DASVM’s Salesforce Admin training will help you customize Salesforce, handle the users, and configure the Salesforce platform. It teaches you how to automate business processes, create essential dashboards and reports, and gather the requirements. You will also learn to leverage advanced Salesforce functionalities and features to solve various business problems. Apart from interactive training sessions, you will work on live use cases and projects to get practical knowledge of designing and developing custom applications. This Salesforce Admin training enables you to gain knowledge of User Management, Automation, Integration, Data Management, and Security. You will also master how to customize the Salesforce platform as per your organization’s goals.
Course Objectives:
In this course, you will learn to:
- Creating Objects and Fields in Salesforce using Spreadsheet
- Setting up Record Types
- Handling Sharing and Security in Salesforce
- Setting up the Approval Process
- Creating Reports in Salesforce
- Importing the Salesforce Data
- Setting up and Registering a Public Site in Salesforce
Course content
Introduction to CRM
- Why CRM?
- Introduction to Cloud Computing & Salesforce.com
- Cloud Computing – Overview
- What is Software-as-a-Service (SAAS)?
- What is Platform-as-a-Service (PAAS)?
- What is Infrastructure-as-a-Service (IAAS)?
What is Salesforce.com?
- com CRM Editions
- Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
- Salesforce Editions / Pricing
Salesforce Environment Setup
- How to Register Salesforce Developer Account for Practice
- Understanding the Overview of Trial account
- Setting up and Managing company profile
Database Introduction
- Database Model – Object Creation
- Salesforce Building Blocks
- Standard Objects
- Create custom Objects
- CRM functionality in Salesforce and use of standard objects
- Custom Objects Vs. Standard Objects
- Create custom Fields
- Create custom Tabs
Types of Tab
- Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
- Custom object Tabs
- Web Tabs
- Visual force Tabs
Custom Application
- Limitations
- Field Creation and its Relationships a. Different Data types
- Standard Data types:
- Text, Email, Number, Currency, URL, Text Area.
- Storage Limitations
- Read only Data types:
- Auto Number, Formula and Rollup summary
- Rollup summary Operations
- Sum (), Min(), Max() and Count
Relational Data types
- Lookup Vs. Master – Detail Relationship
- Limitations
- Required, External Id, Default Value and Unique fields
Salesforce Application elements:
- Home Page
- Tabs
- Tab Home Pages
- Detail Page
- Side Bar
- Apps
- Record
Page Layouts
- Defining Page layouts
- Field order changes
- Adding custom buttons and links
- Defining required and read only fields
- Adding related list
Record Types
- To create and maintain record types for your organization.
- Display different page layouts and picklist values based on record types.
- Uses of Record Types
Field Dependencies
- Controlling field/Dependent field?
- Making dependent pick list fields
- Limitations
Validation Rules
- Defining Salesforce Data Validation
- Creating Custom Validation Rules
- Validation Vs. Trigger
Workflow rules
- Define workflow
- Create Email template
- Set up workflow rules
- Set up workflow actions
Workflow Approval process
- Plan approvals using workflow
- Use the approval wizard – standard vs. jump start
- Create workflow approvals
Email Templates
- Email Templates – Sending Single emails and Mass emails.
- Types of Templates – HTML (Using Letter Head) , Custom HTML (without using letter head), Visual force Email Templates
Data Management
- Import Wizard Vs Data Loader
- Importing Overview
- Exporting Overview
- Import custom object records using the Data Loader
- Use mass delete
- Use storage
Personal Setup
- Managing Personal Information
- Password Reset
- User Management Overview
- Roles, Users, Profiles & Sharing
Users, Roles and Profiles
- Creating Users
- User Licenses Overview
- Understanding Record Ownership and Access
- Role Hierarchy
- Profiles
- Overview and different profiles
- User Permissions
Security
- Managing the Users
- Set Organization Wide Defaults (OWD)
- Object-level Security
- Field-level Security
- Record-level Security
- Sharing Rules
- Define Sharing rules
- Discuss about types of sharing rules
Reports & Dashboards AppExchange
- Installing an App
- Uninstalling an App
To see the full course content Download now
Course Prerequisites
- There are no specific prerequisites to take this Salesforce Admin course, however, prior knowledge of CRM software accelerates your learning.
Who can attend
- Salesforce Professionals, Software Administrators, Developers, Analysts, Sales Managers and Executives can take this Salesforce course.
- The Sales force Administrator training course is best suited for the following IT Professionals
- System Administrators
- IT Managers
- Product Managers
- Consultants
- Sales Operations Professionals
- Power Users
Number of Hours: 20hrs
Certification
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
DASVM Technologies offers 300+ IT training courses with 10+ years of Experienced Expert level Trainers.
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Materials
- Preparing for Certification
Call now: +91-99003 49889 and know the exciting offers available for you!
We working and coordinating with the companies exclusively to get placed. We have a placement cell focussing on training and placements in Bangalore. Our placement cell help more than 600+ students per year.
Learn from experts active in their field, not out-of-touch trainers. Leading practitioners who bring current best practices and case studies to sessions that fit into your work schedule. We have a pool of experts and trainers are composed with highly skilled and experienced in supporting you in specific tasks and provide professional support. 24x7 Learning support from mentors and a community of like-minded peers to resolve any conceptual doubts. Our trainers has contributed in the growth of our clients as well as professionals.
All of our highly qualified trainers are industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo before they are certified to train for us. We also ensure that only those trainers with a high alumni rating continue to train for us.
No worries. DASVM technologies assure that no one misses single lectures topics. We will reschedule the classes as per your convenience within the stipulated course duration with all such possibilities. If required you can even attend that topic with any other batches.
DASVM Technologies provides many suitable modes of training to the students like:
- Classroom training
- One to One training
- Fast track training
- Live Instructor LED Online training
- Customized training
Yes, the access to the course material will be available for lifetime once you have enrolled into the course.
You will receive DASVM Technologies recognized course completion certification & we will help you to crack global certification with our training.
Yes, DASVM Technologies provides corporate trainings with Course Customization, Learning Analytics, Cloud Labs, Certifications, Real time Projects with 24x7 Support.
Yes, DASVM Technologies provides group discounts for its training programs. Depending on the group size, we offer discounts as per the terms and conditions.
We accept all major kinds of payment options. Cash, Card (Master, Visa, and Maestro, etc), Wallets, Net Banking, Cheques and etc.
DASVM Technologies has a no refund policy. Fees once paid will not be refunded. If the candidate is not able to attend a training batch, he/she is to reschedule for a future batch. Due Date for Balance should be cleared as per date given. If in case trainer got cancelled or unavailable to provide training DASVM will arrange training sessions with other backup trainer.
Your access to the Support Team is for lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.
Please Contact our course advisor +91-99003 49889. Or you can share your queries through info@dasvmtechnologies.com
