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Salesforce Admin Training Line Items

Introduction to Salesforce
Salesforce Overview
- Salesforce Editions
- Home Page Components
- User Management and User Settings
- User Interface Setup ( Sidebar , Calender )
- User Management
- Creating App with Company Logo
- Company Profile
- System Overview

Configuration
Creating Activities
List Views
Queues & Groups
Standard Objects and Custom Objects
- Creating and Customizing Tabs
Data Types

Automation Rules
Validation Rules
Buttons , Links , Actions
Communication Templates
Workflow Rules , Process Builder , Visual Flow
Approval Process
Salesforce to Salesforce

Security Controls & Sharing Model


- OWD
- Sharing Rules
- Role Hierarchy
- Field Level Security
- Session Settings
- Password Policies
- Network Access
- Audit Trail
- Delegated admin
Salesforce Admin Training Line Items

Profile Management
- Administrative Permission
- General User Permissions
- Standard and Custom Object Permissions
- Login IP ranges
Permission Sets

Sales Cloud
Introduction to Sales Cloud
Campaigns and ROI
What is Lead Management ( Lead Lifecycle )
Creating & Converting Lead ( Lead Conversion )
Web to Lead
Lead Assignment & Lead Settings
Lead Auto Response Rules
Account Management & Opportunities

Sales Cloud
Creating Products , Pricebooks & Pricing
Forecasting
Quote Management
- Creating Quote records
- Quote Templates
- Quote to PDF Generation and Emailing Quote to Customer
Contracts
Orders

Service Cloud
Introduction to Service Cloud
Case Management ( Case Lifecycle ) [ Console]
Web to Case
Email 2 Case Management
- Setting Up E2C
- How E2C helps in Case Management
Case Assignemnt Rules
Case Escalation Rules
Salesforce Admin Training Line Items

Case Auto Response Rules

Service Cloud
Solution Management
- Creating Solutions
- Associate Solution to Cases
Knowledge Management
- Configuring , Creating KB's ad Publishing
- Using KB in Case Management

Service Cloud
Live Agent
Call Center

Sandbox Management and Deployment


Types of Sandboxes
Deployment using Change Sets
Data Management
- Import Wizard
- Data Export
- Mass transfer / Delete Records/Merge Records
- Data Loader and Use Cases

Content Management
Files, attachments, Documents and Content

Reports
How to Create Tabular , Sumary , Joined , Matrix Reports
Report Scheduling and Export
Formulaes in Reports
Custom Reports
Reports Access Control

Dashboards
Dashboard Components
Dashboard Refresh
How to Create Dashboards
Salesforce Admin Training Line Items

Dashboard Access Control

Chatter Collaboration
- Overview
- Chatter Groups
- Using Chatter to Collaborate with Users and Customers

Communities
Overview, Creating a community
Appexchange

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