Course Content

1) Definition Of Cloud Computing And Types

• Definition of cloud computing
• On-demand advantages of Cloud computing
• Services of Cloud computing
• Saas(Software as a Service)
• PaaS(Platform as a Service)
• IaaS(Infrastructure as a Service)

2) Sales Cloud-Generic Business Process

• Features of Sales Cloud
• Products
• Campaign
• Lead
• Assignment Rule
• AutoResponse Rule
• Lead Process
• Web-to-Lead
• Account
• Opportunity
• Contact

3) Company Information

• creating Company Profile
• Setting Fiscal Year
• Setting Business Hours
• Setting Holidays
• Setting Language
• Identifying Edition

4) Salesforce-Force.Com Platform

• Creating User Login Credentials
• Setup-Personal Setup
• About Administration Setup
• Standard Applications
• Standard Tabs
• Standard Objects
• Creating Custom Application(Design)
• Creating Custom Objects
• Creating Custom Tabs
• Creating Custom Fields Using DataTypes
• Creating Custom Picklist and Dependencies

5) Manage Users

• Creating users
• Creating Roles
• Creating Custom Profiles
• Discussion on Standard Profiles
• Creating Permission Sets
• Creating Public Groups
• Creating Queues
• Login History

6) Relationships In Salesforce

• Lookup Relationship
• Master-Detail Relationship
• Many to many Rlationships
• Junction Object
• Rollup Summary Felds
• ReaTime Scinarios

7) Applying Validations And Formulas

• Overview of validation
• Creating Validation Rule
• Apply Formula in Validation
• PageLayout on Objects
• Mini PageLayout
• Search Layout
• Record Type
• Field Level Security on Layout

8) Object Level Security Model (Table)

• Profile Level
• Permission Set Level

9) Field Level Security Model (Column)

• Profile Level
• Page Layout Security
• Permission Set Security

10) Record Level Security Model-Sharing Settings(Row)

• Overview of Record Level security
• Organization-Wide-Default
• Sharing Rules
• Grant Access Using Hierarchies
• Internal Access
• External Access
• Mannual Sharing
• Owner Based Sharing Rule
• Both Usage of Profile and OWD
• RealTime Scenarios

11) Workflows And Approvals

• Overview of Workflows
• Email Alerts
• Tasks
• Field Updates
• Outbound Messages
• Time Dependent Workflow Actions
• Order of Execution
• Approval Process Definition
• Dynamic Approval Process
• Multi-Step Approval Process
• Parallel Approval Process
• Approval Process Actions
• Real Time Scenarios

12) Data Management With SFDC

• Overview Import wizard
• Limitations on Import Wizard
• Data Export
• Import Objects
• .CSV File usage in salesfore
• Import Data into Salesforce
• Data Loader
• Overview
• Limitations
• Installation
• Mapping with Fields
• Upsert Data
• Batch Process
• Mass Transfer Records
• Mass Delete of Records

13) Process Builder

• Overview of Process Builder
• Working with Process Builder
• Workflows With Process Builder

14) Security Settings

• Single-Sign-on settings
• Session Settings
• Password Policies
• Identity Provides
• Login Access
• Identity Connect
• Email Admin Setup

15) Email Administration

• Deliverability
• Test Deliverability
• Organization-Wide Addresses
• Setting Email Footers
• Compliance BCC Email

16) Reports And Dashboards

• Importance of Reports
• Discussion On Standard Report
• Creating Custom Report
• Creating Tabular Report
• Creating Summary report
• Creating Matrix Report
• Creating Joined Report
• Creating Report Types
• Applying Filters on Report
• Run Report
• Export Report
• create Dashboard
• Fetching Dashboard in to Visualforce

17) Project Related

• Overview on Types of Projects
• Issue Capturing and Priority
• Isuue Resolving
• Issue escalation
• How RealTime Issues
• Overview on Outlook Email
• Code Checking
• BluePrint
• Agile Methodology
• How to Clear RoadBlocks
• Office Communicator(O.C)

Trainer Profile

Interview Questions & Answer

1) What is Salesforce?

 Salesforce is the most popular customer relationship management (CRM) platform. It provides cloud-based CRM applications designed for use in sales, service, marketing, and many more. Businesses use Salesforce to manage their business relationships and their associated data.

2) What are the duties of a Salesforce Administrator?

The responsibilities and duties of a Salesforce Administrator are:

• To handle normal administrator functions and routine tasks, which includes user account maintenance, dashboards and reports, and workflows.

• Perform routine internal system audits and prepare the system for possible upgrades

• Help train new Salesforce users and help the staff increase their Salesforce skills.

• Oversee Salesforce data feeds

• Function as a liaison between users, vendors, and development teams

• Work with the organization’s management teams in order to establish appropriate processes that benefit all administrative, change management, and development activities

3) What is an object in Salesforce?

An Object is represented as a database table which stores organization data. Objects consists of set of fields and we store data against that field. To view the data Salesforce provided TABS.

To create custom fields go to Setup=>Build=>Create=>Object.

4) How many relationship types are in Salesforce?

• Master-detail 

• Many-to-many

• Lookup

• External lookup

• Indirect lookup

• Hierarchical

5) What are different Levels of data access in Salesforce?

Organization level security

For the whole organisation, one can maintain a list of authorized users, set password policies, and limit logins to certain hours and locations.

Object level security

Access to object-level data is the simplest thing to control. By setting permissions on a particular type of object, one can prevent a group of users from creating, viewing, editing, or deleting any records of that object. For example, one can use object permissions to ensure that interviewers can view positions and job applications but not edit or delete them.

Field level security

One can restrict access to certain fields, even if a user has access to the object. For example, you can make the salary field in a position object invisible to interviewers but visible to hiring managers and recruiters.

Record level security

One can allow particular users to view an object, and then restrict the individual object records they’re allowed to see. For example, an interviewer can see and edit their own reviews, but not the reviews of other interviewers.  So ,one can manage record-level access in these four ways.

• Organization-wide defaults

• Role hierarchies

• Sharing rules

• Manual sharing

6) What is role hierarchy?

It gives access for users higher in the hierarchy to all records owned by users below them in the hierarchy. Role hierarchies don’t have to match your organization chart exactly. Instead, each role in the hierarchy should represent a level of data access that a user or group of users needs.

7) What are standard profiles?

• Read Only

• Standard User

• Marketing User

• Contract Manager

• System Administrator

8) What is Permission Set?

A permission set is a collection of settings and permissions which give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles.

Permission sets make it easy to grant access to the various apps and custom objects in the organization, and to take away access when it’s no longer needed. Users can have only one profile, but they can have multiple permission sets.

9) What are Salesforce Reports?

A Reports is a set of records displayed in the form of rows and columns.
Reports data can also be filtered, grouped, and displayed graphically as a chart. Reports are stored in Folder – which controls who has access.

10) What are the different Report Formats?

Tabular Reports, Summary Reports, Matrix Reports, Joined Reports.

11) What is Tabular Report?

It is the simplest and fastest report formats. It displays the rows as records and fields are listed as columns just like a spreadsheet. It also supports sorting of records.

12) What is Summary Report?

This report allows the user to group rows of data, summarize the field value which also supports sorting and display the subtotals.

13) What are Dashboards?

Salesforce Dashboard is the visual representation of snapshots that are generated from Salesforce reports data. Using the Salesforce Dashboard components, you can convert business requirements in Graphical representation by using Sales force reports. Like reports, Dashboard can also be stored in Folders

14) What is Workflow? 

Workflow rules are the automated process used in business process to send Email Alerts, Assign a Task, Update a field on rule criteria or action based criteria requirements.

15) What is Time-dependent Workflow?

The workflow that are scheduled to happen at a later time.

16) What is Approval Process?

Approval Process are used in the business process in order to Approve or Reject the record.
It involves Approval or Rejection of records, where one person creates the record and
submits that record for Approval.

17) What are Assignment Rules?

Assignment Rules automatically assign incoming Leads & Cases to specific agents. So, that the right people work on the right leads and cases.

18) What are Queues?

Queues allow the group of users to manage a shared workload more efficiently It prioritize your support team’s workload by creating lists from which specific agents can jump in to solve certain types of cases.

Blog

Salesforce admin blog

If you’re a Salesforce Admin you have probably had to explain what you do and why it’s so important. Unlike jobs such as accounting or sales, the Salesforce Administrator is a relatively new position within the workforce…

So, here we need to explain and even showcase just how vital and amazing Salesforce Admins are to their companies.

What do Salesforce Admins do?

Salesforce Admins work hard to fight inefficiency and champion productivity. They create splendid tools on any device – like easy­ to ­use dashboards, intelligent workflows and apps for any project.

Admins keep Salesforce users trained and educated, solve complicated business problems and keep projects moving forward.  A Salesforce Admin delivers creative solutions – making Salesforce users happier and the business smarter!

How to integrate Facebook Leads ads with Salesforce?

As a study said Facebook had 2.45 billion active users in the year 2019 and the rate of active users is increasing every day. It is not wrong to say that Facebook is the king of social media platform. Similarly, Salesforce is the world’s number platform for customer success and helps businesses track customer activity.

Integration of two big platforms provides a powerful system to interact with your potential prospect. It makes companies easier to get interact with clients and become more productive than ever.

Why connect Facebook Lead Ads to Salesforce?

1. Generates high engagement and ad recall.

2. Easy to target incoming leads.

3. Increase campaign effectiveness.

4. Ensure leads are collected in a secure system.

5. Save time in downloading the CSV file.

6. Make it easy to quickly respond.

7. Easy to get user’s information.

8. Better way to track leads.

It’s better for you to integrate your Facebook account to salesforce to become more productive than ever.