Project Based Salesforce Admin & Adv Admin HandsOn Training

The objective is to make you a Successful Solo Salesforce Administrator even if you have no prior CRM experience
Project Based Salesforce Admin & Adv Admin HandsOn Training
File Size :
7.05 GB
Total length :
15h 7m

Category

Instructor

Archana Rajendran

Language

Last update

Last updated 2/2016

Ratings

4.7/5

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

Project Based Salesforce Admin & Adv Admin HandsOn Training

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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