Salesforce CRM Sales application functionality.

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Salesforce Admin Course Content

Module 1: Salesforce.com Introduction

• • • Cloud Computing & its Models
    • What is Salesforce.com?
    • Evolution and Products
    • Different Editions in Salesforce.com
    • How to sign up for Developer Edition

Module 2: Getting Your Organization Ready for Users

• • • Set up the company profile
    • Configure the user interface
    • Configure search settings
    • Set up Chatter

Module 3: Security and Data Access

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

Module 4: Managing Data

• • • Data Loader v/s Import wizards
    • Import new records using import wizards
    • Update existing records with the data loader
    • Upsert operation, Export and Export All
    • Mass transfer records between users
    • Back up data with a weekly export
    • Mass delete records

Module 5: Automation

• • • Manage Email Administration
    • Set up workflow rules and Approval Processes
    • Automate Leads and Cases

Module 6: Getting Around the App

• • • Understand the data model and navigation
    • Find answers in Help & Training
    • Rollup summary & Cross object formula

Module 7: Setting Up and Managing Users

• • • Manage user profiles
    • Create and manage users
    • Troubleshoot user login issues
    • Set up Chatter Free and Chatter external users

Module 8: Customization: Fields

• • • Administer standard fields
    • Create new custom fields
    • Create selection fields: picklists and lookups
    • Create Formula Fields
    • Work with Page Layouts
    • Work with Record Types and Business Processes
    • Maintain Data Quality

Module 9: Reports and Dashboards

• • • Run and modify reports
    • Create new reports with the report builder
    • Filter reports
    • Summarize Report Data
    • Bucket Fields in Reports
    • Print, Export, Scheduling and Email Reports
    • Build Dashboards
    • Adding Dashboards in Home Page

Module 10: More Administration

• • Queues
  • Public Groups