Salesforce Administrator

Salesforce Advanced Dashboard Training Singapore

What are the course objectives?

Inspizone Salesforce Training Singapore is designed to ensure that you learn & master the concepts of Salesforce Administrator and pass the certification exam on your first try. You will learn how to manage and configure Sales and Service Clouds, understand the sales and marketing ecosystem, and supervise a wide range of important features and functionality of Salesforce. This hands-on training will help establish your credentials in the Salesforce domain and give a solid boost to your career.

What skills will you learn in our Salesforce Training  and Admin certification?

By the end of this Salesforce Training, you will be able to:
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  • Configure and manage Sales, Service Clouds
  • Gain understanding into the roles of each of the functional user groups (inside sales, outside sales, marketing, customer support and management)
  • Apply automation, security, debugging, data validation, and customize apps
  • Configure and setup user interface
  • Gain the full skillsets needed to pass the Salesforce Administrator Certification exam on your first attempt.

Who should take this Salesforce Administrator Training?

This Salesforce Training is suitable for:

  • A person looking to build a career in Salesforce
  • System administrators
  • IT managers
  • Sales operations professionals
  • Product managers Salesforce Certified Administrator

Duration: 3 Days

Venue: 10 Anson Road, 26-08A International Plaza, Singapore 079903

  Certified Salesforce Admin Courses Outline:

Lesson 01 - Salesforce Overview

  • Introduction to Salesforce
  • Salesforce Overview
  • Introduction to Salesforce
  • Salesforce Editions
  • Home Page Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information Page
  • System Overview Page
  • Updating the Fiscal Year

Lesson 02 - Sales Cloud

  • Introduction to Sales Cloud
  • Sales Cloud
  • Leads Home Page
  • Creating List Views
  • Creating and Converting Leads
  • Creating Accounts
  • Creating Contacts
  • Creating Email Templates
  • Sending Individual Emails
  • Sending Mass Emails
  • Creating and Managing Price Books
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating a Web-to-Lead Form
  • Creating a Lead Assignment Rule
  • Creating a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns

Lesson 03 - Quote Templates

  • Introduction to Quote Templates
  • Quote Templates
  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates

Lesson 04 - Service Cloud

  • Introduction to Service Cloud
  • Service Cloud
  • Creating Cases
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Enabling Solutions
  • Creating Solutions
  • Attaching Solutions to Cases
  • Enabling Knowledge
  • Configuring Knowledge
  • Creating a Web-to-Case Form
  • Creating an Email-to-Case Address

Lesson 05 - AppExchange

  • Introduction to AppExchange
  • AppExchange
  • AppExchange Overview
  • Finding and Selecting an App
  • Finding a Developer
  • Finding a Consultant

Lesson 06 - Reports

  • Introduction to Reports
  • Reports
  • Understanding Report Formats
  • Creating a Leads Report
  • Creating Contacts and Accounts Report
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Report
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel

Lesson 07 - Dashboards

  • Introduction to Dashboards
  • Dashboards
  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboards
  • Adding Filter to Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards for iPad
  • Modifying Report and Dashboard Interfaces
  • Activating the Report Builder on Profiles

Lesson 08 - Chatter and Salesforce to Salesforce Configuration

  • Introduction to Chatter
  • Chatter
  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Ideas Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content
  • Configuring Salesforce1

Lesson 09 - Role Hierarchy

  • Introduction to Role Hierarchy
  • Role Hierarchy
  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users

Lesson 10 - Security Controls

  • Introduction to Security Control
  • Security Control
  • Viewing Object Security
  • Changing Default Record Access
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administration
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security

Lesson 11 - Profiles

  • Introduction to Profiles
  • Profiles
  • Standard Profiles Overview
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  •  Login Hours and IP Ranges
  • Enabling Apex and Visualforce Access

Lesson 12 - Data Management

  • Introduction to Data Management
  • Data Management
  • Importing Leads
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in the Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags

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