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Course Objective

The Salesforce administrator training is intended for the individuals who have prior experience in salesforce and continue to contribute their support to companies with the help of sales administration. The dedicated mentors make sure the learners to cover all topics under Salesforce administration course curriculum which will be useful for their career growth. Uplatz offers comprehensive salesforce administration training to become a skilled salesforce administrator.

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Course Description

Salesforce Administrator course program will let the participants gain complete proficiency in providing administrative support to the sales team and manage the salesforce.com database and reporting.

The Salesforce Administrator online course is ideally developed for administrator consultants who seek to build a lucrative career in the sales and administration domain. 

In the Salesforce administration online course, Uplatz provides an in-depth training for the  learners that the salesforce administrator job role will perform administrative support roles such as sales report generation, manage overall activities related to sales, marketing and training. The Salesforce technology assures to offer real-time platform especially for sales related activities. The salesforce technology is completely personalized suite which collaborates with sales, marketing and training activities and increase productivity. 

The salesforce technology integrates with sales and marketing cloud to ensure the business runs seamlessly.

With the help of salesforce administrator online course, the learners can:

• Access and manage salesforce security roles which includes profile creation, sharing rules, workflows and groups.

• Maintain and personalize sales cloud and service cloud applications.

• Create custom reports, dashboards and workflows.

• Deal with all sales related technical data and migrate data into salesforce.

• Stay up to date with the latest release of salesforce for the functional efficiency.

Salesforce Administrator online training by uplatz ensure the learners to gain experience in the sales administration related activities which is performed through salesforce platform. 

Uplatz provides an in-depth training to the learners to accelerate their knowledge and skill set required for salesforce Administrator job.

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Target Audience

The Salesforce administrator course is intended for the below mentioned target audience, still if you are a newbie and want to expand your career in sales and administration then salesforce administration course is the best option.

• System Admin

• Security analyst

• Professionals who want to build their career in administration domain.
  
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Lesson 1: Introduction
 

Lesson 2: Navigating in Salesforce

·       Logging into Salesforce
·       Using search
·       Parent-child object relationships
·       Configuring personal settings
·       Understanding apps and tabs
·       Using the schema builder

Lesson 3: Understand and Configure Global Settings

·       Company profile
·       UI
·       Calendar
·       Chatter
·       Setting up activities
·       Using list views

Lesson 5: Security and Data Access

·       Setting object access
·       Setting record access
·       Creating a role hierarchy
·       Record access exceptions
·       Managing field level security
·       Design and configure a data access model

Lesson 6: Standard and Custom Object Customizations

·       Customize standard objects and fields
·       Creating custom objects and custom fields
·       Creating formula fields
·       Page layouts
·       Record types
·       Business processes
·       Design and configure a business scenario

Lesson 7: Maintaining Data Integrity

·       Required fields
·       Matching and duplicate rules
·       Validation rules
·       History tracking

Lesson 8: Data importing and Exporting

·       Import using the data import wizard
·       Import using dataloader.io

Lesson 9: Reports and Dashboards

·       Folders and security
·       Create reports using standard report types
·       Create reports using custom report types
·       Create dashboards

Lesson 10: Emailing from Salesforce

·       Sending emails with tracking code
·       Mass emailing
·       Workflow
·       Process Builder

Lesson 11: Chatter

·       Understand Chatter
·       Understand use cases for Chatter
·       Configure Chatter invites

Lesson 12: Salesforce Mobile

·       Understand the capabilities
·       Know how to configure
·       Understand SalesforceA
·       Use Quick Actions

Lesson 13: Object Relationships

·       Recognizing the need to create a custom object
·       Lookup or master-detail?
·       Rollup summary fields

Lesson 14: Advanced Reporting

·       Custom Report Types
·       Custom Summary Formulas
·       Bucket Fields

Lesson 15: Salesforce Automation

·       Workflow
·       Process Builder
·       Approval Processes
·       Flow

Lesson 16: Support Processes

·       Queues
·       Assignment Rules
·       Auto-Response Rules
·       Escalation Rules
·       Web to Case
·       Email to Case
·       Support Settings

Lesson 17: Final Project

·       Design, configure, and customize a full business scenario in Salesforce
·       Review student solutions

Lesson 18: Sandboxes

·       Types of Sandboxes
·       Creating and Refreshing Sandboxes
·       Metadata vs. Data
·       Change Sets

Lesson 19: Using the AppExchange

·       Using the AppExchange
·       How to assess apps
·       Unmanaged and Managed Apps

Lesson 20: Know When to Code

·       Understanding declarative limits
·       Evaluate customization priorities
·       Typical coding scenarios

Lesson 21: System Administrator Certification Discussion

·       Requirements
·       Exam study Resources
·       Preparation 

Lesson 22: Conclusion


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