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Salesforce Admin course content

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 Architecture – Cloud Computing is a Better Model Multi-tenant
• Salesforce Editions / Pricing

Salesforce.com Navigation – Overview:

•  Salesforce Certifications
• Certified Force.com Developer(401)
• Certified Administration (201)
• Certified Advanced Force.com Developer(501), etc.,

Database Introduction:

• Database Model – Object Creation
• Salesforce Building Blocks
• Standard Objects
• Create custom Objects
• CRM functionality in Salesforce and use of standard objects
• Custom Objects Vs. Standard Objects
• Create custom Fields
• Create custom Tabs

Types of Tab:

• Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
• Custom object Tabs
• Web Tabs
• Visual force Tabs

Custom Application:

• Limitations
• Field Creation and its Relationships a. Different Data types
•    Standard Data types :     Text, Email, Number, Currency, URL, Text Area.
• Storage Limitations
• Read only Data types:
• Auto Number, Formula and Rollup summary
• Rollup summary Operations
• Sum(), Min(), Max() and Count

Relational Data types:

• Lookup Vs. Master – Detail Relationship
• Limitations
• Required, External Id, Default Value and Unique fields
• Salesforce Application elements: Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

 Page Layouts: 

• Defining Page layouts
• Field order changes
• Adding custom buttons and links
• Defining required and read only fields
• Adding related list

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

Validation Rules: 

• Defining Salesforce Data Validation
• Creating Custom Validation Rules
• Validation Vs. Trigger

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

Data Management:

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

Personal Setup:

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

Users, Roles and Profiles:

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Profiles
• Overview and different profiles
• User Permissions

Security:

• Managing the Users
• Set Organization Wide Defaults (OWD)
• Object-level Security
• Field-level Security
• Record-level Security
• Sharing Rules
• Define Sharing rules
• Discuss about types of sharing rules

Reports & Dashboards

AppExchange:

• Installing an App
• Uninstalling an App