Salesforce
This instructor-led course provides a key step for who are beginning their knowledge of Salesforce in their learning evolution.
Salesforce Overview and Navigation: Sales, Marketing and Customer Service
Provides the participants with a broad overview of Salesforce applications. The participants will be introduced to each of the applications, articulate their business value, and discuss demo core functionality.
Users, Teams, Security Roles, and Security Structure
1) Define your organization, 2) Understand Access rights and privileges, and 3) Role-based security, Record-based security and Field-level security.
Customization and Configuration:
Customizations, also referred to as CRM extensions, include allocation of simple to complex customizations using CRM Software Development Kit. Configuration on the other hand refers to the structure and administration of the system.
Charts, Dashboards, Workflows, Business Process Flows and Report Wizard
A key benefit of Salesforce is how easily and efficiently you can display data in Charts and Dashboards and configure workflows and create Reports.
