Price 15,000.00 GST

Course Features
language
Language: English
access_time
30 hours
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Study Level: Intermediate
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Certificate of Completion

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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