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Salesforce Admin Course

1. Salesforce Basics:

Introduction to Salesforce CRM

Understanding Salesforce Editions

Navigating the Salesforce Interface

2. User Management:

Creating and Managing User Accounts

Permission Sets and Profiles

Role Hierarchy

Sharing and Security Settings

3. Data Management:

Importing and Exporting Data

Data Validation Rules

Data Deduplication

Data Archiving and Purging

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5

4. Customization and Configuration:

Custom Fields and Objects

Page Layouts

Record Types and Page Layouts

Workflow Rules and Process Builder

5. Reports and Dashboards:

Creating Custom Reports

Report Types and Formats

Creating Dashboards

Dynamic Dashboards

6. Automation and Workflow:

Workflow Rules

Approval Processes

Process Builder

7. Sales and Marketing Automation:

Lead Management

Opportunity Management

Campaigns and Campaign Influence

8. Service Cloud:

Case Management

Knowledge Base

Service Cloud Console

9. AppExchange and Integrations:

Installing and Managing Apps from AppExchange

Integrating with Third-Party Tools and Services

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3

10. Mobile Administration:

Salesforce Mobile App

Mobile Configuration and Customization

11. Communities and Portals:

Building and Managing Communities

Customer and Partner Portals

12. Salesforce Connect:

Connecting External Data Sources

Setting Up External Objects

13. Lightning Experience:

Transitioning from Classic to Lightning

Customizing Lightning Pages

Lightning App Builder

14. Change Management and Deployment:

Sandbox Environments

Change Sets and Deployment Plans

15. Data Security and Compliance:

Data Privacy and GDPR Compliance

Security Best Practices

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1

16. Training and Adoption:

User Training and Adoption Strategies

17. Troubleshooting and Support:

Debugging and Resolving Common Issues

Salesforce Support Resources

18. Advanced Topics (Optional):

Apex and Visualforce (for basic coding and customization)

Salesforce CPQ (Configure, Price, Quote)

Salesforce Einstein (AI and Analytics)

 

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