This document outlines a 25 lesson training course on Salesforce administration. The lessons cover topics such as the Salesforce user interface, data management, security controls, profiles, reports, dashboards, applications lifecycle management, and customizing the Salesforce platform using tools like Visualforce, Lightning Components, and AppExchange apps. The training aims to provide participants with the knowledge and skills needed to effectively configure and administer a Salesforce organization.

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Salesforce Administration
Lesson 01 - Salesforce Overview
• ○ Learning Objectives
• ○ Introduction to Salesforce
• ○ Salesforce Editions
• ○ Home page Customization
• ○ User Management
• ○ Creating and Customizing Tabs
• ○ Creating an App
• ○ Uploading a Company Logo
• ○ Company Information Page
• ○ System Overview Page
• ○ Updating the Fiscal Year
• ○ Case study
Lesson 02 - Salesforce Objects
• ○ Learning Objectives
• ○ Standard Object Components
• ○ Renaming Standard Objects
• ○ Modifying Standard Objects
• ○ Understanding External Objects
• ○ Creating Custom Objects
• ○ Case study

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Lesson 03 - Field Types
• ○ Learning Objectives
• ○ Modifying Standard Fields
• ○ Creating Auto-Number Fields
• ○ Creating Formula Fields
• ○ Creating Roll-Up Summary Fields
• ○ Creating Lookup and Master-Detail Fields
• ○ Creating Checkbox Fields
• ○ Creating Currency, Number, and Percent Fields
• ○ Creating Date Fields and Date and Time Fields
• ○ Creating Phone and Email Fields
• ○ Creating Geolocation Fields
• ○ Creating Picklist and Multi-Select Picklist Fields
• ○ Creating Text and Text Area Fields
• ○ Creating Text Area Long and Text Area Rich Fields
• ○ Considerations for Field Type Change
• ○ Field Deleting Implications
• ○ Creating Encrypted Fields
• ○ Creating URL Fields
• ○ Case study
Lesson 04 - Validation Rules
• ○ Learning Objective
• ○ Creating Validation Rules
• ○ Creating Formulas
• ○ Creating Error Messages
• ○ Case study

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Lesson 05 - Security Controls
• ○ Learning Objective
• ○ Viewing Object Security
• ○ Changing Default Record Access
• ○ Sharing Settings
• ○ Field Accessibility
• ○ Password Policies
• ○ Session Settings
• ○ Login Flows
• ○ Network Access
• ○ Activations
• ○ Session Management
• ○ Login Access Policies
• ○ Certificate and Key Management
• ○ Viewing Setup Audit Trail
• ○ Executing Expire All Passwords
• ○ Delegated Administrations
• ○ Remote Site Settings
• ○ Named Credentials
• ○ File Upload and Download Security
Lesson 06 - Profiles
• ○ Learning Objective
• ○ Overview of Standard Profiles
• ○ Assigning Page Layouts

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• ○ Field-Level Security
• ○ Custom App Settings and Access
• ○ Tab Settings
• ○ Record Type Settings
• ○ Administrative Permissions
• ○ General User Permissions
• ○ Standard Object Permissions
• ○ Custom Object Permissions
• ○ Password Policies and Session Timeout
• ○ Login Hours and IP Ranges
• ○ Enabling Apex and Visualforce Access
Lesson 07 - Role Hierarchy
• ○ Learning Objective
• ○ Viewing Role Hierarchy
• ○ Creating Roles
• ○ Enabling Field History
• ○ Creating Groups
• ○ Creating Permission Sets
• ○ Assigning Roles to Users
• ○ Case Study
Lesson 08 - Workflow Rules
• ○ Learning Objective
• ○ Creating a Workflow Rule
○ Creating a Workflow Rule Field Update
○ Creating a Workflow Rule Task Assignment

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○ Creating a Workflow Rule Email Alert
○ Outbound Message
• ○ Time-Dependent Workflow Action
• ○ Time-Dependent Workflow Action - Considerations
• ○ Overview of Approval Process
• ○ Components of an Approval Process
• ○ Case Study
Lesson 09 - Data Management
• ○ Learning Objective
• ○ Importing Leads
• ○ Data Import Wizard
• ○ Importing Contacts and Accounts
• ○ Using Mass Delete
• ○ Installing Data Loader
• ○ Installing Data Loader
• ○ Importing Records with Data Loader
• ○ Updating Records with Data Loader
• ○ Deleting Records with Data Loader
• ○ Exporting Records with Data Loader
• ○ Adding a Field in the Schema Builder
• ○ Scheduling a Data Export
• ○ Creating and Using Sandbox
• ○ Mass Transferring Records
• ○ Reporting Snapshots
• ○ Working with Tags
• ○ Case Study

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Lesson 10 - Reports
• ○ Learning Objective
• ○ Understanding Report Formats
• ○ Tabular Reports
• ○ Summary Reports
• ○ Matrix Reports
• ○ Join Reports
• ○ Creating Leads Report
• ○ Creating Contacts and Accounts Report
• ○ Creating an Opportunity Report
• ○ Adding Leads to a Campaign from a Report
• ○ Creating a Report Chart
• ○ Scheduling Reports
• ○ Creating a Campaign Report
• ○ Summarizing Report Data
• ○ Creating a Report Formula
• ○ Exporting Reports to Excel
• ○ Date Filters
• ○ Bucket Fields
• ○ Custom Report Types
• ○ Case Study 1
Lesson 11 - Dashboards
• ○ Learning Objective
• ○ Understanding Dashboard Components

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• ○ Creating a Dashboard
• ○ Refreshing a Dashboard
• ○ Modifying Columns on Dashboards
• ○ Adding Filters to a Dashboard
• ○ Managing Access to Reports
• ○ Adding a Report as a Dashboard Component
• ○ Setting Up Dynamic Dashboards
• ○ Enabling Dashboards for iPad
• ○ Modifying Report and Dashboard Interfaces
• ○ Activating the Report Builder on Profiles
• ○ Case Study
Lesson 12 - Chatter
• ○ Learning Objective ○ Chatter Overview
• ○ Enabling Chatter
• ○ Enabling Chatter Feeds on Records
• ○ Configuring Chatter Groups
• ○ Creating Customer Groups
• ○ Creating a Free Customer Chatter User
• ○ Customizing Chatter Email Notifications
• ○ Configuring Salesforce to Salesforce
• ○ Accepting a Salesforce Connection
• ○ Sharing an Account via Salesforce to Salesforce
• ○ Enabling Ideas
• ○ Configuring Idea Themes
• ○ Enabling Social Accounts

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• ○ Enabling Libraries and Content
• ○ Customizing Libraries and Content
• ○ Uploading Documents to Libraries and Content
• ○ Configuring Salesforce1
• ○ Case Study ○ Key Takeaways
Lesson 13 - Change Sets and Deployment
• ○ Learning Objective
• ○ Outbound Change Sets
• ○ Inbound Change Sets
• ○ Deployment Settings
• ○ Deployment Status
• ○ Eclipse IDE
• ○ Case Study
Lesson 14 - Application Lifecycle
• ○ Learning Objective
• ○ Key Milestones and Considerations
• ○ Using Sandboxes for Development
• ○ Using Change Sets
• ○ Using Unmanaged Packages
• ○ Case Study

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Lesson 15 - Visual Workflow, Process Builder, and
Schema Builder
• ○ Learning Objective
• ○ Creating a Visual Flow
• ○ Modifying Existing Flows
• ○ Creating a Process in the Process Builder
• ○ Creating Fields in the Schema Builder
Lesson 16 - Lightning Components
• ○ Learning Objective
• ○ Installing Lightning Components
• ○ Lightning Component Capabilities
• ○ Lightning Components vs. Visualforce
• ○ Case Study
Lesson 17 - Creating Buttons, Links, and Actions
• ○ Learning Objective
• ○ Global Action
• ○ Object Specific Action
• ○ Object Specific Action - Types
• ○ Action Layout in Salesforce1
• ○ Creating New Records with Actions
• ○ Logging a Call with Actions
• ○ Updating a Record with Actions
• ○ Creating Custom Buttons
• ○ Creating Custom Links

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• ○ Case Study
Lesson 18 - Sales Cloud
○ Learning Objective
• ○ Leads Home Page
• ○ Creating List Views
• ○ Creating and Converting Leads
• ○ Creating Accounts
• ○ Creating Contacts
• ○ Creating Email Templates
• ○ Four Sales Productivity Features
• ○ Sending Individual Emails
• ○ Sending Mass Emails
• ○ Creating and Managing Price Books
• ○ Creating Products
• ○ Creating Opportunities
• ○ Creating Activities
• ○ Creating a Web-to-Lead Form
• ○ Creating a Lead Assignment Rule
• ○ Creating a Lead Queue
• ○ Creating an Auto-Response Rule
• ○ Creating Campaigns
• ○ Record Types
• ○ Case Study 1
Lesson 19 - Quote Templates
• ○ Learning Objective

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• ○ Creating a Quote Record
• ○ Creating a Quote Template
• ○ Generating a Quote PDF
• ○ Emailing a Quote PDF
• ○ Modifying Quote Templates
• ○ Case Study
Lesson 20 - Service Cloud
• ○ Learning Objective
• ○ Creating Cases
• ○ Creating Case Assignment Rules
• ○ Creating Case Escalation Rules
• ○ Enabling Solutions
• ○ Creating Solutions
• ○ Attaching Solutions to Cases
• ○ Enabling Knowledge
• ○ Configuring Knowledge
• ○ Creating a Web-to-Case Form
• ○ Create an Email-to-Case Address
• ○ Case Study 1
Lesson 21 - Communities
• ○ Learning Objective
• ○ Creating a New Community
• ○ Partner Portal
• ○ Customer Portal
• ○ Communities

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• ○ Topic Management
• ○ Recommendations Management
• ○ Reputation Management
• ○ Adding Members
• ○ Managing Tabs and Branding
• ○ Login and Registration
• ○ Community Preferences
• ○ Case Study
Lesson 22 - User Interface
• ○ Learning Objective
• ○ User Interface General Options
• ○ User Interface Sidebar Options
• ○ User Interface Calendar Options
• ○ User Interface Name Settings
• ○ User Interface Setup Options
• ○ Case Study
Lesson 23 - Help and Training
• ○ Learning Objective
• ○ Using Answers
• ○ Using Ideas
• ○ Searching for a Help Topic
• ○ Contacting Support
• ○ Trust Site
• ○ Known Issues

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• ○ Case Study
Lesson 24 - AppExchange
• ○ Learning Objective
• ○ AppExchange Overview
• ○ Finding and Selecting an App
• ○ Finding a Developer
• ○ Finding a Consultant
• ○ Case Study
Lesson 25 - Other Important Concepts
• ○ Many-to-Many Relationship
• ○ Many-to-Many Relationship — Example
• ○ Self Relationship
• ○ Hierarchy Relationship
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