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Salesforce Admin Study Guide Overview

The document outlines an 18-day training program on Salesforce administration and platform app building. It covers topics like Salesforce environments, data models, security, automation, reporting, marketing cloud applications, service cloud, communities, and knowledge. The schedule divides time between lectures, assignments, and self-paced learning on concepts like objects, fields, sharing rules, workflows, and the MVC architecture in Salesforce.

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Swetha Kanvidha
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0% found this document useful (0 votes)
46 views1 page

Salesforce Admin Study Guide Overview

The document outlines an 18-day training program on Salesforce administration and platform app building. It covers topics like Salesforce environments, data models, security, automation, reporting, marketing cloud applications, service cloud, communities, and knowledge. The schedule divides time between lectures, assignments, and self-paced learning on concepts like objects, fields, sharing rules, workflows, and the MVC architecture in Salesforce.

Uploaded by

Swetha Kanvidha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SALESFORCE ADMINISTRATOR AND PLATFORM APP BUILDER

Cloud Computing Force.com and Salesforce Environments Apps and Tabs in Salesforce Fields in Salesforce Record Types in Salesforce Data Import in Salesforce
Deployment Models of Cloud Computing Production Environments Global Picklists and Field Dependency in Salesforce Master-Detail Relationship Salesforce Assignment on Data Modelling – Assignment 1 Search Layouts in Salesforce Data Export in Salesforce
Cloud Service Models Development Environments Relationship in Salesforce Lookup Relationship in Salesforce Page Layout in Salesforce Object Specific Actions Salesforce External ID in Salesforce
Virtualization in Cloud Computing Testing Environments Validation Rules in Salesforce Lookup Filter and Schema Builder Mini Page Layouts, Compact Layout, Salesforce1, SalesforceA & List Views Record ID in Salesforce
Day 1 (2 hours) Salesforce and CRM Day 2 (2hours) Database and Objects in Salesforce Day 3 (2 hours) Roll-Up Summary Fields in Salesforce Day 4 (2 hours) Cross Object Formula Field Day 5(Assignment - half day , 1.5 hours) Global Actions in Salesforce and Publisher Layouts Day 6 (3.5 hours) Salesforce Assignment on UI Customization
Day 7–(2Assignment
hours) Introduction
2 to Data Security

Level of Data Access Managing Password Policies Role Hierarchy in Salesforce Queues in Salesforce Salesforce Assignment on Process Automation – Assignment 4 Dashboards in Salesforce What is Sales Cloud?
User Management (Control Access to the Organization) Restrict Login Access by IP Address Sharing Rules in Salesforce Workflows in Salesforce Reports in Salesforce Salesforce Assignment on Reports and Dashboard – Assignment
Accounts5 in Salesforce
Profile Level (Object Level Security in Salesforce) Restrict Login Access by Time Manual Sharing in Salesforce Approval Process in Salesforce Campaign Management in Salesforce
Field Level Security in Salesforce Permission Sets in Salesforce Day 12 (Assignment - half day , 1 hours) Day 13 (3.5 hours) Contacts in Salesforce
Day 8 (2 hours) Record Level Security in Salesforce Day 9 (2 hours) Organization-Wide Default Day 10 (3 hours) Salesforce Assignment on Data Security – Assignment
Day311 (3 hours) Day 14 (2 hours) Salesforce Lead and Processes

Salesforce Lead Assignment Rules Salesforce Activity Management Email-to-Case in Salesforce Portals and Communities in Salesforce
Lead Conversion in Salesforce Service Cloud and Case Management in Salesforce Escalation Rules in Salesforce MVC Architecture
Opportunities in Salesforce Support Processes and Auto-Response Rules Salesforce Solution Management MVC Architecture in Salesforce
Products and Pricebooks in Salesforce Day 16 (2.5 hours)Web-to-Case in Salesforce and Assignment Rule
Day 17 (2.5 hours)Salesforce Knowledge (Knowledge Articles) Day 18 (1 hours) Miscellaneous
Day 15 (2.5 hours)Service Application

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