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Salesforce Administrator Course Content


SalesForce Admin Course Content


Introduction to Cloud Computing

What is Cloud Computing


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


Products and Services

Customer Relationship Management(CRM) – Salesforce Admin CRM and other CRM

The Sales Cloud

The Service Cloud

Force.com Platform




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


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



Introducing Workflow Rules and work flow actions

Email Alerts – Email templates


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



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