Salesforce Admin online training

Salesforce Admin course content

    Introduction to Salesforce

  • What is Cloud Computing?
  • Types of Cloud Computing Services with examples
  • Cloud Computing Architecture
  • What is Salesforce?
  • Services provided by Salesforce
  • What is CRM Process?
  • Kinds of Apps developed by Salesforce
  • Advantages of Salesforce
  • Employment opportunities with Salesforce
  • Production and Sandbox Environments

  • Production Environment
  • Types of Sandbox Environments
  • Registering with Developer Organization
  • Salesforce Terminology
  • Creating a new Application

  • Steps to create the Application
  • Setting up the logo for Application
  • Creating an Object

  • Steps to create the Object
  • Different options involved while creating the object
  • Creating a Tab

  • Steps to create the tab
  • Different options involved with the tab
  • Creating custom fields

  • Different Data Types involved while creating custom fields
  • Different options involved with custom fields
  • Changing the Default Currency Type
  • Field Dependencies
  • Custom Validation Rules

  • Steps to configure custom validations
  • Different formula functions involved with custom validations
  • Search Layouts, Inline Editing, Enhanced List Views and Record Ids

  • Enable more columns at tab level, search results level and look up dialog Level
  • Working with inline editing
  • Working with enhanced list views
  • Analyzing Record Ids of the components
  • Creating Relationships

  • Different Types of Relationships
  • Creating a junction object
  • Governor Limits in Salesforce
  • Page Layouts and Mini Page Layouts

  • Different options available in page layout
  • Steps to configure mini page layout
  • Adding Related Lists to Layout
  • Record Types

  • Steps to configure Record Types
  • Creating Record Types for standard objects
  • Field History Tracking and Activities

  • Steps to configure Field History Tracking
  • Steps to enable and creating activates
  • Security in Salesforce

  • Users in Salesforce and enabling Grant Login Access
  • Profiles and Permission Sets
  • Role Hierarchy
  • OWD (Organization Wide Defaults)
  • Manual Sharing and Sharing Rules
  • Purpose of Grant Access using Hierarchies
  • Purpose of View All, Modify All, View All Data and Modify All Data
  • Apex Managed Sharing
  • Import Wizard and Data Loader

  • Difference between Import Wizard and Data Loader
  • Generating Security Token and Maintaining IP range using Trusted IP
  • Data Loader Settings
  • Data Loader Operations
  • Purpose of External Id
  • Purpose of Data Export
  • Workflow Rules

  • Difference between evaluation criteria
  • Difference between rule criteria
  • Types of workflow actions
  • Re-evaluation Criteria for Field Update
  • Types of Email Templates
  • Setting to enable Task Action
  • Different scenarios with Workflow Rules
  • Approval Process

  • Configuring Approval Process
  • Different options available with Approval Process
  • Creating custom hierarchy field
  • Adding multiple steps to the approval process
  • Purpose of Queues and steps to configure the Queue
  • Difference between Queue and Public Group
  • Working with the Queues
  • Approving the records from Email
  • Lightning Process Builder

  • Options involved with Process Builder
  • Advantages over Workflow Rules
  • Disadvantages over Workflow Rules
  • Submitting the records for approval automatically
  • Reports and Dashboards

  • Different types of Reports
  • Scheduling the Reports
  • Creating the Dashboard
  • Different Components involved in Dashboard
  • Web to Lead and Web to Case

  • Generating Web to Lead
  • Generating Web to Case
  • Rules on Leads and Cases

  • Assignment Rules
  • Auto Responsive Rules
  • Escalation Rules
  • Lightning Experience Introduction

  • Difference between Salesforce Classic and Lightning Experience Enabling Lightning
  • Experience and switching between lightning Experience and Salesforce Classic
  • Understanding Lightning Experience as a Administrator

  • The App Launcher in Lightning Experience and reordering the Apps
  • Accessing Lightning Setup
  • Global Search in Lightning Experience
  • Lightning Experience Help Menu
  • Understanding Lightning Experience features of Opportunities, Leads and Activities

  • Opportunity Sales Path
  • Activity Timeline
  • Lead Path

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