HomeKurs Admin Essentials

Kurs Admin Essentials

  • 04.05.2020. - 29.05.2020.
  • 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.

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

Fond časova: 12 x 3 sata

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

Day 1 04/05/2020
  • 18:00 — 19:30
    Unit 1 – Salesforce Platform Basics
    About the platform, Salesforce ecosystem, Sandboxes, AppExchange
  • 19:30 — 21:00
    Unit 2 – User Management
    User interface, Lightning navigation, Set company information, Locale settings, User authentication, User account, Search options
Day 2 06/05/2020
  • 18:00 — 19:30
    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
  • 19:30 — 21:00
    UNIT 4 – ACTIVITY MANAGEMENT
    Tasks, Events, Calendars, Sync with Outlook and Gmail
Day 3 08/05/2020
  • 18:00 — 21:00
    QUESTIONS AND ANSWERS
    Any question about Salesforce and presented topics, defining homework for next class...
Day 4 11/05/2020
  • 18:00 — 19:30
    Questions & Answers
    Any question about Salesforce and presented topics, homework, recapitulation etc.
  • 19:30 — 21:00
    UNIT 5 – LEAD TO CASH
    Lead Management, Account & Contact Management, Territory Management, Opportunities, Campaigns, Forecasts, Configure – Price – Quote, Customer Support Management (cases)
Day 5 13/05/2020
  • 18:00 — 19:30
    UNIT 6 – CUSTOMIZATION FIELDS
    Field types, Required fields
  • 19:30 — 21:00
    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
Day 6 15/05/2020
  • 18:00 — 19:30
    UNIT 8 – DATA MANAGEMENT
    Data import, Data export, Mass transfer, Mass delete, Recycle Bin, Duplicate Management
  • 19:30 — 21:00
    QUESTIONS AND ANSWERS
    Any question about Salesforce and presented topics, defining homework for next class...
Day 7 18/05/2020
  • 18:00 — 19:30
    QUESTIONS & ANSWERS
    Any question about Salesforce and presented topics, homework, recapitulation etc.
  • 19:30 — 21:00
    UNIT 9 – REPORTS & DASHBOARDS
    Report types, Report Builder, Report charts, Report filters, Export reports, Schedule reports, Dashboards and dashboard components
Day 8 20/05/2020
  • 18:00 — 19:30
    UNIT 10 – CONTENT MANAGEMENT
    Files, Libraries
  • 19:30 — 21:00
    UNIT 11 – KNOWLEDGE BASE
    Knowledge Management, Knowledge Base in Customer Support, Improve Knowledge Base search
Day 9 22/05/2020
  • 18:00 — 19:30
    UNIT 12 – CHATTER
    Chatter groups, Chatter actions, Chatter notifications, Chatter profiles
  • 19:30 — 21:00
    QUESTIONS AND ANSWERS
    Any question about Salesforce and presented topics, defining homework for next class...
Day 10 25/05/2020
  • 18:00 — 19:30
    QUESTIONS & ANSWERS
    Any question about Salesforce and presented topics, homework, recapitulation etc.
  • 19:30 — 21:00
    UNIT 13 – COMMUNITIES
    Community basics, Create a simple community
Day 11 27/05/2020
  • 18:00 — 19:30
    UNIT 14 – AUTOMATION
    Workflow rules, Process builders, Flows, Approval processes
  • 19:30 — 21:00
    UNIT 15 – SALESFORCE MOBILE
    Customization, Navigation, Actions
Day 12 29/05/2020
  • 18:00 — 21:00
    QUESTIONS & ANSWERS
    Any question about Salesforce and presented topics, defining next steps for preparing exam...
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2020-5-4 6:00 pm 2020-5-29 9:00 pm Europe/Belgrade Kurs Admin Essentials Vojvode Micka Krstića 1M, Beograd, Srbija
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