Salesforce Admin

Admin Topics 

Topics to be Covered (Basic)

Day1

1. Agenda
2. Cloud Computing
3. Benefits of Cloud Computing
4. Structure Of Cloud Computing
5. Top players in Cloud
6. Salesforce Overview
7. Why? When? What?
8. Salesforce Edition
9. Salesforce Certification
10. Creating Application
11. Salesforce Database & Structure
12. Customizing the Tabs in Salesforce
13. Creating Object & Details
14. Understanding the Fields
15. Understanding the Relationship  

Day2

Topics to be Covered(Getting Your Organization Ready for Users)

1. Set up the company profile
2. Configure the user interface
3. Set up activities and calendars
4. Configure search settings
5. Set up Chatter

Day3

Topics to be Covered (Setting Up and Managing Users)

1. Manage user profiles
2. Create and manage users
3. Troubleshoot user login issues
4. Set up Chatter Free and Chatter external users

Day4

Topics to be Covered(Security and Data Access)

1. Restrict logins
2. Determine object access
3. Set up record access
4. Manage record access with the role hierarchy
5. Deal with record access exceptions
6. Control access to events
7. Manage field level security

Day5

Topics to be Covered (Customization: Object & Fields)

1. Administer standard fields
2. Create new custom fields
3. Create selection fields: picklists and lookups
4. Create formula fields
5. Work with page layouts
6. Work with record types and business processes

Day6

Topics to be Covered (Managing Data)

1. Import new records using import wizards
2. Update existing records with the data loader
3. Keep records up to date with Data.com and social accounts and contacts
4. Mass transfer records between users
5. Back up data with a weekly export
6. Mass delete records
7. Dataloader.io

Day7

Topics to be Covered (Reports and Dashboards)

1. Run and modify reports
2. Create new reports with the report builder
3. Filter reports
4. Summarize report data with formulas and visual summaries
5. Print, export, and email reports
6. Build dashboards

Day8

Topics to be Covered (Manage email administration)

1. Manage email administration
2. Set up workflow rules
3. Set up Approval Process
4. Automate leads and cases

Day9

Topics to be Covered (Customer Intraction)

1. Marketing Management (Campiagn Management)
2. Web to Lead
3. Web to Case

Day10

Topics to be Covered (Integration)

1. Outlook Integration (Gmail & Office 365)
2. Mobile Phone Integration
3. Offline Integration
4. Salesforce to Salesforce Integration

Day11

Topics to be Covered (Project Work)

1. Sample Project Discussion
2. Implementation

Day12

Topics to be Covered (Exam)

1. Mock Exam
2. Validation

Day13

Topics to be Covered (Interview preparation )

1. Interview Question
2. Discussion