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Salesforce Certification Training Course: Admin and App Builder

  • 1322 Hours
  • 20+ Courses
  • 56+ Projects
Salesforce Admin Certification Training by Edutechskills is curated by industry professionals and will help you prepare for the Salesforce Administrator Exam (ADM 201) and the Platform App Builder
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Course Overview

Salesforce Admin Certification Training by Edutechskills is curated by industry professionals and will help you prepare for the Salesforce Administrator Exam (ADM 201) and the Platform App Builder (CRT 403) Exam. In this Salesforce certification training, you will learn how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and set up workflow automation.

Course Curriculum

Goal: 

Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models. 

Objectives:

  • Upon completing this training module, you should be able to:
  • Explain Cloud Computing 
  • Define SAAS, PAAS, IAAS – Service Model
  • Explain Public, Private and Hybrid Cloud – Deployments
  • Compare CRM and PAAS Market
  • Comprehend basics of SFDC / Salesforce1
  • List the benefits of Force.com/ Salesforce1 Platform
  • Explain Multi-tenant (single-tenant) Architecture
  • Explain Metadata driven architecture

Topics:

  • What is Cloud Computing
  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Force.com Platform
  • Declarative & Programmatic Options in Force.com
  • Meta-data Driven Architecture
  • Multi-tenant Architecture
  • Business and IT benefits
  • Use of SF1

Hands-On:

  • Create Salesforce Account

 

Goal: 

In this Salesforce online certification course module you will be working on building a custom app on Salesforce platform.

Objectives:

  • Upon completing this training module, you should be able to:
  • Illustrate working of Salesforce Platform
  • Explain Company Profile and License Types
  • Define User licenses available in the Developer Org
  • Define System Overview
  • List types of Sandbox
  • Explain MVC Model
  • Implement Page Layout, Search Layouts, Object Limits
  • Explain the App, which we will build during this course
  • Build a custom app on Force.com Platform

Topics:

  • Sign-up for a Free Environment / Org
  • Adding company logo
  • Benefits of System overview
  • Salesforce Key Building Blocks
  • Editions and Different Environments Available 
  • MVC Pattern
  • Student App
  • Student App Master Basic Data Model
  • Student Master and Marks/Grades
  • Student Master Basic Security Model
  • Student Master Reports
  • Student Master Application Scope

Hands-On:

Build a Custom Student App

Goal: 

This Salesforce admin course module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.

Objectives:

  • Upon completing this training module, you should be able to:
  • Understand concept of Objects and its uses
  • Create Custom App and Custom Objects
  • Leverage various Standard and Custom Fields 
  • Identify various Datatypes and Field Types
  • Analyze different type of relationships (Master- Detail and lookup)
  • Identify role of Search Layouts

Topics:

  • Custom Objects and understand various properties in the Object definition section
  • Standard objects
  • Field and Data Types 
  • Custom Field Properties 
  • Field Dependencies 
  • Types of Relationship Fields 
  • Search Layouts 

Hands-On:

Create Custom Objects

Customize standard objects

Create custom fields

Use Search layout

Goal: 

Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets

Objectives:

Upon completing this Salesforce course online training module, you should be able to:

Explain System Org Level Security 

Modify Permission Sets and Password Policy

Create IP Address Security and Login Hours

Identify Session, Activation, Page layout, Tab settings

Implement Field Level Security

Integrate Public Groups, Queue and Profiles

Topics:

Security Model Mind Map

System Level or Org Level Security

User Administration and Troubleshooting

Permission Sets

Profile and Permissions Sets

Password Policy

IP Address security

Login hours

Session settings

Activations

Page layout assignment

Tab setting

Field level security 

Hands-On:

Create Permission Set

Create Profile

Apply field level security

Secure page layouts

 

Goal: 

In this Salesforce course online module, you will learn about organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons. 

Objectives:

Upon completing this training module, you should be able to:

Analyse Security Features of Record and Object Level

Modify and Implement Organization Wide Defaults (OWD) 

Classify Role and Role Hierarchy 

Identify features of Criteria Sharing

Understand need of Public Groups and Queue

Topics:

Security Model Mind Map

Record Level and Object Level

Organization wide defaults 

Organization wide defaults – Student App 

Role and Role Hierarchy

Criteria Based Sharing

Different ways to gain Record Level Access

Public Group

Queue

Public group Vs Queue

Hands-On:

Create roles and role hierarchy

Secure Salesforce platform as per the requirements 

Goal: 

Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

Objectives:

Upon completing this training module, you should be able to:

Analyze features of Business Logic

Ways to Implement Business logic

Create and Identify need of formula fields  

Enforce Data quality and Integrity

Identify uses of Validation rules

Understand Roll-up summary and Page layouts

Topics:

Business Logic Mind Map

Different Options to Implement Business Logic

Functions

Formula 

Validation Rules

Rollup Summary Fields 

Record Types and Page Layouts

Hands-On:

Implement business logic

Create validation rules

Create Formula Fiedls and Rollup Summary Fields

Goal: 

This module will help you in learning Capabilities and use cases for the approval process and introduce you to the Lightning Process builder. 

Objectives:

Upon completing this Salesforce admin training online module, you should be able to:

Implement Workflow Rules 

Evaluate features of Workflow Rules 

Identify capabilities of Workflow Rules and Actions 

Define the appropriate Workflow Solution 

Implement the Approval Process 

Deduce various use cases for Approval Process

Topics:

Business Process Automation

Business Requirements – Workflow Rules

Workflow - Actions (Time When Action Takes Place)

Workflow – Actions

Workflow – Considerations

Approvals – Introduction

Approvals - How to Create A Process

Approvals - Actions

Approvals - How and What Can Approvers Do

Hands-On:

Create a workflow process

Implement workflow rules and actions

Goal: 

This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management. 

Objectives:

Upon completing this Salesforce admin training online module, you should be able to:

Understand Sales processes in any organization

Identify various Sales Productivity Features

Design and Implement Lead Management

Analyse Process of Campaign Management

Define Characteristics of Products and Price books

Topics:

Sales Cloud

Sales Process

Sales Productivity Features

Lead Management

Lead auto response

Lead assignment

Web to lead

Accounts and Contacts Management

Opportunities

Campaign Management

Price Book, Products, Price Book Entries

Hands-On:

Capture and Manage Leads

Assign leads

Work with Salesforce Sales Cloud

Goal: 

Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of customer access across all channels, integration with legacy data systems, pre-built integration apps, support ticketing, knowledge base, routing and escalation, and queue management.

Objectives:

Upon completing this Salesforce administrator training module, you should be able to:

Analyze case management 

Implement automation in case management

Identify the capabilities of solution management 

Understand the basic capabilities of Communities 

Categorize the capabilities of the Community application, such as Ideas and Answers 

Identify the capabilities of Salesforce Knowledge

Topics:

Service Cloud

Case Management

Typical Service and Support Process

Automation - Web2Case and Auto-Response

Automation - Email2Case

Automation - Assignment Rules

Automation - Escalation Rules

Email Templates in Case Management

Channels

Case Resolution – Solutions

Case Resolution Using Knowledge

Communities Basics

Communities Setup and Administration

Communities – Ideas and Answers

Hands-On:

Work with Salesforce Service Cloud

Automate Case Management

Capture cases from website and email

Customize case process, Solutions, Communities and Salesforce Knowledge

Goal: 

This module introduces you to the concept of identifying tools and use cases for managing data, capabilities and implications of the data validation tools and the different ways to back up data 

Objectives:

Upon completing this Salesforce administrator training module, you should be able to:

Identify the considerations for Data Processing 

Analyze tools and use cases for managing data 

Utilize the capabilities of the data validation tools 

Resolve implications of the data validation tools 

Implement the different ways to back up data 

Topics:

Data Handling and Processing Overview

Exporting data and Regular Backup

External ID and Unique Fields 

Import Data

Apex Data loader

Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,

Transfer record ownership

Hands-On:

Handle and Processing Data

Import Clean Data

Export data and Regular Backup

Install Apex Data loader

Use the Import Wizard and Data Loader 

Goal: 

Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards

Objectives:

Upon completing this Salesforce admin training module, you should be able to:

Create a report 

Customize a report 

Identify the impacts of Sharing Model on Reports 

Create and Modify dashboards 

Analyze the capabilities of Custom Report Types

Topics:

Report with and without modifications

Tabular report, summary and matrix report

Report and Security

Report Builder and Standard Reports Available

Custom report type and store in a folder

User filters in reports 

Dashboard

Bucket field

Tabular Report significance 

Summary report significance

Matrix report significance

Joined report significance

Dynamic dashboard 

Hands-On:

Create various Salesforce report such as tabular report, summary and matrix report

Add a chart and few other features like highlighting

Create a custom report type and store in a folder

Filter users in a report 

Create dynamic dashboard

Goal: 

Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook

Objectives:

Upon completing this Salesforce admin training module, you should be able to:

Identify components of Salesforce1 mobile

Analyze features of Salesforce A

Integrate Salesforce with Microsoft Outlook

Topics:

Customizable parts of the SF1 app 

Security and customizable settings

Navigation menu

Compact layouts and Mobile cards 

Basic admin activities on Salesforce A 

Outlook and SF synch up

Hands-On:

Customize Salesforce1 app 

Customize security settings

Navigate through Salesforce menu

Create Compact layouts and Mobile cards 

Perform basic admin activities on Salesforce A

Integrate Salesforce with Microsoft Outlook

Goal: 

In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Identify components of Activity management, Folder Management and AppExchange

Create and Track Tasks

Integrate various templates form to salesforce App

Topics:

Activity management - Tasks, Events and Open activities

Tasks and events

Folders and Document templates 

AppExchange

Hands-On:

Manage Salesforce activities

Create and track tasks and events

Create folders and Document templates

Goal: 

In this module you will know about the Global action and publisher layouts and the features of Chatter.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Identify Features of Chatter

Understand Global Publisher Layout and Global actions

Implement Object specific actions

Topics:

Chatter groups, feeds, people

Files, Follow records, people 

Groups Topics and Files

Global action types-Create

Log a call, Custom VF page

Custom canvas, Publisher layout

Global an Object specific actions

Hands-On:

Create Chatter groups, feeds, people

Create custom VF page

Create Custom canvas, Publisher layout

Goal: 

In this module, you will learn about the Salesforce mobile apps.

Objectives:

Upon completing this Salesforce online training module, you should be able to:

Use Salesforce1

Use SalesforceA

Differentiate between Salesforce1 and SalesforceA

Topics:

Salesforce1

SalesforceA

Salesforce1 Vs SalesforceA

Hands-On:

Work with Salesforce1 and SalesforceA

Goal: 

In this module, you will learn deployment process in Salesforce environment.

Objectives:

Upon completing this Salesforce training online module, you should be able to:

Know steps in deployment 

Learn types of change sets

Understand deployment settings

Topics:

Outbound Change Sets

Inbound Change Sets

Deployment Settings

Hands-On:

Work with Change Sets

Implement deployment steps

Goal: 

Get an overview of application cycle of a Salesforce project.

Objectives:

Upon completing this training module, you should be able to:

Know milestones in Application lifecycle

Working on sandbox

Know benefits of unmanaged packages

Topics:

Milestones 

Sandboxes 

Change Sets

Packages

Hands-On:

Work with Sandboxes

Create change sets and packages

Goal: 

In this module, you will be introduced to Salesforce lightning.

Objectives:

Upon completing this training module, you should be able to:

Know benefits of lightning components 

Learn difference between classic and lightning experience

Topics:

Lightning Components

Lightning Component Capabilities

Lightning Components vs. Visualforce

Hands-On:

Work on lightning experience

Goal: 

Learn information about AppExchange

Objectives:

Upon completing this module, you should be able to:

Know benefits of AppExchange 

Downloading apps

Finding apps as per need

Topics:

AppExchange Overview

Finding and Selecting an App

Installing an App

Finding a Developer

Finding a Consultant

Hands-On:

Use AppExhange and work with ready to install apps

Goal: 

In this module Learn how to create custom buttons and links.

Objectives:

Upon completing this module, you should be able to:

Learn adding custom buttons

Working on custom links

Know benefits of Actions

Topics:

Custom Buttons

Custom Links

Records with Actions

Global Action

Object Specific Action

Hands-On:

Create custom button and links

Price Converter

Program Fees

26999/- 29995/-

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