Q: Configuration and Setup Introduction (Formerly Org Setup, User Set-up and Security)

User Setup Introduction Deactivating a User Creating a New User Creating Multiple Users and Assigning Licenses Resetting a User Password Resolving Locked User Accounts Control Login Access Policies to Enable Logging In as Another User Freezing a User Profiles Introduction Custom vs. Standard Profiles Creating a Custom Profile Profile Settings in the Original Profile Interface Enabling the Enhanced Profile User Interface Profile Determines App Level Access Profile Tab Settings - On, Off and Hidden Login IP Ranges Login Hours – Administrative Permissions General User Permissions Profile Standard & Custom Object Level- CRUD Access Create Read Update Delete Permission Sets Introduction Creating a Permission Set Permission Set Groups Field Level Security from the Field Level Field Level Security from the Profile Level Viewing Field Accessibility Where is this Used? Record Types Creating Record Types for Custom Objects- What is the use? Picklists Available for Editing by Record Type - Where is Status? Page Layout Assignments by Record Type Creating Record Types for Processes - Lead Record Types Account Record Types and Page Layout Assignments Opportunity Record Type and Page Layout Assignments Case Record Types and Picklists

Q: Organization-Level Security and Access Overview (Sharing Security Model for an Application)

Record Level Access Full Access User Owner Queue Transfer Owner Ship Read and Write Access & Read Only Access Setting Organization Wide Defaults Private Public Read only Public Read and Write Only Roles and the Role Hierarchy Adding and Editing Roles in the Role Hierarchy Public Groups Sharing Manual Sharing Rules Sharing Rules Restriction Rules Field History Tracking View Audit Trial

Q: Automation Process Business Logic Tools

Formula Fields Advance Formula Fields Roll up Summary Cross Object Formula Fields Validation Rules Email Template Creation Approval Process Single Step Multi Step Approval Process Process Builder Flows Types of Flows Creating Flows with the Flow Builder

Q: Report & Dashboards

Four types of Reports Create a Tabular Report Create a Summary Report Create a Matrix Report Create a Joined Report Adding Aggregate functions Print a Report Download or export a report How to add filter in the reports How to add Graph in the reports How to download a report How to create a report in an excel Reports in Classic vs Lightning Schedule a Report for future runs Subscribe a Report Create a Custom Formula Create a Conditional formatting What do you mean by Custom Report Type and Create a CRT Bucket List

Q: Data and Analytics Management Introduction

Data Import Wizard Insert, Update Upsert Data Loader Downloading and Installing Data Loader Backing Up Data Using Data Loader Restoring Records from the Recycle Bin What Are the Buttons on the Data Loader? Export Export All Insert Update Upsert Delete Hard Delete Mass Delete Records Mass transfer Records Mass Transfer Approval Processes Mass Update Addresses Data Export – Service

Question 1

Introduction

Accepted Answer

Introduction Cloud Computing .
Introduction to Salesforce .
Salesforce Environment Setup .
Sign up for the free account and Register Salesforce Developer Account for Practice?
Understanding the Overview of Trial account .
Setup Menu Tour .
App Launcher .
Understanding Record Details Page Layouts .
Global Search - Performing Searches for Individual Records in Salesforce .
Setup Screen Search Options .
Classic vs Lightning .

Question 2

Object Manager and Lightning App Builder Introduction

Accepted Answer

Object Manager Overview .
Define Standard Objects .
Creation Custom Objects .
Creating Custom Fields - Date, Currency and Long Text Area, Auto-Number Field, Formula Field, Geolocation Field, Percentage Field, Checkbox Field, Pick list, Multi-Select Picklist .
Creating a Custom Object Record and Testing Our Custom Fields .
Field Dependencies .
Creating a Field Dependency with a Checkbox & Multi-Select Picklist .
How do we create Tabs .
Introduce a case study or mini project…
Three tier Architecture. Custom Enterprise Application .

1. UI
2. Business Logic
3. Data schema or Database.

Derive Relation Ships among these objects

1. One to Many

- - Lookup Relations ship
  - Master Details Relation Ship

2. Many to Many 3. Junction Objects

What is Related Lists and how it is useful. List View Action Bar
Creating & Customizing Page Layouts and Page Specifications and Sections
Schema Builder Introduction-Preview
How do we create an App in Classic and upgrade the same in Lightning?
How do we add a Logo to our Application?
How do we create a Lightning App

Question 3

Configuration and Setup Introduction (Formerly Org Setup, User Set-up and Security)

Accepted Answer

User Setup Introduction

Deactivating a User
Creating a New User
Creating Multiple Users and Assigning Licenses
Resetting a User Password
Resolving Locked User Accounts
Control Login Access Policies to Enable Logging In as Another User
Freezing a User

Profiles Introduction

Custom vs. Standard Profiles
Creating a Custom Profile
Profile Settings in the Original Profile Interface
Enabling the Enhanced Profile User Interface

Profile Determines

App Level Access
Profile Tab Settings - On, Off and Hidden
Login IP Ranges
Login Hours –
Administrative Permissions
General User Permissions
Profile Standard & Custom Object Level- CRUD Access

1. Create
2. Read
3. Update
4. Delete

Permission Sets Introduction

Creating a Permission Set
Permission Set Groups

Field Level Security from the Field Level

Field Level Security from the Profile Level
Viewing Field Accessibility Where is this Used?

Record Types

Creating Record Types for Custom Objects- What is the use?

1. Picklists Available for Editing by Record Type - Where is Status?
2. Page Layout Assignments by Record Type
3. Creating Record Types for Processes - Lead Record Types
4. Account Record Types and Page Layout Assignments
5. Opportunity Record Type and Page Layout Assignments
6. Case Record Types and Picklists

Question 4

Organization-Level Security and Access Overview (Sharing Security Model for an Application)

Accepted Answer

Record Level Access

Full Access

1. User
2. Owner
3. Queue
4. Transfer Owner Ship

Read and Write Access & Read Only Access

Setting Organization Wide Defaults

1. Private
2. Public Read only
3. Public Read and Write Only

Roles and the Role Hierarchy
Adding and Editing Roles in the Role Hierarchy
Public Groups
Sharing

1. Manual Sharing Rules
2. Sharing Rules

Restriction Rules
Field History Tracking
View Audit Trial

Question 5

Automation Process Business Logic Tools

Accepted Answer

Formula Fields Advance Formula Fields Roll up Summary Cross Object Formula Fields Validation Rules Email Template Creation Approval Process

Single Step
Multi Step Approval Process

Process Builder Flows

Types of Flows
Creating Flows with the Flow Builder

Question 6

Report &#038; Dashboards

Accepted Answer

Four types of Reports

Create a Tabular Report
Create a Summary Report
Create a Matrix Report
Create a Joined Report

1. Adding Aggregate functions
2. Print a Report
3. Download or export a report
4. How to add filter in the reports
5. How to add Graph in the reports
6. How to download a report
7. How to create a report in an excel
8. Reports in Classic vs Lightning
9. Schedule a Report for future runs

Subscribe a Report
Create a Custom Formula
Create a Conditional formatting
What do you mean by Custom Report Type and Create a CRT
Bucket List

Question 7

Dashboards  Sales and Marketing Applications Introduction (Sales Cloud)

Accepted Answer

Creating Campaignsand the type of Campaign
Configure Auto Response Rule
Configure Lead Assignment Rule
Creating a Lead Queue
Configure Web-to-Lead Form Set-up
Generating Leads
Leads Overview - Creating a New Lead Record
Lead Conversion Process
Products and Price Books Overview
Add Products to Products Object
Setting Product Family
Creating a Price book
Relationships Between Products, Price books and Opportunities

Question 8

Quote Process

Accepted Answer

Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Modifying Quote Templates

Question 9

Service and Support Applications (Service Cloud)

Accepted Answer

Primary Service Components of Salesforce Applications
Support Processes
Case Assignment Rules
Case Queues
Web-to-Case
Case Auto-Response Rules
Case Escalation Rules
Salesforce Solution Management
Enabling Salesforce Knowledge
Setting Up Lightning Knowledge with a Guided Setup Flow
Enabling Solutions
Creating Solutions
Solution Category
Attaching Solutions to Cases
Setting up Service Console Customization
Adding Knowledge to the Service Console
Enabling Knowledge
Creating Knowledge Articles
Knowledge Record Types and Page Layouts
Configuring Knowledge
Adding Knowledge Articles While Working Cases
Email-to-Case

Question 10

Data and Analytics Management Introduction

Accepted Answer

Data Import Wizard

1. Insert,
2. Update
3. Upsert

Data Loader

1. Downloading and Installing Data Loader
2. Backing Up Data Using Data Loader
3. Restoring Records from the Recycle Bin
4. What Are the Buttons on the Data Loader?

- - Export
  - Export All
  - Insert
  - Update
  - Upsert
  - Delete
  - Hard Delete
Mass Delete Records
Mass transfer Records
Mass Transfer Approval Processes
Mass Update Addresses
Data Export – Service

Question 11

Productivity and Collaboration Introduction

Accepted Answer

Activity Management

Activity Settings
Creating Tasks
Tasks Page Layout Customizations and Recurring Tasks
Event Management in Salesforce
Public Calendars
Logging Calls in Activity Management and Creating Quick Text
Sending Email

Chatter Collaboration

Creating a Chatter Post
Chatter App and Important Features
Chatter Feeds Tracking and Adding the Chatter Tab, Publisher and Feed to a Page
Chatter Security
Chatter Groups, Announcements and Engagement
Chatter Licenses Chatter External & Chatter Free

Creating Buttons, Links, and Actions

Object Specific Quick Actions
Global Actions

AppExchange Overview & Tour

Finding and Selecting an App (Installed Packages)
Installing an App
Finding a Developer
Finding a Consultant
Lightning Components
Installing Lightning Components

Salesforce Mobile App Introduction

Mobile Quick Start Wizard
Update Your Lightning Apps for Mobile
Update Your Pages for Mobile
Salesforce Mobile App for Tablet
Mobile Navigation Menu
Mobile Branding
Mobile Notification Options

Administration Essentials for New Admins

6.5k Satisfied Learners

46 Hours Learning Time

67 Tasks Study Plan

5 Mock Exams

7 Topic Tests

355 Flash Cards

Administration Essentials for New Admins (ADM201)

Overview

Description

Objectives

Who should attend

Prerequisites

Outline

Course Outline Day-wise (6 Day Course)

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