Phone: +44 (0)20 3734 1498 / 99 Email:
[email protected]
SALESFORCE ADMIN ONLINE TRAINING COURSE Duration: 5-7 Weeks BASICS
Permission Sets
Basics of Internt Programming
Public Group
Client Server vs On Demand
Queues
SaaS | PaaS | IaaS
Force.com Sites
CRM & Salesforce Intro
Releases and Instances
Standard and Custom Objects
Editions
Create Fields
Model _ View _ Controller Paradigm
Standard App and Custom App
Sales Process Cycle – Complete
Create Field Dependency
Scenraios
Create Roll Up Summary
Force.com Platform
Create Relationship
AppExchange
Master Detail
Global Search and Quick Find
Lookup
ORGANIZATIONAL SETUP & USER SETUP
Hierarchical
STANDARD AND CUSTOM OBJECTS
Company Information
Many to Many
Fiscal Years
Formula
Business Hours
Encrypted Field
Holidays
Page Layout
Language Settings
Views
User Object
Web Tabs
Login Hours
Tabs
User Interface
Visualforce Tabs
List | Edit | Detail View
SECURITY AND ACCESS CONTROL
License
Record Types
Profile- Standard Profile + Custom
Data Validaton
Profile
Schema Builder
OWD
Recylce Bin
Field Level Security
Optional Features Enabled by
Role
Sharing
Some Important Permissions
Salesforce
Related Lists
WWW.QUONTRASOLUTIONS.CO.UK 204-226 Imperial Drive, Rayners Lane, Harrow-HA27HH
Phone: +44 (0)20 3734 1498 / 99 Email:
[email protected]
Cloud Schedular
Sales Process – Objects – Deeper
Posts Visibility
View
Chatter Free
Relationship between Standard
Chatter External
Objects
Salesforce Adoption Dashboard
SALES CLOUD APPLICATION
Marketing User
Partner and Customers
Import Wizard and Data Loader
Campaign Managemet
Mass Transfer
Lead Management
Other ETL Tools
Lead Conversion
Data Validation on Importing and
Assignment Rules
Account | Sales team
Data Export – Data Backup
Auto Response
Change Sets
WebToLead
Force.com IDE
Opportunity Fields
Sandbox
Some simple metrics to be measured
Record ID’s of Salesforce
Multiple Currency — Overview
External ID
Product and Pricebook
Password Policies
Security Token
SERVICE CLOUD APPLICATION
DATA MANAGEMENT
Exporting
Support Process
Customer Portal and Customer
Content in Salesforce
Community
Implementation
Auto Response
Sharing Level for Documents
Email to Case
Role of Folder in Managing Dashboard
Service Console Implementation
Escalation Rule
Ideas
ANALYTIC – REPORT AND DASHBOARD
Answers
MANAGEMENT
Salesforce Knowledge
CONTENT AND FOLDER MANAGEMENT
, Communitcation Templates , Reports
Types of Report
ACTIVITY MANAGEMENT & CHATTER &
Report Builder
APPEXCHANGE
Report Types
Home Page Layout
Dahsboards
Event
Running User | Logged in User
Tasks
Analytical Synapshot – Overview
Transaltion WorkBench – OverView
Field Update
Email Alert
Outbound Message and Task
WORKFLOW AUTOMATION
Workflow OverView
WWW.QUONTRASOLUTIONS.CO.UK 204-226 Imperial Drive, Rayners Lane, Harrow-HA27HH
Phone: +44 (0)20 3734 1498 / 99 Email:
[email protected]
Criteria for Workflow
Immediate Workflow
Time based Worklflow
Approval OverView
Process Visualizer
Parallel Approval
DESKTOP AND MOBILE ADMINISTRATION
Salesforce and Mobile – Overview
Type of Mobile for Salesforce
Salesforce – Outlook : Implementation
Salesforce to Outlook – Validation Principles
WWW.QUONTRASOLUTIONS.CO.UK 204-226 Imperial Drive, Rayners Lane, Harrow-HA27HH
