SALESFORCE ADMINISTRATION

Salesforce Administration – Course Syllabus

• Introduction to Cloud Computing: Cloud Computing fundamentals, SaaS, PaaS, IaaS, Salesforce as SaaS CRM, and Force.com as a PaaS platform.
• Introduction to Salesforce CRM: Salesforce overview, CRM fundamentals, Salesforce Apps, multi-tenant architecture, editions & licensing, and Admin/Developer certification overview.
• Salesforce Database Configuration: Standard & custom objects, Accounts, Contacts, Leads, Opportunities, Campaigns, custom fields, field data types, and storage limits.
• Advanced Database Configuration: Auto Number, Formula Fields, Roll-Up Summary Fields, functions, use cases, and limitations.
• Data Modeling & Relationships: Lookup, Master-Detail, Junction Objects, one-to-many & many-to-many relationships, relationship concepts, and cross-object formulas.
• UI & Record Management: List Views, Chatter, Path, Page Layouts, Record Types, buttons, links, related lists, Business Hours, and Holidays.
• Data Quality & Validation: Field Dependencies, Validation Rules, Formula Fields, required fields, read-only fields, and data quality best practices.
• User Management: Users, Profiles, Standard & Custom Profiles, Roles, Salesforce Licenses, Freeze/Deactivate Users, Password Reset, Login History, and User Administration.
• Security & Access Control: App-Level, Object-Level, Field-Level & Record-Level Security, OWD, Role Hierarchy, Sharing Rules, Manual Sharing, Password Policies, and Login Access Policies.
• Salesforce Automation: Workflow Rules, Email Alerts, Tasks, Field Updates, Outbound Messages, Process Builder, Approval Processes, and automation use cases.
• Salesforce Flows: Screen, Auto-Launched, Scheduled & Platform Event Flows, business use cases, Flow components, Flow vs. Workflow vs. Process Builder, and best practices.
• Email Templates: Individual & mass emails,
• Tab Creation: Custom Object Tabs, tab configuration, and tab visibility.
• Data Migration: Data Import Wizard, Data Loader, Import/Export, Insert, Update, Upsert, Delete, and data migration best practices.
• Reports: Tabular, Summary, Matrix & Joined Reports, report types, filters, grouping, charts, and real-world reporting scenarios.
• Dashboards: Dashboard Components, charts, tables, metrics, filters, Running User, dashboard visibility, and Dashboard vs. Report.