SF Admin

◙ Overview of Salesforce CRM ◙ Introduction to Salesforce editions and features ◙ Understanding Salesforce architecture, IAAS, PAAS, SAAS
◙ Data model and object architecture ◙ Creating and customizing objects and fields ◙ Relationships: Master Detail, Lookup, Junction Objects ◙ Custom Metadata, Custom Settings, External Ids ◙ Importing and exporting data using data loader ◙ Data validation and cleansing techniques
◙ Building page layouts and record types ◙ Creating and managing approvals processes ◙ Customizing fields, formulas, and picklists Creating and ◙ managing email templates ◙ List View, Button/Actions, Search layouts ◙ Overriding Standard buttons New/Edit/Clone ◙ Lightning App, utility items Web to Lead, Lead Conversion Case management, Web to Case, Email to case Company Information and Storage Usage
◙ Principle and importance of minimum access ◙ Creating and managing user accounts ◙ Role hierarchy and profile settings ◙ Permission sets, custom permissions and sharing rules ◙ Security controls and data visibility
◙ Building and customizing reports ◙ Creating report types and report folders ◙ Analyzing data using dashboards and charts ◙ Sharing and scheduling reports and dashboards
◙ Introduction to Salesforce automation tools ◙ Creating and managing flows ◙ Screen flow vs Trigger flows ◙ Using validation rules and formula fields
◙ Introduction to Salesforce AppExchange ◙ Installing and managing apps and packages ◙ Overview of Salesforce integrations ◙ Integrating with external systems using APIs
◙ Introduction to Salesforce Lightning Experience ◙ Navigating and customizing Lightning UI ◙ Building Lightning record pages and components ◙ Migrating from Classic to Lightning Experience ◙ Creating and Managing Flexi pages ◙ Salesforce administration best practices ◙ Troubleshooting common issues and errors ◙ Resources for ongoing learning and support ◙ Salesforce Limits
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