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Salesforce Administrator Certification Training Course
Introduction to CRM - Customer Relationship Management
What is CRM (Customer Relationship Management)?
Sub Modules of CRM
CRM Basic entities
Existing CRMs
Hands-On
Introduction to salesforce
Cloud computing and its models
Getting started with Salesforce
User Management
Development and Products
Different editions of Salesforce.com
Core CRM objects Capabilities
Declarative Customizations Boundaries
How to sign up for Developer Edition
Hands-On
Salesforce Basic Navigations
What are Records?
What are Related Lists?
Action column
Help links
Hands-On
Salesforce Administration
Object Types
Object Standards
Custom Object
Field Types
Field Standards
Custom Fields
Relationship Types
Field Dependency
Hands-On
Types of Email Templates
Text
HTML (using Letterhead)
Custom (without using Letterhead)
Visualforce
Custom application
Console application
Field Accessibility
Grant Login Access
Calendar
Console Tab
Trusted IP Range
Session Settings
Hands-On
Different Types Of Tabs
Custom Object Tab
Web Tab
Visualforce Tab
Field History Tracking in Salesforce
Feed Tracking
https://developer.salesforce.com/
http://trust.salesforce.com
View setup audit trail
Organization Wide Default
Roles
Role Hierarchy
Sharing Rules
Profiles
Permission Sets
Password Policies
Developer console
Validation Rules
Hands-On
Rules for Workflow
Email Alert
Task
Field Update
Outbound Message
Approval process
Reports and Dashboards
Scheduling reports
Report Types
Adding dashboards in Home page
Chatter
Chatter Desktop
Queues
Public Groups
Assignment Rules
Auto Response Rule
Views
Domain Registration
Hands-On
Search Layoutst
Search Results
Lookup Dialogs
Lookup Phone Dialogs
Accounts Tab
Accounts List View
Search Filter Fields
Page Layout
Mini Console View
Mini Page Layout
Record Types
Apex Data loader tool
com Explorer tool
com Sites
Hands-On
Prepare your organization for your users
Setting up your company profile
Configure the user interface
Configure search settings
Chatter settings
Hands-On
Security and data access
Limit sign-in
Determining Object Access
Record access settings
Manage record access with role hierarchies
Handle record access exceptions
Manage field-level security
Hands-On
Data Management
Data loader v/s Import wizard
Import new records using the Import Wizard
Update existing records in Data Loader
Upsert Operations, Export, and Export All
Bulk transfer of records between users
Back up your data with weekly exports
Bulk delete records
Hands-On
Automation
Manage Email Administration
Set up workflow rules and Approval Processes
Automate Leads and Cases
Hands-On
Getting around the app
Understand the data model and navigation
Find answers in Help and Training
Rollup summary and Cross object formula.
Hands-On
User settings and management
Manage user profiles
Create and manage users
Fix user login issues
Set up Chatter Free and Chatter external users.
Hands-On
Customization: Field
Manage standard fields
Create a new custom field
Creating select fields: select lists and lookups
Create a formula field
Working with page layouts
Working with Record Types and Business Processes
Maintain data quality
Hands-On
Reports and Dashboards
Running and modifying reports
Create a new report using Report Builder
Filter your report
Summary of report data
Report bucket field
Print, export, schedule, and email reports
Create a dashboard
Adding a Dashboard to Your Home Page
Hands-On
More Administration
Queues
Public Groups
Hands-On
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