ADMINSTRATION

ADMINISTRATION

Overview:
A Salesforce Administrator is a business leader, deeply knowledgeable about how their company operates, intertwined in making all departments successful through process automations, and thus, integral to running a smooth & lean business.

Training Objectives of Salesforce Administration
Salesforce provides you with the fastest path from idea to App. Salesforce is on the cloud, so your team can use Salesforce from anywhere with access to Internet. Salesforce is readily scalable to your company’s growth. Salesforce is affordable. Programmers and Non-Programmers both have an equal opportunity in Salesforce domain. One with programming skill can become a Salesforce Platform developer and with Non-Programming skills one can become a Business Analyst.

Course Content
Identity Confirmation
CRM functionalities, Products of SF, Login to SF Page
Sales Architecture, Lead Conversation, Accounts, Contacts

Customization
Create Custom Profiles and Users
Custom Objects & Custom Fields& Custom Tabs
Customizing Relationships, Formula fields and Rollup Summary fields
Define Dependent Pick lists
Customize Page Layouts, Record Types
Customize Standard related lists
Learn About Record Types & Business Processes
Use Field Level Security

Security & Access
Set Organization-Wide Defaults
Role Hierarchy, Public Groups, Queues, Permission Sets
Sharing Rules

Workflow
Define Workflow
Set up Workflow rules
Set up workflow tasks &Email Alerts &Field Updates

Approval Process
Plan Approvals using workflow
Use the approval wizard – standard vs. jump start
Create workflow approvals

Data Validation
Learn about Salesforce CRM Data Validation
Create Data Validation Rules
Learn about the Custom fields & Unique properties

Data Utilities
Import records using the import wizards
Apex Data Loader tool

Analytics
Create Report Types
Create Custom Reports
Learn about Advanced filters and Conditional Highlighting in Reports
Use Custom Summary formulas
Create Dashboards

The App exchange
Learn about App Exchange
Install an App
Uninstall an app

Extending Salesforce CRM
Learn about Custom Wed Tabs
Build a Custom tab

About the Trainer

10 + Years of IT experience, provided training for over 1000+ professionals online Real-time IT experience which enables to provide dedicated quality training. Teaching is his passion vast experience in providing online training around the globe with good communication skills.