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Salesforce Admin

CRM Overview

  • Introduction to CRM?
  • Why CRM?

Introduction to Cloud Computing & Salesforce.com

  • 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.com Navigation - Overview

Salesforce Cloud Platform – Explained

  • Sales Cloud2 Platform
  • Force.com Platform
      . App Force
      . Site Force
      . VM Force

Salesforce Application elements

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

Personal Setup

  • Managing Personal Information
  • Password Reset
  • User Management Overview
  • Roles, Users, Profiles & Sharing

Salesforce Building Blocks

  • Standard Objects
  • Create custom Objects
  • Create custom Fields
  • Create custom Tabs
  • Define dependent Pick lists o Customize page layouts
  • Custom Application

Working with Standard Objects

  • Campaigns
  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Product

Relationship Types

  • Master-detail Relationship
  • Look-up Relationship
  • Many-to-Many Relationship
  • Create and managing the Roll-up summary fields
  • Data Validation rules
  • Create data validation rule
  • Learn about custom field unique and duplicate properties
  • Customize formula-fields

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

Analytics – Reports & Dashboards

  • Report Overview
  • Create custom reports
  • Using filters
  • Using conditional highlighting
  • Custom summary formulas
  • Working with dashboards

Data Management

  • Importing Overview
  • Exporting Overview
  • Import custom object records using the Data Loader
  • Use mass delete
  • Use storage

User Management

  • Creating Users
  • Creating Profiles
  • Creating Roles
  • Creating Groups

Security

  • Managing the Users
  • Set Organization Wide Defaults (OWD)
  • Object-level Security
  • Field-level Security
  • Record-level Security

Record types

  • What is Record type?
  • How to create Record type?
  • Managing Record types
  • Sharing Rules
  • Define Sharing rules
  • Discuss about types of sharing rules

Monitoring Organization Data

  • Debug logs and Email Logs
  • Login History
  • View Setup Audit Trail
  • Discuss about Queue
  • Outbound messages
  • Schedule Jobs
  • Apex Jobs
  • Bulk Data Load Jobs

Force.com Platform Revisited

  • Apex, Visual Force, Database.com & AppExchange
  • How to install an AppExchange application
  • AppExchange – Application Management

Working with Developer Console

  • Customizing the console

Salesforce.com Certifications – Overview

  • Salesforce.com Certified Administrator (ADM 201)
  • Salesforce.com Certified Advanced Administrator (ADM 301)

Certification Practice Questions

Intended Audience: Working sales Professionals

What's included


  • Works on all devices
  • Certificate of completion

AN ERP International

Instructor