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Salesforce Administration

best online salesforce training

Our Course Content

Introduction
  • Introduction
  • Why Should I Learn Salesforce 
What i will learn in Salesforce Administration
  • 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?
  • com CRM Editions
  • Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
  • Salesforce Editions / Pricing
  • com Navigation – Overview:
  • Salesforce Certifications
  • Certified Force.com Developer(401)
  • Certified Administration (201)
  • Certified Advanced Force.com Developer(501), etc.,
  • 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 a. Different Data types
  • Standard Data types :
  • Text, Email, Number, Currency, URL, Text Area.
  • Storage Limitations
  • Read only Data types:
  • Auto Number, Formula and Rollup summary
  • Rollup summary Operations
  • Sum(), Min(), Max() and Count
  • Relational Data types:
  • Lookup Vs. Master – Detail Relationship
  • Limitations
  • Required, External Id, Default Value and Unique fields
  • Salesforce Application elements: Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record
  • Page Layouts:
  • Defining Page layouts
  • Field order changes
  • Adding custom buttons and links
  • Defining required and read only fields
  • Adding related list
  • 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
  • Field Dependencies:
  • Controlling field/Dependent field?
  • Making dependent pick list fields
  • Limitations
  • Validation Rules:
  • Defining Salesforce Data Validation
  • Creating Custom Validation Rules
  • Validation Vs. Trigger
  • Workflow rules:
  • Define workflow
  • Create Email template
  • Set up workflow rules
  • Set up workflow actions
  • Workflow Approval process:
  • Plan approvals using workflow
  • Use the approval wizard – standard vs. jump start
  • Create workflow approvals
  • 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
  • Data Management:
  • Import Wizard Vs Data Loader
  • Importing Overview
  • Exporting Overview
  • Import custom object records using the Data Loader
  • Use mass delete
  • Use storage
  • Personal Setup:
  • Managing Personal Information
  • Password Reset
  • User Management Overview
  • Roles, Users, Profiles & Sharing
  • Users, Roles and Profiles:
  • Creating Users
  • User Licenses Overview
  • Understanding Record Ownership and Access
  • Role Hierarchy
  • Profiles
  • Overview and different profiles
  • User Permissions
  • Security:
  • Managing the Users
  • Set Organization Wide Defaults (OWD)
  • Object-level Security
  • Field-level Security
  • Record-level Security
  • Sharing Rules
  • Define Sharing rules
  • Discuss about types of sharing rules
  • Reports & Dashboard
  • AppExchange:
  • Installing an App
  • Uninstalling an App

Contact Us

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