Salesforce Admin Online Training

What is Salesforce Admin Online Training?

The best customer relationship management (CRM) tool is Salesforce. Without any IT setup or management, Salesforce can handle cloud-based applications for sales, service, and marketing. This platform enables businesses to effectively manage every customer interaction necessary for company growth.The Salesforce platform’s Saleforce administration module develops tools, dashboards, workflows, and applications for numerous significant initiatives. Online Salesforce admin training will teach students how to master and develop the fundamentals of Salesforce administration.

Who Can Learn?

For those who want to become experts in cloud computing, cloud software, cloud automation, etc., the Salesforce Admin course was expertly designed and developed. A part of Salesforce Training that will assist students with administration choices is Salesforce Admin Online Training. This training is intended for those who want to begin working with Salesforce as a profession and obtain a Salesforce admin certification (SFDC Admin 201 certification). This training is available to experienced professionals using the Cloud Leading Platform as well as to functional consultants switching to Salesforce.

KEY FEATURES

SALESFORCE ADMIN COURSE CURRICULUM

User Management

Creating Users, Bulk Users, Import Users
Creating Security Profiles
Creating Roles- Organization Chart – Territory, Product, Size Based & Mixed
Creating Groups- Public & Private
Queues
Permission Sets

Organization Base Settings

Org. Base Time, Language, Currency
Login and Network
Fiscal Year Management
Holidays, Business Hours

Territory Management

Territory Creation
Territory Chart, Rules, Assignments
Inherited Rules

Security Controls

Profile based Security
Permission Sets
Field Security
OWD(Organization wide Defaults), Sharing Rules
Password Policy, Login Policy, Network, Activation
Session Management
Delegated Administration
Single sign on settings, Remote Site Settings
File and Document Upload security
Domain Management

Communication Controls and Translation Work Bench

Leatherhead’s, Com Email Templates, Mail Merge Templates
Translation Settings
Labels Import and Exports
Email Compliance and settings ,Email BCC, Email to Salesforce
Org Wide email
Emails Signatures, Footers, Attachment

Desktop and Mobile App Administration

Salesforce 1 – Branding, Settings
Salesforce Classic- Access, Profile, Data, Users, Device, Views.
Mobile Access Profile and Mobile Security(Android, IOS, Windows)
Mobile Data Access Management – Custom and System Objects, Condition, Size Limit, Filters, Mobile Session Management
Mobile Device Access and Bindings
Sales Force Offline Briefcase Profile – Data Security, Access, Limits, Conditions, Filters
Sales Force Desktop Outlook Management – Sync Settings, Mappings, Data, HTTPS Etc.

Analytical Cloud(Reporting & Dashboards)

Developing Custom Reports – Tabular, Summary, Matrix, Joined and Complex
Graphs, Charts & Labels
Report Filters & Conditions (Simple & Complex), Groupings
Dashboard Development
Data Extraction and Export
Report Scheduling (Auto Email)

Design and Customization Tools

Workflow and Approvals

Workflow Setup, Rules, Conditions
Setup Work Flow Task, Alerts, Updates
Time Bound Workflows, Conditional Workflows, Child Workflows
Approval Process- Multi Level, Lock, Read-only, Edit, Branch Approval Process
Approval Process Filters, Conditions, Proxy

Data Management

Importing with Import Wizard
Data Validation Rules ,Data Mapping
APEX Data Loader – Insert, Update Insert, Delete, Export, Export All
Exporting Overview with custom Filter, Conditions and Formulas
Export Scheduling
Mass Delete – Conditional Deletes
Mass Transfer, Condition, Filters, Approval Transfers
Import custom object records using the Data Loader
Use mass delete ,Use storage

Monitoring

Organization Data ,Debug logs and Email Logs
Login History ,View Setup Audit Trail
Queue ,Outbound messages
Schedule Jobs , Apex Jobs ,Bulk Data Load Jobs

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