Sales Force Admin Online Training in USA
Sales Force Admin Course Contents
(Admin + Developer + Integration + Lightning + Wave Analytics)
Background preparation
- Introduction on Cloud Computing
- IAAS (Infrastructure as a Service)
- PAAS(Platform as a Service)
- SAAS(Software as a Service)
- Introduction on CRM
- Introduction on Com
Sales force Standard Objects
(Importance: High)
- Sales force Sales Process
- Sales force Service Process
- Lead management
- Web to Lead
- Lead auto response
- Case management
- Web to case
- Email to case
- Case escalation
Sales force Date Model
(Importance: High)
- Becoming Familiar with the Setup Area
- Introducing Apps
- Introducing Objects
- Introducing Tabs
- Introducing Fields
- General Fields
- Enhancing the Simple App with Advanced Fields
- Field Dependency
- Becoming Familiar with Object Detail Pages
Data Validation
(Importance: Medium)
- Enhancing the Simple App with Data Validation
- Introducing Validation Rules
- Standard Validation Rule
- Custom Validation Rule
UI Design & Assignment
(Importance: Medium)
- Introducing Page Layouts
- Adding page Layout elements
- Tab Layouts
- Record Type management
Expanding the App Using Relationships
(Importance: High)
- Introducing Relationships
- Lookup Relationship
- Master Detail Relationship
- Roll-up Summary fields
- Hierarchy Relationship
- Self Relationship
- Many to many Relationship
User Management
(Importance: High)
- Introduction Users
- User creation
- Setting up features per user record
Security and Sharing
(Importance: High)
- Organization-Wide Defaults
- Profile
- Permission Sets
- Introduction on Roles, Profiles
- Sharing Rules
- Manual Sharing
- Field Level Permissions
- Creating Public Groups and Queues (also, difference between them)
Data Management
(Importance: High)
Data Import with Data Loader
- Insert
- Upsert
- Update
- Delete
- Export
- Export All
Using Custom Workflow Processes
(Importance: Most Important)
- Introducing Workflow
- Workflow Actions
- Update Record
- Create Task
- Automate Emails
- OWD
Introducing Approvals Process
(Importance: Most Important)
- Planning for Approval Processes
- Creating an Approval Process
- Creating Approval Steps
Analysing Data with Reports and Dashboards
(Importance: Medium)
- Introducing Reports
- Tabular Reports
- Summary Reports
- Matrix Reports
- Joined Reports
- Report Formats
- Introducing Dashboards
- Adding Dashboard Components
- Dynamic dashboard
- Bucket fields
- Custom Reports Types
SPECIAL ADDITION!!
(HARDLY ANY 1 TEACH IN MARKET AS IT NEEDS PAID ACCOUNT)
- Sales force Deployment
- Migration Strategies
- Inbound Change Set
- Outbound Change Set
- Migration from one Sales force environment to Other
- Packaged deployment
HOT TOPIC IN INDUSTRY!!
- Sales force Lightning Essentials
- Sales force Mobile Essentials
- Sales force Integration Essentials
- Sales force Wave analytics Essentials