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This course is for experienced administrators who are ready to increase their skills and knowledge about
how Salesforce can solve their most pressing business needs. Using realworld scenarios,
Administration Essentials for Experienced Admins covers topics such as extending Salesforce with
custom objects and apps, generating complex reports and dashboards, and automating complex
business processes to help you work more efficiently and get more from Salesforce.
SALESFORCE
CURRICULUM
Administration
l
l
l
Troubleshooting Record Access
Understanding the Impact of Territory Management on the Sharing Model
Managing Field Visibility
Troubleshoot Record Access and Field Visibility
l
l
Managing Changes in a Sandbox
Deploying Changes Using Change Sets
Change Management
l
l
l
Building Custom Objects, Tabs, and Apps
Creating Relationships between Objects
Using Apps from the AppExchange
Extend Salesforce with Custom Objects and Apps
l
l
l
l
l
l
Creating Custom Report Types
Building Exception Reports with Cross Filters
Categorizing Report Data with Bucketing
Extending Summaries in Reports and Dashboards
Displaying Multiple Views of Data Using Joined Reports
Analyzing Data Over Time with Analytic Snapshots
Extend Analytics
Administration Essentials for Experienced Admins
Course Outline
l
l
l
Assessing, Cleansing, and Maintaining Data Quality
Merging Duplicate Records
Cleaning and Enriching Data with Data.com
Improve Data Quality
l
l
l
l
l
Creating Formulas and Workflow Rules to Enforce
Business Processes
Troubleshooting Business Process Execution Issues
Understanding When Business ProcessAutomation
Must Be Extended Using Programmatic Means
Automate Complex Business Processes
l
l
ManagingApproval Processes
TroubleshootingApproval Processes
Streamline Requests with Approval Processes
l
l
Understanding Use Cases for Visual Workflow
Building and Deploying a Flow
Increase Productivity with Visual Workflow
This comprehensive hands-on course is a must for new Salesforce administrators. Administration
Essentials for NewAdmins is the core training that ensures your success with Salesforce. For maximum
benefit, we recommend administrators take this course before starting a Salesforce deployment or when
taking over an existing deployment.
Administration Essentials for New Admins
(Enterprise Edition/Unlimited Edition)
l
l
Data Model and Navigation
Help &Training
Getting Around the App
l Setting Up the UI and Search Options
Setting up the User Interface
l
l
l
Setting Up the Company Profile
Configuring the UI
Configuring Search Settings
Getting Your Organization Ready for Users
Course Outline
l
l
l
Managing User Profiles
Managing Users
Troubleshooting Login Issues
Setting Up and Managing Users
l
l
l
l
l
l
Restricting Logins
Determining ObjectAccess
Setting Up RecordAccess
Creating a Role Hierarchy
Dealing with RecordAccess Exceptions
Managing field-level security
Security and Data Access
l
l
l
l
l
l
l
Administrating Standard Fields
Creating New Custom Fields
Creating Selection Fields: Picklists and Lookups
Creating Formula Fields
Working with Page Layouts
Working with RecordTypes and Business Processes
Maintaining data quality
Customization: Fields
l
l
l
l
l
Import Wizards
Data Loader
MassTransfer
Backing Up Data
Mass Delete and the Recycle Bin
Managing Data
l
l
l
l
l
l
Running and Modifying Reports
Creating New Reports with the Report Builder
Working with Report Filters
Summarizing with Formulas and Visual Summaries
Printing, Exporting, and Emailing Reports
Building Dashboards
Reports and Dashboards
l
l
Workflow Rules
Lead and CaseAutomation
Automation
l
l
l
Chatter and Chatter Free
EmailAdministration and EmailTemplates
TrackingTasks and Events
Collaboration
l
l
l
l
Automating Support
Understanding the Service Cloud Console
Collaborating in the Service Cloud
Analyzing Support Data: Support Reports and Dashboards
Service Cloud
l
l
l
l
Automating Support
Understanding the Service Cloud Console
Collaborating in the Service Cloud
Analyzing Support Data: Support Reports and Dashboards
Service Cloud
This comprehensive hands-on course is a must for all administrators of Salesforce Professional Edition.
Administration Essentials is the core training that ensures your success with Salesforce. For maximum
benefit, we recommend administrators take this cours ebefore starting a Salesforce deployment or when
taking over an existing deployment.
l
l
Data Model and Navigation
Help &Training
Getting Around the App
l
l
l
l
Setting Up the Company Profile
Setting Up Currencies
Configuring the User Interface
Configuring Search Settings
Getting Your Organization Ready for Users
Administration Essentials Professional Edition
Course Outline
l
l
l
l
Understanding User Profiles
Managing Users
Troubleshooting Login Issues
ComputerActivation
Setting Up and Managing Users
l
l
l
Setting Up RecordAccess
Creating a Role Hierarchy
Dealing with RecordAccess Exceptions
Security and Data Access
l
l
l
l
l
l
l
Administrating Standard Fields
Creating New Custom Fields
Creating Selection Fields: Picklists and Lookups
Creating Formula Fields
Working with Page Layouts
Working with RecordTypes and Business Processes
Maintaining Data Quality with Validation Rules
Customization: Fields
l
l
l
l
Import Wizards
MassTransfer
Backing Up Data
Mass Delete and the Recycle Bin
Managing Data
l
l
l
l
l
l
Running and Modifying Reports
Creating New Reports with the Report Builder
Working with Report Filters
Summarizing with Formulas and Visual Summaries
Printing, Exporting, and Emailing Reports
Building Dashboards
Reports and Dashboards
l
l
l
Automating Leads and Cases
Creating Queues andAssignment Rules
CreatingAuto-Response Rules and Web Forms
Automation
l
l
l
Using Chatter
EmailAdministration and EmailTemplates
TrackingTasks and Events
Collaboration
Industry Interface Program
l
l
ModularAssignments
Mini Projects
Projects
l
l
l
l
l
l
l
l
l
l
l
l
Retail Industry
Banking & Finance
Service
E-Commerce
Manufacturing & Production
WebApplication Development
Research &Analytics
HR & Consultancy
FMCG
Consumer Electronics
Event Management Industry
Telecom
Domains / Industry
Partners :
.
E - 35, SITE - 4, Near Swarna
Nagari, Adjacent J.P. Golf
Course, Greater Noida (U. P.)
Ph. : 0120-4345190-91-92 to 97
Mb. :09899909738, 09899913475
GREATER NOIDANOIDA
A-43 & A-52, Sector-16,
Noida - 201301, (U.P.) INDIA
Ph. : 0120-4646464
Mb. : 09871055180
GHAZIABAD
1, Anand Industrial Estate,
Near ITS College, Mohan Nagar,
Ghaziabad (U.P.)
Ph.: 0120-4835400...98-99
Mb. : 09810831363 / 9818106660
: 08802288258 - 59-60
GURGAON
1808/2, 2nd floor old DLF,
Near Honda Showroom,
Sec.-14, Gurgaon (Haryana)
Ph. : 0124-4219095-96-97-98
Mb. : 09873477222-333
SCO-32, 1st Floor, Sec.-16,
Faridabad (HARYANA)
Ph. : 0129-4150605-09
Mb. : 09811612707
FARIDABAD
38,Jai Jawan Colony 3rd,
Near Gaurav Tower,JLN
Marg, Jaipur (Rajsthan)
Ph. : 0141-2550077, 2550202
Mb : 08824246937
JAIPUR
C-8, Ist floor, Opposite Aditya
College, Near Airtel Office,
City Centre, Gwalior (M.P.)
Ph. : 0751-6058744
Mb. : 09039078744
GWALIOR
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Salesforce Administration Training In Noida Delhi NCR

  • 1. This course is for experienced administrators who are ready to increase their skills and knowledge about how Salesforce can solve their most pressing business needs. Using realworld scenarios, Administration Essentials for Experienced Admins covers topics such as extending Salesforce with custom objects and apps, generating complex reports and dashboards, and automating complex business processes to help you work more efficiently and get more from Salesforce. SALESFORCE CURRICULUM Administration l l l Troubleshooting Record Access Understanding the Impact of Territory Management on the Sharing Model Managing Field Visibility Troubleshoot Record Access and Field Visibility l l Managing Changes in a Sandbox Deploying Changes Using Change Sets Change Management l l l Building Custom Objects, Tabs, and Apps Creating Relationships between Objects Using Apps from the AppExchange Extend Salesforce with Custom Objects and Apps l l l l l l Creating Custom Report Types Building Exception Reports with Cross Filters Categorizing Report Data with Bucketing Extending Summaries in Reports and Dashboards Displaying Multiple Views of Data Using Joined Reports Analyzing Data Over Time with Analytic Snapshots Extend Analytics Administration Essentials for Experienced Admins Course Outline l l l Assessing, Cleansing, and Maintaining Data Quality Merging Duplicate Records Cleaning and Enriching Data with Data.com Improve Data Quality l l l l l Creating Formulas and Workflow Rules to Enforce Business Processes Troubleshooting Business Process Execution Issues Understanding When Business ProcessAutomation Must Be Extended Using Programmatic Means Automate Complex Business Processes l l ManagingApproval Processes TroubleshootingApproval Processes Streamline Requests with Approval Processes
  • 2. l l Understanding Use Cases for Visual Workflow Building and Deploying a Flow Increase Productivity with Visual Workflow This comprehensive hands-on course is a must for new Salesforce administrators. Administration Essentials for NewAdmins is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this course before starting a Salesforce deployment or when taking over an existing deployment. Administration Essentials for New Admins (Enterprise Edition/Unlimited Edition) l l Data Model and Navigation Help &Training Getting Around the App l Setting Up the UI and Search Options Setting up the User Interface l l l Setting Up the Company Profile Configuring the UI Configuring Search Settings Getting Your Organization Ready for Users Course Outline l l l Managing User Profiles Managing Users Troubleshooting Login Issues Setting Up and Managing Users l l l l l l Restricting Logins Determining ObjectAccess Setting Up RecordAccess Creating a Role Hierarchy Dealing with RecordAccess Exceptions Managing field-level security Security and Data Access l l l l l l l Administrating Standard Fields Creating New Custom Fields Creating Selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with RecordTypes and Business Processes Maintaining data quality Customization: Fields l l l l l Import Wizards Data Loader MassTransfer Backing Up Data Mass Delete and the Recycle Bin Managing Data l l l l l l Running and Modifying Reports Creating New Reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, Exporting, and Emailing Reports Building Dashboards Reports and Dashboards
  • 3. l l Workflow Rules Lead and CaseAutomation Automation l l l Chatter and Chatter Free EmailAdministration and EmailTemplates TrackingTasks and Events Collaboration l l l l Automating Support Understanding the Service Cloud Console Collaborating in the Service Cloud Analyzing Support Data: Support Reports and Dashboards Service Cloud l l l l Automating Support Understanding the Service Cloud Console Collaborating in the Service Cloud Analyzing Support Data: Support Reports and Dashboards Service Cloud This comprehensive hands-on course is a must for all administrators of Salesforce Professional Edition. Administration Essentials is the core training that ensures your success with Salesforce. For maximum benefit, we recommend administrators take this cours ebefore starting a Salesforce deployment or when taking over an existing deployment. l l Data Model and Navigation Help &Training Getting Around the App l l l l Setting Up the Company Profile Setting Up Currencies Configuring the User Interface Configuring Search Settings Getting Your Organization Ready for Users Administration Essentials Professional Edition Course Outline l l l l Understanding User Profiles Managing Users Troubleshooting Login Issues ComputerActivation Setting Up and Managing Users l l l Setting Up RecordAccess Creating a Role Hierarchy Dealing with RecordAccess Exceptions Security and Data Access l l l l l l l Administrating Standard Fields Creating New Custom Fields Creating Selection Fields: Picklists and Lookups Creating Formula Fields Working with Page Layouts Working with RecordTypes and Business Processes Maintaining Data Quality with Validation Rules Customization: Fields
  • 4. l l l l Import Wizards MassTransfer Backing Up Data Mass Delete and the Recycle Bin Managing Data l l l l l l Running and Modifying Reports Creating New Reports with the Report Builder Working with Report Filters Summarizing with Formulas and Visual Summaries Printing, Exporting, and Emailing Reports Building Dashboards Reports and Dashboards l l l Automating Leads and Cases Creating Queues andAssignment Rules CreatingAuto-Response Rules and Web Forms Automation l l l Using Chatter EmailAdministration and EmailTemplates TrackingTasks and Events Collaboration Industry Interface Program l l ModularAssignments Mini Projects Projects l l l l l l l l l l l l Retail Industry Banking & Finance Service E-Commerce Manufacturing & Production WebApplication Development Research &Analytics HR & Consultancy FMCG Consumer Electronics Event Management Industry Telecom Domains / Industry Partners : . E - 35, SITE - 4, Near Swarna Nagari, Adjacent J.P. Golf Course, Greater Noida (U. P.) Ph. : 0120-4345190-91-92 to 97 Mb. :09899909738, 09899913475 GREATER NOIDANOIDA A-43 & A-52, Sector-16, Noida - 201301, (U.P.) INDIA Ph. : 0120-4646464 Mb. : 09871055180 GHAZIABAD 1, Anand Industrial Estate, Near ITS College, Mohan Nagar, Ghaziabad (U.P.) Ph.: 0120-4835400...98-99 Mb. : 09810831363 / 9818106660 : 08802288258 - 59-60 GURGAON 1808/2, 2nd floor old DLF, Near Honda Showroom, Sec.-14, Gurgaon (Haryana) Ph. : 0124-4219095-96-97-98 Mb. : 09873477222-333 SCO-32, 1st Floor, Sec.-16, Faridabad (HARYANA) Ph. : 0129-4150605-09 Mb. : 09811612707 FARIDABAD 38,Jai Jawan Colony 3rd, Near Gaurav Tower,JLN Marg, Jaipur (Rajsthan) Ph. : 0141-2550077, 2550202 Mb : 08824246937 JAIPUR C-8, Ist floor, Opposite Aditya College, Near Airtel Office, City Centre, Gwalior (M.P.) Ph. : 0751-6058744 Mb. : 09039078744 GWALIOR www.facebook.com/ducateducation