Overview
Program Structure
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FAQs

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 data model and navigation
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

Setting Up and Managing Users
Manage user profiles
Create and manage users
Troubleshoot user login issues
Understand Salesforce A capabilities
Set up Chatter Free and Chatter external users
Understand Salesforce1 settings

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 and social accounts and contacts
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
Set up workflow rules and Process Builder
Automate leads and cases

Q: What is 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: When are the courses held?

A: The courses are scheduled monthly throughout the year.

Q: What do I take away from the course?

A: As well as the skills to use the product, you also receive a comprehensive workbook and a certificate of attendance.

Q: Do I get a course manual to keep?

A: Yes, you receive a comprehensive workbook.

Q: Where are the classroom training courses held?

A: The courses are all held in Parramatta, Sydney.

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.

Q: Do I need to bring a laptop?

A: Yes, it is required to help you start from scratch on your own machine.

Q: Is there an exam?

A: You do not sit an exam at the end of the course.

Q: What qualification will I get?

A: You will receive a certificate of attendance.

Q: Do I need any previous practical experience?

A: This depends on the course you choose to take. All of our Introductory and Complete courses require no prior knowledge. If you are considering attending an Advanced course, but have not sat the basic course, then you will be expected to have relevant practical experience in the tool.

Q: Do you offer post course support?

A: Yes, in two ways; firstly, all our trainers can help with initial queries you may have when using the tools post-course via email. Secondly, we also provide short-term on-site internship.