Salesforce administrator

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