SALESFORCE ADMIN

Index:

• Introduction to Salesforce Administration:

• Overview of Salesforce platform architecture, core components, and key administrative features. Understanding the role of Salesforce Administrator in managing and maintaining Salesforce environments.

• User and Security Management:

• Managing user accounts, profiles, permission sets, and roles in Salesforce. Configuring role hierarchy, sharing rules, and record-level security settings to control data access.

• Data Model and Management:

• Understanding Salesforce data model, including standard and custom objects, fields, relationships, and schema design. Creating and managing custom fields, validation rules, and page layouts.

• Automation and Workflow:

• Automating business processes using Salesforce automation tools such as Process Builder, Workflow Rules, and Approval Processes. Configuring actions, triggers, and email alerts.

• Reports and Dashboards:

• Creating and customizing reports and dashboards in Salesforce. Analyzing data using report types, filters, and summary formulas. Building dynamic dashboards for real-time data visualization.

• Sales Cloud and Service Cloud Features:

• Configuring Sales Cloud and Service Cloud features to support sales and customer service operations. Managing leads, opportunities, cases, and service contracts.

• Integration and AppExchange:

• Integrating Salesforce with external systems using Salesforce Connect, RESTful APIs, and AppExchange apps. Installing and configuring third-party applications from Salesforce AppExchange.

• Mobile and Lightning Experience:

• Optimizing Salesforce for mobile users and implementing Lightning Experience for enhanced user interface and productivity. Customizing Lightning pages, apps, and components.

• Governance and Compliance:

• Implementing governance policies and best practices for Salesforce deployments. Monitoring system usage, audit trails, and compliance with regulatory standards (e.g., GDPR).

• Troubleshooting and Support:

• Troubleshooting common issues and performing basic Salesforce maintenance tasks. Providing support to end users, resolving user queries, and escalating issues when necessary.