Salesforce Administrator Training With Project And Get Experience Certificate

A Salesforce administrator is someone who has passed a certifying exam and is qualified to function as an advisor for getting the most out of the Salesforce CRM platform. Salesforce administrators typically work with company stakeholders to customize the platform, support users within the company, and forge a connection between business and technology.

We Covered Salesforce Admin Tools in Training :

Salesforce Shield

Cloudingo

Quip

Salesforce DevTools

Datorama

Flow

Jitterbit

Salesforce Inspector

App By Consensus

AppExchange

Copado

MuleSoft

Roles and Responsibilities of Salesforce Administrator

Salesforce Administrator responsibilities include:

Guaranteeing the best performance of Salesforce systems and products.
Upgrading and configuring Salesforce systems for seamless integration.
Administering Salesforce roles, profiles, sharing rules, workflows, and groups.
Granting or revoking user access to specific data, reports, and dashboards.
Importing and exporting data, maintaining data quality, and creating backups.
Customizing Salesforce applications and features using tools such as the Object Manager, Lightning App Builder, and Process Builder.
Creating and maintaining automated workflows, approval processes, and process builder flows.
Building reports and dashboards to provide insights into sales and marketing performance.
Setting up and managing communication channels such as Chatter groups and email templates.
Providing training and support to end-users, troubleshooting issues, and maintaining system documentation
Evaluating and installing third-party applications from the Salesforce AppExchange to enhance system functionality.

Real-time Salesforce Administrator Roles

Data-management Responsibilities

Checks for the restrictions on user accounts for vital data accessibility. And also unlocks user accounts and reset passwords.
Remains responsible for creating data records and maintaining reports in Salesforce.com

Technological and Executive Role

Handles all technological resources associated with sales and available tools at Salesforce effectively.
Deals with all the executive functions, such as maintenance of user accounts, dashboards, and additional conventional tasks such as two-factor verification, certificate problem.

General Management Duties
Serves as a bridge connecting users, business people, and application developers. In addition, they also help users develop reports that provide meaningful metrics.
Works as the main System Administrator and organizes the assessment and extension of new requests for development.
Responsible for handling the work environment at Salesforce.com with multiple users by taking care of redundancy and duplicity of user accounts.

Syllabus of Salesforce Admin

Module 1: Salesforce.com Introduction

Cloud Computing & its Models.
What is Salesforce.com?
Evolution and Products
Different Editions in Salesforce.com
How to sign up for Developer Edition.

Module 2: Getting Your Organization Ready for Users

Set up the company profile
Configure the user interface
Configure search settings
Set up Chatter

Module 3: Security and Data Access

· Restrict logins
· Determine object access
· Set up record access
· Manage record access with the role hierarchy
· Deal with record access exceptions
· Manage field-level security

Module 4: Managing Data

· Data Loader v/s Import wizards
· Import new records using import wizards
· Update existing records with the data loader
· Upset operation, Export and Export All
· Mass transfer records between users
· Back up data with a weekly export
· Mass delete records

Module 5: Automation

· Manage Email Administration
· Set up workflow rules and Approval Processes
· Automate Leads and Cases

Module 6: Getting Around the App

Understand the data model and navigation

Find answers in Help & Training
Rollup summary & Cross object formula.

Module 7: Setting Up and Managing Users

· Manage user profiles
· Create and manage users
· Troubleshoot user login issues
· Set up Chatter Free and Chatter external users.

Module 8: Customization: Fields

Administer standard fields
· Create new custom fields
· Create selection fields: pick lists and lookups
· Create Formula Fields
· Work with Page Layouts
· Work with Record Types and Business Processes
· Maintain Data Quality

Module 9: Reports and Dashboards

Run and modify reports
· Create new reports with the report builder
· Filter reports
· Summarize Report Data
· Bucket Fields in Reports
· Print, Export, Scheduling and Email Reports
· Build Dashboards
· Adding Dashboards in Home Page

Module 10: More Administration

· Queues
· Public Groups

Project With Experience Certificate