Discover top-notch Salesforce Administrator Training at SpiritSofts, the leading training institute. Our comprehensive program offers the best hands-on learning experience, equipping you with the skills to excel as a certified Salesforce Administrator. Learn from industry experts, customize layouts, create reports, and streamline business processes. Enroll now to unlock exciting career opportunities in Salesforce administration. Get started with the best Salesforce Administrator Training at SpiritSofts today!
- 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