Salesforce Admin Training in Kasaragod

Introduction to Cloud Computing

• What is Cloud Computing
• Advantages
• Layers – Client, Application(Software as a Service (SaaS)), Platform (platform as a service (PaaS)), InfraStructure(infrastructure as a service” (IaaS)), Server
• Deployment Models – Public cloudm Community Cloud, Hybrid Cloud, Private Cloud

Introduction to Salesforce Admin

• What is Salesforce Admin.com
• Advantages
• Products and Services
  • Customer Relationship Management(CRM) – Salesforce Admin CRM and other CRM
  • The Sales Cloud
  • The Service Cloud
  • Force.com Platform
  • Chatter
  • AppExchange
  • Configuration
  • Web services
  • Mobile support

Introduction to Force.com Platform

• Registering Developer Edition with Salesforce Admin.com
• Standard applications
• Standard Tabs
• Standard Objects and relationships, Links
• Setup page – Personal Setup, Application Setup and Administration Setup

Personal Setup

• Personal Information
• Change Password
• Reset my security Token
• Change My Display
• Grant Login Access
• Calendar Access
• Reminders
• Email Settings

Designing Applications on Force.com – I

• Creating new application
• Creating Custom objects
• Creating Tabs – Custom Tabs, Web tabs
• Adding text ,Currency,Checkbox,Date fields
• Creating Picklists
• Field Dependencies

Designing Applications on Force.com – II

• Encrypted fields, field help, and field history tracking
• Use master detail, lookup, and many-to-many Relationships
• Custom button and links Creation
• Rollup Summary field

Designing Applications on Force.com – III

• Develop custom formulas
  • Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
• Validation Rules – Creating rule by applying formulas
• Payelayouts – Payelayout Editor,Grouping fields into New Section, adding spece between Fields, Editing Field properties
• Search Layouts

Designing Applications on Force.com – IV

• Workflows
• Introducing Workflow Rules and work flow actions
• Email Alerts – Email templates
• Tasks
• Field Updates – Queues and Time Dependent Workflow Actions

Designing Applications on Force.com – V

• Creating an approval Process
  • Create an Email template for approvals
  • Create an Approval Process
  • Create a Custom Profile
  • Create User
  • Test the Approval Process

Reports

• Introducing Reports and Custom Reports
• Create a tabular Report
• Create a Summary Report – Adding Summary fields and adding Columns and Filters
• Create Matrix Report
• Exporting Reports
• Dashboards – Creating and Editing Dashboards, Adding Dashboard SnapShots to Home Page, Creating Additional Reports
• Creating Custom Report Types

Sharing and Security data – I

• Creating User Accounts
• Controlling Access to Data
• Controlling Access to Objects
  • Introducing Profiles
  • Standard Profiles
  • Custom Profiles
• Controlling Access to Fields
  • Introducing Filed Level Security
  • Accessing Field-Level Security Settings

Sharing and Security data – II

• Controlling Access to Records
  • Introducing Organization-Wide Defaults
  • Introducing Role Hierarchies
  • Company Roles and Profiles
  • Sharing Rules
  • Manual Sharing

Sharing and Security data – III

• Displaying Field values and Page Layouts according to Profiles –
• Overriding Sharing with Object Level Permissions
• Administration Groups – Managing Groups(Public and Personal)

Sharing and Security data – IV

• Login History
• Password Policies
• User session Settings
• Set Trusted Ip range

Administration Setup – Mobile, Desktop and Email administration

• Mobile Administration:
  • Configuring Mobile user
  • User Settings
• Desktop Administration:
  • Configuring for outlook
  • Offline Briefcase configuration
• Email Administration
  • Testing Deliverability
  • Deliverability Settings
  • Setting Organization-Wide addresses
  • Compliance BCC
  • Setting Enail Footers
  • Company Profile and Monitoring

Editing Company Information

• Settings Fiscal Year
• Settings Business Hours and Holis
• Language Settings
• Debug Logs
• Email Log files

Managing data – I

• Importing data to Salesforce Admin.com from external Sources
• Import Custom objects
• Data Export
• Mass Transfer Records
• Mass Delete Records
• Mass Trnasfer Approval
• Mass Update addresses

Managing data – II

• Data Loader
  • Data loader Overview
  • When to use Data Loader
  • Installing and Configuraing dayta Loader
  • Use Data Loader to create mapping files and upsert data
  • Running Batch Processes
  • Command Line Quick start