SALESFORCE ADMINISTRATOR

1) CRM Overview & SaaS

2) Salesforce Applications (Marketing, Sales, Service) Overview

3) Configuration Basics Overview

  • Application Elements Overview (Tabs, App, Links, HomePage Component)

  • Salesforce Building Blocks Overview (Objects, Page Layouts, Related List, Fields, Buttons etc)

  • Workflow Rules Overview

4) Personal Customization (Password Reset, Login Access, Calendar Sharing etc)

5) System Administration

  • Roles

  • Profiles

  • User Setup

  • Login History

  • Queues

  • Groups

6) Advanced System Administration (Security Controls)

  • OWD

  • Sharing Settings

  • Password Policies

  • Audit Trail

  • Communication Templates

  • Data Loader

  • Mass Update/Transfer Records

  • Storage Usage

  • Sandbox

7) Monitoring Logs & Jobs

8) Concluding Session with Q&A

SALESFORCE DEVELOPER – CONFIGURATION TRACK

1) CRM Overview

2) Salesforce Architecture (SaaS, PaaS, On Demand)

3) Salesforce Applications (Marketing, Sales, Service) Overview

  • Advanced Configuration Elements (Tabs, App, Links, HomePage Component)

  • Salesforce Building Blocks & Configuration (Objects, Page Layouts, Related List, Fields, Buttons, Formula Fields, Relationship fields, Lookup Master Detail, Cross Object, reference Workflows and Approvals, Workflow actions: Email, Tasks, Outbound etc)

  • Workflow Rules & Approval Processes Time Dependent Workflows

4) Personal Customization (Password Reset, Security Token Login Access, Calendar Sharing etc)

System Administration Basics

 

  • Profiles

  • Roles

  • User Setup

  • Login History

  • Queues

  • Groups

5) Apex Development basics Apex Classes Pages

6) Concluding Session with Q&A

Salesforce

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