Intenzivni kurs Admin Essentials

  • 30.03.2020. - 10.04.2020.
  • 18:00 to 21:00
  • Vojvode Micka Krstića 1M, Beograd, Srbija
  • 011 4141 120

Opis kursa

Uključite se u najbrže rastuću CRM platformu. Saznajte kako poboljšati prodaju, podršku i mnoge druge procese na Salesforce platformi.

Cilj ovog kursa je pružanje znanja zainteresovanim polaznicima o raznim aspektima Salesforce platforme, što će im pomoći da razumeju prednosti korišćenja Salesforce-a i kako da platforma radi u njihovu korist. Kurs je usmeren na sistem administratore, ali obuhvata sve vrste poslovenih procesa neophodnih da bi administratori mogli da podrže poslovne sisteme u organizaciji.

Kroz ovaj kurs možete naučiti o:

  • Salesforce platformi
  • Sales Cloud – proizvod
  • Service Cloud – proizvod
  • Salesforce podešavanjima
  • Menadžment aktivnosti
  • Automatizacija procesa
  • B2B i B2C portali
  • Baza znanja
  • Izveštaji i grafikoni
  • Upravljanje korisnicima
  • Upravljanje podacima
  • Upravljanje resursima

Bonus: Za sve polaznike ovog kursa biće obezbeđen jedan dodatni termin pre polaganja ispita za dodatna pitanja i pojašnjenja.

Ne postoje predulsovi za pohađanje ovog kursa, ali je poželjno imati iskustva rada u Salesforce-u ili na Salesforce platformi za učenje (Trailhead).

Fond časova: 6 x 3 sata

Jezik održavanja kursa: Srpski. Moguće je organizovati kurs na Engleskom jeziku. Materijali su na engleskom jeziku kako bi se polaznici upoznali sa Salesforce terminologijom.

Napomena: Datumi su okvirni i može doći to pomeranja termina ukoliko se na kurs ne prijavi dovoljan broj polaznika.

  • 18:00 — 19:00
    Unit 1 – Salesforce Platform Basics
    About the platform, Salesforce ecosystem, Sandboxes, AppExchange
  • 19:00 — 20:00
    Unit 2 – User Management
    User interface, Lightning navigation, Set company information, Locale settings, User authentication, User account, Search options
  • 20:00 — 21:00
    Unit 3 – Customization Objects
    Apps, Tabs, Objects, Relationship between objects, Schema Builder, Business, process, record types and page layouts, Lightning record page, Record list views
  • 18:00 — 19:00
    Unit 4 – Activity Management
    Tasks, Events, Calendars, Sync with Outlook and Gmail
  • 19:00 — 20:00
    Unit 5 – Lead to Cash
    Lead Management, Account & Contact Management, Territory Management, Opportunities, Campaigns, Forecasts, Configure – Price – Quote, Customer Support Management (cases)
  • 20:00 — 21:00
    Unit 6 – Customization Fields
    Field types, Required fields
  • 18:00 — 19:00
    Unit 7 – Access Model
    Organization-Wide Defaults (OWD), Sharing model, Role Hierarchy, Sharing rules, Teams (account, opportunity and support), Queues and public groups, Field level security, Profiles, Permission sets, Access model strategy
  • 19:00 — 20:00
    Unit 8 – Data Management
    Data import, Data export, Mass transfer, Mass delete, Recycle Bin, Duplicate Management
  • 20:00 — 21:00
    Questions and Answers
    Any question about Salesforce and presented topics, defining homework for next class...
  • 18:00 — 19:00
    Questions & Answers
    Any question about Salesforce and presented topics, homework etc.
  • 18:00 — 19:00
    Unit 9 – Reports & Dashboards
    Report types, Report Builder, Report charts, Report filters, Export reports, Schedule reports, Dashboards and dashboard components
  • 18:00 — 19:00
    Unit 10 – Content Management
    Files, Libraries
  • 18:00 — 19:00
    UNIT 11 – KNOWLEDGE BASE
    Knowledge Management, Knowledge Base in Customer Support, Improve Knowledge Base search
  • 19:00 — 20:00
    UNIT 12 – CHATTER
    Chatter groups, Chatter actions, Chatter notifications, Chatter profiles
  • 20:00 — 21:00
    UNIT 13 – COMMUNITIES
    Community basics, Create a simple community
  • 18:00 — 19:00
    UNIT 14 – AUTOMATION
    Workflow rules, Process builders, Flows, Approval processes
  • 19:00 — 20:00
    UNIT 15 – SALESFORCE MOBILE
    Customization, Navigation, Actions
  • 20:00 — 21:00
    Questions & Answers
    Any question about Salesforce and presented topics, defining next steps for preparing exam...
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2020-3-30 6:00 pm 2020-4-10 9:00 pm Europe/Belgrade Intenzivni kurs Admin Essentials Get your hands on the fastest growing CRM platform! Learn how to improve Sales, Support and many other processes from a single platform.The goal of this course is to provide people with knowledge of various aspects of the Salesforce platform which will help them understand the benefits of using Salesforce and how to make the platform work in their own advantage. The course is generally focused on system administrators but it covers all kinds of business terms necessary for administrators to support business activities. Vojvode Micka Krstića 1M, Beograd, Srbija
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