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Sales Force Admin Course Training

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Agilitcs Pte. Ldt. Noida

G-284 sector 63

sector 63

Noida, Uttar Pradesh 201301


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Event description


Sales Force Admin Course

Description Of Cloud Computing And Types

  • Ø Definition of cloud computing
  • Ø On-demand advantages of Cloud computing
  • Ø Services of Cloud computing

v Saas(Software as a Service)

v PaaS(Platform as a Service)

v IaaS(Infrastructure as a Service)

  • Ø Types of Clouds

v Public Cloud

v Private Cloud

v Hybrid Cloud

v Community Cloud

Description Of Sales force And It’s Product

  • Ø Importance of Salesforce
  • Ø Importance of CRM and Solutions
  • Ø Grouth of Revenue using CRM
  • Ø comparison of Salesforce CRM with other CRM Products
  • Ø Salesforce Products
  • Ø Sales cloud
  • Ø Service cloud
  • Ø Marketing cloud
  • Ø platform
  • Ø Configuration
  • Ø AppExchange
  • Ø Chatter
  • Ø Web services

Sales force Features and Edition Limits

Getting Around the App

  • Ø Understand the data model and navigation
  • Ø Explore the Lightning Experience
  • Ø Find answers in Help & Training

Getting Your Organization Ready for Users

  • Ø Set up the company profile
  • Ø Configure the user interface
  • Ø Set up activities and calendars
  • Ø Configure search settings
  • Ø Set up Chatter
  • Ø Enable mobile access with Salesforce1

Setting Up and Managing Users

  • Ø Manage user profiles
  • Ø Create and manage users
  • Ø Troubleshoot user login issues
  • Ø Understand SalesforceA capabilities
  • Ø Set up Chatter Free Users and Invites

Security and Data Access

  • Ø Restrict logins
  • Ø Determine object access
  • Ø Set up record access
  • Ø Manage record access with the role hierarchy
  • Ø Deal with record access exceptions
  • Ø Control access to events
  • Ø Manage field-level security

Customization: Fields

  • Ø Administer standard fields
  • Ø Create new custom fields
  • Ø Create selection fields: pick lists and lookups
  • Ø Create formula fields
  • Ø Work with page layouts
  • Ø Work with record types and business processes
  • Ø Maintain data quality

Managing Data

  • Ø Import new records using import wizards
  • Ø Update existing records with the data loader
  • Ø Keep records up to date with
  • Ø Mass transfer records between users
  • Ø Back up data with a weekly export
  • Ø Mass delete records

Reports and Dashboards

  • Ø Run and modify reports
  • Ø Create new reports with the report builder
  • Ø Filter reports
  • Ø Summarize report data with formulas and visual summaries
  • Ø Print, export, and email reports
  • Ø Build dashboards


  • Ø Email Templates
  • Ø Set up workflow rules and Process Builder
  • Ø Automate leads and cases

Managing the Support Process*

  • Ø *For virtual classroom attendees, this content is delivered as an online
  • Ø module.
  • Ø Automate the support process
  • Ø Understand the Salesforce Console
  • Ø Enable collaboration in the Service Cloud
  • Ø Analyze support data with reports and dashboards

Date and Time


Agilitcs Pte. Ldt. Noida

G-284 sector 63

sector 63

Noida, Uttar Pradesh 201301


View Map

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