Salesforce Certified Administrator Training
- Offered byUDEMY
Salesforce Certified Administrator Training at UDEMY Overview
Duration | 21 hours |
Total fee | ₹360 |
Mode of learning | Online |
Credential | Certificate |
Salesforce Certified Administrator Training at UDEMY Highlights
- Earn a Certificate of completion from Udemy
- Learn from 7 downloadable resource and 1 articles
- Get full lifetime access of the course material
- Comes with 30 days money back guarantee
Salesforce Certified Administrator Training at UDEMY Course details
- For Salesforce Absolute Beginners
- For Existing Salesforce Administrators
- Learn from a 19x Salesforce Certified & 7x Salesforce MVP
- Become Intimately Familiar With The Salesforce Platform
- Become an Awesome Admin
- Become Salesforce Certified
- Understand how to create apps in the cloud
- Salesforce Certifications are fast becoming the must-have certificates for any IT professional working with Salesforce
- This course is designed to help you pass the Salesforce Certified Administrator Exam
- Understand how to navigate and change the user interface of Salesforce as well as configure and make an Invoicing application on the platform
- We will then move on and take a detailed look at the process automation, security & reporting functionality within Salesforce before diving into the two clouds: Sales & Marketing and Support Cloud and finally taking a look at Data Management
Salesforce Certified Administrator Training at UDEMY Curriculum
Salesforce Introduction
What is CRM?
Salesforce the company
Configuration and Setup
Org & User Setup Learning Objectives
Creating a free Salesforce Org
Logging into Salesforce
Navigating the Salesforce User Interface
Lightning vs Classic Feature Compatibility
Salesforce Branding and UI Customization
Density Settings
User Navigation Bar Customization
Salesforce Themes and Branding
Lightning Chrome Extension
Classic User Interface Overview
Customising the Classic User Interface
Classic Homepage Customization
UI Customization for Admins
Company Profile
User Management
Delegated Administration
Sandboxes
Sandbox Best Practice
Object Manager and Lightning App Builder- My First app
Understanding the Standard Object Model
I make changes and nothing happens!? - Disabling Salesforce Caching
Object Manager
Creating an App & Personalizing Salesforce
Creating Objects & Tabs
Creating Fields
Field Dependences
Object Relationships
Creating Object Relationships
Traversing Relationships with Formulas and Summary Fields
Page Layout Customization
Field Histories
Record Types Part 1
Record Types Part 2
Common Issues with Record Types
Standard Fields & Deleting Fields
Customising Search and Tab Layouts
List Views
Workflow/Process Automation
Process Automation Overview & Learning Objectives
Workflow Rules & Actions
Validation Rules
Best Practice: The Importance of Validation Timing
Approval Processes
Process Builder Overview
Creating a Process Builder Process
Process Builder Actions
Process Builder in Practice
Flow
Flow Types
Building Blocks of Flow
Order of Execution
Salesforce Security
Learning Objectives
Organizational Security Settings
Organizational Wide Defaults
Record Ownership
Role Hierarchies
Sharing rules
Manual Sharing
Object Permissions and Record Access
User Profiles & Permissions
Permission Set Groups
Restriction Rules
Setup Audit Trail
Analytics Management
Learning Objectives
Tabular Reports
Report Automation
Summary Reports
Matrix Reports
Report Charts & Formatting
Bucket Fields
Report Types
Report Type Layouts
Report Types Lab
Reports & Page Layouts
Dashboards
Report & Dashboard Security
Chatter & Dashboards
Data Management
Learning Objectives
Duplicate Management
Salesforce IDs and External IDs
Data Loader
Import Wizard
Dataloader.io by Mulesoft
Considerations when importing data
Data Management Best Practice
Backing up Salesforce Data
Mass Action Functions
Salesforce Content
Document Folder & File Uploading Review
Sales & Marketing Applications
Learning Objectives
Sales Overview
Web to Lead
Lead Scoring
Auto Response Rules
Lead Conversion
Assignment Rules
Opportunity Overview
Products & Pricebooks
Sales Productivity Features
Campaign Management
Salesforce Path
Einstein Opportunity and Lead Scoring
Sales Forecast Impact
Service & Support Applications
Learning Objectives
The Case Object
Case Settings
Support Processes
Case Escalation Rules
Email to Case
Web to Case
Solutions
Knowledge
Ideas
Customer, Partner & Employee Communities
Productivity & Collaboration
Learning Objectives
Activity Management
Chatter
Salesforce1
SalesforceA
AppExchange