Crm customization

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• Activate your computer • Setting Up the User Interface • Set up the UI & search options • Organization Administration • Set your organization's language & locale • Manage currency
Customization
 • Create custom profiles & custom fields • Define dependent picklists
 • Customize lookup fields & formula fields
 • Customize page layouts
 • Customize standard related lists
 • Learn about record types & business processes
 • Use field-level security
Security & Access
 • Create & manage your users
 • Set organization-wide defaults
 • Learn about record access
 • Create the role hierarchy
 • Learn about the sharing model
 • Manually share records
 • Set up opportunity team selling & account teams • Learn about folder access
Workflow
 • Define workflow
 • Set up workflow rules
 • Set up workflow tasks & alerts
Workflow Approvals
 • Plan approvals using workflow
 • Use the approval wizard – standard vs. jump-start • Create workflow approvals • Data Validation • Learn about Salesforce CRM data validation
 • Create data validation rules
 • Learn about custom fields & unique properties Data Utilities
 • Import records using the import wizards
 • Use mass delete
 • Use mass transfer
 • Learn about storage utilization • Analytics • Create custom reports
 • Use advanced filters
 • Use conditional highlighting
 • Use custom summary formulas
 • Create dashboards
The AppExchange
 • Learn about the AppExchange
 • Install an app
 • Uninstall an app
Marketing Administration
 • Use the integrated campaign builder
 • Learn about lead queue & lead assignment setup • Learn Web-to-lead & auto-response rules
Service & Support Administration
 • Learn about cases & solutions
 • Set up case escalation rules
 • Identify solution categories & suggested solutions Salesforce Console
 • Navigate the Salesforce Console
 • Create a Salesforce Console
Extending Salesforce CRM
 • Learn about custom objects
 • Learn about custom tabs
 • Learn about custom Web tabs
 • Build a custom app SESSION II: Designing Applications on Force.com • Learn about factors to consider when building a data model • Develop custom objects and fields, encrypted fields, field help, and field history 
tracking • Use master detail, lookup, and many-to-many relationships • Create a user interface for custom applications using the Custom Object tab, Page 
Layout, and • Customization options • Set field attributes on the page layout • Use the Custom Object queue and event-based workflow rules with field update 
actions • Develop custom formulas and validation rules 
Designing Applications for Multiple Users • Learn about factors to consider when designing applications for multiple users • Create profiles, understand what a profile controls (including data access), and 
customize • profiles to manage the user experience • Customize the user experience with record types and page layouts • Control access to records • Employ OWD, sharing rules and levels, roles, public groups, and manual share • Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data • Apply OWDs, public groups, and manual sharing to create conditional access to data • Analyze suitability of FLS, page layouts, and record types to satisfy business 
requirements 
Implementing Business Processes 
 • Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes

Microsoft Dynamics CRM Technical and Functional Online Training in USA, UK, AU, Canada and India KBS Training Institute offers training Microsoft Dynamics CRM products, including MS Dynamics CRM cloud based solution, which is flexible, scalable and delivers critical business insights. As well as training we provide comprehensive MS Dynamics CRM services including  CRM Strategy  Data Migration  Implementation  Customization  Integration KBS Training Institute offers flexible online/ classroom training to ensure that your employees have the skills to put your CRM investment into action. We are providing MS Dynamics CRM online training throughout the world like US,UK,INDIA, APAC,GULF and EUROPE markets Hyderabad, Bangalore, Mumbai, Chennai, Pune, Singapore, Malaysia USA, Canada, UK, France, Japan, Germany, Dubai, Newzeland, Australia, Middle East, GCC, UAE (Dubai, Abu Dhabi), Saudi Arabia, Qatar, Bahrain, Oman, Kuwait etc... Contact Details: KBS Training Institute, K.V.Rao, +91 , India - Hyderabad - Bangalore. Microsoft Dynamics CRM is a fully integrated customer relationship management system (CRM system) designed to help organisations attract, keep and develop profitable, engaged relationships with customers and prospects. With a suite of sales, marketing and customer service tools, Microsoft Dynamics CRM provides a single operating platform for all staff that enables you to manage ongoing relationships with customers from first contact, through purchase and post sales. Using the familiar Microsoft Outlook interface and through tight integration with Microsoft Office tools, Microsoft Dynamics CRM can be adapted to work the way you already work or want to work; providing a fast, flexible and affordable system that will help you streamline your business processes, improve efficiency and remain competitive. Choosing Microsoft technology means you benefit from Microsoft's ongoing investment in its products and gives you flexibility in the range of packages you can integrate, as third parties are aware of the need to accommodate one of the most popular CRM systems in the world. We market your profile in over the world such as Hyderabad, Bangalore, Mumbai, Chennai, Pune, Singapore, Malaysia USA, Canada, UK, France, Japan, Germany, Dubai, UAE, Newzeland, Australia, Middle East, GCC, UAE (Dubai, Abu Dhabi), Saudi Arabia, Qatar, Bahrain, Oman, Kuwait and etc. We trouble shoot your problems when you are working we address your questions during the Online MS Dynamics CRM Technical Training even after the course completion. After completion of your course we will assist you to clear your interviews and also help you to get certified on MS Dynamics Tech and Functional. We will give you 100% Satisfaction and we offer best quality real time online training. Contact Details: KBS Training Institute, K.V.Rao, +91 , India - Hyderabad - Bangalore.

​PERIDOT SYSTEMS is best Salesforce Training Institutes in chennai with Placement Real Time Training Free Demo Classes Real Time MNC Working Faculty Peridot is proud to introduce job oriented IT Training courses with globally accredited certification on all platforms that have wider scope in the existing IT Job Market. These platforms are picked after a thorough research and analysis based upon the existing and prospective IT industry in mind. Sales Force CRM Concepts What is CRM? How CRM can help? Sales force CRM Navigation terminology Compare Salesforce.com CRM with other CRM products Customization in sales force .com CRM Introduction to sales force CRM Setup tool Personal Setup App Setup Admin Setup Salesforce.Com Cloud Overview Sales Cloud Service Cloud Collaboration Cloud Project development life cycle Sales force editions Apex data loader Organization Administration Set your organization’s language & locale Manage currency Customization Create custom profiles & custom fields Define dependent pick list Customize lookup fields Customize validation & formulas Customize page layouts Customize standard related lists Use field-level security Workflow Define workflow Set up workflow rules Set up workflow tasks & alerts Workflow Approvals Plan approvals using workflow Use the approval wizard – standard vs. jump start Create workflow approvals Security & Access Create & Manager Users Set organization-wide defaults Learn about record accessed Create the role hierarchy Learn about role transfer & mass Transfer functionality For More Details, Call Us at 9952010141 (Selvakumar)

PERIDOT SYSTEMS is best Salesforce Training Institutes in chennai with Placement Real Time Training Free Demo Classes Real Time MNC Working Faculty Peridot is proud to introduce job oriented IT Training courses with globally accredited certification on all platforms that have wider scope in the existing IT Job Market. These platforms are picked after a thorough research and analysis based upon the existing and prospective IT industry in mind. Sales Force CRM Concepts What is CRM? How CRM can help? Sales force CRM Navigation terminology Compare Salesforce CRM with other CRM products Customization in sales force CRM Introduction to sales force CRM Setup tool Personal Setup App Setup Admin Setup Salesforce Cloud Overview Sales Cloud Service Cloud Collaboration Cloud Project development life cycle Sales force editions Apex data loader Organization Administration Set your organization’s language & locale Manage currency Customization Create custom profiles & custom fields Define dependent pick list Customize lookup fields Customize validation & formulas Customize page layouts Customize standard related lists Use field-level security Workflow Define workflow Set up workflow rules Set up workflow tasks & alerts Workflow Approvals Plan approvals using workflow Use the approval wizard – standard vs. jump start Create workflow approvals Security & Access Create & Manager Users Set organization-wide defaults Learn about record accessed Create the role hierarchy Learn about role transfer & mass Transfer functionality For More Details, Call Us at (Selvakumar)

PERIDOT SYSTEMS is best Salesforce Training Institutes in chennai with Placement Real Time Training Free Demo Classes Real Time MNC Working Faculty Peridot is proud to introduce job oriented IT Training courses with globally accredited certification on all platforms that have wider scope in the existing IT Job Market. These platforms are picked after a thorough research and analysis based upon the existing and prospective IT industry in mind. Sales Force CRM Concepts What is CRM? How CRM can help? Sales force CRM Navigation terminology Customization in sales force CRM Introduction to sales force CRM Setup tool Personal Setup App Setup Admin Setup Salesforce Cloud Overview Project development life cycle Salesforce editions Apex data loader Organization Administration Customization Workflow Workflow Approvals Security & Access For More Details, Call Us at (Ruban)

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Peridot systems is a one of the most experienced IT services company in Chennai, India. Peridot offers complete range of Salesforce com training with certification in Chennai. To attend free demo contact RUBAN (). COURSE CONTENT: Sales Force CRM Concepts: · What is CRM? · How CRM can help? · Sales force CRM Navigation terminology · Compare Salesforce CRM with other CRM products · Customization in sales force CRM · Introduction to sales force CRM Setup tool · Personal Setup · App Setup · Admin Setup · Salesforce Cloud Overview: · Sales Cloud · Service Cloud · Collaboration Cloud · Project development life cycle · Sales force editions · Apex data loader For More Details:(RUBAN)

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