Who this training course is intended for:
This training is intended for the IT Department representatives, CRM support, Business Analysts and
Business Support in companies which have decided to implement basic administration in CRM using
in-house resources. We recommend the training for companies which would like to change their CRM
processes, and which are looking for implementation options.
Requirements for participants in training:
A participant in this training course will already have undergone the first level of training or have basic
experience with CRM, ideally Salesforce (not however as an administrator).
The programme is conceived as a two-day training in groups of 4-11 people.
Simple exercises are performed after each block with space for a question and answer session.
Exercises from day one guide the participant through the process of creating their first own Salesforce
application. On the second day, participants will already be using their knowledge of automation to
further improve their application and at the same time will be able to create simple reporting forms for
– Introduction to Salesforce
1. Custom objects, fields, tabs and apps
– Detailed look at custom objects and when to use them
– Custom fields, field types and object relations through them
– Custom app creation
2. Layouts and visuals
– How to create new layout
– Options for their customizations
– Related lists
3. Roles, Profiles and Roles Hierarchy
– Setting up roles
– User profile types, creation of custom user profile
– Sharing through role hierarchy
4. Process automation
– Workflow rules
– Escalation rules
– Assignment rules
– Visual workflows
– Process builder
5. Events and Tasks
6. Reports & Dashboards
Public training courses with set dates normally take place in Czech, but in case of an individual
order, English is possible.
Price of training course: CZK 8,600.00/person excl. VAT
Existing clients of AspectWorks who have purchased Salesforce licences or consultation services,
please contact Petr Holub for more information about the price.
For more information about training, contact us at firstname.lastname@example.org
Past training courses