Introduction to Salesforce Admin:

Salesforce Administration:

Sales Cloud Concepts:


2.Price Books







9.Quote Mange


11.Fore Cast


Service Cloud – Case Management:
  • Resolving Customer Complaints using Cases
  • Automate case management
  • Capturing cases using Web to Case or Email to Case
  • Manage Cases
  • Assignment Rules
  • Escalation Rules Platform:
  • Create User in Developer Edition with
  • Standard applications
  • Standard Tabs
  • Standard Objects and relationships, Links
  • Setup page – Personal Setup, Application Setup and Administration Setup
Company Profile and Monitoring:
  • Customize Company Information
  • Customize Fiscal Year
  • Customize Business Hours and Holidays
  • Customize Language Settings
Manage Users:
  • Creating Users
  • Creating Roles
  • Creating Profiles
  • Permission Sets
  • Trouble Shooting Login
Designing Applications on
  • Creating new application
  • Creating Custom objects
  • Creating Multiple Types of Tabs
  • Custom Tabs, Web Tabs, Visualforce Tabs and Lightening Tabs
  • Create User Interface Components using AutoNumber, Text, Currency, Checkbox, Date, Number … etc Fields
  • Creating Pick lists
  • Field Dependencies
  • Encrypted fields
Relationships in salesforce:
  • Master-Detail Relationship
  • Lookup Relation
  • Many to Many using Junction Object
  • Hierarchy Relation
  • External Relations
  • Rollup Summary field
Page Layout and Record Types:
  • Page Layouts
  • Search Layouts
  • Mini Page Layouts
  • Record Types
  • Field Level security on layouts
Formulas and Validation Rules:
  • Create a Formulas
  • Simple Formulas
  • Advanced Formulas
  • Create a Validation Rules using Formula Logics
  • Create a Formula Using Parent Object Fields
  • Validation Rules using Parent Fields
Record Level Security Model:
  • Introducing Organization-Wide Defaults
  • Introducing Role Hierarchies
  • Introduction to external sharing model
  • Introduction to sharing rules
  • Manual Sharing rule
  • Owner based sharing rules
  • Criteria based sharing rules
  • Profile and OWD combination
Object Level Security Model:
  • Profile Level
  • Permission Set Level
Field Level Security Model:
  • Profile Level
  • Permission Set
  • Page Layout
  • Introducing Workflow Rules
  • Tasks
  • Email Alerts – Email templates
  • Field Updates
  • Outbound Messages
  • Time Dependent Workflow Actions
  • Order of execution of workflow rules
Approval Process:
  • Introduction to Approval Process
  • Using Jump Start Wizard
  • Using Standard Setup Wizard
  • Parallel Approval Process
  • Dynamic Approval Process
  • Approval Process Actions
Data Managing – Using Import Wizards and Data Loader:
  • Importing data into from external Sources
  • Insert Records
  • Update Records
  • Upset Records
  • Delete Records
  • Export Records
  • Export All Records
 Managing data – Using Data Loader:
  • Data loader Overview
  • When to use Data Loader
  • Installing and Configuring Data Loader
  • Generate Security Model
  • Use Data Loader to create mapping files
  • Differences B/w Data Loader and Import Wizard
Reports and Dashboards:
  • Introducing Reports and Custom Reports
  • Create a tabular Report
  • Create a Summary Report – Adding Summary fields and adding Columns and Filters
  • Create Matrix Report
  • Exporting Reports
  • Dashboards – Creating and Editing Dashboards
  • Creating Custom Report Types
Email Services:
  • Inbound Email Services
  • Outbound Email Services
  • Introduction to Customer communities
  • Introduction to Partner communities
  • Creating a community
  • Creating a user on community
  • Creating self-registration on communities
  • Different types of license on community
Declarative Integrations:
  • Salesforce to Salesforce without Coding