Admin
CRM CONCEPTS
- What is CRM?
- Common business issues faced by companies today.
- How CRM can help?
- What CRM brings to business?
- Evolution of CRM
- Business value of CRM
- What CRM means to you as a user?
- Customers benefiting from CRM
- A view of available of CRM products from IT industry
Sales Cloud Concepts
- Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
- Understanding Leads and Opportunities
- How CRM can help?
- Adding A Lead
- Adding An Account
- Edit An Account Record
- Adding A Product To An Opportunity
- Sales ID
- Adding A Task
- Connect To Microsoft Outlook
- Send And Add An Email
- Logging A Call
- Document Tab
- Web to lead
- Web to case
- Assignment Rules
- Auto response Rules
- Sales automation
- Converting A Lead
- Team Contacts
- Adding An Opportunity
- Creating A View
- Activity History
- Submitting A Case
- Campaigns Partner Roles Portals
- Communities
Standard SFDC Applications
- CRM Content
- Chatter
- Knowledge
- Entitlements & Service Contracts
- Answers
- Mobile
- Customer Portal Partner Portal
- Force.com Sites
Sales force.com Overview
- Overview of products
- Sales cloud and jigsaw
- Service cloud and Remedyforce
- Social Chatter and Radian6
- Custom Force.com, Database.com, Heroku
- App exchange
- Editions and pricing
Service Cloud Concepts Create Case
- Researching and Resolving Cases
- Communicating the Outcome
- Automate case management
- Capturing and associating cases efficiently
- Helping customers helping themselves
- Improving productivity
- Manage Cases
Security
- User Security and Authentication
- Session Security Network
- Security Security Tokens
- Data Security
Standard Objects
Managing Users
- Profiles
- Roles
- Groups
- Queues
- Permission Sets
Securing and Sharing Data
- Object-Level Security
- Field- Level Security
- Record-Level Security
- Field Accessibility
- Record Types
Automate Business Process
Going Global
- Divisions
- Locale
- Currencies
- Advanced currency Management
- Translating the User Interface
- Import
- Export
Using Analytics
- Running Dynamic Reports
- Custom Report Types
- Dashboards
- Analytic Snapshots
Overriding Link
- Import Data wizard
- APEX Data Loader
- From Command Prompt
Monitoring your Org
Advanced Topics:
- Work.com
- Global Actions
- Knowledge Apps
- 2 CRM Projects
