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Sales Force Admin Course Plan

The Salesforce Admin & App Builder Course Plan outlines a comprehensive 45-hour training program covering topics such as cloud computing, Salesforce basics, data modeling, UI customization, data management, security, process automation, and more. Each section includes specific subtopics and time allocations, ensuring a structured approach to learning Salesforce administration and app building. The course concludes with a final test and project to assess participants' understanding and skills.

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krishna prasanth
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23 views5 pages

Sales Force Admin Course Plan

The Salesforce Admin & App Builder Course Plan outlines a comprehensive 45-hour training program covering topics such as cloud computing, Salesforce basics, data modeling, UI customization, data management, security, process automation, and more. Each section includes specific subtopics and time allocations, ensuring a structured approach to learning Salesforce administration and app building. The course concludes with a final test and project to assess participants' understanding and skills.

Uploaded by

krishna prasanth
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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Salesforce Admin & App Builder Course Plan

1. Cloud Computing 1 Hours


a. What is Cloud
b. What is Cloud Computing
c. Cloud Computing Architecture
d. Deployment Model of Cloud
e. Cloud Computing Services
i. Iaas
ii. Paas
iii. Saas
f.Difference between Iaas,Paas,Saas
g.Virtualization
i. Major Benefits of Cloud Computing

2. Salesforce & CRM Basics 1 Hours


a. Salesforce.com
b. CRM
c. Salesforce Architecture
d. Benefits of Salesforce

3. Force.com & Environment 1 Hours


a. Benefits of Force.com
b. Characteristics of an Environment
c. Types of Environment
i. Production Environment
ii. Developer Environment
1. Developer Edition
2. Sandbox
iii. Testing Environment

4. Data Modelling 5 Hours


a. Database
b. Objects
i. Standard Objects
ii. Custom Objects
c. Apps in Salesforce
i. Standard Apps
ii. Custom Apps
iii. Console Apps
d. Tabs

By: Shrey Sharma | Mobile: +91 7568697474

ShreySharma.com training@cyntexa.com Salesforce Hulk

Disclaimer: All text, graphics and design are ©2018 Shrey Sharma. All rights reserved.
Salesforce Admin & App Builder Course Plan

i. Standard Object Tabs


ii. Custom Objects Tabs
iii. Web Tabs
iv. Visualforce Tabs
v. Tab Visibility
e. Fields
i. Standard Fields
ii. Custom Fields
f. Field Dependency
g. Global Picklist
h. Relationship
i. In Relational Database
ii. In Salesforce
iii. Master-Detail Relationship Fields
iv. Lookup Relationship Field
1. Hierarchal
2. Self
v. Many-to-Many Relationship (Junction Object)
1. Primary Relationship
2. Secondary Relationship
i. Validation Rule
j. Formula Fields & Cross Object Formula Fields
k. Roll-up Summary Fields
l. Lookup Filter
m. Schema Builder [Assign- 01 & Test- 01]

5. UI Customization 3 Hours
a. Page Layouts
b. Search Layouts
c. Mini Page Layouts
d. List Views
e. Salesforce1
f. SalesforceA
g. Compact Layouts
h. Actions
i. Object Specific Actions
ii. Global Actions
i. Action Layouts
j. Global Publisher Layouts

By: Shrey Sharma | Mobile: +91 7568697474

ShreySharma.com training@cyntexa.com Salesforce Hulk

Disclaimer: All text, graphics and design are ©2018 Shrey Sharma. All rights reserved.
Salesforce Admin & App Builder Course Plan

k. Record Types
l. Lightning App Builder Assign- 0

6. Data Management 4 Hours


a. Data Import
i. Data Import Wizard
ii. Data Loader
b. Data Import Methods Comparison
c. Important Points About Data Import
i. New Value for Picklist And Multi-Select Picklist
ii. Multi-select-picklist
iii. Checkboxes
iv. Default Values
v. Data/Time Fields
vi. Formula Fields
vii. Field Validation Rules
viii. Universally Required Fields
d. Data Export
i. Data Export Wizard
ii. Data Loader
e. External ID
f. Record ID
g. Security Token

7. Data Security 5 Hours


a. Level of Data Access
i. Organization Level
ii. Object Level
iii. Field Level
iv. Record Level
b. Control Access of Organization
i. User Management
ii. Managing Password Policies
iii. Restrict Login Access by IP Address
iv. Restrict Login Access by Time
c. Object Level Security
i. Profiles
ii. Permission Sets
d. Field Level Security

By: Shrey Sharma | Mobile: +91 7568697474

ShreySharma.com training@cyntexa.com Salesforce Hulk

Disclaimer: All text, graphics and design are ©2018 Shrey Sharma. All rights reserved.
Salesforce Admin & App Builder Course Plan

e. Record Level Security


i. Organization Wide Defaults
ii. Role Hierarchy
iii. Sharing Rules
iv. Manual Sharing
f. Different Types of groups.

8. Queues 1 Hours

9. Process Automation 4 Hours


a. Workflows
i. Types of Actions
ii. Immediate Workflow Actions
iii. Time Triggered Workflow Actions
b. Approval Processes
c. Process Builder
d. Lightning Flows
i. Screen Flow
ii. Schedule Trigger Flow
iii. Autolaunched Flow (No Trigger)
iv. Record Triggered Flow
v. Platform Event - Triggered Flow

10. MVC Architecture 1 Hour


11. Reports & Dashboards 3 Hours
a. Reports
b. Dashboards

12. Sales cloud 6 Hours

13. Service cloud 3 Hours

14. Activity Management 1 Hour

15. Chatter 1 Hour

16. Appexchange

17. Salesforce Identity

By: Shrey Sharma | Mobile: +91 7568697474

ShreySharma.com training@cyntexa.com Salesforce Hulk

Disclaimer: All text, graphics and design are ©2018 Shrey Sharma. All rights reserved.
Salesforce Admin & App Builder Course Plan

[Final Test & Final Project]

Duration- 45 Hours

By: Shrey Sharma | Mobile: +91 7568697474

ShreySharma.com training@cyntexa.com Salesforce Hulk

Disclaimer: All text, graphics and design are ©2018 Shrey Sharma. All rights reserved.

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