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Salesforce Administration Syllabus
1.Cloud Computing a. Introduction b. Iaas c. PaaS d. SaaS
2. CRM a. Introduction b. On-Premise CRM c. On-Demand CRM 3. Salesforce CRM a. Introduction b. Products of Salesforce 4.Environments a. Introduction b. Lightning Platform c. Production d. Sandboxes 1. Introduction 2. Sandbox Types 3. Limits **5. Editions
- Licenses
- Trail Account
- Company Profile** a. Company Information b. Company Profile c. Fiscal Years 9.Documents 10.Application a. Standard Application b. Custom Application c. Console Application d. Custom App Creation
- Classic
- Lightning
- Limits 11. Objects a. Introduction b. Standard Objects c. Custom Objects d. Custom object Creation 1. Standard Navigation 2. Schema Builder e. Limits 12. Tabs 13. Fields a. Introduction b. Standard Fields c. Custom Fields d. DataTypes e. Field Dependency f. Formulae g. Relationship 1.Master-Detail Relationship 2. Junction object 3. Lookup Relationship 4. Hierarchical Relationship 5. External Objects 6. External Relation 14. Validations
15. Manage Users a. Profiles c.Users d. Login Issues e. Password Policies f. Network Access g. Permission Sets h. Login Access policies 16.Layouts a. Search Layouts b. Page Layouts c. Mini Page Layouts d. Record Types 17. Data Management a. Data Loader b. Data Import Wizard 18. Data Security a. Object Level security 1 Profile Level 2. Permission Set b. Record Level Security 1. OWD 2. Role Hierarchies 3. Sharing Rules 4. Owner Based Sharing 5. Criteria Based Sharing 6. Manual Sharing 7. Apex Sharing 8. Team Sharing 9. Territories
- Profile Level
- Permission Set c. Field Level Security
- Profile
- Permission Set d. Organization Level Security 19. Workflows a. Introduction b. Evaluation Criteria c. Immediate Action d. Time Bound Action e. Email Template f. Email Alerts g. Field Update h. Task i. Outbound Message j. Limitations 20. Approval Process a. Introduction b. Entry criteria c. Single Step Approval d. Multiple Step Approval e. Parallel Approval Process
- Unanimous Approval
- First Response Approval f. Limitations 21. Process builder 22. Reports a. Introduction b. Standard Reports c. Custom Reports d. Report Folders e. Custom Folders f. Report Types
- Standard Report Type
- Custom Reports Type g. Report Formats
- Tabular
- Summary
- Matrix
- Join h. Bucketing Reports i. Scheduling j. Export k. Reporting Snapshot
1.Cloud Computing Cloud computing is a modern concept of computing over internet. It delivers different types of services over the Internet. From software and analytics to secure and safe data storage and networking resources, everything can be delivered via the cloud. Simply put, cloud computing is the delivery of computing services including servers, storage, databases, networking, software, analytics, and intelligence over the Internet (“the cloud”) to offer faster innovation, flexible resources, and economies of scale. Examples: a mobile app download an image a Netflix show play an online video game Types of Cloud Computing:
- SAAS: stands for Software as a service that means you directly get the software to use.It is built in and you can directly start using it. (e.g Gmail, Facebook)
- PAAS: Platform as a service, that means it offers you the platform, the framework in which you can build your own apps, websites at a speed which on-premise solution can provide.(e.g AWS,Saleforce force.com platform)
- IAAS: Infra as a service, this is not widely used service.(e.g Amazon) -- Characteristics of Cloud Computing: Availability Scalability & Elasticity Easy to maintain Resource pooling Economical
2. CRM
What is CRM? CRM stands for Customer Relationship Management. It is everything that you would need to keep track of your customer's activity and hold the information related to your customer, for example: name, address, previous interactions, job, likes etc. CRM is defined as customer relationship management and is a software system that helps business owners nurture their relationships with their client. That is to say, the entire biodata of your customer is available at one place called CRM. On Demand CRM The term 'on demand CRM' refers to offering CRM solution in cloud or in private cloud, without the necessity to deploy, administer and host software on the company's server. The CRM provider is not the company that is using the application, but another company On Premise CRM CRM solutions that are built by a company for their own usage. Some companies prefer not to let a third party vendor handle their data. This is especially true of companies handling sensitive information such as banks and insurance companies.
3. Salesforce CRM What is Salesforce??? Salesforce is the world's favourite Customer Relationship Management tool! But it is not just a CRM: it has gone much beyond the word CRM. Salesforce can broadly be defined as a cloud based CRM which inclues all the features of traditional CRMs. It was introduced in 1990. and today is being rated as the world's best CRM Products of Salesforce CRM :- Sales Cloud, Service Cloud, Marketing Cloud, Health Cloud. Traditional CRM Vs Salesforce CRM Traditional CRM High Cost Hosted on Company's own Server Takes Months or Years to Set up Difficult to Understand and Use Non Scalable Salesforce CRM Lower Cost Hosted on Cloud Can be set up in few days or weeks Easy to use and Understand Easily Scalable
4. Salesforce Environments -
Lightning Platform - Salesforce Lightning experience is a new generation productive user interface. Production- this is the Instance of salesforce where end users work. Sandboxes- Salesforce sandboxes are copies of your Production environment. A sandbox contains all the configuration, customization, apps and code (known as metadata) that you have made to your Production environment. Sandbox Types - A. Developer Sandbox B. Developer Pro Sandbox C. Partial Copy Sandbox D. Full Copy
5. Editions –
7. Trail Account - https://developer.salesforce.com - To create new account for learning.
Login URL- https://login.salesforce.com - Production Login URL.
8. Company Profile-
The company profile contains core information for your organization within Salesforce, some of which is captured during the initial system sign-up, and includes the following:
- Company information and primary contact details
- Default language, locale, and time zone
- License information
- Fiscal year settings
- Currencies and exchange rates
10. Applications-
Standard Applications- Standard application in salesforce is nothing but the application which is already present in salesforce. Custom Applications- As per business requirements we can create our own applications, those applications are called as custom applications.
Salesforce User Experience -
- Lightning experience-
11. Objects In Salesforce-
Standard Objects- Objects which are already available in salesforce. Custom Objects- The objects which we build in salesforce. Junction Object- Custom object creation and schema builder.
12. Tabs-
13. Fields-
Fields are referred as the columns in general database or a column in table may called as field. Standard field Custom Field Data Types Field Dependency Formula field
Relationships In Salesforce-
Lookup Relationship Master-Detail Relationship- Lookup Relationship- Hierarchical Relationship-
14. Validations
- Object Level security-
- Profile level
- Permission set
- Record Level Security-
- OWD
- Role Hierarchies
- Sharing rules
- Owner based sharing
- Criterion based sharing
- Manual sharing
- Apex Sharing
- Team Sharing
- Territories
- Profile Level
- Permission Set
- Field Level Security –
- Profile Level
- Permission Set
- Organization Level Security
- External Security-
- Internal Security-
19. Workflows
Automations in Salesforce-
- Workflow Rules
- Process Builder
- Approval Process
- Lightning Flows Workflow Rule - Wfr rule is automation tool provided by salesforce by using which we can automate the business logic, based on the certain criterion. Following are the actions that we can perform with wfr. Types of Actions-
- Evaluation Criteria-
- Immediate-
- Time based actions-
- Email Template
- Email Alert
- Task
- Field Update
- Outbound message
20. Approval process -
Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.
- Entry Criteria-
- Single Step approval-
- Multiple Step approval-
- Parallel Approval Process- a. Unanimous Approval b. First Response Approval
21. Process Builder - Process Builder is a point-and-click tool that lets you easily automate
if/then business processes and see a graphical representation of your process as you build. Actions we can perform using Process builder- We can perform 11 types of actions using process builder like- email alert, task, record create, etc.
22. Reports
