SugarCRM Admin Fundamentals – System Configuration, User Management, Team Management and Role Management
Sugar Administration Essentials
Implement Users, Teams and Role based Permission
Upcoming Classes
Duration 3 Hours
Price $ 225
Sugar administration essentially offers fundamental configuration training for first-time Sugar administrators. Build competence with live, hands-on training from experienced developers / instructors.
This hands-on training helps sugar administrators create users and assign roles for them as regular work. They will be also able to configure roles and teams based on the team hierarchy and enable the security policies as per the organization.
Topics Covered
- Create Users , Deactivate Users and Assign Records.
- Create Teams and Assign Users to Teams.
- Setup Default Team for a user and understand the impact.
- Create Role and Setup the Security Policies.
- Setup the Advanced Security Policies and see the Impact of Field Level Security.
Hands on Practice
- Create Users.
- Create Teams and Allocate Users to the Teams.
- Setup the Default Team and Create Records and Tests.
- Create Sales Executive and Sales Manager Role and Give permissions.
- Allocated Users to Roles and see the Activities for different roles.
Intended Audience
Sugar Administrators, Business Users, Sugar Developers and CRM Enthusiasts.
Pricing and Plans
Sugar Administration Essentials
Configure Sugar with Developer Tools
- Understanding the relevance of the Sugar Developer Tools and its benefits.
- Learning module template types and how to create the custom module in SugarCRM.
- Learning the different field data types available in SugarCRM and their properties.
- Understanding how to add new fields to the existing module or for the custom module.
- Understanding how to do the layout arrangements for different views like List View, Record View and Preview etc. and expose the fields to the UI.
Configure Sugar with SugarLogic
- Understanding Sugar Logic components, Sugar Formula Engine, and its functions.
- Learning how to build Sugar Logic Formulas for making calculations.
- Learning how to make fields conditionally editable and conditionally non-editable using Sugar Logic Functions.
- Learning how to make fields conditionally visible and conditionally hiding using Sugar Logic Functions.
- Understanding how to use the Sugar logic to get the data from the parent module and update it In the current module.
Advanced Workflow Creation with SugarBPM
- Understanding the SugarBPM basics, components, and elements and Designer Tool.
- Understanding and Learning how to create Process Definitions for Business Workflows.
- Understanding how to create Process Business Rules and how to use them in the Process Definition.
- Learning how to create the Process Email Templates and how to use them in the Process Email Templates.
- Detailed, practical step-by-step exercises for hands-on experience on SugarBPM.
Sugar for End Users
Sugar Import Functionality
Deep Dive for Data Migration or Data Transfer from your sources
$150
3 Hours
