Corporate Salesforce Administrator Training Course

1. Company Settings

1. Global Settings Overview
2. Currency Management
3. Fiscal Year Setup
4. Business Hours and Holidays Configuration

2. User Interface

1. Navigation Setup
2. Lightning Experience Customization
3. Theme and Branding
4. Home Page Layout Configuration

3. User Setup & Maintenance

1. User Creation and Management
2. Role Hierarchies
3. Profiles and User Types
4. Password Policies and Session Settings

4. Security Controls

1. Field-Level Security
2. Record Access and Visibility
3. Audit Trail and Monitoring
4. Setup Audit Trail and Login History

5. Salesforce Sharing Model

1. Organization-Wide Defaults (OWD)
2. Role-Based Sharing Rules
3. Public Groups and Manual Sharing
4. Sharing Settings and Access Levels

6. Custom Profile and Permission Sets

1. Profile Configuration and Customization
2. Permission Set Creation and Management
3. Assigning Permissions to Users
4. Use Cases for Profiles vs. Permission Sets

1. Object Model

1. Standard vs. Custom Objects
2. Object Relationships
3. Schema Builder

2. Managing Fields

1. Field Types and Properties
2. Field Level Security
3. Custom Field Creation

3. Managing Page Layouts

1. Page Layout Editor
2. Assigning Page Layouts
3. Dynamic Layouts and Conditional Visibility

1. Sales Process

1. Lead Management
2. Account and Contact Management
3. Opportunity Stages and Pipeline Management

2. Opportunity Tools

1. Products and Price Books
2. Quote Management
3. Sales Path and Guidance for Success

3. Campaign Management

1. Campaign Setup and Execution
2. Lead Source Tracking
3. Campaign ROI Analysis

1. Case Management

1. Case Creation and Tracking
2. Email-to-Case and Web-to-Case
3. Case Assignment and Escalation Rules

2. Automate Case Management

1. Case Auto-Response Rules
2. Service Level Agreements (SLA) Management
3. Omnichannel Routing

1. Activity Management

1. Task and Event Management
2. Activity Timeline and Calendar
3. Email Integration

2. Chatter

1. User Engagement and Collaboration
2. Chatter Groups and Feeds
3. File Sharing and Notifications

3. Mobile App

1. Salesforce Mobile App Configuration
2. Mobile Layouts and Navigation
3. Offline Capabilities

4. AppExchange

1. Finding and Installing Apps
2. Security Review Process
3. Managing Installed Packages

1. Data Management

1. Importing and Exporting Data
2. Data Loader and Import Wizards
3. Duplicate Management and Prevention

2. Data Validation

1. Validation Rules
2. Formula Fields
3. Data Quality Best Practices

3. Reports

1. Report Types and Creation
2. Custom Report Filters
3. Report Folders and Sharing

4. Sharing Impact on Reports

1. Report Visibility and Security
2. Data Sharing Rules Impact on Reports

5. Dashboards

1. Dashboard Components and Layouts
2. Dynamic Dashboards
3. Dashboard Sharing and Visibility

1. Automation Solutions

1. Workflow Rules vs. Process Builder vs. Flow
2. Use Case Scenarios

2. Flow

1. Flow Builder Basics
2. Creating and Managing Flows
3. Flow Elements and Logic

3. Approval Process

1. Approval Process Setup
2. Approval Steps and Actions
3. Record Locking and Email Alerts