Salesforce Admin

Salesforce Administration Course
1.Introduction to CRM:

• Why CRM?
• Introduction to Cloud Computing & Salesforce.com
• Cloud Computing - Overview
• What is Software-as-a-Service (SAAS)?
• What is Platform-as-a-Service (PAAS)?
• What is Infrastructure-as-a-Service (IAAS)?

2.What is Salesforce.com?

• Salesforce.com CRM Editions
• Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
• Salesforce Editions / Pricing

3.Standard Functionality Introduction:

• Standard Objects
• Create custom Objects
• CRM functionality in Salesforce and use of standard objects
• Custom Objects Vs. Standard Objects
• Create custom Fields
• Create custom Tabs

4.Custom Application:

• Limitations
• Field Creation and its Relationships a. Different Data types
• Standard Data types:

a)Text, Email, Number, Currency, URL, Text Area etc.,
b)Storage Limitations

Read only Data types:

a)Auto Number, Formula and Rollup summary
b)Rollup summary Operations
c)Sum(), Min(), Max() and Count

5.Types of Tab:

• Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
• Custom object Tabs 
• 6.Relational Data types:
• Lookup Vs. Master - Detail Relationship
• Limitations

a)Page Layouts:

• Defining Page layouts
• Field order changes
• Adding custom buttons and links
• Defining required and read only fields

b)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

c)Validation Rules:

• Defining Salesforce Data Validation
• Creating Custom Validation Rules

7.Workflow rules:

• Define workflow
• Create Email template
• Set up workflow rules
• Set up workflow actions

8.Process Builder:

• Define Process
• Create various actions in process 
• 9.Approval process:
• Plan approvals
• Use the approval wizard – standard vs. jump start
• Create Approvals through Process

10.Email Templates:

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

11.Personal Setup:

• Managing Personal Information
• Password Reset
• User Management Overview
• Roles, Users, Profiles & Sharing

12.Users, Roles and Profiles:

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Profiles

a)Overview and different profiles
b)User Permissions

13.Reports:

• Standard Reports
• Report Types
• Creating a new report
• Using Tabular, summery, matrix and joined reports
• Applying filters
• Bucket Field
• Formulae field
• Exporting Reports
• Adding and customizing charts

14.Dashboards:

• Creating Dashboard
• Adding charts and reports to the dashboards
• Refreshing dashboards 

15.Security:

• Managing the Users
• Set Organization Wide Defaults (OWD)
• Object-level Security
• Field-level Security
• Record-level Security
• Sharing Rules

a)Define Sharing rules
b)Discuss about types of sharing rules

16.Lightning - Administration:

• Understanding lightning
• Upgrading Classic App to lightning APP
• Creating New Lightning App
• Editing Lightning Page
• Adding Components to Lightning Page
• Applying Filters

17.Lightning App Builder:

• Creating Home page
• Creating App page
• Creating Record page
• Assigning them to profiles

18.Reports and Dashboard for lightening:

• Crating reports in lightning
• Creating dashboard in lightning