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Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts

Many people asking me this question that who can learn Salesforce CRM admin training. Very good question actually. CRM means Customer Relationship Management, means every business should have their office place, products or services, customers, profits, loss, employees, right? This doesn’t apply only for software. Almost every business having these basic things. So, in order to deal with your customers we need CRM. So friends, if you have any fears on Salesforce CRM, please avoid them because Anybody can learn this technology. Such a wonderful tool which is giving software job opportunity to everyone.
Some of my friends from degree background, Sceince, political, MBA, commerce etc,. students are also cracking jobs on this technology.

CRM CONCEPTS

  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

 

Administration

Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs