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Salesforce Administration (ADM201)

Home CRM Salesforce Administration (ADM201)



    The Administrator will be responsible for a variety of tasks, which includes providing individual and group trainings to non-technical members of staff; design, architecture, configuration and administration of new and existing applications; designing roles and permissions structures; creating and managing reports and customization needed by different departments




    25 hours




    By the end of this program, participants should be able to:

         - Learn roles and responsibilities of Salesforce admin
         - Design and configure and administer new and existing applications
         - Design roles and permissions structures
         - Create and manage reports 




         - Anyone who wishes to learn Salesforce Admin




         - Must know basics of computer
         - Has a requirement to learn salesforce



    LESSON 1: CRM Introduction                                                                                                                                                          


    • Introduction to CRM                                                                                                                   
    • Why CRM


    LESSON 2: Introduction to  Cloud Computing &                                                                                                                


    • Cloud computing overview
    • What is Software-as-a-Service (SaaS)?                                                                                                              
    • What is Platform-as-a-Service (PaaS)?
    • What is Infrastructure-as-a-Service (IaaS)?
    • Connect to the Database, ODBC, OLEDB                                                                                                     
    • What is                                                                                                                          
    • CRM Editions
    • Architecture & Navigation - Overview


    LESSON 3:  Personal Setup


    • Managing Personal Information
    • Company Information


    Section 4: Salesforce User Administration


    • Creating Users
    • Creating Roles
    • Creating Profiles
    • Creating Permission Sets
    • Creating Groups


     Section 5: Salesforce Automation (SFA)


    • Build a custom Application
    • Create custom Objects
    • Create custom Fields
    • Create custom Tabs and Types of Tabs
    • Define dependent Pick lists & Global Pick  lists
    • Custom Buttons & Links
    • Customize Page Layouts


    Section 6: Discuss about Relationship Types


    • Master-detail Relationship
    • Look-up Relationship
    • Many-to-Many Relationship
    • Hierarchical Relationship
    • Self Relationship


    Section 7: Standard SDFC Features


    • Salesforce CRM Content Management
      • What is Content Management?
      • Why do we need to manage content?
    • Salesforce Knowledge Management
    • Salesforce Mobile Administration


    Section 8: Sales Cloud - Overview (with small projects)


    • Leads Management
      • What is Lead and how to create lead?
      • How to convert leads?
    • Accounts
    • Contacts
    • Opportunity Management
    • Opportunity Products Management
    • Products Management
    • Price Book Management
    • Quote Management                                                                                                                          


    Section 9: Marketing Cloud - Overview


    • Campaigns Management
      • What is campaign?
      • How to create campaign?
    • Leads
      • What is lead?
      • Web-to-Lead and Lead Conversion
    • Accounts
    • Contacts
    • Opportunities



     Section 10: Service Cloud Overview


    • Cases Management
    • What is Case?
    • Email-to-Case and Web-to-Case
    • How to manage Cases & Queues?
    • Assignment Rules, Auto Response Rule and Escalation Rules
    • Solutions Management


    Section 11: Overview about the Workflow Rules & Process Builder


    • Define Workflow
    • Create Email Templates
    • Setup Workflow Rules
    • Setup Workflow Actions


    Section 12: Overview about the Approval Process


    • Plan Approvals using Workflow
    • Use the Approval Wizard - Standard vs. Jumpstart
    • Create Workflow Approvals


    Section 13: Customize Formula-fields & Roll-up Summary Fields?                                                             


    Section 14: Data Validation Rules



    Section 15: Record Types


    • What is Record Type?
    • How to Create Record Type?
    • Managing Record Types


     Section 16: Using Analytics


    • Create Custom Reports
    • Use Advanced Filters
    • Use Conditional Highlighting
    • Use Custom Summary Formulas 
    • Use Dashboards and Dynamic Dashboards
    • Custom Report Types


    Section 17: Overview about the Data Utilities


    • Data Import Wizard Overview
    • Data Exporting Overview
    • Import and Export Data using the Data Loader
    • Use Mass Delete
    • Use Storage


    Section 18: Overview about the Security


    • Managing the Users
    • Set Organization-wide Defaults
    • Object-level Security
    • Field-level Security
    • Record-level Security


    Section 19: Use Sharing Rules


    • Define Sharing Rules
    • Discuss about Types of Sharing Rules


    Section 20: How to Monitor Our Organization


    • Debug Logs and Email Logs
    • View Setup Audit Trail
    • Outbound Messages
    • Schedule Jobs
    • Apex Jobs
    • Builk Data Load Jobs


     Section 21: Overview about the AppExchange


    • How to install an AppExchange Application
    • Managing AppExchange
    • Delete an Application 
    Section 22: Salesforce Packages 


    • Managed Package
    • Unmanaged Package


    Section 23: Deployment Process


    • Inbound Change Sets
    • Outbound Change Sets


    Section 24: Overview about the Sandbox and Production Environments


    Section 25: ADM201 and DEV401 Certification Practice Questions
  • Below mentioned training methodologies will be adopted while training:


    • Aim to provide contextually relevant, skill oriented and emotionally positive experiences via training
    • Continuous encouragement to the trainees to complete course
    • Elements:
      • Pre & Post Assessment
        • Objective and fair assessment of trainees post training
      • Demarcation between Theory and In class Practicals
      • Be as much interactive as possible
      • Encourage participants to share their ”burning questions” about the topic
      • Launching a poll question for participants to answer
      • Try to explain using famous models and studies
      • Incorporate Case based learning (case videos/ movies) and storytelling, if applicable
      • Integrate soft skills in the training, if applicable
      • Motivate learners to apply concepts from domain subjects in a real world situation
      • Practical Home work
      • Provision of skill Certification information to trainees, wherever applied and required
      • Encourage regular trainee interaction during , in-between and after the course
      • Aim to design a module that engages participants every 4 minutes
      • Encourage participants to use platform tools like Poll, Chat, Raise Hand, Screen Sharing etc.
      • Provision of learning/ reference material to the trainees
      • Regular post session response to the trainees
      • Record of participation and Certificate of achievement issued by EduSmart Skills
  • Frequently Asked Questions about Salesforce Administration (ADM201)

    Not available!



    The entire training course content is in line with respective certification program and helps you clear the requisite exams with ease and get the best jobs in the top MNCs.

    As part of this training you will be working on the assignments that have immense implications in the real world industry scenario thus helping you fast track your career effortlessly.

    During the program there will be assessments that perfectly reflect the type of questions asked in the exams and helps you score better.

    EduSmart Skills Course Completion certificate will be awarded on the completion of course.

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