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Combo : Salesforce Beginner + Salesforce Admin

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  • Combo : Salesforce Beginner + Salesforce Admin
Learning Time

58 Hours

Salesforce Beginner Study Plan Content

  1. In-Demand Salesforce Skills
  2. Salesforce Customer 360
  3. Salesforce Usage
  4. Job Roles and Career Path

  1. Access Salesforce Information

  1. Introduction to Salesforce
  2. Salesforce Editions & Licenses
  3. Salesforce Navigation

  1. Developing Custom Objects
  2. Relationships in Salesforce
  3. Creating Custom Tabs
  4. Schema builder
  5. Basic Validation

  1. Page layouts
  2. Record types
  3. List View
  4. Basic Formula

  1. Workflow

  1. Get Started with User Engagement
  2. Enable user to Learn flow of work
  3. User Engagement Journey

  1. Creating Custom Reports with Charts
  2. Creating Dashboards

Salesforce Admin Study Plan Content

  1. Introduction to Cloud Computing & CRM
  2. Introduction to Salesforce
  3. Salesforce Architecture
  4. Salesforce Editions & Licenses
  5. Salesforce Navigation

  1. Designing Applications on Force.com
  2. Developing Custom Objects
  3. Relationships in Salesforce
  4. Creating Custom Tabs
  5. Implementing Business Process
    1. Formula Fields
    2. Roll Up Summary
    3. Validation rules

  1. Introduction to Profiles
  2. Creating Custom Profiles
  3. Creating Users
  4. Users Management

  1. Page layouts
  2. Record types

  1. Data Import Wizard
  2. Data Export
  3. Data Loader

  1. Profiles & Permission Sets
  2. Object Level Security
  3. Field Level Security
  4. Record Level Security
    1. OWD
    2. Role Hierarchy
    3. Sharing Rules
    4. Manual Sharing

  1. Workflows
  2. Approval Process

  1. Creating Custom Reports with Charts
  2. Creating Dashboards

  1. Sales Application
  2. Service Application
  3. Overview of Standard Objects and their Flow