Salesforce Administration

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