Your SlideShare is downloading. ×
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Salesforce CRM Training | Salesforce CRM Online Training
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Salesforce CRM Training | Salesforce CRM Online Training

568

Published on

Email: Info@araniconsulting.com for more details on Salesforce CRM Training

Email: Info@araniconsulting.com for more details on Salesforce CRM Training

Published in: Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
568
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
35
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Email: Info@araniconsulting.com or Visitwww.araniconsulting.comCourse DetailsSalesforce CRM Overview 3%Describe the software-as-a-service (SaaS) modelList and describe the different Salesforce applicationsList and describe the standard objectsIdentity Confirmation (setting login restrictions) 2%Describe the Identity Confirmation featureDescribe the differences between logging in through the API versus the UIExplain the concept of Login Hours and Login IP rangesAdd and delete an IP rangeDescribe the methods to allow access to the applicationNavigation – User Interface (UI) Settings 3%Identify specific areas of the Salesforce Home TabConfigure Search settings for your organizationCustomize the Tabs a user can access or select from Tab settingsLocate, identify, and explain the UI features an administrator controlsOrganization Administration 5%List what information is included in the Company Profile
  • 2. List the places where Currency is specifiedDescribe the effect of changing your company’s default Time Zone, Currency, Locale, andLanguageDescribe the effect of enabling the Custom Fiscal Year settingCreate and manage letterheads and email templatesCustomization 17%Describe a ProfileExplain what a Profile controlsList the Standard ProfilesList the features available for managing profilesEvaluate when to create a Custom ProfileExplain the differences between a Custom Field and a Standard FieldList the different types of Custom FieldsSet up a Custom FieldMap Custom Lead FieldsRe-label a Standard ObjectList objects for which you can enable Fields History TrackingDefine the dependencies when using a Dependent PicklistCreate and modify a Dependent PicklistDescribe the capabilities of Custom Lookup fieldsCreate and modify a Lookup FieldDescribe the capabilities of Formula FieldsCreate and modify a Formula FieldDescribe Roll-up Summary FieldsCreate and modify a Roll-up Summary Field
  • 3. Describe the elements within a Page LayoutCreate and modify a Page LayoutCreate, customize, and print a List viewCustomize a Related ListDescribe how to use Record TypesCreate and modify a Record TypeList the objects that require a business processExplain how Field-Level Security affects page layouts and visibilitySet up Field-Level SecuritySecurity & Access 13%List the information captured on the User RecordCreate and maintain User RecordsExplain the Record Owner conceptDescribe the elements of the Sharing modelDescribe the scope and capabilities of Organization-Wide DefaultsExplain how access is granted through the Role HierarchySet up Organization-Wide DefaultsDescribe the use of RolesBuild a Role HierarchyAssign users to RolesMass-transfer records from one user to anotherList the objects that may have Sharing RulesBuild Sharing RulesShare records manually
  • 4. Describe the use cases of Public Groups and where to use themCompare and contrast Sales with Account teamsList the places to use FoldersDescribe how Folder access differs from Record accessCreate Folders to organize and provide access to dataWorkflow 5%Explain how Salesforce implements Workflow and when to use Salesforce WorkflowList and describe use cases for the four Workflow ActionsExplain the capabilities and settings of a Workflow RuleDescribe the differences between immediate and time-dependent Workflow actionsSet up a Workflow Rule and associated actionsWorkflow Approval Processing 3%Define the basics of the Workflow Approval ProcessCompare and contrast the Approval Processes versus WorkflowList the differences between the Jump Start Wizard and the Standard Approval ProcessWizardExplain how to route ApprovalsCreate, modify, and test the Approval ProcessIdentify the settings in creating Workflow Approval ProcessingData Validation 3%Define Data ValidationList common use cases for Data ValidationDescribe when Data Validation Rules are enforced
  • 5. Create Data Validation RulesData Utilities 5%Describe the function of an External IDList and describe the different tools and use cases for data migrationUpdate existing data via importDefine when to use the Data LoaderList the functions of the Data LoaderMass Update RecordsData Utilities (continued) 5%Mass Delete RecordsDescribe the capabilities of the Recycle BinRequest and download a weekly exportExplain how Salesforce allocates storageAnalytics 13%Describe the administrative restrictions on Standard ReportsRun a Standard ReportCreate a Custom ReportSearch for Custom Reports and DashboardsExplain the differences among report typesExplain Custom Report TypesCreate charts to display Report resultsUse Advanced Filter criteria to narrow Report results
  • 6. Create Custom Summary Formulas for Summary ReportsChoose settings for Conditional HighlightingDescribe the capabilities and purpose of a DashboardList Dashboard component typesCreate a Dashboard and add components to itPrint and export ReportsEmail and schedule Reports and Dashboard refreshDefine Running User and how it affects the Dashboard resultsMarketing Administration 5%Define a CampaignDescribe when to use Campaign HierarchiesCreate a Campaign targeting both existing customers and new LeadsList the features used to create an Automated CampaignList the methods to associate Leads and Contacts to a CampaignDescribe how to use Lead Queues to manage LeadsDescribe how to use a Lead Assignment Rule to assign and route LeadsDescribe the use cases for Web-to-LeadDescribe the functionality of a Lead Auto-Response RuleBuild a Lead Queue, Assignment Rule, Web-to-Lead, and corresponding Auto-ResponseRuleMeasure Campaign resultsDescribe the process and effects of converting a LeadService & Support Administration 5%Define a Case
  • 7. Describe use cases for Case HierarchiesDescribe how to use Case Queues to manage CasesDescribe how to use a Case Assignment Rule to assign and route CasesDescribe use cases for Web-to-CaseDescribe uses cases for Email-to-CaseDescribe the functionality of the Case Escalation RuleDescribe the functionality of the Case Auto-Response RuleDescribe the functionality of the Business HoursService & Support Administration (continued) 5%Configure the settings and rules for Case processing, including Business Hours, EscalationRules, and the useof Email TemplatesDefine Solutions and how they can be associated with CasesBuild a Solution Category tree and assign Solutions to CategoriesDefine suggested solutions and explain where to use themDescribe what content is accessible via the Self-Service PortalDescribe the ways to access the Self-Service PortalBuild a Case Queue, Assignment Rule, Web-to-Case, and corresponding Auto-ResponseRuleDescribe use cases for Case TeamsSalesforce Console 2%Describe the functionality of the Salesforce ConsoleDescribe the components of the Console TabSet up the Salesforce Console
  • 8. Navigate within the Salesforce ConsoleCustom Objects, Applications, & Tabs 7%Describe a Custom ObjectDescribe the types of relationships that can exist between objectsCreate a Custom ObjectDescribe a Custom Object Tab and a Web TabCreate a Custom Object TabCreate a Web TabDescribe a Custom AppCreate a Custom AppThe AppExchange 2%Describe the AppExchangeDescribe the characteristics of Managed PackagesInstall a packageUninstall a packageActivities 2%Compare and contrast Tasks and EventsManage Public Calendars and ResourcesIdentify and describe the Activity SettingsDescribe the capabilities of Multiday EventsAdvanced Configuration Options 5%
  • 9. Describe the Client Management featureDescribe the Territory Management featureDescribe Advanced Currency ManagementCustom DevelopmentIntroduction to Visual ForceCreating Pages, Fields etc.,Page StylesComponent IDsStatic ResourcesStandard ControllersCustom Controllers and Controller ExtensionsCustom ComponentsGlobal Variables, Functions and Expression OperatorsStandard Component ReferencesTriggersCreating Own DomainUsage of WebServicesApexWhat are the Apex Collections?What is the Apex Casting?Apex Limitations?Governor Limits and how to overcome these limits?Email Services SOQL (Salesforce.com Object Query Language)SOSl (Salesforce.com Object Search Language)

×