Salesforce Certification Training: Admin 201 and App Builder

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SalesForce
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Master Salesforce by enrolling in CertZip'S Salesforce Certification Training: Admin 201 and App Builder Certification Training and upskill your knowledge and technological skill in CRM.

Course Description

This course will help you understand how to customize applications, have page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value information and dashboards, and set up workflow automation.

Salesforce CRM is a cloud-based software that helps organizations streamline their sales and marketing operations effectively. Today, Salesforce is globally the #1 customer relationship management (CRM) platform, and it also offers institutions easy Pass to web-based software over the internet.

Siebel and other CRM products professionals Experienced professionals looking to have a career in the leading Cloud Computing platform Functional consultants Freshers who are looking to get a jump start to their jobs in Cloud computing

It gives Integration of various Services for organizational needs. Integrate Social networking platforms. Understand the client data and determine their interests and perception. Regain the inactive or old customers. Increase sales by tracking Customer Interaction.

Working knowledge as an administrator, developer, or functional consultant will be Useful.

List of Salesforce Tools For Developer Developer Edition Environment. Scratch Orgs. Salesforce Extensions for VS Code. ... Salesforce CLI. Mobile Tools. Developer Console. Ant Migration Tool. Salesforce Lightning Inspector.

Salesforce is popular because it is loaded with features like no other CRM software: contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics, and an intuitive mobile-ready dashboard.

Salesforce is so popular because it is packed with features like no other CRM software: contact management, workflow creation, task management, opportunity tracking, collaboration tools, customer engagement tools, analytics, and an intuitive mobile-ready dashboard.

Nowadays, the most profitable business is coming out to be Customer Relationship Management (CRM). Its success is continuously moving forward in 2020 and becoming a promising career among the people. Currently, Salesforce is the best career choice if you are looking ahead to CRM.

What you'll learn

  • create a secure Salesforce environment maintain and import clean data create high-value reports and dashboards and set up workflow automation

Requirements

  • Basic knowhow of C# and JavaScript MVC style of designing Data management modeling

Curriculam

understand Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models.

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
Create Salesforce Account

In this module, you will build a custom app on the Salesforce platform.

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
Build a Custom Student App

Learn standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builders, and explain the implications of deleting fields.

Custom Objects and comprehend various properties in the Object definition section
Standard objects
Field and Data Types
Custom Field Properties
Field Dependencies
Types of Relationship Fields
Search Layouts
Create Custom Objects
Customize standard objects
Create custom fields
Use Search layout

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

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
Create Permission Set
Create Profile
Apply field-level security
Secure page layouts

know about organization-wide defaults, Role, Role Hierarchy, Criteria based sharing, Manual Sharing, and Apex sharing reasons.

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
Create roles and role hierarchy
Secure Salesforce platform as per the requirements

Understand to operate custom and standard objects, Enforcing Data Quality, Integrity, and Validation rules.

Business Logic Mind Map
Different Options to Implement Business Logic
Functions
Formula
Validation Rules
Rollup Summary Fields
Record Types and Page Layouts
Implement business logic
Create validation rules
Create Formula Fields and Roll-up Summary Fields

learn Capabilities and use cases for the approval process and introduce you to the Lightning Process builder.

Business Process Automation
Business Requirements – Workflow Rules
Workflow - Actions
Workflow – Considerations
Approvals – Introduction
Approvals - How to Create A Process
Approvals - Actions
Approvals - How and What Can Approvers Do
Create a workflow process
Implement workflow rules and actions

Learn different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

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
Capture and Manage Leads
Assign leads
Work with Salesforce Sales Cloud

Learn case management capabilities, given a scenario, identify how to automate case management.

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
Work with Salesforce Service Cloud
Automate Case Management
Capture cases from website and email
Customize case process, Answers, Communities, and Salesforce Knowledge

Know 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.

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
Handle and Processing Data
Import Clean Data
Export data and Regular Backup
Install Apex Data loader
Use the Import Wizard and Data Loader

understand the impact of the sharing model on reports and options available when creating and modifying dashboards.

Report with and without modifications
The tabular report, summary, and matrix report
Report and Security
Report Builder and Standard Reports Available
Custom report type and save in a folder
User filters in reports
Dashboard
Bucket field
Tabular Report significance
Summary report significance
Matrix report significance
Joined report significance
Dynamic dashboard
Create various Salesforce reports such as a tabular report, summary, and matrix report
Join a chart and a few additional features
Build a custom report type and store it in a folder
Filter users in a report
Create dynamic dashboard

Lean Salesforce1 and Salesforce and synchronization options of Salesforce for Outlook.

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
Customize Salesforce1 app
Customize security settings
Navigate through the Salesforce menu
Create Compact designs and Mobile cards
Perform basic admin activities on Salesforce A
Integrate Salesforce with Microsoft Outlook

understand use cases for AppExchange applications, and describe the capabilities of Salesforce Content and activity management.

Activity management
Tasks and events
Folders and Document templates
AppExchange
Manage Salesforce activities
Create and track tasks and events
Create folders and Document templates

learn about the Global action and publisher layouts and Chatter features

Chatter groups feed, people
Files, Follow records, people
Groups Topics and Files
Global action types-Create
Log a call, Custom VF page
Custom canvas, Publisher layout
Global and Object-specific actions
Create Chatter groups, feeds, people
Create a custom VF page
Create Custom canvas, Publisher layout

learn about the Salesforce mobile apps.

Salesforce1
salesforce
Salesforce1 Vs SalesforceA
Work with Salesforce1 and SalesforceA

learn deployment process in Salesforce environment.

Outbound Change Sets
Inbound Change Sets
Deployment Settings
Work with Change Sets
Implement deployment steps

Discover the application cycle of a Salesforce project.

Milestones
Sandboxes
Change Sets
Packages
Work with Sandboxes