Salesforce is cloud based CRM software, developed to make organizations function efficiently and profitably by reducing the cost of managing hardware infrastructure. Salesforce offers a wide range of features in all the functional areas of a company:
Who Can take this course – Target Audience: -
Pre-requisites for the Class: -
Course Content: -
– Describe the components of the company profile (e.g., fiscal year, business hours, currency management, default settings, company information).
– Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve locked user accounts).
– Given a scenario, troubleshoot common user access and visibility issues.
3.GLOBAL USER INTERFACE
– Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).
4.SECURITY AND ACCESS
– Explain the various organization security options (e.g., passwords, IP restrictions, identity confirmation, network settings).
– Describe the features and capabilities of the Salesforce sharing model (e.g.,record ownership, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
– Given a scenario, apply the appropriate security controls (e.g., organizationwide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
– Describe the various settings and permissions a profile controls (e.g., IP access,login hours, record types, access to tabs, permissions, object permissions, field level security).
– Given a scenario, determine the appropriate use of a custom profile.
5.STANDARD AND CUSTOM OBJECTS
– Describe the standard object architecture and relationship model.
– Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects.
– Given a scenario, determine the appropriate fields and page layouts for custom and standard objects.
– Explain how to create, delete, and customize record types for custom and standard objects.
– Given a scenario, determine the appropriate record types and business processes for custom and standard objects.
– Explain the implications of deleting fields.
– Describe when to use and how to create formula fields.
6.SALES AND MARKETING APPLICATIONS
– Given a scenario, identify the capabilities and implications of the sales process.
– Given a scenario, identify when to apply the appropriate sales productivity features (e.g., big deal alerts, update reminders, similar opportunities,
competitors, team selling).
– Describe the capabilities of products and price books.
– Describe the capabilities of lead management (e.g., lead conversions, lead source, lead field mapping).
– Given a scenario, identify how to automate lead management (e.g., queues, assignment rules, web-to-lead, and auto-response).
– Describe the capabilities of campaign management (e.g., hierarchies,influences, campaign members).
7.SERVICE AND SUPPORT APPLICATIONS
– Describe the capabilities of case management (e.g., case processes, case settings, and case comments).
– Given a scenario, identify how to automate case management (e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
– Describe the capabilities of solution management (e.g., settings, categories, processes).
– Describe the basic capabilities of portals.
– Describe the capabilities of the Community application (e.g. Ideas, Answers).
– Describe the capabilities of Salesforce Knowledge.
– Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events, cloud scheduler).
– Describe the features of Chatter (e.g., feed, groups, following, security).
– Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, field matching, matching types, record IDs, external IDs, duplicate records).
– Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard).
– Describe the capabilities and implications of the data validation tools.
– Describe the different ways to back up data (e.g., weekly data export service, exports, dataloader).
11.CONTENT AND FOLDER MANAGEMENT
– Describe the capabilities of Salesforce Content (e.g., presentation assembly,content delivery, content packs, workspaces, tags).
– Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents.
12.ANALYTICS, REPORTS AND DASHBOARDS
– Describe the options available when creating or customizing a report (e.g.,report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
– Describe the impact of the sharing model on reports.
– Describe the options available when creating and modifying dashboards (e.g.,dashboard components, data sources, chart types, scheduling, and running user).
– Describe the capabilities of custom report types.
– Describe when workflow are evaluated.
– Describe the capabilities of workflow rules and actions.
– Given a scenario, identify the appropriate workflow solution.
– Describe capabilities and use cases for the approval process.
14.DESKTOP AND MOBILE ADMINISTRATION
– Describe the capabilities of Salesforce Mobile.
– Describe the installation and synchronization options of Salesforce for Outlook.
– Identify use cases for AppExchange applications.
Recommended next Course after this course: -
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