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