Salesforce Administrator

Course Contents
Module 1: Introduction
• Information Management – Relational Databases, Tables, Fields, Data Models, Relations Types
• Cloud Computing – What is it, Advantages and Disadvantages
• What is Salesforce.com?
• Evolution and Products
• Introducing Trailhead
• How to sign up for Developer Edition
Module 2: User Interface – Part A
• Introducing the Interface: App, Tabs, and Objects
• Introducing the Home Page and List Views
• Introducing the Page Layout, Record Types and Fields
• Standard vs. Custom Objects
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Module 3: User Interface – Part B
• Record Page – review of the different components
• Activities – Tasks, Events, Log a Call, Email (including Email Templates)
• Related lists and Chatter
Module 4: Custom Objects
• Standard vs Custom fields
• Object Record Types
• Field types: Text, Picklist, Multi-Picklist, Formula
• Field types: Lookup, Master-Detail, Rollups
• Validation Rules
• Page Layouts, Lightning Record Page
Module 5: Managing Data
• Understanding the basic data model – Lead\Account\Contact\Opportunity
• Data Loader vs. Import wizards
• Import new records using import wizards
• Update existing records with the data loader
• Web to Lead \ Web to Case \ Email to Case
• Data Export, including backups
Module 6: Reports and Dashboards
• Run and modify reports
• Create new reports with the report builder
• Summarize Report Data
• Bucket Fields in Reports
• Print, Export, Scheduling and Email Reports
• Build Dashboards
• Adding Dashboards in Home Page
Module 7: Empower your User
• Email Templates
• Global Actions
• Custom Actions and Buttons
• Salesforce AppExchange
Module 8: User Management, Security and Data Access
• Create and manage users
• Role hierarchy, Profiles and Permission Sets
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• Organization Wide Settings
• Queues and Public Groups
• Troubleshooting Login Issues
Module 9: Automation
• Workflows and Process Builder
• Salesforce Flow – The No Code tool
• Sandboxes and Change Sets

• Basic command of English
• Basic understanding of relational database concepts
• Preference – industrial engineering and management graduates, or computer
studies graduates