Salesforce Admin

Introduction to CRM

1
Why CRM?
2
Introduction to Cloud Computing
3
Cloud Computing – Overview
4
What is Software-as-a-Service (SAAS)?
5
What is Platform-as-a-Service (PAAS)?
6
What is Infrastructure-as-a-Service (IAAS)?

What is Salesforce.com?

1
Salesforce.com CRM Editions
2
Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
3
Salesforce Editions / Pricing

Salesforce.com Navigation – Overview

1
Salesforce Certifications
2
Certified Force.com Developer(401)
3
Certified Administration (201)
4
Certified Advanced Force.com Developer(501), etc.,

Database Introduction

1
Database Model – Object Creation
2
Salesforce Building Blocks
3
Standard Objects
4
Create custom Objects
5
CRM functionality in Salesforce and use of standard objects
6
Custom Objects Vs. Standard Objects
7
Create custom Fields
8
Create Custom Tabs

Types of Tab

1
Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
2
Custom object Tabs
3
Web Tabs
4
Visual force Tabs

Custom Application

1
Limitations
2
Field Creation and its Relationships. Different Datatypes
3
Standard Data types
  • Text, Email, Number, Currency, URL, Text Area.
  • Storage Limitations
4
Read only Data types
  • Auto Number, Formula and Rollup summary
  • Roll-up summary Operations
  • Sum(), Min(), Max() and Count

Relational Data types

1
Lookup Vs. Master – Detail Relationship
2
Limitations
3
Required, External Id, Default Value and Unique fields

Salesforce Application elements

1
Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

Page Layouts

1
Defining Page layouts
2
Field order changes
3
Adding custom buttons and links
4
Defining required and read only fields
5
Adding related list

Record Types

1
To create and maintain record types for your organization.
2
Display different page layouts and picklist values based on record types.
3
Uses of Record Types

Field Dependencies

1
Controlling field/Dependent field?
2
Making dependent pick list fields
3
Limitations

Validation Rules

1
Defining Salesforce Data Validation
2
Creating Custom Validation Rules
3
Validation Vs. Trigger

Workflow rules

1
Define workflow
2
Create Email template
3
Set up workflow rules
4
Set up workflow actions

Workflow Approval process

1
Plan approvals using workflow
2
Use the approval wizard – standard vs. jump start
3
Create workflow approvals

Email Templates

1
Email Templates – Sending Single emails and Mass emails.
2
Types of Templates – HTML (Using Letter Head) , Custom HTML (without using letter head), Visual force Email Templates

Data Management

1
Import Wizard Vs Data Loader
2
Importing Overview
3
Exporting Overview
4
Import custom object records using the Data Loader
5
Use mass delete
6
Use storage

Personal Setup

1
Managing Personal Information
2
Password Reset
3
User Management Overview
4
Roles, Users, Profiles

User Roles and Profiles

1
Creating Users
2
User Licenses Overview
3
Understanding Record Ownership and Access
4
Role Hierarchy
5
Profiles
  • Overview and different profiles
  • User Permissions

Security

1
Managing the Users
2
Set Organization Wide Defaults (OWD)
3
Object-level Security
4
Field-level Security
5
Record-level Security
6
Sharing Rules
  • Define Sharing rules
  • Discuss about types of sharing rules

Reports

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