SALESFORCE ADMINISTRATION

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INTRODUCTION

    • Introduction About Cloud
    • Salesforce.com Overview
    • Salesforce.com Cloud Computing
    • Cloud Overview Benefits of Cloud
    • CRM Overview  Benefits of CRM

SERVICE PROVIDED BY THE SALESFORCE

  • Software as a Service
  • Platform as a Service
  • Infrastructure as a Service
  • Database as a Service

APPLICATIONS CAN BUILD USING SALESFORCE

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • Custom Cloud Applications ; etc

WHY SALESFORCE IS MORE POPULAR & COMPETITIVE

  • Rapid application Development, Cost Reduction & Quality Products

SALES CLOUD- OVERVIEW

  • Sales Cloud Objects
  • Business Scenarios included in Sales Cloud

DATABASE MODEL- CUSTOM OBJECT CREATION

  • Standard Objects
  • CRM Objects
  • Products
  • Campaigns
  • Leads
  • Account
  • Contacts
  • Opportunities
  • Cases
  • Solutions etc.
  • CRM functionality in Salesforce and use of standard objects
  • Custom Objects Vs. Standard Objects
  • Limitations

FIELD CREATION AND ITS RELATIONSHIPS

  • Different Data types
  • Standard Data types –
  • Text, Email, Number, Currency, URL, Text Area,
  • RichTextArea, etc.,
  • Storage Limitations
  • Read only Data types
  • Auto Number, Formula and Rollup summary
  • Rollup summary Operations
  • *Sum(), Min(), Max() and Count
  • *Limitations in Rollup summary
  • Relational Data types
  • Lookup Vs Master – Detail Relationship
  • Limitations
  • Required, External Id, Default Value and Unique fields

FIELD DEPENDENCIES- DEPENDENT PICKLIST FIELDS

  • Controlling field/Dependent field?
  • Making dependent pick list fields
  • Limitations

PAGE LAYOUTS

  • Introduction
  • Customize the page layouts.
  • Defining Page layouts
  • Field order changes
  • Adding custom buttons and links
  • Defining required and read only fields
  • Adding related list
  • Adding Sections in Detail page

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
  • Assigning Record types to the Profiles

EMAIL TEMPLATES

  • Email Templates – Sending Single emails and Mass emails.
  • Types of Templates – Text, HTML (Using Letter Head), Custom (without using letter head), Visual force Email Templates.
  • Merging fields in Email Templates

WORKFLOWS

  • Defining Workflow
  • Workflow Actions
  • Email Alert
  • Task Create
  • Field Update
  • Outbound Message
  • Difference between Evaluation Criteria and Rule Criteria
  • Time based workflows
  • Workflow Vs Time based workflow.
  • Workflow Vs Trigger

VALIDATION RULES

  • Defining Salesforce Data Validation
  • Creating Custom Validation Rules

USERS, ROLES AND PROFILES, PERMISSION SETS

  • Creating Users
  • User Licenses Overview
  • Understanding Record Ownership and Access
  • Role Hierarchy
  • Creating Roles
  • Creating Profiles
  • Profiles
  • Overview and different profiles
  • User Permissions
  • Permission Sets in Salesforce

DATA UTILITIES

  • Import using Application Import Wizard
  • Import Wizard Vs Data Loader
  • Mass Delete
  • Understanding Storage(attachments, documents and records)
  • Storage Usage
  • Data Loader Operations Insert/ Update/ Delete/ Upsert / export / exportall / delete / deleteall
  • Attachment upload with Data loader
  • Data Loader Vs Other Third Party ETL Tools

REPORT TYPES, REPORTS & DASHBOARDS, HOME PAGE COMPONENTS

  • Creating Report Types for the Reports
  • Report Types, Reports & Dashboard Overview
  • Different Reports
  • Defining Custom Reports
  • Advanced Filters
  • Defining Dashboards
  • Home page Components
  • Differences between different Reports in Salesforce.

TAB CREATION

  • Types of Tabs
  • Custom object Tabs
  • Web Tabs
  • Visual force Tabs
  • Lightning Page Tabs

APP DESIGN

  • Custom App
  • Service Cloud Console

APPEXCHANGE

  • Introduction
  • Installing an App
  • Uninstalling an App
  • Marketing the products through Appexchange

 

CONTACT US

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