security and Data Access

  • Organization Wide Defaults
  • Determining Object Access
  • Setting up Record access
  • Managing Field-Level security
  • Record Ownership/Manual Sharing
  • Sharing Rules
  • Managing Role Hierarchy
  • Folder Access
  • Login IP Ranges & Login IP Hours

Salesforce Automation & Collaboration

Automation

  • Workflow Rules
  • Approval Processes
  • Validation Rules
  • Case & Lead Automation

Collaboration

  • Chatter
  • Partner Portal

Managing Data

  • Imports Overview
  • Import Wizards
  • Data loader
  • Mass transfer
  • Backing up data
  • Mass delete and the Recycle Bin

Migration

  • Data Migration using Apex Dataloader
  • Code Migration using Change Sets
  • Code Migration using Eclipse

Analytics / Reports and Dashboards

  • Running and modifying reports
  • Creating new reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, exporting, and emailing reports
  • Building dashboards

Force.com Platform

  • Apex Collections
  • Visualforce Pages
  • Apex Classes
  • Apex Triggers

Recap

  • Brief Overview
  • Guidence on Certifications
  • Q&A Time

Drop your query

What my Client's Say?

 

  • Prabhu is an excellent instructor, very patient and thorough. I have tried another training class and EXPLORE IT far exceeds other trainers and their methods ~ Hassan Malik

  • An extremely helpful and informative course. Training materials were well organized and provided good case studies. Instructor was extremely professional and pleasant to learn from.~ Bhavani Sudarshnam

  • The training was clear and detailed. I like Parker's style of teaching as the recurrent training is a thorough review of the HR. Every opportunity for the student to ask questions was provided. ~ Yiting Chen

  • Jane Anderson conducted the class in a very professional manner. Examples were very relevant and I feel that I gained a lot from the updated materials this year.~ Somesh Taneja

  • Prem was a great instructor. Thanks Prem for making the training easy to understand. A lot of information was covered. He made the approach easy to follow.~ Komali Sambakula

  • She wants to make sure that her students walk away from her course with a good working knowledge. She is an excellent trainer and cares that all of her students learn the material.~ Kiran Jain

  • Krishna is very thorough and professional. He made the code very understandable. I was very impressed with his teaching methods and presentation of the regulations. EXPLORE IT is the best! ~ Rajesh Isukapalli

  • Mr. Chris Brown was very affirmative with the course, on time and fluent. This is my second recourse with him. I hope to take his course as long as I am shipping at my current job. ~ Awais Rahim