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SALESFORCE ADMIN

SALESFORCE ADMIN
SALESFORCE ADMIN

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Short Description :: Data Types (Primitive Data Types, sObject Types) Writing Basic Anonymous Blocks with Apex Data Types Use of DML Statements

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
My course on SALESFORCE ADMIN and Artificial Intelligence has successfully completed under Rishika madam.Teaching is unique and understandable
My course on SALESFORCE ADMIN and Artificial Intelligence has successfully completed under Rishika madam.Teaching is unique and understandable.
My course on SALESFORCE ADMIN and Artificial Intelligence has successfully completed under Rishika madam.Teaching is unique and understandable