Salesforce Administrator

Category:

What are the course objectives?

This Salesforce Admin certification training is designed to ensure that you learn & master the concepts of Salesforce Administrator and pass the certification exam on your first try. You will learn how to administer and configure Sales and Service Clouds, understand the sales and marketing ecosystem, and manage a wide range of important features and functionality of Salesforce. This practical hands-on training will help establish your credentials in the Salesforce domain and give a solid boost to your career. Certified Salesforce professionals earn from 1.2 to 1.8 times more than their non-certified counterparts.

What skills will you learn in Salesforce Admin certification training?

By the end of this Salesforce Admin certification training, you will be able to:

Configure and manage Sales and Service Clouds
Gain insights into the roles of each of the functional user groups (inside sales, outside sales, marketing, customer support and management)
Implement automation, security, debugging, data validation, and customize apps
Configure the user interface
Acquire the full skillsets needed to pass the Salesforce Administrator Certification exam on your first attempt.

Who should take this Salesforce Admin certification training?

This Salesforce Admin certification training is suitable for:

Individuals looking to build a career in Salesforce
System administrators
Sales operations professionals
IT managers
Product managers

Which projects will I work on as part of this course?

Certs Learning’s Salesforce Administrator certification training offers the opportunity for participants to work on practical industry-based projects that span unique business scenarios.

Project 1: Implementing an End-to-end Recruitment Process

Project Scenario:
A US-based placement company wants to use Salesforce for implementing an end-to-end recruitment process. A team is formed to track the jobs posted by recruiters as well as candidate responses. The team wants to track the information on the candidates, capturing their experience details and work preferences. The team also wants to incorporate various business rules in an automated process that will make it a highly effective system.

Project 2: Implementing Customer Service Process Management

Project Scenario:
A UK-based mobile company needs an application to help boost the service provided for its millions of customers. The company wants to track customers who have reported problems with their mobile phones and the types of issues experienced. Based on these findings, the company wants to speed up the process to give its customers quicker solutions.

Salesforce Certified Administrator

Lesson 01 – Salesforce Overview

1.1 Introduction to Salesforce
1.2 Salesforce Overview
1.3 Introduction to Salesforce
1.4 Salesforce Editions
1.5 Home Page Customization
1.6 User Management
1.7 Creating and Customizing Tabs
1.8 Creating an App
1.9 Uploading a Company Logo
1.10 Company Information Page
1.11 System Overview Page
1.12 Updating the Fiscal Year
1.13 Quiz
1.14 Case Study
1.15 Case Study Demo
1.16 Key Takeaways
1.17 Conclusion

Lesson 02 – Sales Cloud

2.1 Introduction to Sales Cloud
2.2 Sales Cloud
2.3 Leads Home Page
2.4 Creating List Views
2.5 Creating and Converting Leads
2.6 Creating Accounts
2.7 Creating Contacts
2.8 Creating Email Templates
2.9 Sending Individual Emails
2.10 Sending Mass Emails
2.11 Creating and Managing Price Books
2.12 Creating Products
2.13 Creating Opportunities
2.14 Creating Activities
2.15 Creating a Web-to-Lead Form
2.16 Creating a Lead Assignment Rule
2.17 Creating a Lead Queue
2.18 Creating an Auto-Response Rule
2.19 Creating Campaigns
2.20 Record Types
2.21 Quiz
2.22 Case Study 1
2.23 Case Study Demo 1
2.24 Case Study 2
2.25 Case Study Demo 2
2.26 Key Takeaways
2.27 Conclusion

Lesson 03 – Quote Templates

3.1 Introduction to Quote Templates
3.2 Quote Templates
3.3 Creating a Quote Record
3.4 Creating a Quote Template
3.5 Generating a Quote PDF
3.6 Emailing a Quote PDF
3.7 Modifying Quote Templates
3.8 Quiz
3.9 Case Study
3.10 Case Study Demo
3.11 Key Takeaways
3.12 Conclusion

Lesson 04 – Service Cloud

4.1 Introduction to Service Cloud
4.2 Service Cloud
4.3 Creating Cases
4.4 Creating Case Assignment Rules
4.5 Creating Case Escalation Rules
4.6 Enabling Solutions
4.7 Creating Solutions
4.8 Attaching Solutions to Cases
4.9 Enabling Knowledge
4.10 Configuring Knowledge
4.11 Creating a Web-to-Case Form
4.12 Creating an Email-to-Case Address
4.13 Quiz
4.14 Case Study 1
4.15 Case Study 1 Demo
4.16 Case Study 2
4.17 Case Study 2 Demo
4.18 Key Takeaways
4.19 Conclusion

Lesson 05 – AppExchange

5.1 Introduction to AppExchange
5.2 AppExchange
5.3 AppExchange Overview
5.4 Finding and Selecting an App
5.5 Finding a Developer
5.6 Finding a Consultant
5.7 Quiz
5.8 Case Study
5.9 Case Study Demo
5.10 Key Takeaways
5.11 Conclusion

Lesson 06 – Reports

6.1 Introduction to Reports
6.2 Reports
6.3 Understanding Report Formats
6.4 Creating a Leads Report
6.5 Creating Contacts and Accounts Report
6.6 Creating an Opportunity Report
6.7 Adding Leads to a Campaign from a Report
6.8 Creating a Report Chart
6.9 Scheduling Reports
6.10 Creating a Campaign Report
6.11 Summarizing Report Data
6.12 Creating a Report Formula
6.13 Exporting Reports to Excel
6.14 Quiz
6.15 Case Study 1
6.16 Case Study 1 Demo
6.17 Case Study 2
6.18 Case Study 2 Demo
6.19 Key Takeaways
6.20 Conclusion

Lesson 07 – Dashboards

7.1 Introduction to Dashboards
7.2 Dashboards
7.3 Understanding Dashboard Components
7.4 Creating a Dashboard
7.5 Refreshing a Dashboard
7.6 Modifying Columns on Dashboards
7.7 Adding Filter to Dashboard
7.8 Managing Access to Reports
7.9 Adding a Report as a Dashboard Component
7.10 Setting Up Dynamic Dashboards
7.11 Enabling Dashboards for iPad
7.12 Modifying Report and Dashboard Interfaces
7.13 Activating the Report Builder on Profiles
7.14 Quiz
7.15 Case Study
7.16 Case Study Demo
7.17 Key Takeaways
7.18 Conclusion

Lesson 08 – Chatter and Salesforce to Salesforce Configuration

8.1 Introduction to Chatter
8.2 Chatter
8.3 Chatter Overview
8.4 Enabling Chatter
8.5 Enabling Chatter Feeds on Records
8.6 Configuring Chatter Groups
8.7 Creating Customer Groups
8.8 Creating a Free Customer Chatter User
8.9 Customizing Chatter Email Notifications
8.10 Configuring Salesforce to Salesforce
8.11 Accepting a Salesforce Connection
8.12 Sharing an Account via Salesforce to Salesforce
8.13 Enabling Ideas
8.14 Configuring Ideas Themes
8.15 Enabling Social Accounts
8.16 Enabling Libraries and Content
8.17 Customizing Libraries and Content
8.18 Uploading Documents to Libraries and Content
8.19 Configuring Salesforce1
8.20 Quiz
8.21 Case Study
8.22 Case Study Demo
8.23 Key Takeaways
8.24 Conclusion

Lesson 09 – Role Hierarchy

9.1 Introduction to Role Hierarchy
9.2 Role Hierarchy
9.3 Viewing Role Hierarchy
9.4 Creating Roles
9.5 Enabling Field History
9.6 Creating Groups
9.7 Creating Permission Sets
9.8 Assigning Roles to Users
9.9 Quiz
9.10 Case Study
9.11 Case Study Demo
9.12 Key Takeaways
9.13 Conclusion

Lesson 10 – Security Controls

10.1 Introduction to Security Control
10.2 Security Control
10.3 Viewing Object Security
10.4 Changing Default Record Access
10.5 Sharing Settings
10.6 Field Accessibility
10.7 Password Policies
10.8 Session Settings
10.9 Login Flows
10.10 Network Access
10.11 Activations
10.12 Session Management
10.13 Login Access Policies
10.14 Certificate and Key Management
10.15 Viewing Setup Audit Trail
10.16 Executing Expire All Passwords
10.17 Delegated Administration
10.18 Remote Site Settings
10.19 Named Credentials
10.20 File Upload and Download Security
10.21 Quiz
10.22 Case Study
10.23 Case Study Demo
10.24 Key Takeaways
10.25 Conclusion

Lesson 11 – Profiles

11.1 Introduction to Profiles
11.2 Profiles
11.3 Standard Profiles Overview
11.4 Assigning Page Layouts
11.5 Field-Level Security
11.6 Custom App Settings and Access
11.7 Tab Settings
11.8 Record Type Settings
11.9 Administrative Permissions
11.10 General User Permissions
11.11 Standard Object Permissions
11.12 Custom Object Permissions01:11
11.13 Password Policies and Session Timeout
11.14 Login Hours and IP Ranges
11.15 Enabling Apex and Visualforce Access
11.16 Quiz
11.17 Case Study
11.18 Case Study Demo
11.19 Key Takeaways
11.20 Conclusion

Lesson 12 – Data Management

12.1 Introduction to Data Management
12.2 Data Management
12.3 Importing Leads
12.4 Importing Contacts and Accounts
12.5 Using Mass Delete
12.6 Installing Data Loader
12.7 Importing Records with Data Loader
12.8 Updating Records with Data Loader
12.9 Deleting Records with Data Loader
12.10 Exporting Records with Data Loader
12.11 Adding a Field in the Schema Builder
12.12 Scheduling a Data Export
12.13 Creating and Using Sandbox
12.14 Mass Transferring Records
12.15 Reporting Snapshots
12.16 Working with Tags
12.17 Quiz
12.18 Case Study
12.19 Case Study Demo
12.20 Key Takeaways
12.21 Conclusion

Lesson 13 – Workflow Rules

13.1 Introduction to Workflow Rules
13.2 Workflow Rules
13.3 Creating a Workflow Rule
13.4 Creating a Workflow Rule Field Update
13.5 Creating a Workflow Rule Task Assignment
13.6 Creating a Workflow Rule Email Alert
13.7 Quiz
13.8 Case Study 1
13.9 Case Study Demo 1
13.10 Case Study 2
13.11 Case Study Demo 2
13.12 Key Takeaways
13.13 Conclusion

Lesson 14 – Change Set and Deployment

14.1 Introduction to Change Sets and Deployment
14.2 Change Sets and Deployment
14.3 Outbound Change Sets
14.4 Inbound Change Sets
14.5 Deployment Settings
14.6 Deployment Status
14.7 Eclipse IDE
14.8 Quiz
14.9 Case Study
14.10 Case Study Demo
14.11 Key Takeaways
14.12 Conclusion

Lesson 15 – Communities

15.1 Introduction to Communities
15.2 Communities
15.3 Creating a New Community
15.4 Topic Management
15.5 Recommendations Management
15.6 Reputation Management
15.7 Adding Members
15.8 Managing Tabs and Branding
15.9 Login and Registration
15.10 Community Preferences
15.11 Quiz
15.12 Case Study
15.13 Case Study Demo
15.14 Key Takeaways
15.15 Conclusion

Lesson 16 – Help and Training

16.1 Introduction to Help and Training
16.2 Help and Training
16.3 Using Answers
16.4 Using Ideas
16.5 Searching for a Help Topic
16.6 Contacting Support
16.7 Trust Site
16.8 Known Issues
16.9 Quiz
16.10 Case Study
16.11 Case Study Demo
16.12 Key Takeaways
16.13 Conclusion

I’d like to learn more about this training program. Who should I contact?

Contact us using the form on the right of any page on the Certs Learning website, or select the Live Chat link. Our customer service representatives can provide you with more details.

How do I enroll for the online training?

You can enroll for this Salesforce Administrator training on our website and make an online payment using any of the following options:

Visa Credit or Debit Card
MasterCard
American Express
Diner’s Club
PayPal

Once payment is received you will automatically receive a payment receipt and access information via email.

Who are our instructors and how are they selected?

All of our highly qualified trainers are industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process that includes profile screening, technical evaluation, and a training demo before they are certified to train for us. We also ensure that only those trainers with a high alumni rating remain on our faculty.

What is Global Teaching Assistance?

Our teaching assistants are a dedicated team of subject matter experts here to help you get certified in your first attempt. They engage students proactively to ensure the course path is being followed and help you enrich your learning experience, from class onboarding to project mentoring and job assistance. Teaching Assistance is available during business hours.

Do you provide a money back guarantee for the training programs?

Yes. We do offer a money-back guarantee for many of our training programs. Refer to our Refund Policy and submit refund requests via our Help and Support portal.

No announcements at this moment.

Be the first to add a review.

Please, login to leave a review

Login/Sign Up

Search

Menu