Externship Program - Salesforce Administrator
Module-1: Salesforce Fundamentals
• Introduction to Salesforce
• What is Salesforce CRM?
• Setup a free developer account in Salesforce?
• Architecture of Salesforce Desc
• Architecture of Salesforce
Module-2: Organizational & User Set-up
• Org & User Setup Learning Objectives
• Creating a FREE Salesforce Org
• Logging into Salesforce
• Navigating the Salesforce User Interface
• Lightning vs Classic Salesforce Interface
• Lightning vs Classic Feature Compatibility
• Salesforce Branding and UI Customization
• Density Settings
• User Navigation Bar Customization
• Salesforce Themes and Branding
• Lightning Chrome Extension
• Classic User Interface Overview
• Customizing the Classic User Interface
• Classic Homepage Customization
• UI Customization for Admins
• Company Profile
• User Management
• Organizational & User Setup
Module-3: Setting-up First App
• Understanding the Standard Object Model
• Creating an App & Personalizing Salesforce
• Creating Objects & Tabs
• Creating Fields
• Field Dependencies
• Creating Object Relationships
• Traversing Relationships with Formulas and Summary Fields Preview
• Page Layout Customization
• Field Histories
• Record Types
Common Issues with Record Types
• Standard Fields & Deleting Fields
• Chatter
• Customizing Search and Tab Layouts
• List Views
Module-4: Process Automation
• Process automation overview
• Workflow Rules & Actions
• Validation Rules
• Approval Processes
• Process Builder Overview
• Creating a Process Builder Process
• Process Builder Actions
• Process Builder in Practice
Module-5: Salesforce Security
• Salesforce Security Overview
• Organizational Security Settings
• Organizational Wide Defaults
• Record Ownership
• Role Hierarchies
• Sharing rules
• Manual Sharing
• Object Permissions and Record Access
• User Profiles & Permissions
• Salesforce Security Section Questions
Module-6: Salesforce Reports & Dashboards
• Tabular Reports
• Report Automation
• Summary Reports
• Matrix Reports
• Report Charts & Formatting
• Bucket Fields
• Report Types
• Report Type Layouts
• Report Types Lab
• Reports & Page Layouts
• Dashboards
• Report & Dashboard Security
• Chatter & Dashboards
Module-7: Data Management
• Duplicate Management
• Methods for Importing & Exporting Data
• Salesforce IDs and External IDs
• Data Loader
• Import Wizard
• Considerations when importing data
• Data Management Best Practice
• Backing up Salesforce Data
• Mass Action Functions
• Salesforce Content
• Document Folder & File Uploading Review
• Data Management Section Questions
Module-8: Sales & Marketing
• Sales Overview
• Web to Lead
• Lead Scoring
• Auto Response Rules
• Lead Conversion
• Assignment Rules
• Opportunity Overview
• Products & Price books
• Sales Productivity Features
• Campaign Management
Module-9: Service & Support Applications
• Creating a Sample Console App
• Case Management
• Case Management Automation - Macros and Keyboard Shortcuts
• Enabling Suggested Solutions
• Solution Management
• Communities
• Publishing Your Community