Admin Course Content

Introduction to SFDC

  • Introduction to Cloud Computing
  • Understanding SaaS
  • Understanding PaaS
  • Introduction to Salesforce CRM
  • Navigating Salesforce Organization
  • Understand Salesforce Architecture
  • Salesforce Editions
Building Data Model
  • Understand Standard & Custom objects
  • Object Relationships
  • Many-to-Many Relationships
  • Work with Schema Builder
  • Create Custom Object Tab
  • Create and Customize Lightning Apps
  • Working with Page layouts
Formulas & Validations
  • Use Formula Fields
  • Implement Roll-up summary fields
  • Create Validation Rules
  • Debug Logs
Data Security
  • Overview of Data Security
  • Control access to the Org
  • Control access to Objects
  • Control access to Fields
  • Control access to Records
  • Create a Role Hierarchy
  • Define Sharing Rules
  • Set up Audit Trails
  • Field History Tracking
  • Transferring Records
Lightning Flow
  • Choose the Right Automation Tool
  • Use Process Builder
  • Use Flow Builder
  • Use Approval Process
  • Workflow Rules
  • Good Bye Workflow Rules
Data Management
  • Import Data
  • Using Data Import Wizard
  • Export Data
  • Installing Data Loader
  • Use Data Loader to Export Data
  • Use Data Loader to Update Data
Reports & Dashboards
  • Introduction to Reports & Dashboards
  • Use Report Builder
  • Format Reports
  • Create Dashboards
  • Set up a Custom Report Type
  • Create a Custom Report Type
  • Add Child objects to Custom Report Type