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Salesforce Admin

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104 views

Salesforce Admin

Uploaded by

vishalzenith47
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WWW.OLYDEM.

COM

ADMIN

LEARN
SALESFORCE

This syllabus outlines the comprehensive curriculum for


Salesforce training, encompassing key concepts and
practical skills in salesforce admin.
WWW.OLYDEM.COM

SALESFORCE ADMIN
A Salesforce Administrator is someone who is
responsible for managing, configuring, and customizing
the Salesforce platform according to the needs of their
organization. They play a crucial role in ensuring that
Salesforce is effectively utilized to support business
processes, improve efficiency, and drive productivity.

ROADMAP OF ADMIN
CHAPTER 1 – CLOUD COMPUTING
• CLOUD COMPUTING IN SALESFORCE
• DEPLOYMENT MODELS OF CLOUD COMPUTING
• CLOUD SERVICE MODELS
• VIRTUALIZATION IN CLOUD COMPUTING

CHAPTER 2 – SALESFORCE & CRM BASICS


• SALESFORCE AND CRM

CHAPTER 3 – FORCE.COM & ENVIRONMENTS


• FORCE.COM AND SALESFORCE ENVIRONMENTS
• PRODUCTION ENVIRONMENTS IN SALESFORCE
• DEVELOPMENT ENVIRONMENTS
• SALESFORCE TESTING ENVIRONMENTS

CHAPTER 4 – DATA MODELLING


• DATABASE AND OBJECTS IN SALESFORCE
• APPS CREATION IN SALESFORCE
• TAB CREATION IN SALESFORCE
• TYPES OF TABS IN SALESFORCE
• FIELDS IN SALESFORCE
• FORMULA FIELDS
• GLOBAL PICKLISTS AND FIELD DEPENDENCY IN SALESFORCE
• RELATIONSHIP IN SALESFORCE
• MASTER-DETAIL RELATIONSHIP IN SALESFORCE
• LOOKUP RELATIONSHIPS IN SALESFORCE
• MANY TO MANY RELATIONSHIP IN SALESFORCE
• VALIDATION RULES IN SALESFORCE
• CROSS OBJECT FORMULA FIELD IN SALESFORCE
• ROLL-UP SUMMARY FIELDS IN SALESFORCE
• SCHEMA BUILDER AND LOOKUP FILTER IN SALESFORCE
CHAPTER 5 – UI CUSTOMIZATION
• PAGE LAYOUT IN SALESFORCE
• LIST VIEWS
• PUBLISHER LAYOUTS AND GLOBAL ACTIONS IN SALESFORCE
• RECORD TYPES IN SALESFORCE
• SEARCH LAYOUTS IN SALESFORCE
• SALESFORCE OBJECT SPECIFIC ACTIONS

CHAPTER 6 – DATA MANAGEMENT


• SALESFORCE DATA IMPORT WIZARD
• DATA LOADER
• DATA EXPORT IN SALESFORCE
• EXTERNAL ID IN SALESFORCE
• RECORD ID IN SALESFORCE

CHAPTER 7 – DATA SECURITY


• LEVEL OF DATA ACCESS IN SALESFORCE
• USER MANAGEMENT (CONTROL ACCESS TO THE ORGANIZATION)
• OBJECT LEVEL SECURITY IN SALESFORCE (PROFILE LEVEL)
• FIELD LEVEL SECURITY IN SALESFORCE (PERMISSION SET)
• RECORD LEVEL SECURITY IN SALESFORCE
• MANAGING PASSWORD POLICIES
• RESTRICT LOGIN ACCESS BY IP ADDRESS
• RESTRICT LOGIN ACCESS BY TIME
• PERMISSION SETS IN SALESFORCE
• ORGANIZATION-WIDE DEFAULT IN SALESFORCE (OWD)
• ROLE HIERARCHY IN SALESFORCE
• SHARING RULES IN SALESFORCE
• MANUAL SHARING IN SALESFORCE
• PUBLIC GROUP IN SALESFORCE

CHAPTER 8 – QUEUES
• QUEUES IN SALESFORCE

CHAPTER 9 – PROCESS AUTOMATION


• BASIC FLOWS IN SALESFORCE
• RECORD TRIGGER FLOW
• APPROVAL PROCESS IN SALESFORCE

CHAPTER 10 – REPORTS & DASHBOARDS


• REPORTS IN SALESFORCE
• DASHBOARDS IN SALESFORCE

+91 7820031784 Olydemglobal@gmail.com


CHAPTER 11 – SALES CLOUD
• WHAT IS SALES CLOUD IN SALESFORCE?
• ACCOUNTS IN SALESFORCE
• CAMPAIGN MANAGEMENT IN SALESFORCE
• CONTACTS IN SALESFORCE
• SALESFORCE LEAD AND LEAD PROCESSES
• LEAD ASSIGNMENT RULES IN SALESFORCE
• LEAD CONVERSION IN SALESFORCE
• OPPORTUNITIES IN SALESFORCE
• PRODUCTS AND PRICEBOOKS IN SALESFORCE

CHAPTER 12 – SERVICE APPLICATION


• ACTIVITY MANAGEMENT IN SALESFORCE
• SERVICE CLOUD AND CASE MANAGEMENT IN SALESFORCE
• SUPPORT PROCESSES AND AUTO-RESPONSE RULES IN SALESFORCE
• WEB-TO-CASE AND ASSIGNMENT RULES IN SALESFORCE
• EMAIL-TO-CASE IN SALESFORCE
• ESCALATION RULES IN SALESFORCE
• SALESFORCE SOLUTION MANAGEMENT
• SALESFORCE KNOWLEDGE (KNOWLEDGE ARTICLES)
• SALESFORCE PORTALS AND SALESFORCE COMMUNITIES

CHAPTER 13 – MVC ARCHITECTURE


• MVC ARCHITECTURE IN SALESFORCE

CHAPTER 14 – MISCELLANEOUS
• DATA MANAGEMENT TOOLS IN SALESFORCE

+91 7820031784 Olydemglobal@gmail.com

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