Sales Force Admin Course Training

Course details

• Definition of cloud computing
• On-demand advantages of Cloud computing
• Services of Cloud computing
  1. Saas(Software as a Service)
  2. PaaS(Platform as a Service)
  3. IaaS(Infrastructure as a Service)
• Types of Clouds
  1. Public Cloud
  2. Private Cloud
  3. Hybrid Cloud
  4. Community Cloud 

• Importance of Salesforce
• Importance of CRM and Solutions
• Grouth of Revenue using CRM
• comparison of Salesforce CRM with other CRM Products
• Salesforce Products
• Sales cloud
• Service cloud
• Marketing cloud
• platform
• Configuration
• AppExchange
• Chatter
• Web services

• Understand the data model and navigation
• Explore the Lightning Experience
• Find answers in Help & Training

• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
• Enable mobile access with Salesforce1

• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand SalesforceA capabilities
• Set up Chatter Free Users and Invites

• Restrict logins
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security

• Administer standard fields
• Create new custom fields
• Create selection fields: pick lists and lookups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality

• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records

• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards

• Email Templates
• Set up workflow rules and Process Builder
• Automate leads and cases

• *For virtual classroom attendees, this content is delivered as an online
• module.
• Automate the support process
• Understand the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboard