Search for Training

adm 201 salesforce

Course Overview


Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on adm 201 salesforce which gives you the opportunity to interact with a adm 201 salesforce instructor and help you enhance yourself to meet the demands of the industry.

Learn from our instructors from the convenience of your home or office. Interact and learn live with trainers and other participants.

Course Content


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 currency

Customization

  • 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

Security & 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 access

Workflow

  • Define workflow
  • Set up workflow rules
  • Set up workflow tasks & alerts

Workflow 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 dashboards

The AppExchange

  • Learn about the AppExchange
  • Install an app
  • Uninstall an app

Marketing Administration

  • Use the integrated campaign builder
  • Learn about lead queue & lead assignment setup
  • Learn Web-to-lead & auto-response rules

Service & 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 Console

Extending Salesforce CRM

  • Learn about custom objects
  • Learn about custom tabs
  • Learn about custom Web tabs
  • Build a custom app

Customer Reviews


Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.
-Waseem

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.
-Tanmoy

...more
Share:

For Batch Details
Call us at: +91 7259222234

Not sure? Consult Our Experts

What is the sum of 0 + 9? (security question)

Looking for a Training for

Myself

My Team/Organization

I agree to be contacted over mail or phone

or
Call us at: +91 7259222234


Our Initiatives

ExpertsCertify - Skill Assessment And Tests
AreuCertified - Certification Training
Xpertised IT Solutions - Custom Application Development
Xpertised Learning - Redefine Skills

Subscribe to our weekly newsletter