SALSEFORCE ADMIN TRAINING IN BANGALORE

Transcription

1 SALSEFORCE ADMIN TRAINING IN BANGALORE JN GLOBAL SOLUTIONS #5/3 BEML LAYOUT, VARATHUR MAIN ROAD KUNDALAHALLI GATE, BANGALORE PH: /2302

2 Salesfrce Admin Training Curse Syllabus Intrductin Intrductin t Clud Cmputing What is Clud Cmputing Advantages Layers Client, Applicatin(Sftware as a Service (SaaS)), Platfrm (platfrm as a service (PaaS)), InfraStructure(infrastructure as a service (IaaS)), Server Deplyment Mdels Public cludm Cmmunity Clud, Hybrid Clud, Private Clud Intrductin t Salesfrce Admin What is Salesfrce Admin.cm Advantages Prducts and Services Custmer Relatinship Management(CRM) Salesfrce Admin CRM and ther CRM The Sales Clud The Service Clud Frce.cm Platfrm Chatter AppExchange Cnfiguratin Web services Mbile supprt Intrductin t Frce.cm Platfrm Registering Develper Editin with Salesfrce Admin.cm Standard applicatins Standard Tabs Standard Objects and relatinships, Links Setup page Persnal Setup, Applicatin Setup and Administratin Setup Persnal Setup Persnal Infrmatin Change Passwrd

3 Reset my security Tken Change My Display Grant Lgin Access Calendar Access Reminders Settings Designing Applicatins n Frce.cm I Creating new applicatin Creating Custm bjects Creating Tabs Custm Tabs, Web tabs Adding text,currency,checkbx,date fields Creating Picklists Field Dependencies Designing Applicatins n Frce.cm II Encrypted fields, field help, and field histry tracking Use master detail, lkup, and many-t-many Relatinships Custm buttn and links Creatin Rllup Summary field Designing Applicatins n Frce.cm III Develp custm frmulas Use the vlkup, regex, ischanged, isnew, and prirvalue functins t build business prcesses Validatin Rules Creating rule by applying frmulas Payelayuts Payelayut Editr,Gruping fields int New Sectin, adding spece between Fields, Editing Field prperties Search Layuts Designing Applicatins n Frce.cm IV Wrkflws Intrducing Wrkflw Rules and wrk flw actins Alerts templates Tasks Field Updates Queues and Time Dependent Wrkflw Actins Designing Applicatins n Frce.cm V Creating an apprval Prcess

4 Create an template fr apprvals Create an Apprval Prcess Create a Custm Prfile Create User Test the Apprval Prcess Reprts Intrducing Reprts and Custm Reprts Create a tabular Reprt Create a Summary Reprt Adding Summary fields and adding Clumns and Filters Create Matrix Reprt Exprting Reprts Dashbards Creating and Editing Dashbards, Adding Dashbard SnapShts t Hme Page, Creating Additinal Reprts Creating Custm Reprt Types Sharing and Security data I Creating User Accunts Cntrlling Access t Data Cntrlling Access t Objects Intrducing Prfiles Standard Prfiles Custm Prfiles Cntrlling Access t Fields Intrducing Filed Level Security Accessing Field-Level Security Settings Sharing and Security data II Cntrlling Access t Recrds Intrducing Organizatin-Wide Defaults Intrducing Rle Hierarchies Cmpany Rles and Prfiles Sharing Rules Manual Sharing Sharing and Security data III Displaying Field values and Page Layuts accrding t Prfiles Overriding Sharing with Object Level Permissins Administratin Grups Managing Grups(Public and Persnal)

5 Sharing and Security data IV Lgin Histry Passwrd Plicies User sessin Settings Set Trusted Ip range Administratin Setup Mbile, Desktp and administratin Mbile Administratin: Cnfiguring Mbile user User Settings Desktp Administratin: Cnfiguring fr utlk Offline Briefcase cnfiguratin Administratin Testing Deliverability Deliverability Settings Setting Organizatin-Wide addresses Cmpliance BCC Setting Enail Fters Cmpany Prfile and Mnitring Editing Cmpany Infrmatin Settings Fiscal Year Settings Business Hurs and Hlis Language Settings Debug Lgs Lg files Managing data I Imprting data t Salesfrce Admin.cm frm external Surces Imprt Custm bjects Data Exprt Mass Transfer Recrds Mass Delete Recrds Mass Trnasfer Apprval Mass Update addresses

6 Managing data II Data Lader Data lader Overview When t use Data Lader Installing and Cnfiguraing dayta Lader Use Data Lader t create mapping files and upsert data Running Batch Prcesses Cmmand Line Quick start Datalader.i