Salesforce Admin

SalesForce Admin

Module 1 : Salesforce Administration

Sales Cloud – Generic Business Process

Service Cloud- Customer Service

Salesforce – Force.com Platform

Features of Sales Cloud

Features of Service Cloud

Creating User Login Credentials

Products

Case

Setup – Personal Setup

Campaign

Solution

About Administration Setup

Lead :

Assignment Rule

AutoResponse Rule

Lead Process

Web-to-Lead

Public Knowledge Base

Standard Applications

Web-to-case

Standard Tabs

Self Service Portal

Standard Objects

Esclation Rules

Creating Custom Applications

Company Information

Creating Custom Objects

Account

Creating Company Profile

Creating Custom Tabs

Opportunity

Setting Fisca Year

Creating Custom Fields using Data Types

Contact

Setting Business Hours

Creating Custom Picklist and Dependencies

Contract

Setting Holidays

 

QuoteManage

Setting Language

 

Order

Identifying Edition

 

Managing Users

Creating Users

Creating Roles

Creating Custom Profiles

Discussion on Standard Profiles

Creating Permission Sets

Creating Public Groups

Creating Queues

Login History

Relationships In Salesforce

Lookup Relationship

Master-Detail Relationship

Many-to-Many Relationship

Juntion Object

Rollup Summary Fields

RealTime Senarios

Applying Validations & Formulas

Overview of Validation

Creating Validation Rules

Applying Formula in Validation

Page Layout on Objects

Mini PageLayout

Search Layout

Record Type

Field Level Security on Layout

Object Level Security Model

Profile Level

Permission Set Level

Field Level Security Model

Profile Level

PageLayout Security

Permission Set Security

Record Level Security Model – Sharing Settings

Overview of Record Level Security

Organization-Wide-Default

Sharing Rules

Grant Access Using Hierarchies

Internal Access

External Access

Manual Sharing

Owner Based Sharing Rule

Both Usage of Profile and OWD

Real Time Scenarios

WorkFlow & Approvals

Overview of Workflow

Email Alerts

Tasks

Field Updates

Outbound Messages

Time Dependent Workflow Actions

Order of Execution

Approval Process Definition   

Dynamic Approval Process

Multi-Step Approval Process

Parallel Approval Process

Approval Process Actions

Real Time Scenarios

 

Data Management With SFDC

Overview Import Wizard

Limitations of Import Wizard

Data Export

Import Objects

.CSV File Usage in Salesforce

Import Data into Salesforce

Data Loader : Overview

Limitations

Installation

Data Loader : Mapping With Fields

Upsert Data

Batch Process

 

Mass Transfer Records

Mass Delete of Records

Process Builder

Overview of Process Builder

Working with Process Builder

Workflows with Process Builder

Security Settings 

Single-Sign-on settings

Session Settings

Password Policies

Identity Providers

Login Access

Identity Connect

Email Administration :

Deliverability

Test Deliverability

Organization wide Default

Setting Email Footers

Compliance BCC Email

Email Admin Setup