Professional Documents
Culture Documents
Salesforce Admin Course
Salesforce Admin Course
About Program
Key Highlights
35 Hrs Instructor-led Training
Online Recordings
Projects and Exercises
Program Curriculum
Module 1 Module 4 Module 9
Salesforce Fundamentals Layouts And Record Pages Automation
• Introduction to CRM and overview of how business works. • Salesforce Page Layouts • Workflow Rules
• Introduction to Salesforce • Lightning App Builder • Process Builders
• Overview of Salesforce, its Editions • Home Page • Flows
• Salesforce Admin Features • Record Page • Approval Process
• Declarative Customizations Boundaries • App Page • Limitations & best Practices
• Programmatic Customizations Use Cases • Dynamic Forms
Module 10
Module 2 Module 5 Analytics
Salesforce Objects and Field Types Record Types, Creation of buttons, links, and actions • Report Builder
• Salesforce objects introduction overview • Creating Reports Using Report Builder
• Creation of custom objects • Record Types Use cases and Creation of Record Types. • Report Types (Table , summery , matrix , join)
• Salesforce Standard Objects • Exploring Standard Actions/Buttons • Report Management using Folders and Sharing
• Field types overview • Creating new Buttons/Links/Quick Actions. • Running Dynamic Reports
• Standard fields modification
• Creation of auto-number, formula, roll-up summary,
Module 6 • Custom Report Types
Sharing Settings • Dashboards
lookup & master-detail, and checkbox fields • Dashboard Management.
• Record Accessibility using Sharing
• Creation of number, currency, and percent fields
• OWD
• Creation of geolocation, phone, and email fields
• Creation of date & time fields
• Role Based Sharing Module 11
• Sharing Rules Data Management in Salesforce
• Creation of text and text area fields
• Data management introduction
• Creation of URL, encrypted fields, etc. Module 7 • Importing
Validation Rules • Installation of data loader and Usage
Module 3 • Overview of validation rules, its creation
User & Access Management
• User Creation & Management.
• Creation of formulas Module 12
• Creation of Advanced Formulas App Exchange & Deployments
• Profiles
• AppExchange Introduction and Overview
• Permission Sets
Module 8 • Installing a sample Package
• Permission Set Groups .
• Change Sets introduction and its Deployment
• Roles Duplicate Rules & Email Templates
• • Inbound And Outbound Change Sets
Overview of duplicate rules, its creation
• Salesforce Classic Email templates
• Salesforce Lightning Email Templates
Module 13
• Monitoring & Debugging.
Salesforce Lightning Email Template
builder
Module 14
Project Exercise.