Salesforce Administrator

SALESFORCE ADMINISTRATION CONTENT

Cloud Computing Concepts
o Introduction
o Evolution of Cloud Computing
o Comparison with Other computing techniques
o Characteristics of Cloud Computing
o Advantages and Disadvantages
o Classification of Cloud Computing Services
 PAAS (Platform As A Service)
 SAAS (Software As A Service)
 IAAS (Infrastructure As A Service)

CRM Concepts
o CRM Vocabulary
o CRM Processes
o Marketing Process
o Sales Process
o Support Process
o Lead Conversion Process
Creating Salesforce Developer Account
o Salesforce Products Overview
o Salesforce Editions
o Creating Salesforce Developer Account
o Salesforce overview
Salesforce.com Products Overview
o Overview of products
o Sales : Sales Cloud
o Service : Service Cloud
o Social : Chatter
o Appexchange
o Editions and Pricing
Salesforce Object Management
o Standard Objects and Custom Objects
o Creating / Editing / Deletion of records
o Creating Custom Fields, Custom Objects
o Field Dependency, Field History Tracking
o Lead Conversion Process
o Web to Lead
o Creating Applications & Configuration
Data Validation & Formula Fields:

o Learn about Salesforce CRM Data Validation
o Create Data Validation Rules & Formula Fields
o Salesforce Functions for Validation Rules & Formula Fields
o Learn about the Custom fields & Unique properties
Customizing Page Layouts
o Creating and Customizing Page Layouts (Fields, Buttons, Related Lists)
o Page Layout Assignments
o Creating Salesforce Business Records (Record Types)
o Introduction to Business Processes (Lead Process, Sales Process, Support
Process, Solution Process)
o Customizing Record Types
Object Relationships
o Datatypes – Read Only, Relationship and Generic
o Lookup & Master details
o One to Many & Many to Many relationships
o Junction Object
o Indirect Lookup & External Lookup relationships
Business Process Automation Tools
o Workflow
o Email Templates
o Approval Processes
o Process Builder
o Visual workflow / Flows
Security & Data Visibility

o Introduction to Salesforce Security Model
o Role Hierarchy & OWD
o Sharing Settings & Sharing Rules
o Profiles & Permission Sets & Users
o Public Groups and Queues & Assignment Rules
o Field Level Security & Object Level Security

Data Management

o Introduction to Data Loader
o Import & Export Operations in Data Loader
o Performing DML Operations on Records (Insert, Update, Delete, Upsert)
o Introduction to Import wizard and Import & Export operations
o Import wizard Vs Data Loader

Sales Cloud Implementation
o Campaign, Leads
o Account, Contact & Opportunity
o Product, Pricebook & Contracts
o Orders & Quotes
o Web to lead
o Email to case
o Lead Assignment rules

Service Cloud Implementation

o Introduction to Service Cloud and Objects
o Case Assignment Rules
o Web to Case & Email to Case
o Case Auto Response Rules
o Escalation Rules
o Entitlement Management & Service Console
o Live Agent Setup & Configuration

Community Cloud
o My domain
o Community Cloud builder
o Partner & Customer Community

Enterprise Territory Management
o Territory types
o territory models
o territory model states

Analytics in Salesforce

o Creating Reports in Salesforce
o Report Types (Standard & Custom)
o Types of Reports (Tabular, Matrix, Summarize, Joined)
o Creating Custom Report Types & Implementation
o Scheduling the Reports
o Introduction to Dashboards
o Dashboard Components & Charts
o Dynamic Dashboards