Salesforce Admin
Module 1: Salesforce.com Introduction
- Cloud Computing & its Models.
- What is Salesforce.com?
- Evolution and Products
- Different Editions in Salesforce.com
- How to sign up for Developer Edition.
Module 2: Getting Your Organization Ready for Users
- Set up the company profile
- Configure the user interface
- Configure search settings
- Set up Chatter
Module 3: Security and Data Access
- Restrict logins
- Determine object access
- Set up record access
- Manage record access with the role hierarchy
- Deal with record access exceptions
- Manage field-level security
Module 4: Managing Data
- Data Loader v/s Import wizards
- Import new records using import wizards
- Update existing records with the data loader
- Upsert operation, Export and Export All
- Mass transfer records between users
- Back up data with a weekly export
- Mass delete records
Module 5: Automation
- Manage Email Administration
- Set up workflow rules and Approval Processes
- Automate Leads and Cases
Module 6: Getting Around the App
- Understand the data model and navigation
- Find answers in Help & Training
- Rollup summary & Cross object formula.
Module 7: Setting Up and Managing Users
- Manage user profiles
- Create and manage users
- Troubleshoot user login issues
- Set up Chatter Free and Chatter external users.
Module 8: Customization: Fields
- Administer standard fields
- Create new custom fields
- Create selection fields: picklists and lookups
- Create Formula Fields
- Work with Page Layouts
- Work with Record Types and Business Processes
- Maintain Data Quality
Module 9: Reports and Dashboards
- Run and modify reports
- Create new reports with the report builder
- Filter reports
- Summarize Report Data
- Bucket Fields in Reports
- Print, Export, Scheduling and Email Reports
- Build Dashboards
- Adding Dashboards in Home Page
Module 10: More Administration
- Queues
- Public Groups