Salesforce Administrator & App Builder
Beginner
This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning.
Program Features
Four industry projects with 28 case studies
Delivery Mode
Blended
This course consists of self-paced learning and live virtual classroom
Prerequisites
There are no prerequisites for this training course, but it’s helpful to have experience working as an administrator or developer.
Target Audience
App builders
Developers
System administrators
Sales representatives
IT managers
Product managers
Key Learning Outcomes
By the end of this training course, you will be able to:
Gain an overview of Salesforce
Learn about Salesforce objects and how to create, rename, or modify objects
Create different field types and validation rules
Work on security controls
Create, deploy, and implement workflows
Manage data and reports
Understand chatter, application lifecycle, visual workflow, and schema builder
Install lightning components
Configure and manage Sales Cloud and Service Cloud
Master Salesforce’s interface, help and training, app exchange, and other important functions
Deploy applications and manage changes to the Force.com platform
Develop new applications using the declarative interface and Force.com fundamentals
Configure the user interface
Course Curriculum
Introduction to Salesforce
Salesforce
Salesforce Overview
Introduction to Salesforce
Salesforce Editions
Home Page Customization
User Management
Creating an App
Uploading a Company Logo
Company Information Page
System Overview Page
Updating the Fiscal Year
Quiz
Case Study
Case study Demo
Key Takeaways
Conclusion
Introduction to Sales Cloud
Sales Cloud
Leads Home Page
Creating List Views
Creating and Converting Leads
Creating Accounts
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
Sending Mass Emails
Creating an Auto-Response Rule
Creating Campaigns
Record Types
Quiz
Case Study 1
Case Study Demo
Case Study 2
Case Study Demo 2
Key Takeaways
Conclusion
Introduction to Quote Templates
Quote Templates
Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Service Cloud
Service Cloud
Creating Cases
Creating Case Assignment Rules
Creating Case Escalation Rules
Enabling Solutions
Attaching Solutions to Cases
Enabling Knowledge
Configuring Knowledge
Creating a Web-to-Case Form
Creating an Email-to-Case Address
Quiz
Case Study 1
Case Study 1 Demo
Case Study 2
Case Study 2 Demo
Key takeaways
Conclusion
Introduction to Field Types
Field Types
Modifying Standard Fields
Creating Auto-number Fields
Creating Formula Fields
Creating Roll-Up Summary Fields
Creating Checkbox Fields
Creating Currency, Number, and Percent Fields
Creating Date Field and Date and Time Fields
Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields
Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields
Creating Encrypted Fields
Creating URL Fields
Quiz
Case Study
Case Study Demo
Key takeaways
Conclusion
Introduction to Salesforce Objects
Salesforce Objects
Standard Object Components
Renaming Standard Objects
Modifying Standard Objects
Understanding External Objects
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Creating Buttons, Links, and Actions
Creating Buttons, Links, and Actions
Creating New Records with Actions
Logging a Call with Actions
Updating a Record with Actions
Creating Custom Buttons
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Visual Workflow, Process Builder, and Schema Builder
Visual Workflow, Process Builder, and Schema Builder
Creating a Visual Flow
Modifying Existing Flows
Creating a Process in the Process Builder
Creating Fields in the Schema Builder
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Validation Rules
Validation Rules
Creating Validation Rules
Creating Formulas
Creating Error Messages
Quiz
Case Study Demo
Key Takeaways
Conclusion
Introduction to Lightning Components
Lightning Components
Installing Lightning Components
Lightning Component Capabilities
Lightning Components vs. Visualforce
Quiz
Case Study Demo
Key Takeaways
Conclusion
Introduction to Role Hierarchy
Role Hierarchy
Viewing Role Hierarchy
Creating Roles
Enabling Field History
Creating Groups
Assigning Roles to Users
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Security Controls
Security Controls
Viewing Object Security
Changing Default Record Access
Sharing Settings
Field Accessibility
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
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Profiles
Profiles
Standard Profiles Overview
Assigning Page Layouts
Field-Level Security
Custom App Settings and Access
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
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to Chatter
Chatter
Chatter Overview
Enabling Chatter
Enabling Chatter Feeds on Records
Configuring Chatter 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 Salesforce
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion
Introduction to 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
Scheduling Reports
Creating a Campaign Report
Summarizing Report Data
Creating a Report Formula
Exporting Reports to Excel
Quiz
Case Study 1
Case Study 1 Demo
Case Study 2
Case Study 2 Demo
Key Takeaways
Conclusion
Introduction to Dashboards
Dashboards
Understanding Dashboard Components
Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboards
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
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to Data Management
Data Management
Importing Leads
Importing Contacts and Accounts
Using Mass Delete
Installing 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
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to AppExchange
AppExchange
AppExchange Overview
Finding and Selecting an App
Finding a Developer
Finding a Consultant
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to Communities
Communities
Creating a New Community
Topic Management
Recommendations Management
Reputation Management
Managing Tabs and Branding
Login and Registration
Community Preferences
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to Change Sets and Deployment
Change Sets and Deployment
Outbound Change Sets
Inbound Change Sets
Deployment Settings
Deployment Status
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to User Interface
User Interface
User Interface General Options
User Interface Sidebar Options
User Interface Calendar Options
User Interface Name Settings
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to Application Lifecycles
Application Lifecycles
Key Milestones and Considerations
Using Sandboxes for Development
Using Change Sets
Using Unmanaged Packages
Case Study
Case Study Demo
Key Takeaways
Conclusions
Introduction to Help and Training
Help and Training
Using Answers
Using Ideas
Searching for a Help Topic
Contacting Support
Known Issues
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusions
Program Features
Four industry projects with 28 case studies