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Open Source CRM Administration 301
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Description Course Number Duration Audience Pricing Purchase
Advanced CRM Administration ADM-SugarCRM-301 4h* Admins 500USD

Course Benefits

This course builds upon ADM-SugarCRM-101 and ADM-SugarCRM-201 by providing additional detailed training on various administration functions within the application.

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Who Should Attend

This course is targeted for System Administrators and in some rare cases Super Users.

Learning Objectives

Email Settings

  • Understanding Schedulers
  • Configuration of inbound email settings for personal inbox
  • Configuration of inbound email settings for group inbox
  • Configuration of outbound email settings for system notifications
  • Configuration of outbound email settings for users
  • Manage email queues
  • Setup and configuration for inbox, outbox, and bounce handling for email campaigns

Workflow Management

  • Understanding the Workflow engine
  • Create and Configure multi-step workflows
  • Create alert messages
  • Test and validate

Performance Tuning

  • Understanding various system settings that impact performance
  • Indexing your database

Upgrade Management

  • When to upgrade
  • Preparing for your upgrade
  • Backing up files
  • When the upgrade wizard works vs. when it does not
  • Upgrade wizard

Prerequisites

Completing ADM-SugarCRM-101 and ADM-SugarCRM-201 are recommended prior to taking this course.

*Duration includes up to 2 hours of prep and post, and up to 2 hours of training.

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