Project Based Salesforce Admin & Adv Admin HandsOn Training
What you’ll learn
This is a Project Based Training.You will work on a project requirement therebey learn the concepts
You will become a SOLO Salesforce Admin capable of handling a Salesforce org independently!!
Extensive Work Exercises for most of the topics thereby enhancing your practical knowledge
Access to all the related Salesforce materials and many quizzes
Lotz of interview preparation materials and certification materials
Requirements
A thirst for learning and a thrive for knowledge is all that is required!!!
Description
Welcome to “Project Based Salesforce Admin and Advanced Admin Hands on Training” from Archana Rajendran. This course is over 15 hours in length and is probably one of the most complete and comprehensive online courses you will ever get to see covering Salesforce Admin and Advanced Admin concepts from end to end. The main goal of the course is to make you a successful SOLO Salesforce Administrator capable of handling a Salesforce org all by yourself!!!(even if you have never worked with any CRM before). And no doubts, at the end of course you can very easily take up the Salesforce certifications ADM 201 for the basic Admin.The course covers all the following topics necessary for an Admin -> Basics of CRM and Cloud Computing> Organization Administration> Designing the Data Model> Building the Data Model> Implementing Business Logics> Setting up User Interface> Customizing Standard Salesforce Application> Salesforce Security Model> Data Management> SFDC Audit> Automate Business Process> Reports and Dashboards> Salesforce Service Cloud> Portals and Sites> AppExchange> Key SFDC Admin Tasks> Interview Prep & Certification GuidanceIn addition to all these, you can also access all the Salesforce materials that is uploaded for each and every section. And, there are quizzes at the end of most of the sections to spice up your learning!!For whatsoever reason, if you are not satisfied with the course, you get 100% money back guarantee within first 30 days. No questions asked!!Happy Learning!!
Overview
Section 1: Getting Started
Lecture 1 Course Introduction
Lecture 2 Overview of ERP and CRM
Lecture 3 Overview of Cloud Computing
Lecture 4 Salesforce CRM : #1 On-Demand
Lecture 5 Salesforce Editions
Lecture 6 Setting up a lifetime access practice Developer Org
Lecture 7 SFDC – Personal Setup and Company Setup
Lecture 8 PROD vs TEST
Lecture 9 Setup Chatter
Lecture 10 Section 1 – Work Exercises and Reference Materials
Section 2: Designing your Data Model
Lecture 11 Understanding the Sales Process – A Case Study
Lecture 12 Analyzing a functional requirement
Lecture 13 Converting functional requirement into technical specifications
Lecture 14 Section 2 – Work Exercises and Reference Materials
Section 3: Building your Data Model
Lecture 15 SFDC Application – How to Start
Lecture 16 Create App/Objects/Tabs
Lecture 17 Create Fields with various field types
Lecture 18 Master-Detail and Lookup
Lecture 19 Many to Many Relationship
Lecture 20 Schema Builder
Lecture 21 Setup Salesforce1 App
Lecture 22 Section 3 – Work Exercises and Reference Materials
Section 4: Implementing Business Logics
Lecture 23 Formula Fields and Cross Object Formulas
Lecture 24 Validation Rules
Lecture 25 Roll Up Summary Fields
Lecture 26 Field Dependencies
Lecture 27 Section 4 – Work Exercises and Reference Materials
Section 5: Setting up User Interface
Lecture 28 Page Types and Page Elements
Lecture 29 Page Layouts
Lecture 30 Home Page Layouts and Home Page Components
Lecture 31 List Views
Lecture 32 Rate and Review the Course
Lecture 33 Section 5 – Work Exercises and Reference Materials
Section 6: Customizing Standard Salesforce Application
Lecture 34 How to Customize standard salesforce application
Lecture 35 Section 6 – Work Exercises and Reference Materials
Section 7: Salesforce Security Model
Lecture 36 Salesforce Security Model – An Overview
Lecture 37 Creation of Users/Roles/Public Groups/Queues
Lecture 38 Create and Manage Profiles
Lecture 39 Field Level Security
Lecture 40 How to use Permission Sets?
Lecture 41 Control Record Visibility using OWD
Lecture 42 Control Record Visibility using Role Hierarchy
Lecture 43 Control Record Visibility using Sharing Rules
Lecture 44 Configure Record Types
Lecture 45 Section 7 – Work Exercises and Reference Materials
Section 8: Data Management
Lecture 46 Tools for Data Management. Which one to use?
Lecture 47 Import/Update/Upsert data using Data Import Wizard
Lecture 48 Import/Update/Upsert/Export data using Apex Data Loader
Lecture 49 Data Export and Scheduled Export
Lecture 50 Setting up Search Layouts
Lecture 51 Section 8 – Work Exercises and Reference Materials
Section 9: SFDC Audit
Lecture 52 Field History Tracking
Lecture 53 Setup Audit Trail
Lecture 54 Section 9 – Work Exercises and Reference Materials
Section 10: Automate Business Process
Lecture 55 Email Templates in Salesforce
Lecture 56 Create Workflow Rules with Rule Criteria
Lecture 57 Configure Immediate and Time Dependent Workflow Rule Actions
Lecture 58 Configure Approval Process
Lecture 59 Configure multiple steps and multiple approvers to the approval process
Lecture 60 Assignment Rules for Leads and Cases
Lecture 61 Rate and Review the Course
Lecture 62 Section 10 – Reference Materials & Work Exercises
Section 11: Reports and Dashboards
Lecture 63 Convert business requirements to Reports and Dashboards
Lecture 64 How to use report builder?
Lecture 65 Create Tabular Reports
Lecture 66 Create Summary Reports
Lecture 67 Create Matrix Reports
Lecture 68 Create Joined Reports
Lecture 69 Create custom report types
Lecture 70 How to schedule reports?
Lecture 71 Create Dashboards with Dashboard Components for Matrix and Summary Reports
Lecture 72 Create Dashboards with Dashboard Components for Tabular and Joined Reports
Lecture 73 Setup Dynamic Dashboard Filters
Lecture 74 Scheduling Dashboard Refresh
Lecture 75 Section 11 – Reference Materials & Work Exercises
Section 12: Salesforce Service Cloud
Lecture 76 Salesforce Service Cloud – An overview
Lecture 77 Create Service Cloud Console
Lecture 78 Configure Agent Console in Salesforce
Lecture 79 Section 12 – Reference Materials & Work Exercises
Section 13: Portals and Sites
Lecture 80 Develop Force.com Sites
Lecture 81 Enable and use Customer Portal
Lecture 82 Enable and use Partner Portal
Lecture 83 Integrate Salesforce with websites – Web to Lead and Web to Cases
Lecture 84 Section 13 – Work Exercises and Reference Materials
Section 14: AppExchange
Lecture 85 Install/Uninstall an AppExchange App
Lecture 86 AppExchange App – FieldTrip
Lecture 87 AppExchange App – Metadata Search
Lecture 88 Section 14 – Reference Materials & Work Exercises
Section 15: Managing Sandboxes
Lecture 89 Sandboxes and Sandbox Environment Types
Lecture 90 Sandbox Refresh (Metadata Refresh)
Section 16: Key SFDC Admin Tools and Tasks
Lecture 91 Configure State and Country Picklists Tool
Lecture 92 Force.com CLI and Automated Metadata Export
Lecture 93 Rate and Review the Course
Section 17: 20 Success Strategies for a Successful Solo Salesforce Admin
Lecture 94 BONUS LECTURE : 20 Success Strategies for a Successful Solo Salesforce Admin
Section 18: ADM 201 – Certification Guidance
Lecture 95 ADM 201 – Study Guide
Lecture 96 ADM 201 – Model Questions – Set 1
Lecture 97 ADM 201 – Model Questions – Set 2
Lecture 98 ADM 201 – Model Questions – Set 3
Section 19: Interview Preparation Materials
Lecture 99 Interview Questions – Set 1
Lecture 100 Interview Questions – Set 2
Lecture 101 Interview Questions – Set 3
Lecture 102 Interview Questions – Set 4
Lecture 103 Interview Questions – Set 5
Lecture 104 Rate and Review the Course
This course is intended for anyone who has a thrive to learn Salesforce. Best suited for professionals seeking a career change to a high demand technology.
Course Information:
Udemy | English | 15h 7m | 7.05 GB
Created by: Archana Rajendran
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