Salesforce Certification Training : Admin 201 and App Builder
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Syllabus
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 Force.com Platform
Declarative & Programmatic Options in Force.com
Meta-data Driven Architecture
Multi-tenant Architecture
Business and IT benefits
Use of SF1
Building Blocks of Force.com 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
Deployment
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.
Prerequisite:
Working knowledge as an administrator or a developer or a functional consultant
Prerequisites
- 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)