Curriculum

Externship Program - Salesforce Administrator

Module-1: Introduction to Salesforce

  • Introduction to Salesforce
  • Developer Org Creation and Trailhead Creation
  • Linking Accounts
  • Salesforce Careers


Module-2: Salesforce Developer Org View

  • Salesforce Navigation
  • Standard Navigation
  • Console Navigation
  • Global Search Bar 
  • App Launcher
  • Quick Find Box
  • Setup
  • Company Information


Module-3: Data Model

  • Comparison between Excel and Salesforce
  • Introduction to Objects
  • Standard Objects
  • Custom Objects
  • Introduction to Fields
  • Various Types of Fields
  • Tabs
  • Records
  • Apps


Module-4: Extensions To Data Model

  • Lookup Relationship
  • Master Detail Relationship
  • Conversion of M-D to Lookup and vice versa
  • Rollup Summary Fields
  • Junction Object
  • Schema Builder


Module-5: Apex Exchange

  • App Exchange Overview
  • Navigation to App Exchange
  • Explore App Exchange
  • Install Packages


Module-6: Customization

  • Formula Fields
  • Cross Object Formula
  • Validation Rules
  • Page Layout
  • Compact Layout
  • Record Types
  • List Views
  • Audit Trails
  • Search Layout


Module-7: Data Management Tools

  • Data Import Wizard
  • Data Loader
  • Data Import Wizard Vs Data Loader


Module-8: Types of Pages

  • Lightning Pages
  • Home Pages
  • Record Pages
  • App Pages

Module-9: Security in Salesforce

  • Profile
  • Permission Set
  • Permission Set Groups
  • User Creation
  • User Authentication
  • Security Model
  • Object Level Security
  • Field Level Security
  • Record Level Security
  • Restriction Rules

Module-10: Advance Customization

  • Object Specific Actions
  • Global Actions
  • Duplicate Rule
  • Matching Rule
  • Activities-Task, Event, Call, Email
  • Case Management
  • Escalation Rule


Module-11: Reports & Dashboard

  • Reports
  • Types of Reports
  • Dashboards
  • Placing of Reports and Dashboards on Pages
  • Export Reports
  • Create Report Types
  • Joined Reports
  • Scoping Rules


Module-12: Automation

  • Approval Process
  • Flow Basics


Module-13: Collaboration 

  • Chatter Overview
  • Chatter Groups