Overview

Salesforce CRM is designed to ensure that you master the concepts of Salesforce Admin and take solid steps toward clearing the Salesforce Administration examination. Our training will help you understand how to administer, configure, and develop new applications in Salesforce.

Duration

2 Days

Location

Training can be conducted online 0r in person at Adactin’s Paramatta Office.

Intended Audience

This includes career starters and career switchers embarking on a Salesforce career, experienced IT professionals aiming to specialize in Salesforce administration, business analysts looking to enhance their skill set, sales and marketing experts utilizing Salesforce in their daily operations, and small business owners managing customer data and sales processes with the platform.

Detailed Program Structure

Module 1- 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.

Module 2- GETTING YOUR ORGANIZATION READY FOR USERS

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

Module 3- SETTING UP AND MANAGING USERS

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

Module 4- 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.

Module 5- 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.

Module 6- 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.

Module 7- 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.

Highlights Of The Program:

• Case Study – Complete practical hands-on exercises will be included for each session.
• Post-Training Assessment Test (30 min).
• Training Certificate from QTechEd (powered by Adactin Group).
• One copy of the course material shall be provided to each participant.
• Feedback Survey form.
• Specialized Trainers to answer queries.
• Support on Mock Interviews.
• Connected with other industry-standard materials.