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