Salesforce Administrator
Salesforce Administrator Certification Training
The sales force admin certification course ensures that students learn well the concepts and logic of sales force administrator. This course prepares students for the salesforce administrator exam.
This course will teach students the roles of each of the functional user groups. Students will be taught sales cloud which include topics such as leads home page, creating accounts, creating contacts, creating and sending individual and mass emails, creating a web to lead form and many others.
About the course: The sales force administrator training prepares students how to manage and configure sales and services cloud, understand the sales and marketing eco system and regulate a wide range and features along with functionality of salesforce.
This sales force administrator training course will help you establish yourself in the salesforce domain and boost your carrier.
At the end of this course the pupil will be able to apply automation, security, data validation, and customize apps. They will also have great understanding of skills required to pass the salesforce administrator exam in first go.
Prerequisites: essential demands of this course
Students taking up this course must already have decent knowledge of salesforce management. They must know basics of this program and other rules, regulations and ethics regarding the salesforce administrator training course.
Target students: People from the management and human resource background are perfect audience for this course. Students looking to build their carrier in salesfroce can take this course. People such as system administrators, IT managers, product managers and sales operation professionals can enroll for this course as well.
Certified Salesforce Administrator Course Outline:
Lesson 01 – Salesforce Overview
- Introduction to Salesforce
- Salesforce Overview
- Introduction to Salesforce
- Salesforce Editions
- Home Page Customization
- User Management
- Creating and Customizing Tabs
- Creating an App
- Uploading a Company Logo
- Company Information Page
- System Overview Page
- Updating the Fiscal Year
Lesson 02 – Sales Cloud
- Introduction to Sales Cloud
- Sales Cloud
- Leads Home Page
- Creating List Views
- Creating and Converting Leads
- Creating Accounts
- Creating Contacts
- Creating Email Templates
- Sending Individual Emails
- Sending Mass Emails
- Creating and Managing Price Books
- Creating Products
- Creating Opportunities
- Creating Activities
- Creating a Web-to-Lead Form
- Creating a Lead Assignment Rule
- Creating a Lead Queue
- Creating an Auto-Response Rule
- Creating Campaigns
Lesson 03 – Quote Templates
- Introduction to Quote Templates
- Quote Templates
- Creating a Quote Record
- Creating a Quote Template
- Generating a Quote PDF
- Emailing a Quote PDF
- Modifying Quote Templates
Lesson 04 – Service Cloud
- Introduction to Service Cloud
- Service Cloud
- Creating Cases
- Creating Case Assignment Rules
- Creating Case Escalation Rules
- Enabling Solutions
- Creating Solutions
- Attaching Solutions to Cases
- Enabling Knowledge
- Configuring Knowledge
- Creating a Web-to-Case Form
- Creating an Email-to-Case Address
Lesson 05 – AppExchange
- Introduction to AppExchange
- AppExchange
- AppExchange Overview
- Finding and Selecting an App
- Finding a Developer
- Finding a Consultant
Lesson 06 – Reports
- Introduction to Reports
- Reports
- Understanding Report Formats
- Creating a Leads Report
- Creating Contacts and Accounts Report
- Creating an Opportunity Report
- Adding Leads to a Campaign from a Report
- Creating a Report Chart
- Scheduling Reports
- Creating a Campaign Report
- Summarizing Report Data
- Creating a Report Formula
- Exporting Reports to Excel
Lesson 07 – Dashboards
- Introduction to Dashboards
- Dashboards
- Understanding Dashboard Components
- Creating a Dashboard
- Refreshing a Dashboard
- Modifying Columns on Dashboards
- Adding Filter to Dashboard
- Managing Access to Reports
- Adding a Report as a Dashboard Component
- Setting Up Dynamic Dashboards
- Enabling Dashboards for iPad
- Modifying Report and Dashboard Interfaces
- Activating the Report Builder on Profiles
Lesson 08 – Chatter and Salesforce to Salesforce Configuration
- Introduction to Chatter
- Chatter
- Chatter Overview
- Enabling Chatter
- Enabling Chatter Feeds on Records
- Configuring Chatter Groups
- Creating Customer Groups
- Creating a Free Customer Chatter User
- Customizing Chatter Email Notifications
- Configuring Salesforce to Salesforce
- Accepting a Salesforce Connection
- Sharing an Account via Salesforce to Salesforce
- Enabling Ideas
- Configuring Ideas Themes
- Enabling Social Accounts
- Enabling Libraries and Content
- Customizing Libraries and Content
- Uploading Documents to Libraries and Content
- Configuring Salesforce1
Lesson 09 – Role Hierarchy
- Introduction to Role Hierarchy
- Role Hierarchy
- Viewing Role Hierarchy
- Creating Roles
- Enabling Field History
- Creating Groups
- Creating Permission Sets
- Assigning Roles to Users
Lesson 10 – Security Controls
- Introduction to Security Control
- Security Control
- Viewing Object Security
- Changing Default Record Access
- Sharing Settings
- Field Accessibility
- Password Policies
- Session Settings
- Login Flows
- Network Access
- Activations
- Session Management
- Login Access Policies
- Certificate and Key Management
- Viewing Setup Audit Trail
- Executing Expire All Passwords
- Delegated Administration
- Remote Site Settings
- Named Credentials
- File Upload and Download Security
Lesson 11 – Profiles
- Introduction to Profiles
- Profiles
- Standard Profiles Overview
- Assigning Page Layouts
- Field-Level Security
- Custom App Settings and Access
- Tab Settings
- Record Type Settings
- Administrative Permissions
- General User Permissions
- Standard Object Permissions
- Custom Object Permissions
- Password Policies and Session Timeout
- Login Hours and IP Ranges
- Enabling Apex and Visualforce Access
Lesson 12 – Data Management
- Introduction to Data Management
- Data Management
- Importing Leads
- Importing Contacts and Accounts
- Using Mass Delete
- Installing Data Loader
- Importing Records with Data Loader
- Updating Records with Data Loader
- Deleting Records with Data Loader
- Exporting Records with Data Loader
- Adding a Field in the Schema Builder
- Scheduling a Data Export
- Creating and Using Sandbox
- Mass Transferring Records
- Reporting Snapshots
- Working with Tags
