Sales-Forces-Administrator Training Program:

Transcription

1 Sales-Forces-Administrator Training Program: Duration: 50 Hrs Training Mode: Class Room/On-line Training Features: Trainers from Corporate Unlimited Lab facility Valid Materials Resume Preparation and Mock Interview 100% Placement Assistance 1. Introduction a. Introduction to Cloud Computing What is Cloud Computing Advantages Layers Client, Application(Software as a Service (SaaS)), Platform (platform as a service (PaaS)), Infrastructures(infrastructure as a service" (IaaS)), Server Deployment Models Public cloudm Community Cloud, Hybrid Cloud, Private Cloud b. Introduction to Sales Force What is salesforce.com Advantages Products and Services a. Customer Relationship Management(CRM) Salesforce CRM and other CRM b. The Sales Cloud c. The Service Cloud d. Force.com Platform e. Chatter f. AppExchange g. Configuration h. Web services i. Mobile support 2. Introduction to Force.com Platform a. Registering Developer Edition with Salesforce.com b. Standard applications c. Standard Tabs d. Standard Objects and relationships, Links e. Setup page Personal Setup, Application Setup and Administration Setup

2 3. Personal Setup a. Personal Information b. Change Password c. Reset my security Token d. Change My Display e. Grant Login Access f. Calendar Access g. Reminders h. Settings 4. Designing Applications on Force.com I a. Creating new application b. Creating Custom objects c. Creating Tabs Custom Tabs, Web tabs d. Adding text,currency,checkbox,date fields e. Creating Picklists f. Field Dependencies 5. Designing Applications on Force.com - II a. Encrypted fields, field help, and field history tracking b. Use master detail, lookup, and many-to-many Relationships c. Custom button and links Creation d. Rollup Summary field 6. Designing Applications on Force.com III a. Develop custom formulas. i. Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes b. Validation Rules Creating rule by applying formulas c. Payelayouts Payelayout Editor,Grouping fields into New Section, adding spece between Fields, Editing Field properties d. Search Layouts 7. Designing Applications on Force.com IV a. Workflows i. Introducing Workflow Rules and work flow actions Alerts templates

3 Tasks Field Updates Queues and Time Dependent Workflow Actions 8. Designing Applications on Force.com V a. Creating an approval Process i. Create an template for approvals ii. Create an Approval Process iii. Create a Custom Profile iv. Create User v. Test the Approval Process 9. Reports a. Introducing Reports and Custom Reports b. Create a tabular Report c. Create a Summary Report Adding Summary fields and adding Columns and Filters d. Create Matrix Report e. Exporting Reports f. Dashboards Creating and Editing Dashboards, Adding Dashboard SnapShots to Home Page, Creating Additional Reports g. Creating Custom Report Types 10. Sharing and Security data I a. Creating User Accounts b. Controlling Access to Data c. Controlling Access to Objects i. Introducing Profiles ii. Standard Profiles iii. Custom Profiles d. Controlling Access to Fields i. Introducing Filed Level Security ii. Accessing Field-Level Security Settings 11. Sharing and Security data II a. Controlling Access to Records i. Introducing Organization-Wide Defaults ii. Introducing Role Hierarchies iii. Company Roles and Profiles

4 iv. Sharing Rules v. Manual Sharing 12. Sharing and Security data III a. Displaying Field values and Page Layouts according to Profiles b. Overriding Sharing with Object Level Permissions c. Administration Groups Managing Groups(Public and Personal) 13. Sharing and Security data IV a. Login History b. Password Policies c. User session Settings d. Set Trusted Ip range 14. Administration Setup Mobile, Desktop and administration a. Mobile Administration: i. Configuring Mobile user ii. User Settings b. Desktop Administration: i. Configuring for outlook ii. Offline Briefcase configuration c. Administration i. Testing Deliverability ii. Deliverability Settings iii. Setting Organization-Wide addresses iv. Compliance BCC v. Setting Footers 15. Company Profile and Monitoring a. Editing Company Information b. Settings Fiscal Year c. Settings Business Hours and Holies d. Language Settings e. Debug Logs f. Log files

5 16. Managing data - I a. Importing data to Salesforce.com from external Sources b. Import Custom objects c. Data Export d. Mass Transfer Records e. Mass Delete Records f. Mass Transfer Approval g. Mass Update addresses 17. Managing data II a. Data Loader i. Data loader Overview ii. When to use Data Loader iii. Installing and Configuraing data Loader iv. Use Data Loader to create mapping files and upsets data v. Running Batch Processes vi. Command Line Quick start b. Dataloader.io Contact us HART (Hermes Academy Resources & Technology). No.1, First Floor Baba Tower. Sterling Road, Nungabakkam.