Scribd
Upload
6 views3 pages

Admin Training Stuff

The Salesforce Admin Training Course covers essential topics including Salesforce data model, Lightning Experience, object relationships, user management, email templates, automation, security, data management, and reports and dashboards. Participants will learn to create custom objects, manage user permissions, set up automation processes, and generate reports. The course aims to equip learners with the skills needed to effectively manage Salesforce environments.

Uploaded by

Akshay Sharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
6 views3 pages

Admin Training Stuff

The Salesforce Admin Training Course covers essential topics including Salesforce data model, Lightning Experience, object relationships, user management, email templates, automation, security, data management, and reports and dashboards. Participants will learn to create custom objects, manage user permissions, set up automation processes, and generate reports. The course aims to equip learners with the skills needed to effectively manage Salesforce environments.

Uploaded by

Akshay Sharma
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Salesforce Admin Training Course

Training in Lightning Experience :


Introduction: -

1. Salesforce.com/Data Model Time:


2. Cloud Computing.
3. Difference between Salesforce.com and force.com
4. Standard and custom objects in salesforce.
5. Creation of custom object and fields.
6. Difference type of field and usage.
7. Salesforce schema Builder: To create custom Object/fields in two step only.
8. Tab – Creation, Type, Usage.
9. App (Salesforce Application)

Lightning Experience(Intro):

1. Lightning Experience Migration Assistant


2. Kanban View
3. My Domain
4. Console Apps/ Lightning Apps
5. Compact Layouts
6. Quick Actions

Object Relationship

1. Relationship between Objects and Master Lookup.


2. Roll-Up Summary.
3. Junction Object.
4. Lookup Filter.

Standard Objects and Relationship between them

1. Accounts & Contact: Relationship between Account and Contact.


2. Accounts & Assets.
3. Opportunity & Opportunity Product.
4. Product, Price Book and Price Book Entry.

Standard Page-Design

1. Manage Page Layout.


2. Page Layout and their related list.
3. List View.
4. Record Type and Page Layout.
5. Search Layout.
User Management

1. User Creation.
2. Profile Object.
3. Permission Set.
4. Role Hierarchy.
5. Profile v/s Permission Set.
6. Profile v/s Role Hierarchy.
7. Page Layout Assignment based on User Profile.
8. Group, Queue.

Email Template and Mass Email

1. Templates, Types of Template.


2. Email to Case.
3. Manage Email Administration.

Automation

1. Set up Workflow Rules.


2. Web to Case.
3. Web to Lead.
4. Auto Response Rule.
5. Validation Rule.
6. Assignment Rule
7. Approval Process

Security and Data Access

1. Security Setting.
2. Security Controls.
3. Sharing Settings.
4. Field Accessibility.
5. Password Policies.
6. Session Settings.
7. Network Access.
8. View Setup Audit Trail.

Managing Data

1. Import new records using import wizards.


2. Update existing records with the data loader.
3. Back Up data with a weekly export.
4. Mass delete records.
Reports and Dashboards

1. Run and modify Reports.


2. Create new reports with the report builder.
3. Filter Reports.
4. Summarize report data with formulas and visual summarize.
5. Print, Export and Email Reports.
6. Build Dashboards.

You might also like

pFad - Phonifier reborn

Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


Alternative Proxies:

Alternative Proxy

pFad Proxy

pFad v3 Proxy

pFad v4 Proxy