Salesforce admin

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)?

What is Salesforce.com?

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

Salesforce.com Navigation - Overview

  • Salesforce Certifications

Database Introduction

  • Database Model - Object Creation
  • Salesforce Building Blocks
  • 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

Types of Tab

  • Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.
  • Custom object Tabs
  • Web Tabs
  • Visual force Tabs

Custom Application

  • Limitations
  • Field Creation and its Relationships
  • Different Data types: Standard Data types | Read only Data types

Administration Course content

  • Cloud Computing Introduction
  • Overview of CRM and ERP
  • Overview of Cloud Computing
  • Salesforce CRM: #1 On-Demand
  • Salesforce Editions
  • Setting up a lifetime access practice Developer org
  • SFDC Application - Personal Setup and Company Setup
  • PROD vs TEST
  • Designing your Data Model
  • Understanding the Sales Process
  • Analyzing a real time functional requirement
  • Converting functional requirement to technical specifications
  • Building your Data model
  • SFDC Application - How to start
  • Create App/Objects/Tabs
  • Create Fields with different field types
  • Master Detail and Lookup
  • Many to Many
  • Schema Builder
  • Setup Salesforce1 mobile app
  • Implementing Business Logics
  • Formula Fields and Cross Object Formula
  • Validation Rules
  • Roll Up Summary Fields
  • Field Dependencies
  • Setting up User Interface
  • Page Types and Page Elements
  • Page Layouts
  • Home Page Layouts and Home Page Components
  • List Views
  • Customizing Standard Salesforce Application
  • How to customize standard salesforce application
  • Salesforce Security Model
  • Creation of user/role/public groups/queues
  • Field Level Security
  • How to use permission sets
  • Control record visibility using OWD
  • Control record visibility using Role Hierarchy
  • Control record visibility using Sharing Rules
  • Record Types
  • Data Management
  • Tools for Data Management. Which one to use?
  • Import/Update/Upsert data using Data Import Wizard
  • Import/Update/Upsert/Export data using Apex Data Loader
  • Data Export and Scheduled Export
  • Setting up Search Layouts
  • SFDC Audit
  • Field History Tracking
  • Setup Audit Trail
  • Automate Business Process
  • Email Templates in Salesforce
  • Create Workflow Rules with Rule Criteria
  • Configure Immediate and Time Dependent Workflow Rule Actions
  • Configure Approval Process
  • Configure multiple steps and multiple approvers to the approval process
  • Assignment Rules for Leads and Cases
  • Salesforce Analytics - Reports and Dashboards
  • Convert business requirements to Reports and Dashboards
  • How to use report builder?
  • Create Tabular Reports
  • Create Summary Reports
  • Create Matrix Reports
  • Create Joined Reports
  • Create custom report types
  • How to schedule reports?
  • Create Dashboards with Dashboard Components for Matrix and Summary Reports
  • Create Dashboards with Dashboard Components for Tabular and Joined Reports
  • Setup Dynamic Dashboard Filters
  • Scheduling Dashboard Refresh
  • Campaign Management
  • Campaigns
  • Campaign Members
  • Campaign Influence
  • Salesforce Standard Object
  • Account Teams
  • Opportunity Teams
  • Product and Price Book
  • Solution Management
  • Ideas
  • Answers
  • Knowledge
  • Activity Management
  • Content
  • Case activities
  • Case Teams
  • Case Assignment Rules
  • Escalation Rules
  • Lead activities
  • Lead Conversion
  • Web to Lead
  • Lead Assignment Rules
  • Lead Auto-Response Rules
  • Mobile
  • Features of Salesforce1
  • Miscellaneous
  • Communities
  • Salesforce and Outlook
  • Chatter
  • Process Builder
  • Flows (Visual Workflows)
  • Create Custom Buttons
  • Create Custom Links
  • Create Custom Actions
  • Introduction to Lightning Components
  • Lightning Components
  • Installing Lightning Components
  • Lightning Component Capabilities
  • Lightning Components vs. Visualforce
  • PROD vs TEST

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