Salesforce Admin Online Training

Salesforce Administration Online Training

Salesforce Admin Course is developed to make us learn and became master in the Salesforce administration and app-builder platform. This Salesforce Admin course helps us to configure and provide the ability to collect, analyzing and retrieving information regarding the database.

Objectives of the Course

• To configure and manage Salesforce
• To implement automation, security and data validation over custom apps
• To develop new web applications using new user interface

Pre-requisites

There are no pre-requsites required for this Salesforce Admin Training. However, prior knowledge on functionalities of salesforce is a added advantage

Who should do the course

• IT Developers and Administrators
• App builders
• Sales Managers and Executives
• Those who would like to build skills in the Salesforce career

Salesforce Admin Online Course Content

Salesforce.com Introduction

• Introduction About Cloud
• Salesforce.com Overview
• Salesforce.com Cloud Computing
• Cloud Overview Benefits of Cloud
• CRM Overview  Benefits of CRM

Services Provided by the Salesforce

• Software as a Service
• Platform as a Service
• Infrastructure as a Service
• Database as a Service

Salesforce Vs Other Cloud computing Technologies
Salesforce Vs DotNet Vs Java Vs Other Technologies

Applications can build using Salesforce

• Sales Cloud
• Service Cloud
• Marketing Cloud
• Custom Cloud Applications ; etc

Why Salesforce is more popular & Competitive In Market

• Rapid application Development, Cost Reduction & Quality Products

Sales Cloud – Overview

• Sales Cloud Objects
• Business Scenarios included in Sales Cloud

Service Cloud – Overview

• Service Cloud Objects
• Business Scenarios included in Service Cloud.

Salesforce Architecture – Cloud Computing is a Better Model – Multitenant
Salesforce.com CRM Editions / Pricing

Force.com Database Configuration

Database Model – Custom Object Creation

• Standard Objects
• CRM Objects
• Products
• Campaigns
• Leads
• Account
• Contacts
• Opportunities
• Cases
• Solutions etc.
• CRM functionality in Salesforce and use of standard objects
• Custom Objects Vs. Standard Objects
• Limitations

Field Creation and its Relationships

• Different Data types
• Standard Data types –
• Text, Email, Number, Currency, URL, Text Area,
• RichTextArea, etc.,
• Storage Limitations
• Read only Data types
• Auto Number, Formula and Rollup summary
• Rollup summary Operations
• *Sum(), Min(), Max() and Count
• *Limitations in Rollup summary
• Relational Data types
• Lookup Vs Master – Detail Relationship
• Limitations
• Required, External Id, Default Value and Unique fields

Field Dependencies – Dependent Picklist Fields

• Controlling field/Dependent field?
• Making dependent pick list fields
• Limitations

Page Layouts

• Introduction
• Customize the page layouts.
• Defining Page layouts
• Field order changes
• Adding custom buttons and links
• Defining required and read only fields
• Adding related list
• Adding Sections in Detail page

Record Types

• To create and maintain record types for your organization.
• Display different page layouts and picklist values based on record types.
• Uses of Record Types
• Assigning Record types to the Profiles.

Email Templates

• Email Templates – Sending Single emails and Mass emails.
• Types of Templates – Text, HTML (Using Letter Head), Custom (without using letter head), Visual force Email Templates.
• Merging fields in Email Templates

Workflows

• Defining Workflow
• Workflow Actions
• Email Alert
• Task Create
• Field Update
• Outbound Message
• Difference between Evaluation Criteria and Rule Criteria
• Time based workflows
• Workflow Vs Time based workflow.
• Workflow Vs Trigger

Validation Rules

• Defining Salesforce Data Validation
• Creating Custom Validation Rules

Validation Rules Vs Triggers
Workflow Rules Vs Triggers

Users, Roles and Profiles, Permission Sets

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Creating Roles
• Creating Profiles
• Profiles
• Overview and different profiles
• User Permissions
• Permission Sets in Salesforce

Data Utilities

• Import using Application Import Wizard
• Import Wizard Vs Data Loader
• Mass Delete
• Understanding Storage(attachments, documents and records)
• Storage Usage
• Data Loader Operations Insert/ Update/ Delete/ Upsert / export / exportall / delete / deleteall
• Attachment upload with Data loader
• Data Loader Vs Other Third Party ETL Tools

Report Types, Reports and Dashboards, Home page Components

• Creating Report Types for the Reports
• Report Types, Reports & Dashboard Overview
• Different Reports
• Defining Custom Reports
• Advanced Filters
• Defining Dashboards
• Home page Components
• Differences between different Reports in Salesforce.

Tab Creation

• Types of Tabs
• Custom object Tabs
• Web Tabs
• Visual force Tabs
• Lightning Page Tabs

App Design

• Custom App
• Service Cloud Console

AppExchange

• Introduction
• Installing an App
• Uninstalling an App
• Marketing the products through Appexchange