Advance Salesforce Admin Course

 Course Outcomes

Module: 1

Salesforce Introduction

• CRM Introduction
• Cloud Computing Introduction
• Cloud Computing VS Salesforce
• Building Blocks in Cloud Application’s
• SAAS
• PAAS
• IAAS
• Cloud Services Providers
• Different Products and Editions
• Cloud Vendors in Salesforce

Module: 2

Salesforce fundamentals

• Building Blocks in Cloud –Saas , PaaS, LaaS
• Case Study based Learning
• Project Based Learning
• Power of Trailhead
• Creating Free Developer Org
• Introduction of Salesforce (SFDC)
• SFDC Modules
• SFDC Business Objects and their functionality

Module: 3

Salesforce Admin:

• Data Modeling and Validation
• An Insight into Standard Objects • Standard Object Flow (SaaS)
• Understanding Custom Objects
• Introduction to Tabs, Standard and Custom Fields
• Introduction to Detail Page and Related Lists
• Salesforce Data Model
• Create Custom Objects
• Introduction to Detail Page and Related List
• Salesforce Data Model
• Create Custom Objects
• View the objects created in Schema Builder
• Delete few custom Fields
• What are Primary-Keys?
• What are Foreign-Keys?
• Understanding Roll-up Summary Field
• An Insight into Formula and Cross Object Formula Field
• Date, Text, and number Formulas

Module: 4

Business Process and Automation

• Business Logics And Various Rule
• Understanding Various Rules for Automation
• Concept of Flows
• Assignment Rules
• Approval Process
• Approval Process - Single-step Approval and Multi-steps Approval
• Escalation Rules

Module: 5

User Interface and Analytics

• Page Layouts
• Record Types
• Features of Page Layouts Limitations of Page
• Layouts Standard Report VS Custom Report
• Various Types of Reports
• Defining Summary Report
• Defining Tabular Report
• Defining Matrix Report
• Defining Join Report
• Defining SFDC Report
• Execute a Report with and without Modifications
• Create a Simple Tabular Report
• User filters in reports
• What is a Custom Summary Formula Field Understanding Bucket Field?
• What is a Bucket Field High-Lighting?
• How to Schedule Report for Future Run
• Introduction to Dashboard
• Components of Dashboard
• Usage of the Components of Dashboard
• How to Select a Component to meet the Requirements Settings of Dashboards
• Formatting of the Components
• Running User Concept

Module: 6

Security Model

• Salesforce Security Features
• Object Level Securities and Object-Wise permissions
• Comparing Edit Vs. Modify All and Read vs. View All Record Level Securities
• Organization Wide Default
• Profiles, Roles, and Permission
• Sets Record sharing and Roll-Hierarchy
• Sharing Rules and Applications Manual
• Sharing Field Level Securities and Properties • Manual Sharing Field Level
• Securities and Properties

Module: 7

Other Topics

• List Views
• Tabs Apps
• Lightning App Builder
• Enabling Web - to - Lead/Web - to - Case for the Org
• Lead Convert