Salesforce.

com Administration Essentials (DA 201)

This training will help you become aSalesforce.com Certified Administrator!In this course, you learn best practices on how to set up, configure, and maintainyour Salesforce sales, support, and marketing functionality. Classroom - 5 days i.e. 40 Hours

Course Objective:

This course is specifically designed for Salesforce Administrators who can implement setup, reorganize, maintain and customize organizations Salesforce.com CRM system. This course helps to clear Salesforce.com Administration Certification Examination (201). Get an idea on how and when to use Salesforce.com on-demand features.

Target Audience:
The course can be taken by Administrators, Sales Person, IT Managers and Power users who are new to Salesforce.com System or have only had a limited exposure. Salesforce beginners who has less exposure on Programming Language and wants to setup, manage and configure Salesforce.com application. Both freshers and experienced professionals can take this course.

Course Value
Upon completion of this course; you will able to Get a clear picture of Cloud Computing model, Force.com capabilities, DaaS, SaaS and PaaS. Understand the criticality and importance of administrators in Salesforce.com. Understand the standard applications and features create and manage applications in force.com platform including business approval process, rules, and advanced fields. Understand the auditing and security system, data & manage storage usage. Get an in-depth knowledge of Data Analytics. Understand Salesforce CRM Sales, Salesforce CRM Marketing, Salesforce CRM Service, Administration Console, Sandbox and the AppExchange

Course Prerequisites

For any graduates having fundamental knowledge on Salesforce.com CRM system, Force.com platform overview and brief idea of Cloud Computing Technologies. Those who have attended Salesforce.com Training for Beginners

Course Outline
1. Overview of Salesforce CRM This module provides an overview of Salesforce CRM. Learn about the evolution and architecture of Salesforce CRM, the different editions and applications that are available, and the different standard objects you can use to store and manage your data. Administration Overview Force.com On-Demand platform, architecture &features, API DaaS, SaaS & PaaS 2. Identity Confirmation Learn how to use the identity confirmation feature to activate computers outside your IP ranges, enter trusted IP ranges, and keep your application both secure and accessible for your users. Activate your computer 3. User Interface Learn how to enable and customize a variety of user interface settings for your end users, including list views, tags, search, and inline editing. Set up the UI & search options 3a. Sales Cloud preview Basics of Sales Cloud Sales process 4. Organization Administration Learn the basics of organization administration, including how to set up your company profile, add multi-currencies, and use fiscal years. Company information User Licenses, Feature Licenses, Used Data/FileSpace Set your organizations language & locale Manage currency Communication Templates (Letterhead, EmailTemplate) 5. Security and Access Learn the basics of configuring security and access settings in Salesforce CRM. Youll learn how to create and maintain user records as well as set up your companys organizationwide defaults, role hierarchy, and sharing models. Youll also learn how to mass-transfer records, set up account and sales teams, and create folders to provide access to your organizations key documents. Create & manage your users Set organization-wide defaults Learn about record access Create the role hierarchy Territory Management Learn about the sharing model Manually share records Set up opportunity team selling & account teams Learn about folder access 6. Customization Learn how to configure Salesforce CRM to suit your business needs, including how to create custom profiles, custom fields, and page layouts. Youll also learn how to use tab settings, record types, and field-level security to control what data your users can access in the application. 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 security 7. Workflow and Approvals Learn how to create an automated business process by using workflow approvals. Youll learn how to plan your approval process, use the built-in wizards to create and test your process What areWorkflowand Approvals Difference between WAP and Workflow Define workflow Set up workflow rules Set up workflow tasks & alerts Plan approvals using workflow Use the approval wizard standard vs. jump-start Create workflow approvals Implementing Workflow Rules, Assignment Rules, escalation Rules, Auto-Response Rules, Time dependentRules, Validation Rules and SharingRules 8. Data Validation Learn how to use Salesforce CRM validation tools to ensure data integrity before its saved in the application. Youll learn how to create data validation rules, set up a validation design methodology, and use the required and unique property features to control data that is entered. Learn about Salesforce CRM data validation Create data validation rules Learn about custom fields & unique properties 9. Data Utilities Learn the basics of data utilities, including how to use data import tools like the data loader to import and export records as well as update existing data. Youll also learn about the weekly export feature and best practices for storage utilization. Data Import/Export Import records using the import wizards Use mass delete Use mass transfer Learn about storage utilization Data Loader

 External ID 10. Analytics Learn the basics of reporting in Salesforce CRM, including how to create standard and custom reports by using different report types and filter criteria. Youll also learn how to create custom summary formulas and use dashboards to display your results. Understanding Analytics Create custom reports usingReport Builder Create, Manage and Schedule Reports Summary/Matrix/Tabular Report How to use group functions and advanced filters Refresh Dashboard, Print and Export Reports Use advanced filters Use conditional highlighting Use custom summary formulas Create dashboards 11. AppExchange Learn how to search for and install applications from the AppExchange. Youll also learn how to manage and delete applications youve installed. Overview on Force.com AppExchange Types of application (Managed / Unmanaged) Install an app:Download, Upload, Install, Manage, Upgrade applications Uninstall an app Licensing 12. Sales Cloud Sales Process Lead Management Opportunity Management Team selling 13. Marketing Administration Learn about the marketing administration features available in Salesforce CRMs marketing functionality. Specifically, youll learn how to create a campaign targeting both existing and new leads, convert leads, and measure campaign results. Understanding Marketing Terminologies Campaign and Leads Use the integrated campaign builder toCreate Campaigns and use of Campaign Hierarchies Learn about lead queue & lead assignment setup Learn Web-to-lead & auto-response rules 14. Service Cloud Learn the basics of administering salesforce.coms Service Cloud. Youll learn how to define the settings and rules for case processing. Youll also learn how to set up solutions to help support reps resolve cases more quickly and increase self-service options. Overview of Service and Support Solutions, Ideas, Answers & Knowledge Understanding Support Process and SupportSettings Learn about cases & solutions Set up case escalation rules Identify solution categories & suggested solutions Web-to-case, Email-to-case & Auto-response Rule Set up the self-service portal Understanding Case Teams and Case Comments 15. Activities Understanding Tasks and Events Setup and Manage Public Calendars and Resources Understanding Activity Settings 16. Salesforce CRMs Console Learn how to set up Salesforce CRMs console so users can access and view related information on one screen. Youll also learn how to configure the console so that it fits your business needs and how to navigate through the console to find the information you want quickly. Overview of Slaesforce.com Console features Setup, Navigate and Manage Console Create and assign Console Layouts 17. Extending Salesforce CRM Learn about the application features that let you extend your Salesforce CRM implementation. Learn about custom objects Learn about custom tabs Learn about custom Web tabs Build a custom app 18. Getting a Head Start with Chatter Get ahead of the curve with Salesforce Chatter, the enterprise collaborationtool. Learn how to enable Chatter and train your users on best practices. Using Chatter Chatter Admin Essentials 19. Integration Integration Overview Outlook Integration Briefcase Setup Chatter Settings Project
20. Certification How to prepare for certification exam, Certification Exam Pattern

Certification exam questions

Course Investment
The course fee for this program is INR 12000+Service Tax

More details
For more information you can write to contact@dhruvsoft.com or check our website www.dhruvsoft.com