NEW CASTLE INSTITUTE - UK USA CERTIFIED TRAINING PROGRAMS IN LAHORE PAKISTAN - Salesforce CRM Administrator Training


Salesforce CRM Administrator Training in Pakistan

 Salesforce CRM is one of the best CRM Application for Businesses in Pakistan and Worldwide for managing customers, leads, sales, opportunities, sales teams and revenues. 

Salesforce CRM Training in Lahore Pakistan

After the completion of this course you will be well acquainted with the administration aspects such as:

  • Import and maintain clean data
  • Create reports and dashboards
  • Manage a secure Salesforce CRM environment
  • Customize Salesforce CRM application (like page layouts, fields, tabs, and business processes etc)
  • Deploy and use features of Salesforce CRM Sales, Salesforce Salesforce CRM Marketing, Salesforce CRM Service, Admin Console, and the AppExchange.

Course outline of Salesforce Administration Training

Security Confirmation

  • Activate your computer for Salesforce.com CRM

Navigation

  • Setup Admin options & User Interface

Organization Administration of Salesforce.com CRM

  • Set your organization’s language & locale
  • How to Manage organization’s currency

Customization in Salesforce.com CRM

  • How to Create custom profiles & custom fields
  • How to Define dependent picklists
  • How to Customize lookup fields & formula fields
  • How to Customize page layouts
  • Customize standard related lists
  • Learn about record types & business processes
  • Use field-level security

Security & Access in Salesforce.com CRM

  • How to Create & manage your users
  • How to Set organization-wide defaults
  • Learn about record access
  • How to Create the role hierarchy
  • Learn about role transfer & mass transfer functionality
  • Learn about the Sharing model
  • Manually share records
  • Setup opportunity team selling & account teams
  • Learn about folder access

Workflow in in Salesforce.com CRM

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

Workflow Approvals

  • Plan approvals using workflow
  • How to use the approval wizard – standard vs. jump start
  • Create workflow approvals

The App Exchange

  • What is the App Exchange
  • How to install an app
  • How to delete an app

Data Validation in Salesforce.com CRM

  • Learn about Salesforce CRM data validation
  • Create data validation rules
  • Learn about custom field unique and duplicate properties
  • Execute an initial import
  • Update via the import wizard

Data Utilities for Import and manage data

  • Importing overview
  • Learn about import solutions & custom object records using the data loader
  • How to use mass delete
  • Initiate weekly export
  • How to use storage

Analytics & Reports in Salesforce.com CRM

  • Create custom reports
  • How to use advanced filters
  • How to use conditional highlighting
  • How to use custom summary formulas
  • How to use dashboards

Marketing Administration

  • Terminology overview
  • Use the Integrated Campaign Builder
  • Learn about lead assignment setup
  • Learn Web-to-lead & auto-response rules

Service & Support Administration

  • Learn about case escalation
  • Identify solution categories, & suggested solutions
  • How to set up the self-service portal
  • Mass manage self-service portal users

Administration Console

  • Navigate the Administration Console
  • How to create an Administration Console

Extending Salesforce CRM

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

   Salesforce CRM Business Benefits

  • Opportunity & Pipeline Mgmt.
  • Partner Relationship Mgmt. (PRM)
  • Task / Activity Management
  • Territory & Quota Management
  • Contact & Account Management
  • Customer Contract Management
  • Product & Price List Management
  • Quote & Order Management
  • Marketing Automation, Campaign Management
  • Customer Support Portal

 

CRM Administrators Certifications

Our Certified Skills & Trainings are available throughout the year in LAHORE, ISLAMABAD & DUBAI. We provide 100% Practical Skills & Project Based Trainings. Opportunities for internship and job for Select candidates and their placement on international projects.

International Skills