About the Course
Edureka's Salesforce Administrator course will introduce the participants to understand the basic concepts related to Administration. This will help the students prepare for ADM201 certification
After the completion of the Salesforce Administration course at Edureka, you will be able to:
1. Understand and identify different Salesforce building blocks
2. Understand the data model
3. Understand the security model
4. Understand the business process automation options
5. Understand the Sales Cloud and Service Cloud modules
6. Understand the reports and dashboard
7. Understand Salesforce1, SalesforceA, Chatter and Social features
Why Learn Salesforce Admin 201 Certification Training?
SFDC is the leader in Cloud Computing and there are several job opportunities in the market for different roles like Administrator, Functional Consultant, Designer and Architect.
SFDC is growing at a CAGR of 30% and clocking more than 5B USD per annum and expected to hit 20 B in the next 5-6 years. SFDC addresses all the aspects of the SMAC (Social Mobile Analytics and Cloud) and Internet of Things space.
This course serves as good base to get started with SFDC fundamentals. SFDC is the first in the industry to be born on Cloud platform and has set the trend for the Digital Revolution today
Who should go for this Course?
This course can be taken up by:
1. Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform
2. Functional consultants who are looking to switch to Salesforce
3. Fresher's who are looking to get a jump start to their careers in Cloud computing
4. Siebel and other CRM products
What are the pre-requisites for this Course?
The Administrator course does not require any specific pre-requisites, any working knowledge as an administrator or a functional consultant will be handy.
Which Case-Studies will be a part of the Course?
Towards the end of the Course, you will be working on a project where you will be applying all the concepts learned during this course
Project Name : Student App for Cloud University
Industry : Cloud Computing
Problem Statement : Cloud University is looking to leverage the SalesForce.com platform to automate the student performance tracking during their tenure in the university, student requests and extra-curricular activities they participate in during the time they spend in the university.
1. Introduction to Cloud Computing and SFDC
Learning Objectives - In this module, you will be able to understand Cloud Computing concepts, SFDC building blocks Apps, Tabs and other elements, Business and IT Benefits of SFDC, Different SFDC products and Editions, Development environment & Sandboxes.
Topics - History of computing, Service and Deployment models in the Cloud, Market situation, Benefits of the SFDC Cloud Platform, Products and Editions, Types of sandboxes and their features
2. Building blocks of Force.com platform and Introduction to the student master app
Learning Objectives - In this module, you will learn to build a custom app on Force.com platform, Understand Company profile and License types, User licenses available in the Developer Org, Page Layout, Search Layouts, Object Limits and you will also learn about the App we are going to build during this course
Topics - How to sign-up for a free development environment, Look Company profile, User licenses and License types, Introduction to Student Master App, Creating your app, Key object and tab, Look at Page Layout and Search Layout for that object, Look at some standard objects like Accounts and Opportunities and Contacts
3. SFDC Data model, Objects, Relationships and Fields
Learning Objectives - In this module, you will be able to understand Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.
Topics - Create Custom Objects and understand various properties in the Object definition section, Customize standard objects. What is possible and what is not possible, Create Master Detail Relationship between two objects, Create a lookup relationship between two objects, Create a many-to-many relationship between objects, Create lookup filters to restrict number of records in a relationship, View the objects created in Schema Builder, Delete few custom field and understand the implications, Create different field types in the student app
4. SFDC Security Model Org-Level General administrative features and Object Level features
Learning Objectives - In this module, you will be able to understand different levels Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets
Topics - Introduction to Security - Analogy, Introducing Org-level security settings with profiles and permission sets, Introducing Object level security settings with profiles and permission sets, Difference between profiles and permission sets
5. SFDC Security Model Object, Record and Field Level features
Learning Objectives - In this module, you will learn about Organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.
Topics - Introduction to OWD, Introduction to Role and Role Hierarchy, Introduction to record sharing - Criteria based and Manual
6. Business Logic
Learning Objectives - In this module, you will learn to create, delete, and customize record types for custom and standard objects, given a scenario, determine the appropriate record types and business processes for custom and standard objects, describe when to use and how to create formula fields, Enforcing Data quality and Integrity and Validation rules.
Topics - Need for different business processes for different departments and leveraging record types and page layout, Need for formula fields and different types of functions, Different ways to enforce data quality, Perform basic field level validations
7. Business Process Automation
Learning Objectives - In this module, you will learn when workflow rules are evaluated, the capabilities of workflow rules and actions, given a scenario, identify the appropriate workflow solution. You will also learn about the capabilities and use cases for the approval process and Introduction to Lightning Process builder.
Topics - Workflow features and options, Approval features and options, Limitations and Considerations for using workflow and approvals, Introducing Process builder, Compare Workflow, Approval and Process Builder features
8. Introduction to Sales Cloud
Learning Objectives - In this module, you will understand the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.
Topics - Capture Leads from website and Lead assignment rules, Customize Lead, create queue, Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams, Using Chatter for collaboration in the sales process across teams, Reports -Standard and Custom reports
9. Introduction to Service Cloud
Learning Objectives - In this module, you will learn about the capabilities of case management, given a scenario, identify how to automate case management. You will also learn about the capabilities of solution management, the basic capabilities of Communities, the capabilities of the Community application, such as Ideas and Answers and the capabilities of Sales force Knowledge.
Topics - Capture cases from website and email, Customize case process, Solutions, Communities and Salesforce Knowledge
10. Data handling and processing
Learning Objectives - In this module, you will learn about the considerations when importing, updating, transferring, and mass deleting data, given a scenario, identify tools and use cases for managing data. You will also learn about the capabilities and implications of the data validation tools and the different ways to back up data
Topics - Data Handling and Processing Overview, Exporting data and Regular Backup, Importance of record IDs, Install Apex Data loader, Use the Import Wizard and Data Loader and compare the features, Update , Upsert operations, Delete and Hard Delete records, Transfer record ownership
11. Reports and Dashboards
Learning Objectives - In this module, you will learn about the options available when creating or customizing a report, the impact of the sharing model on reports, the options available when creating and modifying dashboards and the capabilities of custom report types.
Topics - Execute a report with and without modifications, Create a simple tabular report, Summary and matrix report, Add a chart and few other features like highlighting , Create a custom report type and store in a folder, User filters in reports, Create a simple dashboard
12. Salesforce 1, Lightning App Builder, Salesforce A, Outlook
Learning Objectives - In this module you will learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.
Topics - Customizable parts of the SF1 app, security and customisable settings, Navigation menu, Compact layouts and Mobile cards, Basic admin activities on Salesforce A, Outlook and SF synch up
13. Activity Management, AppExchange, Content and folder management
Learning Objectives - In this module, you will be able to identify use cases for AppExchange applications, Describe the capabilities of Salesforce Content, describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents and describe the capabilities of activity management.
Topics - Activity management - Tasks, Events and Open activities, Creating and tracking tasks and events, Folders and Document templates and AppExchange.
14. Chatter, Global action and Publisher Layouts
Learning Objectives - In this module, you will learn about the Global action and publisher layouts and the features of Chatter.
Topics - Chatter groups, feeds, people, Files, Follow records, people, groups, Topics and Files, Global action types-Create, Log a call, Custom VF page, Custom canvas, Publisher layout, Global an Object specific actions