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Sunday, May 26, 2019

Salesforce Administrator Training



Salesforce Administrator training course will be covered with the following topics on each day.


Day1
Topics to be Covered (Basic)
Agenda
Cloud Computing
Benefits of Cloud Computing
Structure Of Cloud Computing
Top players in Cloud
Salesforce Overview
Why? When? What?
Salesforce Edition
Salesforce Certification
Creating Application
Salesforce Database & Structure
Customizing the Tabs in Salesforce
Creating Object & Details
Understanding the Fields
Understanding the Relationship

Day2
Topics to be Covered(Getting Your Organization Ready for Users)
Set up the company profile
Configure the user interface
Set up activities and calendars
Configure search settings
Set up Chatter


Day3
Topics to be Covered (Setting Up and Managing Users)
Manage user profiles
Create and manage users
Troubleshoot user login issues
Set up Chatter Free and Chatter external users


Day4
Topics to be Covered(Security and Data Access)
Restrict logins
Determine object access
Set up record access
Manage record access with the role hierarchy
Deal with record access exceptions
Control access to events
Manage field level security

Day5
Topics to be Covered (Customization: Object & Fields)
Administer standard fields
Create new custom fields
Create selection fields: picklists and lookups
Create formula fields
Work with page layouts
Work with record types and business processes

Day6
Topics to be Covered (Managing Data)
Import new records using import wizards
Update existing records with the data loader
Keep records up to date with Data.com and social accounts and contacts
Mass transfer records between users
Back up data with a weekly export
Mass delete records
Dataloader.io


Day7
Topics to be Covered (Reports and Dashboards)
Run and modify reports
Create new reports with the report builder
Filter reports
Summarize report data with formulas and visual summaries
Print, export, and email reports
Build dashboards

Day8
Topics to be Covered (Manage email administration)
Manage email administration
Set up workflow rules
Set up Approval Process
Automate leads and cases

Day9
Topics to be Covered (Customer Intraction)
Marketing Management (Campiagn Management)
Web to Lead
Web to Case

Day10
Topics to be Covered (Integration)
Outlook Integration (Gmail & Office 365)
Mobile Phone Integration
Offline Integration
Salesforce to Salesforce Integration

Day 11
Topics to be Covered (Project Work)
Sample Project Discussion
Implementation

Day12
Topics to be Covered (Exam)
Mock Exam
Validation

Day 13
Topics to be Covered (Interview preparation )
Interview Question
Discussion


Administrator Exam Preparation

https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep



Additional Reference Documents (Trailmixes).

Admin - Day 1 (Getting Around the App)

Admin - Day 2 (Getting Your Organization Ready for Users)

Admin - Day 3 (Setting Up and Managing Users)

Admin - Day 4 (Security and Data Access)

Admin - Day 5 (Customization: Fields)

Admin - Day 6 (Managing Data)

Admin - Day 7 (Reports and Dashboards)

Admin - Day 8 (Automation)

Admin - Day 9 (Managing the Support Process)

Admin - Day 10 (Projects)

Additional Projects


Complete Admin course

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