• Instructor: Mike Hussy
  • Students: 8224
  • Duration: 50 hours

Salesforce  Admin

Course Duration:  45 Hours

Delivery type: Instructor-led Online training

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TRACK I: Objective

  • Identity Confirmation
  • Activate your computer
  • Setting Up the User Interface
  • Set up the UI & search options
  • Organization Administration
  • Set your organization’s language & locale
  • Manage currency customization
  • Create custom profiles & custom fields
  • Define dependent picklists
  • Customize lookup fields & formula fields
  • Customize page layouts
  • Customize standard related lists
  • Learn about record types & business processes
  • Use field-level security
  • Security & Access
  • Create & manage your users
  • Set organization-wide defaults
  • Learn about record access
  • Create the role hierarchy
  • Learn about the sharing model
  • Manually share records
  • Set up opportunity team selling & account teams
  • Learn about folder access workflow
  • Define workflow
  • Set up workflow rules
  • Set up workflow tasks & alerts workflow approvals
  • Plan approvals using workflow
  • Use the approval wizard – standard vs. jump-start
  • Create workflow approvals
  • Data Validation
    • Learn about Salesforce CRM data validation
    • Create data validation rules
    • Learn about custom fields & unique properties Data Utilities
    • Import records using the import wizards
    • Use mass delete
    • Use mass transfer
    • Learn about storage utilization
  • Analytics
    • Create custom reports
    • Use advanced filters
    • Use conditional highlighting
    • Use custom summary formulas
    • Create dashboards
  • The AppExchange
    • Learn about the AppExchange
    • Install an app
    • Uninstall an app
  • Marketing Administration
    • Use the integrated campaign builder
    • Learn about lead queue & lead assignment setup
    • Learn Web-to-lead & auto-response rules
  • Service & Support Administration
    • Learn about cases & solutions
    • Set up case escalation rules
  • Identify solution categories
    • Suggested solutions Salesforce Console
    • Navigate the Salesforce Console
    • Create a Salesforce Console
    • Extending Salesforce CRM
    • Learn about custom objects
    • Learn about custom tabs
    • Learn about custom Web tabs
    • Build a custom app


TRACK II :Designing Applications on Force.com

  • Learn about factors to consider when building a data model
  • Develop custom objects and fields, encrypted fields, field help, and field history tracking
  • Use master detail, lookup, and many-to-many relationships
  • Create a user interface for custom applications using the Custom Object tab, Page Layout, and
  • Customization options
  • Set field attributes on the page layout
  • Use the Custom Object queue and event-based workflow rules with field update actions
  • Develop custom formulas and validation rules Designing Applications for Multiple Users
  • Learn about factors to consider when designing applications for multiple users
  • Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
  • Customize the user experience with record types and page layouts
  • Control access to records
  • Employ OWD, sharing rules and levels, roles, public groups, and manual share
  • Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
  • Apply OWDs, public groups, and manual sharing to create conditional access to data
  • Analyze suitability of FLS, page layouts, and record types to satisfy business requirements Implementing Business Processes 
  • Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
  • Use validation rules to enforce conditional required behavior
  • Use functions to enforce data format and data consistency
  • Implement multistep approval workflows and escalations to automate business processes
  • Create parallel approval workflows and workflow approvals with dynamic approval routing
  • Use outbound messages as part of an approval workflow
  • Establish approval workflow criteria with crossobject formulas
  • Set up field history tracking to audit processes
  • Learn techniques to prevent or record data changes Managing Data
  • Learn when and how to use upsert
  • Use data management tools and the capabilities of API-based tools
  • Configure the Data Loader via command line
  • Encrypt passwords using encrypt.bat
  • Use the Data Loader to create mapping files and to upsert data Visualforce Pages 
  • Learn about the capabilities of the Visualforce framework Incorporate
  • Visualforce pages into Salesforce Construct expression bindings and incorporate Salesforce into Visualforce pages with Visualforce tags
  • Use Visualforce tags to create page layouts, input forms, output tables, custom components
  • Create partial page refreshes on JavaScript events
  • Learn about the functionality that comes with Visualforce standard controllers
  • Find out when Apex is required for creating custom controllers or extensions

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