Salesforce Admin Training - United States

Salesforce Admin Training Course Outline

Module 1: Salesforce Overview

• What is Salesforce?
• Why Salesforce?
• Salesforce Architecture
• Service Nature of Salesforce
• Features of Salesforce
• Salesforce Products
• Difference Between Traditional CRM Vs. Salesforce CRM
• How are Companies Using Salesforce?
• How to Access Salesforce?
• What is APEX?

Module 2: Quote Templates

• Set Up Quote templates
• Manage Quote
• Create and Email Quotes Pdf
• Things to Learn About
  • Quotes Templates
  • Quotes

Module 3: Data Types, Field Types, and Components

• Different Data Types in Salesforce
• Different Salesforce Field Types
• Salesforce Components

Module 4: Custom Buttons and Links

• Override Standard Buttons and Tab Home Pages
• Custom Button and Link Samples
• Custom Button and Link Considerations

Module 5: Process Builder

• Process Limits and Considerations
• Setting Values in the Process Builder
• Setting Advanced Options in the Process Builder
• Create a Process
• Process Management
• Troubleshoot Processes

Module 6: Validation Rule Considerations

• Require Field Input to Ensure Data Quality
• Field Sets
• Roll-Up
• Lookup Filters

Module 7: Controlling Access Using Hierarchies

• Create a User Role
• Assign Users to Roles
• Viewing and Editing Roles
• Success with Roles
• Role Fields
• Role and Territory Sharing Groups
• Managers in the Role Hierarchy

Module 8: Salesforce Data Security Model

• Basics
• Scenario
• Types of Record-Level Security

Module 9: Profiles

• Standard Profiles
• Manage Profile Lists
• Work in the Enhanced Profile User Interface Page
• Work in the Original Profile Interface
• View and Edit Tab Settings in Permission Sets and Profiles
• View and Edit Password Policies in Profiles

Module 10: Reports and Dashboards

• Analytics Tab
• Reports
• Dashboards
• Report and Dashboard Folders
• Report and Dashboard Limits, Limitations, Allocations, and Technical Requirements

Module 11: Manage Salesforce Data

• Move Tracking Data
• Reports
• Tracking Workspace
• Triggered Sends Tracking
• Export Triggered Sends Tracking
• Update Job Links Overview
• View Tracking History
• View Tracking Results for an Email Send
• Link Tracking
• Understand Timing and Tracking

Module 12: AppExchange

• What Is AppExchange?
• Business Plans for AppExchange Listings
• Submit a Due Diligence and Compliance Certification
• Publish on AppExchange
• How Does AppExchange Search Work?
• Email Notifications
• Collect AppExchange Leads
• Analytics Reports for Publishers
• Update the Package in your AppExchange Listing

Module 13: Deploy a Change Set

• Monitor Deployments of Change Sets
• When Change Sets Become Unavailable