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SalesForce Administrator

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SalesForce Administrator

Salesforce

Duration
45 Hours

Course Description


     A Salesforce Administrator course typically covers the fundamental aspects of managing and customizing the Salesforce platform. It includes topics like user management, data management, security, automation, and reporting, all geared towards preparing individuals for the Salesforce Administrator certification. The course content often includes practical exercises and real-world examples to enhance the learning experience. 

Course Outline For SalesForce Administrator

1. Salesforce fundamentals and cloud concepts

  • Introduction to Cloud Computing and SaaS (Software as a Service) models.
  • Salesforce overview: Products, Editions, and its role as a CRM platform.
  • Understanding CRM concepts and benefits.
  • Navigating the Salesforce User Interface (Classic and Lightning Experience).
  • Setting up and configuring a Salesforce organization (company profile, fiscal year, business hours). 

2. User management and security

  • User Setup and Maintenance: Creating and managing users, user licenses, passwords, and troubleshooting login issues.
  • Organizational Security Controls: Implementing password policies, IP restrictions, login hours, and network settings.
  • Salesforce Sharing Model: Understanding the principles of data access control.
  • Object-Level Security: Managing access to objects (e.g., Accounts, Contacts) using profiles and permission sets.
  • Field-Level Security: Restricting access to specific fields within records using profiles and permission sets.
  • Record-Level Security: Controlling access to individual records using Organization-Wide Defaults (OWD), roles, role hierarchy, sharing rules, and manual sharing.
  • Security Best Practices: Discussing and implementing best practices for securing Salesforce data and user access. 

3. Data management

  • Data Migration: Understanding considerations when importing, updating, transferring, and mass deleting data.
  • Data Management Tools: Using the Data Import Wizard and Data Loader for bulk data operations.
  • Data Quality and Validation: Implementing data validation rules and best practices to maintain data accuracy and consistency.
  • Data Backup and Archiving: Understanding different methods for backing up Salesforce data, including the Data Export Service. 

4. Customization and application building

  • Standard and Custom Objects: Understanding the architecture of standard objects and creating custom objects.
  • Fields and Data Types: Creating and customizing fields on standard and custom objects.
  • Relationships: Defining relationships between objects (Lookup, Master-Detail, Junction Objects).
  • Page Layouts and Record Types: Designing page layouts, creating record types, and assigning them to profiles.
  • Business Processes: Implementing business processes using picklists and record types.
  • Tabs: Creating custom object tabs, Web Tabs, Visualforce Tabs, and Lightning Page Tabs.
  • AppExchange: Identifying use cases for AppExchange applications and understanding how to install and uninstall them. 

5. Automation and workflow

  • Business Process Automation: Understanding the importance and benefits of automating business processes in Salesforce.
  • Workflow Rules: Defining workflow rules to automate tasks, email alerts, field updates, and outbound messages.
  • Process Builder (Legacy): Understanding the capabilities and use cases of Process Builder for complex automation.
  • Flow Builder: Designing and implementing complex process automation using Flow Builder (record-triggered flows, screen flows, auto-layout).
  • Approval Processes: Setting up and managing approval processes for standard and custom objects. 

6. Reports and dashboards

  • Report Types: Creating and customizing reports using standard and custom report types.
  • Building Reports: Creating different types of reports, filtering data, summarizing report data, and creating formulas.
  • Creating Dashboards: Designing and customizing dashboards with various components, chart types, and data sources.
  • Report and Dashboard Folders: Organizing and securing reports and dashboards. 

7. Productivity and collaboration

  • Activity Management: Managing tasks, events, and public calendars.
  • Chatter: Utilizing Chatter features like feeds, groups, and following.
  • Salesforce Mobile App: Understanding the capabilities of the Salesforce Mobile App. 
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