Salesforce Administrator Certification Training Course

Course Content

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 Permissions
  • 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

How do I become a Certified Salesforce Administrator and Developer?

To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. This can be achieved by following these easy steps.

• Step 1: Complete this Salesforce training course.
• Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce Administrator and Salesforce App Builder
• Step 3: Pass the Salesforce exams to become certified

What do I need to do to earn my certificate?

Online Self-learning:

• Complete 85 per cent of the course.
• Complete one project and simulation test with a minimum score of 60 per cent.

How do I pass the Salesforce Exam?

The Salesforce Administrator exam is a 90-minute long exam comprising 60 single or multiple choice questions. The passing score for the exam is 65% (i.e you must answer 39 questions correctly).

FAQs

• What is Salesforce?

  Salesforce is one of the most popular cloud-based customer relationship management (CRM) tools used to automate sales, customer service, and digital marketing activities. It was founded in March 1999, by Marc Benioff and has its headquarters at San Francisco. Salesforce enables people in the sales role to track their sales, reach out to customers to solve sales queries, and companies to manage cases and tasks.

• What is Salesforce used for?

  Salesforce is the world’s leading customer relationship management (CRM) platform that works on cloud technology model software as a service (SaaS). Salesforce offers a variety of software solutions and a platform for users to develop and distribute custom apps or tools. It helps organizations to integrate all their services viz marketing, sales, commerce, service, and IT teams work as one from anywhere. One can use the salesforce platform to engage customers with relevant digital marketing campaigns. Our salesforce course helps you learn the Salesforce platform and its offering in detail.

• How do I enrol in this online training?

  You can enrol in this training on our website and make an online payment using any of the following option

  • Visa Credit or Debit Card
  • MasterCard
  • American Express
  • Diners Club
  • PayPal

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