Salesforce Administrator And App Builder Certification Training

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Salesforce Administrator and AppBuilder Certification Training

Table of Contents:Program OverviewCertification Details and CriteriaProgram FeaturesCourse CurriculumDelivery ModeCourse End ProjectsPrerequisitesCustomer ReviewsTarget AudienceAbout UsKey Learning OutcomesProgram Overview:This Salesforce certification training course is designed to teach you how to master the conceptsneeded to become a Salesforce administrator and app builder. You will learn how to configureSalesforce to collect, analyze, and retrieve vital customer information and to create applicationsusing Salesforce Lightning.Program Features:78 hours of blended learning30 hours of Online self-paced learning48 hours of instructor-led trainingFour industry projects with 28 case studies30 hours of hands-on practice with Salesforce LightningDelivery Mode:Blended - Online self-paced learning and live virtual classroomPrerequisites:There are no prerequisites for this training course, but it’s helpful to have experienceworking as an administrator or developer.

Target Audience:App buildersDevelopersSystem administratorsSales representativesIT managersProduct managersKey Learning Outcomes:By the end of this training course, you will be able to:Gain an overview of SalesforceLearn about Salesforce objects and how to create, rename, or modify objectsCreate different field types and validation rulesWork on security controlsCreate, deploy, and implement workflowsManage data and reportsCreate, configure, and manage dashboardsUnderstand chatter, application lifecycle, visual workflow, and schema builderInstall lightning componentsConfigure and manage Sales Cloud and Service CloudMaster Salesforce’s interface, help and training, app exchange, and other important functionsDeploy applications and manage changes to the platformDevelop new applications using the declarative interface and fundamentalsConfigure the user interfaceCertification Details and Criteria:To become a Certified Salesforce Administrator and Developer, you must pass the SalesforceAdministrator Exam and the Salesforce App Builder Exam. You can pass the exams by followingthese easy steps.Step 1: Complete the Salesforce training courseStep 2: Visit and register to take both exams: SalesforceAdministrator and Salesforce App BuilderStep 3: Pass the Salesforce exams and earn your certification

Simplilearn Course Completion CriteriaOnline Classroom:Attend one complete batchComplete one simulation test with a minimum score of 60 percentOnline Self-Learning:Complete 85 percent of the courseComplete one simulation test with a minimum score of 60 percentCourse Curriculum:Lesson 00 - Introduction to SalesforceIntroduction to SalesforceLesson 01 - Salesforce OverviewSalesforceSalesforce OverviewIntroduction to SalesforceSalesforce EditionsHome Page CustomizationUser ManagementCreating and Customizing TabsCreating an AppUploading a Company LogoCompany Information PageSystem Overview PageUpdating the Fiscal YearQuizCase StudyCase study DemoKey TakeawaysConclusion

Lesson 02 - Sales CloudIntroduction to Sales CloudSales CloudLeads Home PageCreating List ViewsCreating and Converting LeadsCreating AccountsCreating ContactsCreating Email TemplatesSending Individual EmailsSending Mass EmailsCreating and Managing Price BooksCreating ProductsCreating OpportunitiesCreating ActivitiesCreating a Web-to-Lead FormCreating a Lead Assignment RuleCreating a Lead QueueSending Mass EmailsCreating an Auto-Response RuleCreating CampaignsRecord TypesQuizCase Study 1Case Study DemoCase Study 2Case Study Demo 2Key TakeawaysConclusionLesson 03 - Quote TemplatesIntroduction to Quote TemplatesQuote TemplatesCreating a Quote RecordCreating a Quote TemplateGenerating a Quote PDFEmailing a Quote PDFModifying Quote TemplatesQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 04 - Service CloudIntroduction to Service CloudService CloudCreating CasesCreating Case Assignment RulesCreating Case Escalation RulesEnabling SolutionsCreating SolutionsAttaching Solutions to CasesEnabling KnowledgeConfiguring KnowledgeCreating a Web-to-Case FormCreating an Email-to-Case AddressQuizCase Study 1Case Study 1 DemoCase Study 2Case Study 2 DemoKey takeawaysConclusionLesson 05 - Field TypesIntroduction to Field TypesField TypesModifying Standard FieldsCreating Auto-number FieldsCreating Formula FieldsCreating Roll-Up Summary FieldsCreating Lookup and Master Detail FieldsCreating Checkbox FieldsCreating Currency, Number, and Percent FieldsCreating Date Field and Date and Time FieldsCreating Phone and Email FieldsCreating Geolocation FieldsCreating Picklist and Multi-Select Picklist FieldsCreating Text and Text Area FieldsCreating Text Area Long and Text Area Rich FieldsCreating Encrypted FieldsCreating URL FieldsQuizCase StudyCase Study DemoKey takeawaysConclusion

Lesson 06 - Salesforce ObjectsIntroduction to Salesforce ObjectsSalesforce ObjectsStandard Object ComponentsRenaming Standard ObjectsModifying Standard ObjectsUnderstanding External ObjectsCreating Custom ObjectsQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 07 - Creating Buttons, Links, and ActionsIntroduction to Creating Buttons, Links, and ActionsCreating Buttons, Links, and ActionsCreating New Records with ActionsLogging a Call with ActionsUpdating a Record with ActionsCreating Custom ButtonsCreating Custom LinksQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 08 - Visual Workflow, Process Builder, andSchema BuilderIntroduction to Visual Workflow, Process Builder, and Schema BuilderVisual Workflow, Process Builder, and Schema BuilderCreating a Visual FlowModifying Existing FlowsCreating a Process in the Process BuilderCreating Fields in the Schema BuilderQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 09 - Validation RulesIntroduction to Validation RulesValidation RulesCreating Validation RulesCreating FormulasCreating Error MessagesQuizCase StudyCase Study DemoKey Takeaways9ConclusionLesson 10 - Workflow RulesIntroduction to Workflow RulesWorkflow RulesCreating a Workflow RuleCreating a Workflow Rule Field UpdateCreating a Workflow Rule Task AssignmentCreating a Workflow Rule Email AlertQuizCase Study 1Case Study DemoCase Study 2Case Study DemoKey TakeawaysConclusionLesson 11 - Lightning ComponentsIntroduction to Lightning ComponentsLightning ComponentsInstalling Lightning ComponentsLightning Component CapabilitiesLightning Components vs. VisualforceQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 12 - Role HierarchyIntroduction to Role HierarchyRole HierarchyViewing Role HierarchyCreating RolesEnabling Field HistoryCreating GroupsCreating Permission SetsAssigning Roles to UsersQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 13 - Security ControlsIntroduction to Security ControlsSecurity ControlsViewing Object SecurityChanging Default Record AccessSharing SettingsField AccessibilityPassword PoliciesSession SettingsLogin FlowsNetwork AccessActivationsSession ManagementLogin Access PoliciesCertificate and Key ManagementViewing Setup Audit TrailExecuting Expire All PasswordsDelegated AdministrationRemote Site SettingsNamed CredentialsFile Upload and Download SecurityQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 14 - ProfilesIntroduction to ProfilesProfilesStandard Profiles OverviewAssigning Page LayoutsField-Level SecurityCustom App Settings and AccessTab SettingsRecord Type SettingsAdministrative PermissionsGeneral User PermissionsStandard Object PermissionsCustom Object PermissionsPassword Policies and Session TimeoutLogin Hours and IP RangesEnabling Apex and Visualforce AccessQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 15 - ChatterIntroduction to ChatterChatterChatter OverviewEnabling ChatterEnabling Chatter Feeds on RecordsConfiguring Chatter GroupsCreating Customer GroupsCreating a Free Customer Chatter UserCustomizing Chatter Email NotificationsConfiguring Salesforce to SalesforceAccepting a Salesforce ConnectionSharing an Account via Salesforce to SalesforceEnabling IdeasConfiguring Ideas ThemesEnabling Social AccountsEnabling Libraries and ContentCustomizing Libraries and ContentUploading Documents to Libraries and ContentConfiguring SalesforceQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 16 - ReportsIntroduction to ReportsReportsUnderstanding Report FormatsCreating a Leads ReportCreating Contacts and Accounts ReportCreating an Opportunity ReportAdding Leads to a Campaign from a ReportCreating a Report ChartScheduling ReportsCreating a Campaign ReportSummarizing Report DataCreating a Report FormulaExporting Reports to ExcelQuizCase Study 1Case Study 1 DemoCase Study 2Case Study 2 DemoKey TakeawaysConclusionLesson 17 - DashboardsIntroduction to DashboardsDashboardsUnderstanding Dashboard ComponentsCreating a DashboardRefreshing a DashboardModifying Columns on DashboardsAdding Filter to DashboardManaging Access to ReportsAdding a Report as a Dashboard ComponentSetting Up Dynamic DashboardsEnabling Dashboards for iPadModifying Report and Dashboard InterfacesActivating the Report Builder on ProfilesQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 18 - Data ManagementIntroduction to Data ManagementData ManagementImporting LeadsImporting Contacts and AccountsUsing Mass DeleteInstalling Data LoaderImporting Records with Data LoaderUpdating Records with Data LoaderDeleting Records with Data LoaderExporting Records with Data LoaderAdding a Field in the Schema BuilderScheduling a Data ExportCreating and Using SandboxMass Transferring RecordsReporting SnapshotsWorking with TagsQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 19 - AppExchangeIntroduction to AppExchangeAppExchangeAppExchange OverviewFinding and Selecting an AppFinding a DeveloperFinding a ConsultantQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 20 - CommunitiesIntroduction to CommunitiesCommunitiesCreating a New CommunityTopic ManagementRecommendations ManagementReputation ManagementAdding MembersManaging Tabs and BrandingLogin and RegistrationCommunity PreferencesQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 21 - Change Sets and DeploymentIntroduction to Change Sets and DeploymentChange Sets and DeploymentOutbound Change SetsInbound Change SetsDeployment SettingsDeployment StatusEclipse IDEQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 22 - User InterfaceIntroduction to User InterfaceUser InterfaceUser Interface General OptionsUser Interface Sidebar OptionsUser Interface Calendar OptionsUser Interface Name SettingsUser Interface Setup OptionsQuizCase StudyCase Study DemoKey TakeawaysConclusion

Lesson 23 - Application LifecyclesIntroduction to Application LifecyclesApplication LifecyclesKey Milestones and ConsiderationsUsing Sandboxes for DevelopmentUsing Change SetsUsing Unmanaged PackagesQuizCase StudyCase Study DemoKey TakeawaysConclusionLesson 24 - Help and TrainingIntroduction to Help and TrainingHelp and TrainingUsing AnswersUsing IdeasSearching for a Help TopicContacting SupportTrust SiteKnown IssuesQuizCase StudyCase Study DemoKey TakeawaysConclusionPractice ProjectsProject Management App by Ben McCarthy

Course End Projects:Project 1: Implementing an End-to-End Recruitment ProcessTrack the jobs posted by recruiters as well as the respective candidate responses for aplacement company in the United States.Project 2: Implementing a Student Performance Tracking SystemDevelop the workflow for an Australian college that wants to track the performance of studentsand automatically alert an instructor if the student is failing.Project 3: Implementing Customer Service Process ManagementBoost the services of a UK-based mobile company and make the system more efficient bytracking customers who have reported problems with their mobile phones.Project 4: Capture Transactions Discounting and Track Business EntriesUse Salesforce to implement a process for capturing transactions and discounts, and for trackingprevious business entries in Salesforce for a US-based mobile company.

Customer Reviews:Rob DolberSupervisory Analyst at Bank of AmericaThe interactive WebEx learning session tracking the Salesforcestudy guide has provided a well-defined roadmap for learningthe certification subject-matter. Frequent, repetitive review of keysubject-matter has been useful to burn key concepts into memory.Interaction with other classmates has been enjoyable.Ashwin PadmanabhSr. Siebel Consultant ARMO ConsultantsThe trainer was excellent. This was the best training session in my10 years of experience. The trainer used real life cases, and theexplanation provided was very helpful to understand.Rashmi TandonARK Infosolutions Pvt LtdThe trainer was very good. I am happy I made the right decision. Theapproach of using real-life cases to explain each topic was great, andhe dint rely a lot on PPT's.Moulika SeepanaConsultant at DeloitteThe trainer explained all concepts very well. The entire coursecontent was explained in detail. The trainer has a very strong graspon the technical knowledge.

About Us:Simplilearn is the world’s #1 online bootcamp provider that enables learners throughrigorous and highly specialized training. We focus on emerging technologies and processesthat are transforming the digital world, at a fraction of the cost and time as traditionalapproaches. Over one million professionals and 2000 corporate training organizations haveharnessed our award-winning programs to achieve their career and business goals.For more information, please visit our earn.comSimplilearn is the world's #1 online bootcamp for digital economy skills training focused on helping peopleacquire the skills they need to thrive in the digital economy. Simplilearn provides outcome-based onlinetraining across technologies and applications in Data Science, AI and Machine Learning, Cloud Computing,Cyber Security, Digital Marketing, DevOps, Project Management, and other critical digital disciplines.Through individual courses, comprehensive certification programs, and partnerships with world-renowneduniversities, Simplilearn provides millions of professionals and thousands of corporate training organizationswith the work-ready skills they need to excel in their careers. Based in San Francisco, CA, and Bangalore,India, Simplilearn has helped more than one million professionals and 2,000 companies across 150 countriesget trained, acquire certifications, and reach their business and career goals. With over 1,000 live classeseach month, real-world projects, and more, professionals learn by doing at Simplilearn. Ongoing industryrecognition for the company includes the 2020 Aegis Graham Bell Award for Innovation in EdTech and the2020 Stevie Gold Award for Customer Service Success.India – United States – Singapore 2009-2021 - Simplilearn Solutions. All Rights Reserved.The certification names are the trademarks of their respective owners.

To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. You can pass the exams by following these easy steps. Step 1: Complete the Salesforce training course Step 2: Visit and register to take both exams: Salesforce

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