Salesforce CRM is designed to ensure that you master the concepts of Salesforce Admin, App Builder, and clear the Salesforce certification exams. Our training will help you understand how to administer & configure Salesforce and develop new applications using Force.com. The course enables you to understand the concepts and prepare.

Getting Around the App 

• Understand the CRM, its purpose, and navigation.
• Find answers in Help & Training 
• Accounts and Contacts for Lightning Experience
• Leads and Opportunities for Lightning  Experience 

Getting Your Organization Ready for Users

• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings 

Setting Up and Managing Users 

• Manage user profiles
• Create and manage users 
• Troubleshoot user login issues 

Security and Data Access 

• Restrict logins 
• Determine object access using Profiles, Permission Sets, and Permission Set Groups
• Set up record access using Organization-Wide Defaults 
• Manage record access with the role hierarchy. 
• Deal with record access exceptions using Sharing Rules, and Manual Sharing 
• Restriction rule 
• Manage field-level security 
• 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
• 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

• Manage email administration
• Create email Templates
• Create Auto-Response Rules
• Create Assignment Rules
• Create Escalation Rules
• Set up workflows and Process Builder
• Automate leads and cases
• Build and work with flows
  Create a Simple Flow
• Create a Record Triggered Flow

Q: What is the Salesforce?

A: Salesforce.com (SFDC) is an extremely flexible and scalable CRM system that is delivered via the cloud (or software as a service – SaaS.) Salesforce is the #1 CRM product in the market.

Q: Is the training practical or theory based?

A: Both. All of our course combine practical demonstrations and theory. You will have the sole use of a laptop throughout the course and can practice what you have learnt at the end of each chapter.