Salesforce CRM: The Definitive Admin – Packt Publishing

Description

Buy Salesforce CRM: The Definitive Admin – Packt Publishing Course at esyGB. You will have immediate access to the digital downloads in your account or your order email.

Salesforce CRM: The Definitive Admin

Implement, configure, customize, and manage Salesforce.com for your organization

Implement, configure, customize, and manage Salesforce.com for your organization

About This Video

Configure and create workflow and approval rules within the system to suit your business’s needs

Gain important skills in how to manage security and visibility within the system

Provides real-life examples throughout the whole video course, as well as some tips and tricks to better utilize the power of the Salesforce.com platform

A fast paced, complete, and concise video course, providing the essentials for Salesforce administration as well as common best practices in system administration/para>

In Detail

Salesforce.com is arguably one of the top leading Software-as-a-Service platforms in the world today. It provides Salesforce automation, customer service, social collaboration as well as a powerful platform to build custom applications for any organization. There’s no doubt about what value the product can bring to any organization using it.

This video course provides readers with a complete guide to managing and configuring Salesforce.com for your organization. This course covers all the important topics within the application, in a manner which covers both real-life solutions as well as common best practices used throughout the community.

The video course begins with discussing how to set up organization wide settings and then moves on to topics such as user management, configuration, data management, analytics, and business processes. The course also discusses how to extend the application and the different best practices when working with the platform.

Starting from how to initially set up the organization in Salesforce, the course moves to cover a breadth of different topics. This includes settings such as default currencies, locale, time zone, as well as the default language. It later moves on to how to manage users within the system and then properly set up a security model across different users. The video course will also tackle ways to configure and extend the system’s functionality by creating custom fields and objects, as well as creating business rules such as workflow rules and approval processes.

The course aims to provide beginners with a solid baseline to configuring an application, as well as provide novices with the ammunition they need to make Salesforce.com the perfect fit for their organization.

Get Salesforce CRM: The Definitive Admin – Packt Publishing, Only Price $37

Course Curriculum

Organization Administration

• Set Up Your Company Profile (3:47)
• User Interface Options (5:21)
• Search Settings (3:05)
• Currency Management (3:11)
• Setting Up Fiscal Years within Your Organization (2:46)

User Management in Salesforce CRM

• Creating Users (6:39)
• Creating Queues (4:18)
• Setting Up Profiles and Profile Management (5:02)
• Setting Up Role Hierarchy within the Organization (4:57)
• Extending User Privileges with Permission Sets (5:15)

Configuration in Salesforce CRM

• Creating Custom Fields (6:53)
• Creating Record Types and Page Layouts (3:29)
• Creating Custom Objects (8:21)
• Creating Formula Fields (7:23)
• Lookups and Master-Detail Relationships (7:53)

Data Management

• Defining Organization-Wide Defaults (5:59)
• Extending Organization-Wide Defaults Using Sharing Rules (7:24)
• Managing Data Visibility Using Field-Level Security (4:36)
• Ensuring Data Quality Using Validation Rules (4:34)
• Importing Data from Other Systems Using Apex Data Loader (6:23)

Data Analytics

• Creating Custom Reports (8:15)
• Creating Custom Matrix Reports (5:14)
• Creating Custom Report Types (5:14)
• Creating Charts (5:04)
• Creating Dashboards (6:16)

Implementing Business Processes in Salesforce CRM

• Creating Workflow Rules (7:30)
• Creating Workflow Actions (7:34)
• Standardizing E-mail Communications Using E-mail Templates (9:58)
• Creating Time-Based Workflow Actions (5:26)
• Creating Approval Processes (9:49)

Salesforce CRM Functions

• Creating Custom Sales Processes (6:33)
• Managing Opportunities and Quotes (12:34)
• Working with Campaigns and Campaign Members (10:06)
• Creating Web-to-Lead Forms (10:53)
• Managing Lead Conversion (9:15)

Extending Salesforce CRM

• Creating Custom Applications and Custom Tabs (12:36)
• Enabling Customer Portals (13:46)
• Installing Apps from AppExchange (8:16)
• Customizing the Standard Home Page (6:52)
• Setting up Chatter within Your Organization (11:01)

Best Practices for Enhancing Productivity

• Creating Custom Settings (7:30)
• Using the Translation Workbench (5:07)
• Deployment to Different Environments Using Packages (5:15)
• Delegating System Administration Using Delegated Groups (5:07)
• How to Create Future-Proof Validation and Workflow Rules (8:14)

Get Salesforce CRM: The Definitive Admin – Packt Publishing, Only Price $37

Tag: Salesforce CRM: The Definitive Admin – Packt Publishing Review. Salesforce CRM: The Definitive Admin – Packt Publishing download. Salesforce CRM: The Definitive Admin – Packt Publishing discount. salesforce. sales cloud pricing. sandbox salesforce pricing. crm software. sales crm. salesforce login

Buy the Salesforce CRM: The Definitive Admin – Packt Publishing course at the best price at esy[GB]. Upon completing your purchase, you will gain immediate access to the downloads page. Here, you can download all associated files from your order. Additionally, we will send a download notification email to your provided email address.

Unlock your full potential with Salesforce CRM: The Definitive Admin – Packt Publishing courses. Our meticulously designed courses are intended to help you excel in your chosen field.

Why wait? Take the first step towards greatness by acquiring our Salesforce CRM: The Definitive Admin – Packt Publishing courses today. We offer a seamless and secure purchasing experience, ensuring your peace of mind. Rest assured that your financial information is safeguarded through our trusted payment gateways, Stripe and PayPal.

Stripe, known for its robust security measures, provides a safe and reliable payment process. Your sensitive data remains confidential throughout the transaction thanks to its encrypted technology. Your purchase is fully protected.

PayPal, a globally recognized payment platform, adds an extra layer of security. With its buyer protection program, you can make your purchase with confidence. PayPal ensures that your financial details are safeguarded, allowing you to focus on your learning journey.

Is it secure? to Use of?

• Your identity is kept entirely confidential. We do not share your information with anyone. So, it is absolutely safe to buy the Salesforce CRM: The Definitive Admin – Packt Publishing course.
• 100% Safe Checkout Privateness coverage
• Communication and encryption of sensitive data.
• All card numbers are encrypted using AES with a 256-bit key at rest. Transmitting card numbers occurs in a separate hosting environment and does not share or store any data.

How can this course be delivered?

• After your successful payment this “Salesforce CRM: The Definitive Admin – Packt Publishing course”, Most of the products will come to you immediately. But for some products were posted for offer. Please wait for our response, it might take a few hours due to the time zone difference.
• If this occurs, please be patient. Our technical department will process the link shortly after, and you will receive notifications directly via email. We appreciate your patience.

What Shipping Methods Are Available?

• You will receive a download link in the invoice or YOUR ACCOUNT.
• The course link is always accessible through your account. Simply log in to download the Salesforce CRM: The Definitive Admin – Packt Publishing course whenever you need it.
• You only need to visit a single link, and you can get all the Salesforce CRM: The Definitive Admin – Packt Publishing course content at once.
• You can choose to learn online or download for better results, and you can study anywhere on any device. Please ensure that your system does not enter sleep mode during the download.

How Do I Track Order?

• We promptly update the status of your order after your payment is completed. If, after 7 days, there is no download link, the system will automatically process a refund.
• We value your feedback and are eager to hear from you. Please do not hesitate to reach out via email us with any comments, questions and suggestions.