Verity Solutions

Salesforce Admin Course Content

Key Features

  • 24 Hrs Instructor-led Training
  • 48 Hrs Self-paced Videos
  • 48 Hrs Project Work & Exercises
  • Flexible Schedule
  • 24 x 7 Lifetime Support & Access
  • Certification and Job Assistance

Overview

This Salesforce Administrator certification training is designed by experts from top MNCs who aim to make you proficient in the significant modules and techniques in Salesforce, such as capabilities of core Customer Relationship Management (CRM) objects, creating encrypted fields, and more.

 

Salesforce Administrator Course Content

Module 01 – Salesforce Fundamentals

1.1 Introduction to Salesforce
1.2 Overview of Salesforce, its Editions
1.3 Home Page Customization
1.4 User Management
1.5 Apps Creation
1.6 Core CRM objects Capabilities
1.7 Declarative Customizations Boundaries
1.8 Programmatic Customizations Use Cases

 

Module 02 – Quote Templates – Preview, Create, and Activate

2.1 Introduction to Quote Templates
2.2 Quote record creation, its template, and quote PDF

 

Module 03 – Field Types and Salesforce Objects

3.1 Field types overview
3.2 Standard fields modification
3.3 Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
3.4 Creation of number, currency, and percent fields
3.5 Creation of geolocation, phone, and email fields
3.6 Creation of date & time fields
3.7 Creation of text and text area fields
3.8 Creation of URL, encrypted fields, etc.
3.9 Salesforce objects introduction
3.10 Components, standard objects, and their modification
3.11 External objects and creation of custom objects

 

Module 04 – Creation of Custom Buttons, Link Units, and Actions

4.1 Creation of buttons, links, and actions overview
4.2 Creation of new records with actions
4.3 Call logging with actions
4.4 Record updating
4.5 Creation of custom buttons and custom links, etc.

 
Module 05 – Salesforce Workflow, Schema Builder, and Process Builder

5.1 Overview of visual workflow, schema builder, and process builder
5.2 Creation of visual flow
5.3 Modification of the existing workflows
5.4 Creation of process
5.5 Field creation in the schema builder

 
Module 06 – Validation and Workflow Rules

6.1 Overview of validation rules, their creation
6.2 Creation of formulas
6.3 Creation of error messages
6.4 Overview of workflow rules
6.5 Creation of Workflow rule, Field update, Task assignment, Email alert

 
Module 07 – Creation of Role Hierarchy

7.1 Overview of the role hierarchy
7.2 Creating

  • Roles
  • Groups
  • Permission Sets

7.3 Enabling field history
7.4 Assigning Roles to Users

 

Module 08 – Security Data Security Model

8.1 Restricting logins
8.2 Object access determination
8.3 Record access configuration
8.4 Creation of role hierarchy
8.5 Record access exceptions

 

Module 09 – Salesforce User Profiles

9.1 Profiles introduction
9.2 Overview of standard profiles
9.3 Page layouts assigning
9.4 Settings

  • Custom app and its access
  • Tab
  • Record type

9.5 Permissions

  • Administrative
  • General user
  • Standard object
  • Custom object

9.6 Password guidelines
9.7 Session timeout, hours of log in, IP ranges
9.8 Field-level security
9.9 Access of Apex and Visualforce

 

Module 10 – Salesforce Reporting and Dashboards

10.1 Reports introduction
10.2 Report formats
10.3 Creation of:

  • Leads report
  • Creating contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula

10.4 Using report to add the leads to campaign
10.5 Reports export to Excel
10.6 Dashboards introduction
10.7 Dashboard

  • Creation and refreshing dashboard
  • Modifying columns
  • Adding filter
  • Adding reports
  • Interfaces

10.8 Access management
10.9 Dynamic dashboards configuration
10.10 Report builder activation on profiles

 

Module 11 – Data Management in Salesforce

11.1 Data management introduction
11.2 Importing

  • Leads
  • Contacts
  • Accounts

11.3 Installation of data loader
11.4 Mass delete
11.5 Records

  • Importing with data loader
  • Exporting with data Loader
  • Updating with data Loader
  • Deleting with data Loader

11.6 Addition of field to schema builder, etc.

 
Module 12 – AppExchange

12.1 AppExchange Introduction and Overview
12.2 Finding

  • App
  • Developer
  • Consultant

 

Module 13 – Deploying a Change Set

13.1 Change Sets introduction and its Deployment
13.2 Change Sets

  • Inbound
  • Outbound

13.3 Deployment

  • Settings
  • Status

13.4 Eclipse IDE

Talk to Us

1-419-408-3178

1-419-408-3178

Fees

$500.00

Curriculum

Topics for this course

Salesforce fundamentals

Quote templates

Field types and Salesforce objects

Creation of custom buttons, link units, and actions

Salesforce workflow, schema builder, and process builder

Validation and workflow rules

Creation of role hierarchy

Security data security model

Salesforce user profiles

Salesforce reporting and dashboards

Data management in Salesforce

AppExchange

Deploying a change set

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