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SALESFORCE - ADMINISTRATOR

Administration of Sales force– Course Content: Identity Confirmation:

  • CRM functionalities, Products of SF, Login to SF Page
  • Sales Architecture, Lead Conversation, Accounts, Contacts
Customization:
  • Create Custom Profiles and Users
  • Custom Objects & Custom Fields & Custom Tabs
  • Customizing Relationships, Formula fields and Rollup Summary fields
  • Define Dependent Picklists
  • Customize Page Layouts, Record Types
  • Customize Standard related lists
  • Learn About Record Types & Business Processes
  • Use Field Level Security
Security & Access:
  • Set Organization-Wide Defaults
  • Role Hierarchy, Public Groups, Queues, Permission Sets
  • Sharing Rules
Workflow:
  • Define Workflow
  • Set up Workflow rules
  • Set up workflow tasks &Email Alerts &Field Updates
  • Learn About Record Types & Business Processes
Approval Process:
  • Plan Approvals using workflow
  • Use the approval wizard – standard vs. jump start
  • Create workflow approvals
Data Validation:
  • Learn about Salesforce CRM Data Validation
  • Create Data Validation Rules
  • Learn about the Custom fields & Unique properties
Data Utilities:
  • Import records using the import wizards
  • Apex Data Loader tool
Analytics:
  • Create Report Types
  • Create Custom Reports
  • Learn about Advanced filters and Conditional Highlighting in Reports
  • Use Custom Summary formulas
  • Create Dashboards
The App exchange:
  • Learn about App Exchange
  • Install an App
  • Uninstall an app
Extending Salesforce CRM:
  • Learn about Custom Wed Tabs
  • Build a Custom tab

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US IT Training

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US IT Training

This is basic card with image on top, title, description and button.This is basic card with image on top, title, description and button.This is basic card with image on top, title, description and button.This is basic card with image on top, title, description and button.This is basic card with image on top, title, description and button.This is basic card with image on top, title, description and button.