Salesforce Admin Course Training

1.Introduction to Cloud Computing:

What is Cloud Computing?

flavours of cloud computing

Why cloud computing and benefits of cloud?

Services and deployment models in cloud?

Cloud Basics

2.Introduction to CRM:

What is CRM?

Why CRM and its benefits?

Different types of CRM

Business Scenario in CRM

3.Introduction to Salesforce:

What is salesforce?

Products and services in salesforce

Creating an Account in salesforce?

4.Creating Sample App, TAB and Object with live project:

What is an Application, tabs, forms, links in salesforce?

What is an Object and Field? Comparing Object with Database Table

Difference between Standard & Custom Objects?

Use of Standard Applications in Sales Force

Create a Sample Recruiting /Warehouse App

How to Change Logo of the application

5.Relationships in Salesforce:

Objective of Relationships

Types of Relationships, usage and Difference between them

One to One – Self Relationship/Hierarchical Relationship with Practical

One to Many – Using Master detail/ Using Lookup Relationship with Practical

Many to Many – Using Junction Object with Practical

6.Creating Dependent Picklist and Validations:

What is Field Dependency?

Creating a Dependent Picklist

Introduction to Validation Rule and How it is used?

Create an Validation Rule for the Position / LineItem Object

7.Introducing Workflow and Process Builder:

Objective of Workflow in Salesforce

What is Workflow rule and Workflow actions?

Create a Workflow Rule That Updates Fields

Create a Workflow Rule That sends an email

Introduction to Process Builder and its actions

How to create process Builder

8.Creating Formula Filed in Salesforce, and its return types:

What is Formula Field and How it is Used?

Create a Custom Formula Field to the Position / LineItem Object

Difference between Formula Field and Validation Rule

9.Introduction to Page Layouts:

Objective of Page Layout in Salesforce

Grouping Fields into New Section using Page Layout

Making fields Required/Read only using Page Layout

10.Introduction to Roll-Up Summary Fields:

Introduction to Roll-Up summary Fields

Difference between Roll-Up summary and Formula Fields

Difference between Workflow and Formula Fields

Create Roll-Up summary Field for Job Application/ Invoice Object

11.What is Junction Object?

What is Many-to-Many Relationship

Customizing the Related Lists in Many-to-Many Relationship

12.Security and Sharing Model of Salesforce:

Salesforce Editions & Licenses

Designing Application for Multiple User

How to Create User in Salesforce

Introducing Profiles

Go through Standard profile and Custom Profiles

Introduction to Role Hierarchy in Salesforce

Introduction to Security and Sharing

Object Level Security

Field Level Security

Introducing Organization-Wide Defaults(Record-level Security)

Introducing Manual Sharing

Sharing Rules

Role based Sharing.

Difference between Roles and profiles

Define Sharing rule for related objects

Overriding Sharing with Object-Level Permissions

13.Introduction to Reports and Dashboard:

Analysing Data with Reports and Dashboards

Introducing Reports including Tabular, Summary , Matrix and Joined Report

Introducing Dashboards

Generating different types Dashboard

Set running/logged in User for Dashboard

14.Introduction to Search Layouts:

Customize Position/Merchandise Object Page Layout

Introduction to Search Layouts

Customize the Search Layouts in Objects

Create Review Object and respective Fields

15.Approval Process in Salesforce:

Introducing Approvals

Approval Process and Creating Approval Steps

16.Managing Data:

Learn when and how to export, delete, insert, update and upsert data

Use the import wizard

Use the apex data loader

Use the data loader.io

17.How to create your own email templates:

Introducing Email Templates

18.How to use Chatter in Salesforce:

Introducing Chatter Completed

19.Introduction to Sandbox in Salesforce:

What is sandbox organization and production organization? Difference between them

How to upload documents in Salesforce

Recap on System Administrator

20.Introduction to Sales Application:

What is Sales Application in Salesforce

Complete Sales Life Cycle

Relationship between -> Account, Opportunities and contact etc.

Lead Conversion Process

Adding Custom Field to Standard Objects

21.Introduction to Service Application:

What is Service application in Salesforce

Complete Service Life Cycle

Relationship between -> Case and Account.

Cases and solutions

Adding Custom Field to Standard Objects

22.Misc.:

Introducing Queues

Introducing Public group

How to change the logo of the application.

Web to Lead

Live trouble shooting

Live issue handling

Doubts session