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Salesforce Administrator Syllabus

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37 views

Salesforce Administrator Syllabus

Uploaded by

Sarika Telang
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce

SALESFORCE ADMINISTRATOR
CERTIFICATION TRAINING
Chapter 1: Salesforce.com Overview

Cloud Computing Overview


Introduction to Cloud Computing
Introduction to IAAS, PAAS, SAAS
Deployment Models
Introduction to CRM
How can CRM help?
Evolution of CRM
Advantages of CRM
A view of available of CRM Products

Introduction To Salesforce CRM


What is Salesforce.com?
Salesforce CRM Overview
Why Salesforce?
Understanding Salesforce Architecture
Services Provided by Salesforce
Salesforce Vs Other Cloud
Market Demand for Salesforce CRM.
Job Market and growth in CMR industry.
Salesforce Editions, Licenses and Pricing
Salesforce Sandboxes (Dev, QA, Full, Prod.)
Creating First SFDC Dev Account
Salesforce.com CRM Editions
Salesforce.com Navigation – Overview
Creating Salesforce Developer Account

Salesforce Applications
Sales Cloud, Service Cloud, Custom Cloud
Rapid application Development, Cost Reduction & Quality Products

Salesforce Certifications
Certified Administration (201)
Certified Advanced Administration (211)
Salesforce certified platform developer 1 (PD1: 401)
Salesforce certified platform developer 2 (PD2: 501)

Organization Setup
Salesforce Quick Navigation Walk Through
Popular Std. Objects and their purpose
Set up Menu Intro (Various OOB and Dev Options)
Popular in different other objects
Organization profile, Currency etc.
Salesforce User Interface Overview

Chapter 2: Force.com Database Configuration


Objects In Salesforce
Types of objects available in salesforce
Standard Objects
Custom Objects
Use of Standard Objects and Custom Objects in Salesforce
Difference between standard and custom object
Limitations of Standard Objects

Tabs In Salesforce
Introduction to tab
Assigning tab to object
Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs

Intro On Various Data Types/Fields


Various data type fields creation
Standard Data types
Read only Data types
Relational Data types
Roll-Up Summary Fields and its features.
Limitations of Roll-up Summary Fields
Required, External Id, Default Value and Unique fields

Object Relationships
Introduction to Relationships
Need of Relationships in salesforce
Brief on Types of relationship
Master-Details, Lookup, Self-relationship, External lookup relationship, Indirect lookup
relationship, Many-to-many relationships (Junction object), Hierarchical relationship
Deep in to Junction object
Use of Junction object.
Difference between master-detail and lookup relationship
How to convert lookup to master details and vice Versa.

Chapter 3: Workflows in Salesforce


Defining Workflows
Workflow Rules
Types of evaluation criteria in Workflow rules
Introduction to Approval Process
Understanding Approval steps, Approval actions, Rejection actions
Introduction to process builder and its action
What is the difference between workflow and process builder?

Workflow Actions
Email Alert
Task Create
Field Update
Outbound Message
Difference Between Evaluation Criteria And Rule Criteria

Workflow Vs Trigger

Email Templates Overview

Email Templates For Email Notifications

Sending Email Templates


Sending Single emails
Sending Mass emails.

Types Of Templates
HTML (Using Letter Head)
Custom HTML (without using letter head)
Visual force Email Templates

Chapter 4: Formula Fields and Validation rules

Understanding Of Formula Fields

Purpose Of Formula Field

Types Of Formula Field In Salesforce

Text/Logic/Math/Date Functions & Other Popular Functions

Introduction To Cross Object Formula

What Is The Need For Object Formula?

Introduction To Validation Rule, Need, And Various Popular


Functions

What Is The Difference Between The Formula Field And Rollup


Summary In Salesforce?

Chapter 5: Record Types/Page Layouts

Page Layouts
Defining Page layouts
Field order changes
Adding custom buttons and links
Defining required and read only fields
Adding related list
Adding Sections in Detail page

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

Field Dependencies
Controlling field/Dependent field?
Making dependent pick list fields
Limitations

Chapter 6: SFDC Security Model

Introduction To User Management, User Object

Different Types Of User Licenses Available - Salesforce, Salesforce


Platform

Roles And Profiles

Creating Users

Permission Sets

Profile Vs Permissions Sets

Password Policy

IP Address Security

Login Hours & Session Settings

OWD -Public Read/Write, Public Read, Private Only

Manage Record Access With The Role Hierarchy

Sharing Record-Manual And Owner Based

Manage Field-Level Security

Chapter 7: Data Management

Introduction To Data Migration

Overview To Data Loader And Its Installation Process

Data Loader Action-Insert, Update, Delete, Hard Delete

Configure The Data Loader Via Command Line

Attachment Upload With Data Loader


Data Loader Vs Other Third Party ETL Tools

Introduction To Salesforce Import Wizard

Mass Transfer Records And Delete Of Records

Difference Between Data Loader And Import Wizard

Mass Transfer Records And Delete Of Records

Back Up Data With A Weekly Export

Chapter 8: Reports & Dashboard

Introduction To Data Visualization-Reports And Dashboard

Introducing Reports And Custom Reports

Types Of Report-Tabular, Summary, Matrix, And Joint Report

Understanding The Formula Field And Bucket Field.

Add A Chart And A Few Other Features Like Highlighting

Understanding -Reporting Snapshots, Report Types

Overview To The Dashboard And Its Types

What Is A Dynamic Dashboard?

Adding Dashboard Snapshots To Home Page

Understanding Sharing & Security Of Reports-Dashboards

Chapter 9: App Design

What Is AppExchange?

Installation Of An App

Uninstall An App

Create A Custom App

Service Cloud Console

Chapter 10: Flows

Create Flows
Screen Flows

Scheduled Trigger Flows

Auto Launched Flows

Record Triggered Flows

Chapter 11: Chatter

Create Chatter Group

Adding User To Chatter Group

Post Message To Chatter

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