CRM


This Salesforce Admin training course is designed by industry experts considering current industry job requirements to provide in-depth learning to master the core administration features of Salesforce. This course is also aligned for ADM 201 certification.

It will be instructor-led online live training.

Duration: 25 hours


Course Contents

1. Introduction to CRM

2. What is Cloud Computing?

3. What is Salesforce.com and what it does?

4. Sales Cloud Overview

5. Service Cloud Overview

6. Organization setup
            Developer Sandboxes
            Developer
            Developer Pro
            Partial copy
            Full Copy

6.2 Production Sandboxes
            Developer Edition
            Unlimited Edition
            Enterprise Edition
            Essentials Edition
            Professional Edition

7. Salesforce Database and how it differs from standard databases
            Standard Objects
            Custom Objects
            Standard Objects vs Custom Objects
            Data types
                        Standard Fields
                        Custom Fields
            Relationships
                        Master – Detail
                        Lookup
                        Many to Many
                        Hierarchy
                        Self

8. Different Types of Tabs
            Object Tab
            Web Tab
            Visualforce Tab
            Lightning Tab

9. Salesforce Application Elements
            Home Page
            Record Detail Page
            Record Edit Page
            Apps
            Side Bar

10. Page layouts

11. What are the Record Types and why we use them?

12. Field Dependencies

13. How to validate Salesforce data
            Standard Validation Rules
            Custom Validation Rules
            Standard vs Custom Validation Rules

14. Email Template
            HTML
            Visualforce
            Text
            Custom

15. Workflow Rules
            Field updates
            Email Templates
            Create a Task
            Outbound Message

16. Approval Process
            Approval Actions
                        Field updates
                        Email Templates
                        Create a Task
                        Outbound Message

17. Process Builder
            Process Builder Actions
            Create a Record
            Update any related record
            Launch a Flow
            Send an Email
            Post to Chatter
            Submit for Approval
            Call an Apex Method

18. Data Management
            Data loader
            Import wizard
            Workbench

19. Security Setup
            User
            Profile
            Role
            Permission sets
            Object Level Security
            Field Level Security
            Record Level Security
                        Organization wide defaults
                        Role Hierarchy
                        Sharing Rules
                                    Criteria based Sharing Rules
                                    Owner based Sharing Rules
            Manual sharing
            Public Groups
            Queues

20. Reports & Dashboards

21. Governing Limits

22. App Exchange

23. Deployments

Projects:

We will cover 2 E2E use cases as part of this training along with other hands-on activities.

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