Comprehensive Salesforce Admin Training | Learn from Experts Hyderabad Mumbai Bangalore USA Canada UAE Australia

 
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  • Salesforce Administrator Training course content
  • 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
    • 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 type
    • 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
  • 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 & Dashboards
  • AppExchange:
    • Installing an App
    • Uninstalling an App