Sales force CRM Online Training

Sales force CRM Online Training


    SALES FORCE CRM Course Content :

    1. Security Confirmation

    • Activate your computer for CRM

    2. Navigation

    • Set up Admin options & User Interface

    3. Organization Administration of CRM

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

    4. Customization in 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 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 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 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 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

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    Course Features

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    Expert Educators

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    Real-time Scenario based Assignments and Case Studies