Salesforce Certification Training Course: Admin and App Builder

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Salesforce Certification Training Course: Admin and App Builder


Salesforce Certification Training Course: Admin and App Builder


Introduction to Cloud Computing and Salesforce Platform

Building Blocks of Salesforce Platform

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

Salesforce Data model, Objects, Relationships and Fields

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

Salesforce Security Model and its Features

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

Salesforce Security Model Object, Record and Field Level features

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 

Business Logic, Formulas & Validations

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


Business Process Automation in Salesforce

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

Customer Management using Salesforce Sales Cloud

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

Customer Service Solution using Salesforce Service 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

Data Handling and Processing in Salesforce

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 


Reports and Dashboards in Salesforce

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

Salesforce 1, Lightning App Builder, Salesforce A, Outlook

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

Activity Management, AppExchange, Content and Folder Management

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

Chatter, Global Action and Publisher Layout

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


Salesforce Mobile

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

Deployment Process in Salesforce

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

Salesforce Project Application Lifecycle

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

Lightning in Salesforce

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

Buttons and Link management in Salesforce

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

Salesforce App Exchange

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

Who should go for this Salesforce Admin Certification Training?


This Salesforce training certification at Edureka is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for Salesforce training are:

Siebel and other CRM products professionals
Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform Functional consultants who are looking to switch to salesforce
Freshers who are looking to get a jump start to their careers in Cloud computing
Lateral developers who have worked in Java, mainframe and C# and are looking for a boost to their career from legacy platform





Location: United States

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