Salesforce Admin Training

1. Salesforce:
a. Introduction to CRM.
b. What is Salesforce.
c. Creating developer edition account in Salesforce.
d. Different editions of Salesforce Orgs.
e. Overview of developer edition Org.
f. Overview of trailhead.
g. Linking your org with trailhead.

2. Database Introduction:

a. Relational Data Base.
b. Database Model – Object Creation.
c. Standard Objects.
d. Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities
etc.
e. Create Custom Objects.
f. Standard Objects vs. Custom Objects.
g. Create Custom Tabs.
h. Custom tabs vs Custom objects.

3. Tab Creation:

a. Types of tabs.
b. Custom Object tabs.
c. Visualforce Tabs.
d. Web Tabs.
e. Lightning Page Tabs.
4. Formula Field in Salesforce:
a. Introduction.
b. Need/Uses of Formula field.
c. Creating Formula Field.

d. Overview of formula editor.
e. Creating advance formulas using formula field.

5. Roll Up Summary field:

a. Introduction.
b. Use/Need of roll up summary fields.
c. Prerequisites to create roll up summary field.
d. Different types of operations with roll up summary fields.
e. Sum operation with roll up summary fields.
f. Max operation with roll up summary fields.
g. Min operation with roll up summary fields.
h. Count operation with roll up summary fields.

6. Relational Data Types:

a. What is Relationship in Salesforce.
b. Need/Uses of relationship.
c. Look up Relationship.
d. Master-Detail Relationship.
e. Self-Relationship.
f. Hierarchical Relationship.
g. External Relationship.
h. Junction Object.
i. Primary Relationship.
j. Secondary Relationship.

7. Page-Layouts in Salesforce:

a. Introduction.
b. Customize the page layouts.
c. Defining Page layouts.
d. Field order changes.
e. Adding custom buttons and links.
f. Defining required and read only fields.
g. Adding related list.
h. Adding Sections in Detail page.

8. Record Types in Salesforce:

a. Introduction.
b. Uses/Need of Record Types.
c. Create and maintain record types for your organization.
d. Display different page layouts and picklist values based on record types.
e. Assigning Record types to the Profiles.

9. Field Dependencies – Dependent Picklist Fields:

a. Introduction.
b. Controlling field/Dependent field?
c. Making dependent pick list fields.
d. Limitations.

10. Validation Rules:

a. What are validation rules.
b. Need/Use of validation rules.
c. Overview of editor.
d. Creating custom validation rules.

11. Work Flow Rules:

a. Introduction to Work Flow Rules.
b. Work Flow Actions.
c. Email Alert.
d. Task Create.
e. Field Update.
f. OutBound messages.
g. Difference Between Evaluation Criteria and Rule Criteria.
h. Time-Based Workflows.
i. Workflow vs Time-Based Workflows.
j. Limitations of Work Flow rules.
k. Workflow vs Triggers.

12. Process Builder:

a. Introduction to Process Builder.
b. Process builder Actions.
c. Workflow Rules Vs Process Builder.
d. Different scenarios of Process builder.

13. Approval Process:

a. Introduction.
b. Need/Use of approval Process.
c. Creating approval process.
d. Different scenarios of approval process.

14. Data Utilities:

a. Import using Application Import Wizard.
b. Import Wizard Vs Data Loader.
c. Mass Delete using Anonymous window.
d. Understanding Storage (attachments, documents and records).
e. Attachment upload with Data loader.
f. Data Loader Insert.
g. Data Loader Update.
h. Data Loader Delete.
i. Data Loader Upsert.
j. Data Loader Export.
k. Data Loader Exportall.
l. Data Loader Delete.
m. Data Loader Deleteall.

15. Users, Roles and Profiles, Permission Sets:

a. Creating Users.
b. User Licenses Overview.
c. Understanding Record Ownership and Access.
d. Role Hierarchy.
e. Creating Roles.

f. Creating Profiles.
g. Overview and different profiles.
h. User Permissions.
i. Permission Sets in Salesforce.
j. Need/Use of permission sets in Salesforce.

16. Security Models in Salesforce:

a. Different types of Security Models.
b. Org. Level Security Model.
c. Field Level Security Model.
d. Object Level Security Model.
e. Record Level Security Model.

17. Report Types, Reports and Dashboards, Home page Components:

a. Creating Report Types for the Reports.
b. Report Types, Reports & Dashboard Overview.
c. Different Reports.
d. Defining Custom Reports.
e. Advanced Filters.
f. Defining Dashboards.
g. Home page Components.
h. Differences between different Reports in Salesforce.

18. AppExchange:

a. Introduction.
b. Installing an app.
c. Uninstalling an app.