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Salesforce – Administrator & App Builder Course

With this course you will get hands-on experience while learning to manage and develop apps for one of the most popular CRM platforms worldwide.
This course is designed to master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce course, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning

Course Outlines

Module 1 – Introduction to Salesforce
Introduction to Salesforce

Module 2 – Salesforce Overview
Salesforce
Salesforce Overview
Introduction to Salesforce
Salesforce Editions
Home Page Customization
User Management
Creating and Customizing Tabs
Creating an App
Uploading a Company Logo
Company Information Page
System Overview Page
Updating the Fiscal Year

Module 3 – Sales Cloud
Introduction to Sales Cloud
Sales Cloud
Leads Home Page
Creating List Views
Creating and Converting Leads
Creating Accounts
Creating Contacts
Creating Email Templates
Sending Individual Emails
Sending Mass Emails
Creating and Managing Price Books
Creating Products
Creating Opportunities
Creating Activities
Creating a Web-to-Lead Form
Creating a Lead Assignment Rule
Creating a Lead Queue
Sending Mass Emails
Creating an Auto-Response Rule
Creating Campaigns
Record Types

Module 4 – Quote Templates
Introduction to Quote Templates
Quote Templates
Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Modifying Quote Templates

Module 5 – Service Cloud
Introduction to Service Cloud
Service Cloud
Creating Cases
Creating Case Assignment Rules
Creating Case Escalation Rules
Enabling Solutions
Creating Solutions
Attaching Solutions to Cases
Enabling Knowledge
Configuring Knowledge
Creating a Web-to-Case Form
Creating an Email-to-Case Address

Module 6 – Field Types
Introduction to Field Types
Field Types
Modifying Standard Fields
Creating Auto-number Fields
Creating Formula Fields
Creating Roll-Up Summary Fields
Creating Lookup and Master Detail Fields
Creating Checkbox Fields
Creating Currency, Number, and Percent Fields
Creating Date Field and Date and Time Fields
Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields
Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields
Creating Encrypted Fields
Creating URL Fields

Module 7 – Salesforce Objects
Introduction to Salesforce Objects
Salesforce Objects
Standard Object Components
Renaming Standard Objects
Modifying Standard Objects
Understanding External Objects
Creating Custom Objects

Module 8 – Creating Buttons, Links, and Actions
Introduction to Creating Buttons, Links, and Actions
Creating Buttons, Links, and Actions
Creating New Records with Actions
Logging a Call with Actions
Updating a Record with Actions
Creating Custom Buttons
Creating Custom Links

Module 9 – Visual Workflow, Process Builder, and Schema Builder
Introduction to Visual Workflow, Process Builder, and Schema Builder
Visual Workflow, Process Builder, and Schema Builder
Creating a Visual Flow
Modifying Existing Flows
Creating a Process in the Process Builder
Creating Fields in the Schema Builder

Module 10 – Validation Rules
Introduction to Validation Rules
Validation Rules
Creating Validation Rules
Creating Formulas
Creating Error Messages

Module 11 – Workflow Rules
Introduction to Workflow Rules
Workflow Rules
Creating a Workflow Rule
Creating a Workflow Rule Field Update
Creating a Workflow Rule Task Assignment
Creating a Workflow Rule Email Alert

Module 12 – Lightning Components
Introduction to Lightning Components
Lightning Components
Installing Lightning Components
Lightning Component Capabilities
Lightning Components vs. Visualforce

Module 13 – Role Hierarchy
Introduction to Role Hierarchy
Role Hierarchy
Viewing Role Hierarchy
Creating Roles
Enabling Field History
Creating Groups
Creating Permission Sets
Assigning Roles to Users

Module 14 – Security Controls
Introduction to Security Controls
Security Controls
Viewing Object Security
Changing Default Record Access
Sharing Settings
Field Accessibility
Password Policies
Session Settings
Login Flows
Network Access
Activations
Session Management
Login Access Policies
Certificate and Key Management
Viewing Setup Audit Trail
Executing Expire All Passwords
Delegated Administration
Remote Site Settings
Named Credentials
File Upload and Download Security

Module 15 – Profiles
Introduction to Profiles
Profiles
Standard Profiles Overview
Assigning Page Layouts
Field-Level Security
Custom App Settings and Access
Tab Settings
Record Type Settings
Administrative Permissions
General User Permissions
Standard Object Permissions
Custom Object Permissions
Password Policies and Session Timeout
Login Hours and IP Ranges
Enabling Apex and Visualforce Acces

What you'll learn

✓ Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
✓ Administer Salesforce Like a Pro
✓ Deploy Salesforce Lightning Experience
✓ Roll Out Salesforce Mobile
✓ Use Salesforce Lightning and Classic
✓ Learn from an Experienced Salesforce Professional

Course Content

✓ Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
✓ Administer Salesforce Like a Pro
✓ Deploy Salesforce Lightning Experience
✓ Roll Out Salesforce Mobile
✓ Use Salesforce Lightning and Classic
✓ Learn from an Experienced Salesforce Professional

Customize a Course

We will be happy to assist you for inquiries about a customized scheduled or program:
Rachael McPherson, Director of Sales
☎(250)882-9549 📧rachael@qacademy.tech
Caroline Santos, Corporate and Custom Sales Manager- Eastern Canada
☎(514)771-3206 📧caroline.santos@qacademy.tech

Student Ratings & Reviews

Course Info

Prerequisites
No Prerequisites
Duration
40 Hours

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For Group Class Options

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For Corporate and Funding Agencies
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Customize A Course
We will be happy to assist you for inquiries about a customized scheduled or program:
Tanvir Qureshi
Caroline Santos
Corporate and Custom Sales Manager
(Eastern Canada)
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Salesforce – Administrator & App Builder Course

  • Course level: Beginner
  • Categories Coding
  • Total Enrolled 0
  • Last Update May 30, 2022

Description

With this course you will get hands-on experience while learning to manage and develop apps for one of the most popular CRM platforms worldwide.
This course is designed to master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce course, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning

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Free

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