MCA

Synopsis
SECAB Institute of Engineering & Technology,
Technical Seminar
Vijayapur
Affiliated to VTU, Belagavi| Approved by AICTE, New Delhi
Recognized by Govt. of Karnataka 2022-23 (EVEN)
Department Master of Computer Applications

Synopsis on Technical Project

Name: Mohammad Azeem Maniyar USN: 2SA22MC013 Semester: IV Date:
Title of the Seminar: Technical Seminar
Seminar Title Accepted/Rejected:
Guide Allotted:
Approved by Guide: Signature:
Approved by HOD: Signature:
Topic: Salesforce Administrator
Introduction: Salesforce is a leading CRM (Customer Relationship Management) software which is served
form cloud. It has more than 800 applications to support various features like generating new leads, acquiring
new leads, increasing sales and closing the deals. It is designed to manage the organization's data focused on
customer and sales details. It also offers features to customize its inbuilt data structures and GUI to suit the
specific needs of a business. More recently, it has started offering the IOT (internet of things) connectivity to
the CRM platform.

A Salesforce Administrator is a professional responsible for managing and customizing the

Salesforce platform to meet the specific needs of an organization. Their role involves configuring and
maintaining Salesforce applications, implementing customizations, managing users and security settings,
creating and maintaining reports and dashboards, and providing ongoing support and training to users.
Essentially, Salesforce Administrators ensure that the Salesforce platform is optimized to support the
organization's business processes and objectives. They play a crucial role in driving user adoption, maintaining
data integrity, and maximizing the value derived from Salesforce investments.

NAURASPUR, BAGALKOT ROAD, VIJAYAPURA (BIJAPUR) – 586109, KARNATAKA

Toll Free No – 1800 2701 699 Ph: 08352-276930 Fax: 08352-277353 Email: [email protected]
 MCA
Synopsis
SECAB Institute of Engineering & Technology,
Technical Seminar
Vijayapur
Affiliated to VTU, Belagavi| Approved by AICTE, New Delhi
Recognized by Govt. of Karnataka 2022-23 (EVEN)
Department Master of Computer Applications

Literature Review:
[1]. "Importance and application of Salesforce in modern business," A. Todorić, 2023 22nd International
Symposium INFOTEH-JAHORINA (INFOTEH), East Sarajevo, Bosnia and Herzegovina.

[2]. "An approach to introduce basics of Salesforce.com: A cloud service provider," J. Patel and A. Chouhan,
2016 International Conference on Communication and Electronics Systems (ICCES), Coimbatore, India.

[3]. "Custom Application Development in Cloud Environment: Using Salesforce," R. Gupta, S. Verma and K.
Janjua, 2018 4th International Conference on Computing Sciences (ICCS), Jalandhar, India, 2018.

Advantages:
1. Customization: Salesforce administrators can tailor the platform to match the unique business
requirements of the organization. They can create custom objects, fields, workflows, and processes to
automate tasks and streamline operations.

2. User Management: Administrators are responsible for managing user access and permissions within
Salesforce. They ensure that the right users have the appropriate levels of access to data and
functionality, maintaining security and compliance standards.

3. Data Integrity: Salesforce administrators play a crucial role in maintaining data accuracy and
consistency. They establish data quality standards, enforce data validation rules, and perform regular
data hygiene tasks to ensure that the database remains reliable and trustworthy.

4. Reporting and Analytics: Administrators create and maintain reports and dashboards that provide
insights into key metrics and performance indicators. This enables stakeholders to make data-driven
decisions and track progress towards organizational goals.

NAURASPUR, BAGALKOT ROAD, VIJAYAPURA (BIJAPUR) – 586109, KARNATAKA

Toll Free No – 1800 2701 699 Ph: 08352-276930 Fax: 08352-277353 Email: [email protected]
 MCA
Synopsis
SECAB Institute of Engineering & Technology,
Technical Seminar
Vijayapur
Affiliated to VTU, Belagavi| Approved by AICTE, New Delhi
Recognized by Govt. of Karnataka 2022-23 (EVEN)
Department Master of Computer Applications

Limitations
1. Complexity: Managing Salesforce can become complex, especially for larger organizations with
extensive customization and integration requirements. Administrators may face challenges in
maintaining the system's stability and scalability while accommodating evolving business needs.

2. Technical Expertise: Effective Salesforce administration requires a strong understanding of the

platform's capabilities, as well as proficiency in declarative tools like Process Builder and Flow.
Administrators need to continuously update their skills to keep pace with new features and
technologies.

3. Governance and Compliance: Administrators must ensure that Salesforce implementations adhere to
data governance and compliance standards, such as GDPR or HIPAA, depending on the organization's
industry and location. Failure to comply with these regulations can result in legal and financial
consequences.

4. Cost: Salesforce administration can incur significant costs, including licensing fees, training expenses,
and salaries for skilled administrators. Small and medium-sized businesses may find it challenging to
allocate resources for these expenses, limiting their ability to fully leverage the platform.

5. Dependency on Vendors: Organizations that rely heavily on Salesforce may become dependent on the
platform and its vendor for critical business operations. Any disruptions or changes in Salesforce's
service offerings could impact the organization's ability to function effectively.

NAURASPUR, BAGALKOT ROAD, VIJAYAPURA (BIJAPUR) – 586109, KARNATAKA

Toll Free No – 1800 2701 699 Ph: 08352-276930 Fax: 08352-277353 Email: [email protected]
 MCA
Synopsis
SECAB Institute of Engineering & Technology,
Technical Seminar
Vijayapur
Affiliated to VTU, Belagavi| Approved by AICTE, New Delhi
Recognized by Govt. of Karnataka 2022-23 (EVEN)
Department Master of Computer Applications

Methodology
1. Understanding Salesforce Fundamentals: Familiarize yourself with the core concepts of Salesforce,
such as objects, fields, records, relationships, and data management. Explore the Salesforce Trailhead
platform, which offers interactive learning modules and trails covering various aspects of Salesforce
administration.

2. Earning Salesforce Certifications: Pursue Salesforce certifications, such as the Salesforce

Administrator certification (ADM 201), to validate your knowledge and skills in Salesforce
administration. Prepare for the certification exams by studying official Salesforce documentation,
completing Trailhead modules, and practicing with sample questions.

3. Gaining Hands-on Experience: Gain practical experience by working on Salesforce projects, either
within your current organization or through volunteer opportunities. Shadow experienced Salesforce
administrators or mentors to learn best practices and gain insights into real-world scenarios.

4. Customizing Salesforce Org: Practice customizing Salesforce orgs by creating custom objects, fields,
page layouts, and workflows to meet specific business requirements. Experiment with declarative tools
like Process Builder, Flow Builder, and Workflow Rules to automate business processes and improve
efficiency.

5. Learning Data Management: Understand data management concepts in Salesforce, including data
import/export, data cleansing, deduplication, and data security. Explore data migration tools and
techniques to ensure smooth data transitions between Salesforce orgs or from external systems.

6. Mastering User Management and Security: Learn how to manage user accounts, profiles, roles, and
permission sets to control access to data and functionality within Salesforce. Understand security
features such as sharing rules, role hierarchy, field-level security, and record-level security to maintain
data privacy and compliance.

NAURASPUR, BAGALKOT ROAD, VIJAYAPURA (BIJAPUR) – 586109, KARNATAKA

Toll Free No – 1800 2701 699 Ph: 08352-276930 Fax: 08352-277353 Email: [email protected]
 MCA
Synopsis
SECAB Institute of Engineering & Technology,
Technical Seminar
Vijayapur
Affiliated to VTU, Belagavi| Approved by AICTE, New Delhi
Recognized by Govt. of Karnataka 2022-23 (EVEN)
Department Master of Computer Applications

Applications:
1. User Access and Permissions Management:

a. User Setup: Salesforce administrators are responsible for creating user accounts and profiles
within the Salesforce system. They configure user settings such as usernames, passwords, and email
addresses, ensuring that each user has the appropriate credentials to access the platform.

b. Profile Configuration: Administrators define user profiles, which serve as templates for
controlling access and permissions. They assign profiles to users based on their roles and
responsibilities within the organization.

c. Permission Sets: In addition to profiles, administrators can create permission sets to grant
additional permissions to specific users or groups. Permission sets allow for more granular control over
access rights, enabling administrators to tailor permissions to individual user needs.

d. Object and Field-Level Security: Administrators configure object-level and field-level

security settings to control which users can view, edit, or delete specific records and fields within
Salesforce objects. This ensures data privacy and security by restricting access to sensitive information.

e. Role Hierarchy: Administrators define a role hierarchy within Salesforce to establish reporting
relationships and access levels across the organization. The role hierarchy determines which users have
visibility into records owned by users in higher roles, facilitating collaboration and data sharing.

f. Sharing Rules: Administrators configure sharing rules to extend access to records beyond what
is granted by role hierarchy and sharing settings. Sharing rules define criteria for granting access to
specific groups of users, ensuring that relevant information is accessible to the appropriate individuals.

NAURASPUR, BAGALKOT ROAD, VIJAYAPURA (BIJAPUR) – 586109, KARNATAKA

Toll Free No – 1800 2701 699 Ph: 08352-276930 Fax: 08352-277353 Email: [email protected]