SALES FORCE CRM Course Content :

1. Security Confirmation

• Activate your computer for Salesforce.com CRM

2. Navigation

• Set up Admin options & User Interface

3. Organization Administration of Salesforce.com CRM

• Set your organizations language & locale
• How to Manage organizations currency

4. 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

5. 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

6. Workflow in in Salesforce.com CRM

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

7. Workflow Approvals

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

8. 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

9. 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

10. 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

11. Marketing Administration

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

12. 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

13. Administration Console

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

14. Extending Salesforce CRM

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

15. The AppExchange

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