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
