Salesforce Admin Training Program

SalesForce Administration online Training

Course Content:

Getting Started

• Understanding the basics of Salesforce CRM and Salesforce Administration.

Salesforce Editions and Features:

• The various Salesforce Editions – Professional, Enterprise, Unlimited, and Developer Editions.

Typical Salesforce Project Life Cycle:

• The various stages of a Salesforce Project Life Cycle, creating applications, creating the first object and fields, working on invoice object and line items objects, creating relationships between objects, and understanding the significance.

Workflow Creation:

• Creating workflow for various tasks like deducting stock from inventory, understanding the validation rule for verifying stock availability, field dependencies, making field mandatory and field dependencies, lock child record based on parent, colored field based on picklist, assign Record Types and Page Layouts in Enhanced Profile User Interface.

CRM Overview:

• Understand the basics of CRM, the concept of cloud computing in CRM, introduction to Salesforce Developer Community, standard business objects and custom business objects, Salesforce relationships and Salesforce Data Model.

Salesforce Admin Processes:

• The various tasks associated with a Salesforce Admin like customization, development, user maintenance, designing and managing ongoing development, communicating new releases and enhancement, maintenance, analytics, reports and dashboard activities.

Introduction Salesforce Security:

• Introduction to Salesforce security, key issues, and best practices.

User Creation:

• Process of creating new users, freezing inactive users.

Login and access management:

• Providing the right access to the right personnel, system admin login access.

Profiles:

• Designing the user profiles depending on the job role and description.

Organization Wide Default:

• Setting up baseline access for records, it determining which persons in the hierarchy have access to objects, the various OWD permission settings, Private, Public Read, Public Read/Write, Public Read/Write/Transfer.

OWD & Profiles:

• Restricting object visibility with Profiles, restricting data in objects with OWD.

Roles and Permissions:

• Ensuring the right roles and permissions go hand in hand with the right level of access, visibility and restrictions.