Salesforce Administration Online Training

Course Duration : 25 Hrs
Salesforce Administration course content
Basics

  • What is Cloud Computing ?
  • Why is Cloud Computing ?
  • Cloud Computing Basics
  • Types of Cloud Computing
  • SaaS
  • PaaS
  • IaaS
  • Advantages & Disadvantages
  • Force.com platform
  • Model-View-Controller architecture
  • Key technology behind the Force.com platform
  • Multi-tenant kernel
  • Force.com metadata
  • Force.com Webservice API
  • Apex and Visualforce
  • AppExchange
  • Force.com sites
  • Force.com development
  • Force.com metadata
  • Metadata API
  • Online page editor and Eclipse Force.com IDE
  • Sandbox

Force.com application

  • Creation of Apps objects and tabs
  • Types of Apps
  • Object Creation
  • Object data types
  • Tab Creation

Fields and data types

  • Fields and data types
  • Custom fields
  • Creating a dependent picklist
  • Currency field
  • Field options

Relationships

  • Lookup (1:n)
  • Master-Detail relationship (1:n)
  • Special relationships
  • External Lookup

Formula Fields and Rollup summary fields

  • Formulas Overview
  • Formula Operators and Functions Overview
  • Formula Field Limits and Restrictions
  • Roll-Up Summary Field
  • Type of summary
  • Implementation Tips

Reports and Dashboards

  • Reports Overview
  • Dashboard Overview
  • Dashboard builder
  • Dashboard folder
  • Dashboard running user
  • Scheduling a dashboard refresh
  • create a dashboard
  • Create of Report Types

Report types and Snapshots

  • Custom report types
  • Create Custom report types
  • schedule the report
  • Setting up analytical snapshot
  • Create Analytical Snapshot

Security Control

  • Security Control & Sharing Model
  • Security Overview
  • Organization Security
  • Profiles
  • Object Security
  • Record Security
  • Field-Level Security
  • Folder Security
  • Roles
  • Permission Sets
  • Sharing Model

Data Loader and Wizard

  • Apex Data loader
  • Downloading the data loader
  • Data Loader Export
  • Setting up the data loader
  • Using data loader through the command line
  • Preparing the process-conf.xml file
  • Encrypting a password using Encrypt.bat
  • Troubleshooting the data loader
  • Apex data loader versus cloud-based import wizard
  • Other data manipulation wizards
  • Mass delete record and delete all data
  • Data storage limit

 

User, Role and Profile Creation

  • Creation Profiles
  • Creation Users
  • Creation Roles

Sharing Rules and Permission Sets

  • Permission Sets and Sharing Rules
  • What are Permissions and Access settings?
  • What is Permission Set?
  • What Access Settings Make Up a Permission Set?
  • Creating and Assigning Permission set
  • Our Business Solution…Permission Sets
  • After Permission Sets
  • Apex Sharing Rules
  • Apex Sharing Rules on Objects
  • Granting access
  • Portal Users
  • Updating

Validation rules

  • Creating a validation rule
  • Standard Object Validation rules
  • Custom Object validation Rules

Workflows

  • Using workflows to automate business processes
  • Sending e-mail to members
  • Workflow Overview
  • Time-dependent workflow
  • Blacklisting the member
  • Creating multiple time-based trigger

Approval Process

  • Improving productivity using automated approval process
  • Creating a multi-step approval process
  • Creating approval steps
  • Approval actions
  • Parallel approval step
  • Debugging and monitoring the process
  • System logs
  • Categories of logs
  • Log levels in the system log console

Web-to-Lead and Email-to-Case

  • What is Email-To-Case
  • Creation on Email-To-Case
  • What is Web-To-Lead
  • Creating Web-To-Lead

Lead Management

  • Lead Process
  • Lead Assignment Rules
  • Lead Conversion
  • Lead Flow B-B

Communication Templates

  • What is Communication Template?
  • How to Create Templates?
  • Email Templates
  • Text Email Template
  • Letterheads
  • HTML Using Letterhead
  • Visualforce Email Template
  • Mail Merge Templates
  • Best Practices for Letterheads

Workbench

  • Workbench and Email Administration
  • What is Workbench?
  • Workbench To Insert,update and Export Data
  • Query Check

Email Administration

  • Email Administration
  • Deliverability
  • Organization-Wide Email Addresses
  • Compliance BCC Email
  • Test Deliverability
  • Delete Attachments Sent as Links
  • Email Footers

 

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