Salesforce Admin

Module 1: Salesforce.com Introduction

• Cloud Computing & its Models.
• What is Salesforce.com?
• Evolution and Products
• Different Editions in Salesforce.com
• How to sign up for Developer Edition.

Module 2: Getting Your Organization Ready for Users

• Set up the company profile
• Configure the user interface
• Configure search settings
• Set up Chatter

Module 3: 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
• Manage field-level security

Module 4: Managing Data

• Data Loader v/s Import wizards
• Import new records using import wizards
• Update existing records with the data loader
• Upsert operation, Export and Export All
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records

Module 5: Automation

• Manage Email Administration
• Set up workflow rules and Approval Processes
• Automate Leads and Cases

Module 6: Getting Around the App

• Understand the data model and navigation
• Find answers in Help & Training
• Rollup summary & Cross object formula.

Module 7: Setting Up and Managing Users

• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Set up Chatter Free and Chatter external users.

Module 8: Customization: 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
• Maintain Data Quality

Module 9: Reports and Dashboards

• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize Report Data
• Bucket Fields in Reports
• Print, Export, Scheduling and Email Reports
• Build Dashboards
• Adding Dashboards in Home Page

Module 10: More Administration

• Queues
• Public Groups