salesforcecrm

Description


SALESFORCE CRM

Radhika Technosoft head


SESSION I:


Identity Confirmation


·         Activate your computer


·         Setting Up the User Interface


·         Set up the UI & search options


·         Organization Administration


·         Set your organization's language & locale


·         Manage currencyCustomization


·         Create custom profiles & custom fields


·         Define dependent picklists


·         Customize lookup fields & formula fields


·         Customize page layouts


·         Customize standard related lists


·         Learn about record types & business processes


·         Use field-level securitySecurity & Access


·         Create & manage your users


·         Set organization-wide defaults


·         Learn about record access


·         Create the role hierarchy


·         Learn about the sharing model


·         Manually share records


·         Set up opportunity team selling & account teams


·         Learn about folder accessWorkflow


·         Define workflow


·         Set up workflow rules


·         Set up workflow tasks & alertsWorkflow Approvals


·         Plan approvals using workflow


·         Use the approval wizard – standard vs. jump-start


·         Create workflow approvals


·         Data Validation


·         Learn about Salesforce CRM data validation


·         Create data validation rules


·         Learn about custom fields & unique properties Data Utilities


·         Import records using the import wizards


·         Use mass delete


·         Use mass transfer


·         Learn about storage utilization


·         Analytics


·         Create custom reports


·         Use advanced filters


·         Use conditional highlighting


·         Use custom summary formulas


·         Create dashboardsThe AppExchange


·         Learn about the AppExchange


·         Install an app


·         Uninstall an appMarketing Administration


·         Use the integrated campaign builder


·         Learn about lead queue & lead assignment setup


·         Learn Web-to-lead & auto-response rulesService & Support Administration


·         Learn about cases & solutions


·         Set up case escalation rules


·         Identify solution categories & suggested solutions Salesforce Console


·         Navigate the Salesforce Console


·         Create a Salesforce ConsoleExtending Salesforce CRM


·         Learn about custom objects


·         Learn about custom tabs


·         Learn about custom Web tabs


·         Build a custom app


SESSION II:


Designing Applications On Force.Com


·         Learn about factors to consider when building a data model


·         Develop custom objects and fields, encrypted fields, field help, and field history tracking


·         Use master detail, lookup, and many-to-many relationships


·         Create a user interface for custom applications using the Custom Object tab, Page Layout, and


·         Customization options


·         Set field attributes on the page layout


·         Use the Custom Object queue and event-based workflow rules with field update actions


·         Develop custom formulas and validation rules Designing Applications for Multiple Users


·     

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