Salesforce Certification – Administrator & App Builder Course
Gain hands-on experience with this Salesforce certification training course while learning how to manage and develop apps for one of the most popular CRM platforms worldwide. FiestTech’s Salesforce training enables you to pass two Salesforce certification exams and transform your career.
Salesforce Certification Course Overview
This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning.
Salesforce Training Key Features
43 hours of blended learning
Four industry projects with 28 case studies
Lifetime access to self-paced learning and class recordings
30 hours of hands-on practice with Salesforce Lightning
Benefits
According to Glassdoor, Salesforce jobs are increasing at a speed 1.5 times faster than similar roles, and there were 300,000+ Salesforce jobs available. Also, they earn an annual average salary of $87,000 but can go as high as $160,000.
Eligibility
This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly for app builders, developers, system administrators, sales representatives, IT managers, and product managers.
Pre-requisites
There are no prerequisites for this Salesforce.com training course. But prior working experience as an administrator or a developer is beneficial.
Target Audience:
System administrators, sales operations professionals, IT managers, product managers,
and individuals looking to build a career in Salesforce would benefit from this Salesforce
Administrator Certification training program.
and individuals looking to build a career in Salesforce would benefit from this Salesforce
Administrator Certification training program.
Key Learning Outcomes:
- Navigate the Salesforce platform and its different building blocks
- Understand the Security Model and Controls
- Manage the data and workflow rules
- Enable and configure the Chatter feeds on groups
- Build an automated Business Process and models
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Lesson 01 - Salesforce Overview
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Lesson 02 - Sales Cloud
- Introduction to Sales Cloud
- Sales Cloud
- Leads Home Page
- Creating List Views
- Creating and Converting Leads
- Creating Accounts
- Creating Contacts
- 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
- Case Study Demo
- Key Takeaways
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Lesson 03 - Quote Templates
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Lesson 04 - Service Cloud
- Introduction to Service Cloud
- Service Cloud
- Creating Cases
- Creating Case Assignment Rules
- Creating Case Escalation Rules
- Enabling Solutions
- Creating Solutions
- Attaching Solutions to Cases
- Enabling Knowledge
- Configuring Knowledge
- Creating a Web-to-Case Form
- Creating an Email-to-Case Address
- Case Study 1 Demo
- Key takeaways
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Lesson 05 - Field Types
- Introduction to Field Types
- Field Types
- Modifying Standard Fields
- Creating Auto-number Fields
- Creating Formula Fields
- Creating Roll-Up Summary Fields
- Creating Lookup and Master Detail 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
- Case Study Demo
- Key takeaways
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Lesson 06 - Salesforce Objects
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Lesson 07 - Creating Buttons, Links, and Actions
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Lesson 08 - Visual Workflow, Process Builder, and Schema Builder
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Lesson 09 - Validation Rules
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Lesson 10 - Workflow Rules
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Lesson 11 - Lightning Components
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Lesson 12 - Role Hierarchy
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Lesson 13 - Security Controls
- Introduction to Security Controls
- Security Controls
- Viewing Object Security
- Changing Default Record Access
- Sharing Settings
- Field Accessibility
- Password Policies
- 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
- Case Study Demo
- Key Takeaways
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Lesson 14 - Profiles
- Introduction to Profiles
- Profiles
- Standard Profiles Overview
- Assigning Page Layouts
- Field-Level Security
- Custom App Settings and Access
- Tab Settings
- 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
- Case Study Demo
- Key Takeaways
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Lesson 15 - Chatter
- Introduction to Chatter
- Chatter
- Chatter Overview
- Enabling Chatter
- Enabling Chatter Feeds on Records
- Configuring Chatter Groups
- Creating Customer 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
- Case Study Demo
- Key Takeaways
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Lesson 16 - Reports
- Introduction to Reports
- 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
- Creating a Report Chart
- Scheduling Reports
- Creating a Campaign Report
- Summarizing Report Data
- Creating a Report Formula
- Exporting Reports to Excel
- Case Study 1 Demo
- Key Takeaways
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Lesson 17 - Dashboards
- Introduction to Dashboards
- Dashboards
- Understanding Dashboard Components
- Creating a Dashboard
- Refreshing a Dashboard
- Modifying Columns on Dashboards
- Adding Filter to Dashboard
- 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
- Case Study Demo
- Key Takeaways
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Lesson 17 - Data Management
- Introduction to Data Management
- Data Management
- Importing Leads
- Importing Contacts and Accounts
- Using Mass Delete
- Using Mass Delete
- Importing Records with 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
- Case Study Demo
- Key Takeaways
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Lesson 18 - AppExchange
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Lesson 20 - Communities
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Lesson 21 - Change Sets and Deployment
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Lesson 22 - User Interface
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Lesson 23 - Application Lifecycles
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Lesson 24 - Help and Training
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