:. Sprint IT Solutions .: | Sales Force Admin
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Best Sales Force Admin Online Training In USA

SALES FORCE ADMIN PART COURSE CONTENT

CLOUD COMPUTING

  • Introduction to Cloud Computing
  • Why Cloud Computing?
  • Benefits of Cloud Computing
  • Features of Cloud Computing
  • SaaS
  • PaaS
  • IaaS
  • Advantages and Disadvantages

SALES FORCE

  • Why Salesforce
  • Introduction to Salesforce
  • Force.com Platform
  • Salesforce Architecture
  • Multi Tenant Model
  • Instances in Salesforce

CRM BASICS

  • What is CRM?
  • Why CRM?
  • What is ERP?
  • Why ERP?
  • Difference b/w CRM and ERP?
  • Examples of CRM and ERP systems
  • CRM Process
  • Process Explanation

COMPANY SETTINGS

  • Company Information
  • Fiscal Year
  • Business Hours
  • Holidays
  • Language Settings

PROJECT PHASES

  • Project Phase Overview
  • Configuration
  • Development
  • System Integration Testing
  • Quality Analysis Testing
  • User Acceptance Testing
  • Deployment
  • Production/Sandbox

Force.com Application

  • Types of Apps
  • Creation of Custom Application
  • Types of Objects
  • Difference Between Standard and Custom Objects
  • Understanding Standard Object
  • Creation of custom objects
  • Types of Tabs
  • Creation of Tabs

FIELDS AND DATA TYPES

  • Types of Fields
  • Understanding Standard Fields created during object creation
  • Creation of custom fields
  • Data Types
  • Creation of Dependant pick list
  • Creation of Global Pick list

RELATIONSHIPS

  • Types of Relationships
  • Creation of Relationships
  • Lookup Relationship
  • Master‐Detail Relationship
  • Special Relationship Types

Formula Fields and Roll up Summary Fields

  • Formula fields overview
  • Operators and functions in formula field
  • Merge fields syntax
  • Cross object formula fields
  • Formula fields Return types
  • Understanding Roll up summary
  • When Roll up Summary should be created
  • Limitation of Roll up Summary
  • Types of Roll up summary

USER, ROLE AND PROFILE

  • User, Role and Profile Creation
  • Creation of Users
  • Adoption Manager
  • Mass Email Users
  • Understanding of Roles in an Organization
  • Creation of Roles
  • Assigning of Roles to USERS
  • Understanding of Profiles
  • Types of Profiles
  • Custom Profile Creation
  • Password Policies
  • Login History
  • Login Policies
  • Identity Verification History

RECORD TYPES

  • Understanding Page layout
  • Creating sections in page layout
  • Creation of new page layout
  • Page layout assignment
  • Creation of record types
  • Record types assignment

SECURITY CONTROLS

  • Security Control & Sharing Model
  • Security Overview
  • Security Types
  • Application level security
  • System level security
  • Organization Security
  • Profiles
  • Object Level Security
  • Record Level Security
  • Field‐Level Security
  • Folder Security
  • Roles
  • Permission Sets
  • Sharing Model
  • OAUTH
  • Field accessibility
  • SINGLE SIGN ON

PERMISSION SET AND SHARING RULES

  • Permission Sets and Sharing Rules
  • Permissions and Access settings?
  • What is Permission Set?
  • What Access Settings Make Up a Permission Set?
  • Creating and Assigning Permission set
  • Our Business Solution…Permission Sets
  • After Permission Sets
  • Apex Sharing Rules
  • Apex Sharing Rules on Objects
  • Granting access

DATA MANAGEMENT

  • Data Import Wizard
  • Data Export
  • Mass Transfer Records
  • Mass Delete Records
  • Mass Transfer Approvals
  • Mass Update Address
  • Data Loader
  • storage usage
  • Reporting Snapshots

VALIDATION RULES

  • Validation rules Overview
  • Creating a Validation rule
  • Standard Object Validation rules
  • Custom Object Validation Rules

LEAD

  • Lead Process
  • Lead Assignment Rules
  • Lead Conversion
  • Lead Flow

WEB TO LEAD and EMAIL TO CASE

  • Email‐To‐Case
  • What is Email‐To‐Case
  • What is Email‐To‐Case
  • Creation on Email‐To‐Case
  • Web‐To‐Lead
  • What is Web‐To‐Lead
  • Creating Web‐To‐Lead
  • Obtaining Security Token
  • Creating Web‐To‐Lead form using third party form

COMMUNICATION TEMPLATES

  • Communication Templates Over view
  • What is Communication Template?
  • How to Create Templates?
  • Email Templates
  • Text Email Template
  • Letterheads
  • HTML Using Letterhead
  • Visual force Email Template
  • Mail Merge Templates

EMAIL ADMINISTRATION

  • Email Administration
  • Deliver ability
  • Organization‐Wide Email Addresses
  • Compliance BCC Email
  • Test Deliver ability
  • Delete Attachments Sent as Links
  • Email Footers

TRANSLATION WORK BENCH

  • Translation settings
  • Translate
  • Override
  • Export
  • Import

MOBILE ADMINISTRATION

  • Installation of SALES FORCE 1 Mobile App
  • Sales force 1 settings
  • Mobile Dashboard Settings
  • Creation of Lighting Tab

DATA EXCHANGE

  • External data source
  • External Object
  • creating custom permission to user for external data source
  • Remote Site Settings
  • Sales force To Sales force

CUSTOM LINKS, BUTTONS, ACTIONS

  • Creation of custom link, button and actions
  • Creation of Global Actions

WORK FLOW

  • Using workflows to automate business processes
  • sending e‐mail to members
  • workflow Overview
  • Time‐dependent workflow
  • Creating multiple time‐based trigger

APPROVAL PROCESS

  • Improving productivity using automated approval process
  • Creating a multi‐step approval process
  • Creating approval steps
  • Approval actions
  • Parallel approval step

PROCESS BUILDER AND FLOWS

  • Understanding Process Builder
  • Actions in Process Builder
  • Understanding Flows
  • Understanding all components in flows
  • Difference b/w flows and workflows

BASICS

  • Public groups
  • Queues
  • Appex change Marketplace
  • Schema builder

DOMAIN MANAGEMENT

  • Creation of DOMAIN for your organization
  • Domain Settings
  • GOOGLE LOGIN
  • FACEBOOK LOGIN
  • LINKEDIN LOGIN

OTHER TOPICS

  • Creation of Customer portal
  • Creation of Omini channel
  • Creation of Live Agents
  • Creation of SITE.COM

REPORTS AND DASHBOARDS

  • What is Report?
  • Types of Report?
  • Steps for Creation of new reports
  • Understanding Report Panel
  • Tabular Reports
  • Matrix Reports
  • Summary Reports
  • Joined Reports
  • What is Dashboard?
  • Types of Dashboards?
  • Steps for creation of new Dashboards
  • Understanding the components in Dashboard Panel
  • Creation of new folder

SALESFORCE LIVE DEMO