Salesforce online training classes@magnific

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Published on May 29, 2014

Author: chandusapmdm

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www.magnifictraining.com - "SALESFORCE CRM" Online Training contact us:info@magnifictraining.com or +919052666559 By Real Time Experts from Hyderabad, Bangalore,India,USA,Canada,UK, Australia,South Africa.


Sales Force CRM Online Training
Security Confirmation

Activate your computer for . CRM

Navigation

Set up Admin options & User Interface

Organization Administration of . CRM

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

Customization in . 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 . 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
Set up opportunity team selling & account teams
Learn about folder access

Salesforce CRM Training Audience: Sales Rep’s Level: 101 Primer Length: 1 hour Edition: Winter ‘10 Online | classroom| Corporate Training | certifications | placements| support Visit : www.magnifictraining.com

Agenda • Intro • Salesforce Terminology • Salesforce Overview • Story • Q&A USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology A lead is a prospect or potential pipeline - a person you met at a conference who expressed interest, or someone who filled out a form on your company’s website.Leads USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology www.ForceBrain.com – experts@forcebrain.com – Main: (650) 482-5210 – Fax: 800-469-4072 – 370 Convention Way, Redwood City, CA 94063 Accounts are your organization's customers, competitors, and partners. Each account stores information such as name, address, and phone numbers. For each account, you can store related information such as opportunities, activities, cases, partners, contracts, and notes. Contacts are all of the individuals associated with your business accounts that you need to track in Salesforce. You can store various information for a contact, such as phone numbers, addresses, titles, and roles in a deal. Accounts Contacts USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology Opportunities are the sales and pending deals that you want to track. By adding opportunities, you are also building your “pipeline,” which will contribute to your forecast. You can also link opportunities to campaigns to help measure the ROI of your marketing programs.Opportunities Products are the individual items that you sell in your pipeline. You can create a product and associate it with a price in a price book. Products USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology Activities Task Calendar Events Group calendaring helps you better collaborate as a team, and arrange meetings with prospects and customers. Tasks are to-do items that need to be followed up on. They can be associated with accounts, contacts, leads, or other custom objects. You can follow up on the task yourself, or assign it to another user. Maintain a historical record of all activities related to an account, contact, or opportunity. Your activity history includes emails, call notes, and calendar events, so everyone is on the same page. USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology Reports are lists, summaries, and analyses of your data, which you can display or print. To help you monitor your organization, Salesforce offers a wide range of standard reports, accessible in the Reports tab. You can also create new custom reports to access exactly the information you need. You can subtotal and limit your data to help you analyze trends and get a concise picture of what is happening in your organization. Reports Dashboards give you a real-time snapshot of corporate metrics and key performance indicators. A dashboard is a group of different charts (or components) that graphically display your custom report data. You can select up to 20 different custom reports to display data graphically as charts in each dashboard. Dashboards USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Terminology Outlook users enjoy high levels of productivity with Connect for Outlook —which makes it easy to synchronize important customer data between two commonly used applications. Users can add emails with attachments, create contacts and leads directly in Outlook, and create relationships between calendar events and associated objects such as accounts and opportunities. Connect Outlook USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Data Model Contacts Opportunities AccountLeads Convert  USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Demo Overview Story Q&A USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

Audience: Manager Level: 101 Primer Length: 1 hour Edition: Winter ‘10 Audience: Manager Level: 201 Primer Length: 1 hour Edition: Winter ‘10 Audience: Sales Reps Level: 101 Primer Length: 1 hour Edition: Winter ‘10 Audience: Sales Reps Level: 201 Primer Length: 1 hour Edition: Winter ‘10 USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com

USA: +1-6786933994,+16786933475 & India- +91-9052666559 Email:info@magnifictraining.com Visit : www.magnifictraining.com We Offer You: 1. Interactive Learning at Learners convenience 2. Industry Savvy Trainers 3. Learn Right from Your Place 4. Customized Curriculum 5. 24/7 system access 6. Highly Affordable Courses 7. Support after Training a. Resume Preparation b. Certification Guidance c. Interview assistance

You can also Find us on : Most Trusted Website for all Learning Needs by Students, Graduates and Working Professionals http://www.magnifictraining.com Contact Us:

http://www.magnifictraining.com

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