Salesforce Administrator Fundamentals A Complete Guide

Become a Great Salesforce Admin
Salesforce Administrator Fundamentals A Complete Guide
File Size :
18.03 GB
Total length :
25h 18m

Category

Instructor

Amit Singh

Language

Last update

7/2022

Ratings

4.5/5

Salesforce Administrator Fundamentals A Complete Guide

What you’ll learn

Salesforce Administrator
Object Management
Case Management
Lead Management
Salesforce Admin
Relationships
Security Model
Profiles & Permission Set
Flow Builder
Approval Process
Chatter Management
Activity Management
Record Level Security
Org Level Security
Business Process
Record Types
Page layouts
Lightning App Builder

Salesforce Administrator Fundamentals A Complete Guide

Requirements

No Programming Experience
Beginner to Salesforce
No Salesforce Experience
Zeal to Learn

Description

Are you looking for good quality FOCUSED Salesforce training from a Salesforce veteran and 3x Salesforce MVP?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. Even if you have never logged in to the Salesforce platform before, by the end of my Salesforce training I bet you that you will be able to take the Salesforce exam with ease. No programming knowledge is needed and no prior Salesforce experience is required. The course will start from how to get your FREE SALESFORCE account and navigate to the various places. Change the Salesforce org settings and get started with ease.Salesforce Certifications are good way to show case your skills on a particular technology/are and this course is designed and curated in such a way that you can get your certifications with ease and also crack the salesforce interview.In this course you will also have the assignment which you need to complete in order to understand the concept in deep way and also be clear with the concept.90% of the lectures will be hands-on focused and will be doing a practical implementations.In this course you will learn the following topics related to Salesforce AdminApplications & TabsObjects & Fields in SalesforceRelationships in SalesforceBusiness Process Page LayoutList ViewRecord TypeLightning App PagesLead ManagementAutomations ( Flows )Case ManagementChatter ManagementActivity ManagementApproval ProcessProfiles & Permission Set in SalesforceMulti-Factor Authentication Login IP & Login HoursSecurity in SalesforceData LoaderData ExportetcAt the end of the course you will also get some free links to Multiple Choice Questions to practice the knowledge you have gain in the course.

Overview

Section 1: Introduction

Lecture 1 Introduction to Course

Lecture 2 How to Succeed

Lecture 3 How to take helps

Lecture 4 Resources

Lecture 5 PPT for the Project

Lecture 6 Objects & Field Details

Section 2: Salesforce Introduction

Lecture 7 Introduction to Salesforce

Lecture 8 Introduction to Trailhead

Lecture 9 Salesforce Org Tour

Lecture 10 Applications & Tabs in Salesforce

Section 3: Objects & Fields in Salesforce

Lecture 11 Objects in Salesforce

Lecture 12 Important Standard Objects in Salesforce

Lecture 13 Introductions to fields in Salesforce

Lecture 14 Global Picklist in Salesforce

Lecture 15 Introduction to formula fields in Salesforce

Lecture 16 Formula Field Continue…

Section 4: Relationships in Salesforce

Lecture 17 Introduction & Lookup Relationship in Salesforce

Lecture 18 Master-Detail Relationship in Salesforce

Lecture 19 Interview Questions for Relationships in Salesforce

Lecture 20 Lookup Filters in Salesforce

Lecture 21 Junction Object in Salesforce

Lecture 22 Self & Hierarchy Lookup fields in Salesforce

Lecture 23 Things to Consider when Changing the Field Data Types in Salesforce

Section 5: Fields in Salesforce Continue

Lecture 24 Cross Object formula fields in Salesforce

Lecture 25 Roll-Up Summary Field in Salesforce

Lecture 26 Example about field dependency in Salesforce

Lecture 27 Field Dependency in Salesforce

Lecture 28 Schema Builder in Salesforce

Section 6: Validation Rules in Salesforce

Lecture 29 Validation Rules in Salesforce

Section 7: Page Layouts & List Views in Salesforce

Lecture 30 Page Layouts in Salesforce

Lecture 31 Compact Layouts in Salesforce

Lecture 32 List Views in Salesforce

Lecture 33 Pin List View in Salesforce

Section 8: Lightning Pages in Salesforce

Lecture 34 Introduction to Lightning Pages in Salesforce

Lecture 35 Lightning Record Page in Salesforce

Lecture 36 Lightning Home Page in Salesforce

Lecture 37 Lightning App Page in Salesforce

Section 9: Button, Links & Actions in Salesforce

Lecture 38 Object Specific Actions in Salesforce

Lecture 39 Global Action in Salesforce

Section 10: Business Process in Salesforce

Lecture 40 Lead Process in Salesforce

Lecture 41 Sales Process in Salesforce

Section 11: Record Types in Salesforce

Lecture 42 Create Record Type for Account Object

Lecture 43 Create Record Types for Lead Object

Lecture 44 Record Types in Salesforce Part 3

Lecture 45 Assignment

Section 12: Duplicate Management in Salesforce

Lecture 46 Matching Rules in Salesforce

Lecture 47 Duplicate Rules in Salesforce

Section 13: Paths in Salesforce

Lecture 48 All about paths in Salesforce

Section 14: Lead Management in Salesforce

Lecture 49 Web-To-Lead in Salesforce

Lecture 50 Lead Conversion Process in Salesforce

Section 15: Field History in Salesforce

Lecture 51 Field History in Salesforce

Section 16: Automations Process in Salesforce

Lecture 52 Introduction to Workflow Rule & Process Builder

Lecture 53 Introduction to Flow Builder

Lecture 54 Develop Your First Lightning Flow

Lecture 55 Variables in Salesforce Flows

Lecture 56 Inputs in Lightning Flow Builder

Lecture 57 Query Records in Salesforce using Flows

Lecture 58 Create Record Element in Salesforce

Lecture 59 Update Record Element in Salesforce Flow

Lecture 60 Delete Record Element in Salesforce Flows

Lecture 61 Create a Record from Screen Flows

Lecture 62 Variables in Salesforce Lightning Flows

Lecture 63 Introduction to Auto Launched Flows in Salesforce

Lecture 64 Create Your First Record Trigger Flow

Lecture 65 Scenario 1: Before Save Flow

Lecture 66 For Loop in Salesforce

Lecture 67 After Save Record Trigger Flow

Lecture 68 Scheduled Trigger Flows in Salesforce

Lecture 69 Scenario 2: After Save Flow

Lecture 70 Time Dependent Flow in Salesforce

Lecture 71 SubFlow for Screen Flows in Salesforce

Lecture 72 SubFlow for Record Triggered Flows in Salesforce

Lecture 73 Flow Trigger Explorer

Section 17: Email Templates in Salesforce

Lecture 74 Introduction to Email Templates in Salesforce

Lecture 75 Create Text Email Template in Salesforce ( Classic )

Lecture 76 Create HTML Template without Letterhead

Lecture 77 Create HTML Template with Letterhead

Lecture 78 Create Lightning Email Template

Lecture 79 Create Enhanced Letterhead for Salesforce Lightning

Lecture 80 Email Deliverability in Salesforce

Lecture 81 Send Email Using Salesforce Flows

Section 18: Approval Process in Salesforce

Lecture 82 Introduction to Approval Process

Lecture 83 Create Email Templates for Approval Process

Lecture 84 Create a Simple Approval Process in Salesforce

Lecture 85 Add Steps to Approval Process and Test

Lecture 86 Approve or Reject Record from Email

Lecture 87 Multi Step Approval Process in Salesforce

Lecture 88 Invoke Approval process using Flow

Section 19: Case Management in Salesforce

Lecture 89 Introduction to Case Management in Salesforce

Lecture 90 Queues in Salesforce

Lecture 91 Groups in Salesforce

Lecture 92 Web-To-Case in Salesforce

Lecture 93 Business Hours in Salesforce

Lecture 94 Case Assignment Rules in Salesforce

Lecture 95 Case Auto Response Rule in Salesforce

Lecture 96 Email-To-Case in Salesforce

Lecture 97 Introduction to Case Escalation Rules in Salesforce

Lecture 98 Create & Test Case Escalation Rules in Salesforce

Lecture 99 Case Team in Salesforce

Section 20: Activity Management in Salesforce

Lecture 100 Task in Salesforce

Lecture 101 Events in Salesforce

Section 21: Chatter Management in Salesforce

Lecture 102 Chatter in Salesforce

Lecture 103 Collaboration Groups in Salesforce

Section 22: Reports & Dashboards in Salesforce

Lecture 104 Latest Salesforce Update

Lecture 105 Introduction to Reports in Salesforce

Lecture 106 Create a Tabular Report in Salesforce

Lecture 107 Summary Report in Salesforce

Lecture 108 Matrix Report in Salesforce

Lecture 109 Joined Report in Salesforce

Lecture 110 Create Custom Report Type in Salesforce

Lecture 111 Dashboards in Salesforce

Lecture 112 Report & Dashboards Folders in Salesforce

Lecture 113 Share Reports & Dashboards in Salesforce

Lecture 114 Subscribe Reports & Dashboards in Salesforce

Lecture 115 Bucket Field in Salesforce

Lecture 116 Row Level Formula Fields in Reports

Lecture 117 Report & Dashboards Limitations in Salesforce

Lecture 118 Add Reports to Record Page & Dashboard to Home Pape

Lecture 119 Important Points in Reports & Dashboards

Section 23: Profiles & Permission Set in Salesforce

Lecture 120 Profiles in Salesforce

Lecture 121 User in Salesforce

Lecture 122 Permission Set in Salesforce

Lecture 123 Permission Set Group in Salesforce

Section 24: Record Level Security in Salesforce

Lecture 124 Understanding Roles in Salesforce

Lecture 125 Organization Wide Default (OWD) in Salesforce

Lecture 126 Sharing Rules in Salesforce

Lecture 127 Manual Sharing in Salesforce

Lecture 128 Account Teams in Salesforce

Section 25: Organization Level Security

Lecture 129 Network Access in Salesforce

Lecture 130 Login IP & Login Hours in Salesforce

Lecture 131 Login Access Policy in Salesforce

Lecture 132 Multi-Factor Authentication in Salesforce

Lecture 133 User Deactivate vs User Freeze

Section 26: Setup Audit Trails in Salesforce

Lecture 134 Setup Audit Trails in Salesforce

Section 27: Dynamic Forms & Dynamic Actions

Lecture 135 Dynamic Forms in Salesforce

Lecture 136 Dynamic Action in Salesforce

Lecture 137 Dynamic Related List in Salesforce

Section 28: Contact to Multiple Accounts

Lecture 138 Contact to Multiple Accounts

Section 29: Work with Data in Salesforce

Lecture 139 Data Import Wizard in Salesforce

Lecture 140 Install Data Loader for Mac Machine

Lecture 141 Use Data Loader in Salesforce

Lecture 142 Data Export in Salesforce

Section 30: AppExchange in Salesforce

Lecture 143 AppExchange in Salesforce

Section 31: Salesforce Admin Certification

Lecture 144 MCQs

Lecture 145 Salesforce Certification Days

Salesforce Beginner,Salesforce Business Analyst,Salesforce Administrator,Students

Course Information:

Udemy | English | 25h 18m | 18.03 GB
Created by: Amit Singh

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