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Salesforce Admin

Bellandur, Bangalore


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About the Course

Salesforce training on administration (201,301) with Realtime Project

Topics Covered
201& 301Course Module

• CRM Overview

??Introduction to CRM?
??Why CRM?

• Introduction to Cloud Computing &

• Cloud Computing - Overview
• What is Software-as-a-Service (SaaS)?
• What is Platform-as-a-Service (PaaS)?
• What is Infrastructure-as-a-Service (IaaS)?
• What is
• CRM Editions
• Navigation - Overview

• Sales Cloud - Terminology
• Campaigns
• Leads
• Accounts
• Contacts
• Opportunities
• Forecast
• Contracts
• Cases
• Solutions
• Products
• Chatter

• Salesforce Cloud Platform – Explained
• Platform

• Salesforce Application elements
? Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

• Personal Setup

• Managing Personal Information
• Password Reset
• User Management Overview
• Roles, Users, Profiles & Sharing
• Salesforce Building Blocks
? Standard Objects
? Create custom Objects
? Create custom Fields
? Create custom Tabs
? Define dependent Pick lists
oCustomize page layouts
? Custom Application

• Working with Standard Objects

? Campaigns
? Leads
? Accounts
? Contacts
? Opportunities
? Product

• Relationship Types
• Create and managing the Roll-up summary fields
• Data Validation rules
? Create data validation rule
? Learn about custom field unique and duplicate properties
? Customize formula-fields
?Workflow rules
? Define workflow
? Create Email template
? Set up workflow rules
? Set up workflow actions

• Workflow Approval process

? Plan approvals using workflow
? Use the approval wizard – standard vs. jump start
? Create workflow approvals

• Analytics – Reports & Dashboards

? Report Overview
? Create custom reports
? Using filters
? Using conditional highlighting
? Custom summary formulas
? Working with dashboards

• Data Management
? Importing Overview
? Exporting Overview
? Import custom object records using the Data Loader
? Use mass delete
? Use storage

• User Management

? Creating Users
? Creating Profiles
? Creating Roles
? Creating Groups
• Security

? Managing the Users
? Set Organization Wide Defaults (OWD)
? Object-level Security
? Field-level Security
? Record-level Security

• Record types

• What is Record type?
• How to create Record type?
• Managing Record types

• Sharing Rules

? Define Sharing rules
? Discuss about types of sharing rules

• Monitoring Organization Data

? Debug logs and Email Logs
? Login History
? View Setup Audit Trail
? Discuss about Queue
? Outbound messages
? Schedule Jobs
? Apex Jobs
? Bulk Data Load Jobs

Who should attend

Any Graduate


Come to the demo

What you need to bring

Laptop, Book, Pen

Key Takeaways

Training, project, pratical exp.
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Date and Time

Not decided yet.

cash back100% Money Back Guarentee

About the Trainer



He has good experience.
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Course Id: 23191