fbpx

SALESFORCE Admin & Analyst

SALESFORCE Admin & Analyst

Overview
Salesforce is a customer relationship management (CRM) with several broad categories for sales, service, marketing, and more. It Includes Commerce Cloud, Sales Cloud, Service Cloud, Data Cloud (including Jigsaw), Marketing Cloud, Community Cloud (including Chatter), Analytics Cloud, App Cloud, and IoT.
Curriculum

Introduction

  • 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
Features
Real Life Case Studies

Real Life Case Studies

Projects modeled on select use cases with implementation of diverse technology concepts

Assignments

Assignments

All guided classes and courses are mandatorily followed by useful practical assignments

24x7 Expert Support

24x7 Expert Support

Every technical query is resolved on demand with readily available expert assistance

Instructor-led Sessions

Technical session conducted under the guidance of qualified and certified educationists

Course Info

Course Start Date 09/11/2019
Estimated Duration 3/4 Weeks
Maximum Students 18
Levels Advanced

Social Share