Salesforce Certification Training : Admin 201 and App Builder

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Introduction to Cloud Computing and SFDC

  • What is Cloud Computing

  • Service and Deployment models in the Cloud

  • Market situation

  • Cloud Ownership

  • Introduction to SF1 and Platform

  • Declarative & Programmatic Options in

  • Meta-data Driven Architecture

  • Multi-tenant Architecture

  • Business and IT benefits

  • Use of SF1

Building Blocks of 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

SFDC Data model, Objects, Relationships and Fields

  • Create Custom Objects and understand various properties in the Object definition section

  • Customize standard objects

  • Field and Data Types

  • Custom Field Prosperities

  • Field Dependencies

  • Types of Relationship Fields

  • Search Layouts

SFDC Security Model and Its Features

  • 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

SFDC Security Model Object, Record and Field Level Features

  • 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

Business Logic

  • Business Logic Mind Map

  • Different Options to Implement Business Logic

  • Functions

  • Formula

  • Validation Rules

  • Rollup Summary Fields

  • Record Types and Page Layouts

Business Process Automation

  • 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

Introduction to Sales Cloud

  • 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

Introduction to Service Cloud

  • 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

Data Handling and Processing

  • Data Handling and Processing Overview

  • Exporting data and Regular Backup

  • External ID and Unique Fields

  • Import

  • Install Apex Data loader

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

  • Transfer record ownership

Reports and Dashboards

  • Execute a report with and without modifications

  • Create a tabular report, summary and matrix report

  • Report and Security

  • Report Builder and Standard Reports Available

  • Add a chart and a few other features like highlighting

  • Create a custom report type and store in a folder

  • User filters in reports

  • Create a dashboard

  • Bucket field

  • Tabular Report significance

  • Summary report significance

  • Matrix report significance

  • Joined report significance

  • Dynamic dashboard

Salesforce 1, Lightning App Builder, Salesforce A, 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

Activity Management, App Exchange, Content and Folder Management

  • Activity management - Tasks, Events, and Open activities

  • Creating and tracking tasks and events

  • Folders and Document templates

  • AppExchange

Chatter, Global Action and Publisher Layout

  • 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

Salesforce Mobile

  • Salesforce 1

  • Salesforce A

  • Salesforce 1 Vs Salesforce A


  • Outbound Change Sets

  • Inbound Change Sets

  • Deployment Settings

Application Cycle

  • Milestones

  • Sandboxes

  • Change Sets

  • Packages

Lightning in Salesforce

  • Lightning Components

  • Lightning Component Capabilities

  • Lightning Components vs. Visualforce

Buttons and Link Management

  • Creating Custom Buttons

  • Creating Custom Links

  • Creating Records with Actions

  • Global Action

  • Object Specific Action

App Exchange

  • AppExchange Overview

  • Finding and Selecting an App

  • Installing an App

  • Finding a Developer

  • Finding a Consultant

Complimentary sessions on communication presentation and leadership skills.

Benefits from the course

Mode of Teaching

Live Interactive

After completing this course, students will be able to:

  • Differentiate the building blocks of Salesforce

  • Understand the Data model

  • Understand the Security model

  • Define Business process automation options

  • Master Sales Cloud and Service Cloud modules

  • Explain Reports and Dashboard

  • Describe Salesforce1, Sales forceA, Chatter and Social features

  • Explain various integration options like SOAP, REST APIs

  • 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 the legacy platform.


  • Working knowledge as an administrator or a developer or a functional consultant


  • Working knowledge as an administrator or a developer or a functional consultant

Course Duration:

42 Hours

Class Hours:

2 Hours Day time slots or 3 Hours week end Slots (May change)

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