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Salesforce Administrator ADM 201 Course Agenda
Module 1:
Overview & Org Settings
- Salesforce Organization creation
- Understand Salesforce & Organization setting
- Licensing
Fundamentals of Salesforce
- Declarative customization Vs Programmatic customization
- User Setup
Understanding Salesforce Structure
- Application Creation
- Object Creation
- Scope and Benefits of external objects / ID
Module 2:
- Fields Creation-Deletion & Types
- Dependent Fields
- Field Tracking
- Formula Fields
Validation Rule
- Standard Validation
- Custom Validation
Business process with Standard Objects
- CRM objects & Relationship Model
Module 3:
- Sales Process
- Service Process
- Sales Productivity Feature
Security Settings
- Network Security measures & Audit
- Organization Wide Defaults
- Profiles
Module 4:
- Permission Set
- Role Hierarchy & Roles
- Sharing Rules
- Manual Sharing
UI with Business Logic
- Page Layout
Module 5:
- Record Type
- Custom buttons
- Custom links
- Actions
- List View
Reports
- Join Reports
- Tabular report
Module 6:
- Summary Report
- Matrix Report
- Date Filters
- Bucket Fields
- Custom Report Types
- Report Scheduling & Sharing Concepts
Dashboards
- Using Dashboards
Module 7:
- Folders access & Scope to Store
Data Management
- Data Loader
Module 8:
- Data Import
- Data Export
Relationship
- Lookup Relationship
- Master Detail Relationship
- Rollup Summary Fields
- Many to many Relationship
Module 9:
- Hierarchical Relationship
- Schema Builder
Salesforce Automation
- Workflow Rules
- Actions in Workflow
- Time dependent Actions
Module 10:
- Approval Process
- Field updates and recursion
Salesforce Apps
- AppExchange
Module 11:
Campaign Management
- Campaigns
- Campaign Members
- Campaign Influence
Team Management
- Queues
- Public Group
Salesforce Standard Object
- Account Teams
- Opportunity Teams
- Product and Price Book
- Solution Management
- Ideas
Module 12:
- Answers
- Knowledge
- Activity Management
- Content
Case activities
- Case Teams
- Case Assignment Rules
- Escalation Rules
Lead activities
- Lead Conversion
- Web to Lead
Module 13:
- Lead Assignment Rules
- Lead Auto-Response Rules
Mobile
- Features of SalesforceA & Salesforce1 Features
Miscellaneous
- Communities
- Salesforce and Outlook
- Chatter
Module 14:
- Project
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