Sales Force Admin Course Training - noida

Sales Force Admin Course

Description Of Cloud Computing And Types

• Definition of cloud computing
• On-demand advantages of Cloud computing
• Services of Cloud computing

v  Saas(Software as a Service)

v  PaaS(Platform as a Service)

v  IaaS(Infrastructure as a Service)

• Types of Clouds

v  Public Cloud

v  Private Cloud

v  Hybrid Cloud

v  Community Cloud

Description Of Sales force And It’s Product

• Importance of Salesforce
• Importance of CRM and Solutions
• Grouth of Revenue using CRM
• comparison of Salesforce CRM with other CRM Products
• Salesforce Products
• Sales cloud
• Service cloud
• Marketing cloud
• Force.com platform
• Configuration
• AppExchange
• Chatter
• Web services

   Sales force Features and Edition Limits 

Getting Around the App

• Understand the data model and navigation
• Explore the Lightning Experience
• Find answers in Help & Training

Getting Your Organization Ready for Users

• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
• Enable mobile access with Salesforce1

Setting Up and Managing Users

• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand SalesforceA capabilities
• Set up Chatter Free Users and Invites

Security and Data Access

• Restrict logins
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security

Customization: Fields

• Administer standard fields
• Create new custom fields
• Create selection fields: pick lists and lookups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality

Managing Data

• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with Data.com
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records

• Reports and Dashboards

  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize report data with formulas and visual summaries
  • Print, export, and email reports
  • Build dashboards

  Automation

  • Email Templates
  • Set up workflow rules and Process Builder
  • Automate leads and cases

  Managing the Support Process*

  • *For virtual classroom attendees, this content is delivered as an online
  • module.
  • Automate the support process
  • Understand the Salesforce Console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards