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Salesforce Administrator Training

$15/hr Starting at $150

Salesforce Admin Syllabus:

1. Introduction To Salesforce

  • Fundamentals of Cloud Computing
  • CRM
  • Introduction to salesforce
  • Introduction to trailhead & org setup


2. Model Your Salesforce Data

  • Standard and Custom Objects
  • Datatypes
  • Relational Data Modelling
  • Schema Builder


3. Customize The Salesforce User Interface

  • App Manager & Tabs
  • Customizing Page Layouts using Record Types
  • List Views & Related Lists
  • Mini & Compact Page Layouts
  • App Builder


4. Aggregating & Validating Data

  • Formula field
  • Data Aggregation using Roll-up Summaries
  • Validation Rules
  • Duplicate Rules


5. Automating Business Process

  •  Automating Processes using: Workflow Rule, Process Builder, Flows, Email Templates, Approval Process


6. Managing Data Access In Salesforce

  • Profiles & Permission Sets
  • Enforcing Field Level Security
  • User Management


7. Who Sees What In Salesforce

  • OWD & Sharing Settings
  • Record Ownership
  • Record Sharing
  • Profiles Vs Roles


8. Audit & Troubleshoot Salesforce Data

  • Audit Logs & Field History Tracking
  • Debug Logs

About

$15/hr Ongoing

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Salesforce Admin Syllabus:

1. Introduction To Salesforce

  • Fundamentals of Cloud Computing
  • CRM
  • Introduction to salesforce
  • Introduction to trailhead & org setup


2. Model Your Salesforce Data

  • Standard and Custom Objects
  • Datatypes
  • Relational Data Modelling
  • Schema Builder


3. Customize The Salesforce User Interface

  • App Manager & Tabs
  • Customizing Page Layouts using Record Types
  • List Views & Related Lists
  • Mini & Compact Page Layouts
  • App Builder


4. Aggregating & Validating Data

  • Formula field
  • Data Aggregation using Roll-up Summaries
  • Validation Rules
  • Duplicate Rules


5. Automating Business Process

  •  Automating Processes using: Workflow Rule, Process Builder, Flows, Email Templates, Approval Process


6. Managing Data Access In Salesforce

  • Profiles & Permission Sets
  • Enforcing Field Level Security
  • User Management


7. Who Sees What In Salesforce

  • OWD & Sharing Settings
  • Record Ownership
  • Record Sharing
  • Profiles Vs Roles


8. Audit & Troubleshoot Salesforce Data

  • Audit Logs & Field History Tracking
  • Debug Logs

Skills & Expertise

IT TrainingSalesforceSalesforce AdminSalesforce Administrator TrainingSalesforce App BuilderSalesforce AutomationSalesforce Data ModelingSalesforce FlowSalesforce Sharing And VisibilitySalesforce TrainingTraining

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