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Salesforce Administrator Certification Training Course
Curriculum
17 Sections
144 Lessons
60 Days
Expand all sections
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Introduction to CRM - Customer Relationship Management
5
1.1
What is CRM (Customer Relationship Management)?
1.2
Sub Modules of CRM
1.3
CRM Basic entities
1.4
Existing CRMs
1.5
Hands-On
Introduction to salesforce
9
2.1
Cloud computing and its models
2.2
Getting started with Salesforce
2.3
User Management
2.4
Development and Products
2.5
Different editions of Salesforce.com
2.6
Core CRM objects Capabilities
2.7
Declarative Customizations Boundaries
2.8
How to sign up for Developer Edition
2.9
Hands-On
Salesforce Basic Navigations
5
3.1
What are Records?
3.2
What are Related Lists?
3.3
Action column
3.4
Help links
3.5
Hands-On
Salesforce Administration
9
4.1
Object Types
4.2
Object Standards
4.3
Custom Object
4.4
Field Types
4.5
Field Standards
4.6
Custom Fields
4.7
Relationship Types
4.8
Field Dependency
4.9
Hands-On
Types of Email Templates
13
5.1
Text
5.2
HTML (using Letterhead)
5.3
Custom (without using Letterhead)
5.4
Visualforce
5.5
Custom application
5.6
Console application
5.7
Field Accessibility
5.8
Grant Login Access
5.9
Calendar
5.10
Console Tab
5.11
Trusted IP Range
5.12
Session Settings
5.13
Hands-On
Different Types Of Tabs
18
6.1
Custom Object Tab
6.2
Web Tab
6.3
Visualforce Tab
6.4
Field History Tracking in Salesforce
6.5
Feed Tracking
6.6
https://developer.salesforce.com/
6.7
http://trust.salesforce.com
6.8
View setup audit trail
6.9
Organization Wide Default
6.10
Roles
6.11
Role Hierarchy
6.12
Sharing Rules
6.13
Profiles
6.14
Permission Sets
6.15
Password Policies
6.16
Developer console
6.17
Validation Rules
6.18
Hands-On
Rules for Workflow
18
7.1
Email Alert
7.2
Task
7.3
Field Update
7.4
Outbound Message
7.5
Approval process
7.6
Reports and Dashboards
7.7
Scheduling reports
7.8
Report Types
7.9
Adding dashboards in Home page
7.10
Chatter
7.11
Chatter Desktop
7.12
Queues
7.13
Public Groups
7.14
Assignment Rules
7.15
Auto Response Rule
7.16
Views
7.17
Domain Registration
7.18
Hands-On
Search Layouts
14
8.1
Search Results
8.2
Lookup Dialogs
8.3
Lookup Phone Dialogs
8.4
Accounts Tab
8.5
Accounts List View
8.6
Search Filter Fields
8.7
Page Layout
8.8
Mini Console View
8.9
Mini Page Layout
8.10
Record Types
8.11
Apex Data loader tool
8.12
com Explorer tool
8.13
com Sites
8.14
Hands-On
Prepare your organization for your users
5
9.1
Setting up your company profile
9.2
Configure the user interface
9.3
Configure search settings
9.4
Chatter settings
9.5
Hands-On
Security and data access
7
10.1
Limit sign-in
10.2
Determining Object Access
10.3
Record access settings
10.4
Manage record access with role hierarchies
10.5
Handle record access exceptions
10.6
Manage field-level security
10.7
Hands-On
Data Management
8
11.1
Data loader v/s Import wizard
11.2
Import new records using the Import Wizard
11.3
Update existing records in Data Loader
11.4
Upsert Operations, Export, and Export All
11.5
Bulk transfer of records between users
11.6
Back up your data with weekly exports
11.7
Bulk delete records
11.8
Hands-On
Automation
4
12.1
Manage Email Administration
12.2
Set up workflow rules and Approval Processes
12.3
Automate Leads and Cases
12.4
Hands-On
Getting around the app
4
13.1
Understand the data model and navigation
13.2
Find answers in Help and Training
13.3
Rollup summary and Cross object formula.
13.4
Hands-On
User settings and management
5
14.1
Manage user profiles
14.2
Create and manage users
14.3
Fix user login issues
14.4
Set up Chatter Free and Chatter external users.
14.5
Hands-On
Customization: Field
8
15.1
Manage standard fields
15.2
Create a new custom field
15.3
Creating select fields: select lists and lookups
15.4
Create a formula field
15.5
Working with page layouts
15.6
Working with Record Types and Business Processes
15.7
Maintain data quality
15.8
Hands-On
Reports and Dashboards
9
16.1
Running and modifying reports
16.2
Create a new report using Report Builder
16.3
Filter your report
16.4
Summary of report data
16.5
Report bucket field
16.6
Print, export, schedule, and email reports
16.7
Create a dashboard
16.8
Adding a Dashboard to Your Home Page
16.9
Hands-On
More Administration
3
17.1
Queues
17.2
Public Groups
17.3
Hands-On
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