Syllabus (Admin)
- Introduction to Salesforce
○ Basics of Cloud Computing
○ Customer Relationship Management (CRM)
○ Salesforce Basic Concept
○ Difference Between Traditional CRM vs Salesforce CRM
○ Sales Cloud, Service Cloud, Marketing Cloud
○ Salesforce Editions, Licenses and their use.
○ Here, now you can open your own org…!!
- Data Modeling
○ Object in Salesforce
○ Standard Object vs Custom Object
○ Fields in Salesforce
○ Standard Field vs Custom Field
○ Types of Fields in Salesforce
- Customization
○ Tabs
○ Tab Creation
○ Applications
○ App Creation
○ Page Layout
○ Record Types
- Relationships
○ Types of Relationships
○ Lookup Relationship
○ Master Detail Relationship
○ Master Detail vs Lookup Relationships
○ Related Lists
○ Junction Objects
○ Lead Conversion
○ Lead Field Mapping
- Validations and Formula
○ Formula Creation Basics
○ Validation Rules
○ Validation Rule Practical
- Automation Processes
○ Workflow Rules
○ Approval Process
○ Process Builder
○ Flows at last…
- Users and Profiles
○ What is User
○ How to create User in Salesforce
○ Profiles
○ How to create Profiles
- Security Model
○ Org Level Security
○ Object Level Security
○ Field Level Security
○ Record Level Security
- Reports and Dashboards
- Data Loader