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Salesforce Admin & Consultant


Topic


Salesforce Overview

  • Overview of Salesforce.com

  • SAAS, PAAS, IAAS

Identity Management

  • Trusted IP Ranges

  • Login Access Settings

  • Security Token

  • Personal Email Settings
  • Password Policies & Session Management

  • Changing / Reset Password


UI / Navigation Settings

  • Configuring the UI

  • Configuring the Search Settings

  • Chatter Overview


Organization Administration

  • Company Information

  • Multi Currencies, Domain Management

  • Fiscal Year, Business Hrs, Holidays, Language Settings

  • Storage Settings
  • Communication Templates


Customization

  • Standard & Custom Objects

  • Standard & Custom Fields

  • Object Relationships
  • Field Dependencies

  • Formulas & Roll Up Summary

  • Page Layouts

  • Record Types
  • Permission Sets

  • Creating Applications, Tabs
  • Search Layouts


Data Quality Security & Data Access

 

  • Validation rules

  • Profile Management

  • User Login Restrictions

  • Roles & Security
  • Sharing Rules

  • Record Level Access & Exceptions

  • Managing Users, Public Groups
  • Password Policies, Session Settings

  • Queues

Automation - Work Flows

 

  • Workflow rules

  • Tasks & Email Alerts

  • Field Updates
  • Outbound Messages

  • Approval Process Overview


Data Utilities


  • Data Loader - DML Operations

  • Import Wizard

  • Data Export – Schedule

  • Mass Update, Delete and Recycle bin

Analytics


  • Report Types

  • Reports & Dashboards

  • Scheduling Reports & Dashboards

  • Analytical Snapshots

Marketing Cloud Administration


  • Lead Management

  • Campaign Management

  • Web to Lead

  • Assignment & Auto Response Rules


Service Cloud Administration


  • Cases & Solutions

  • Email to Case & Web To Case

  • Assignment & Auto Response Rules

Additional Content


  • Security Settings

  • Viewing Setup Audit Trial

  • Desktop Integration

  • Deployment & Sandbox Management

  • Communication Templates

  • Email Administration & Mass Email

  • Monitoring

  • Mobile Administration

  • Custom Links

  • Web Tabs

  • Analyze & Gather the Requirements

  • Build & Test Application

Advanced Content (@3000INR) 

 

  • Process Builder
  • LIVE AGENT Including Console Setup
  • Outlook Integration
  • Data Loader Scheduling

  • Application Exchange Market Place
  • Additional Projects explanation(self practice)


  • Professional TIPs 

    1. Job Searching
    2. Linked in
    3. Google services in our Daily Life
    4. Other 

  • Printed Material by Different Authors
  • Interview Questions
  • Certification Questions



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