Salesforce Admin Online Tutorial | Salesforce CRM Training

Salesforce

Rs. 2999 Rs. 1499

Project Based Salesforce Admin and Advanced Admin Training

Become a successful Solo Salesforce Administrator without having any prior experience in CRM. Prepare for the Salesforce certification ADM 201 and ADM 211 exams by enrolling to this course.

10h:47m

Lifetime access

4.8

out of 5

228 learners

Course Introduction:

An administrator will have a broad knowledge of Salesforce applications, to configure and manage Sales and Service Cloud applications. The Administrator recommends various ways to the company’s success. Starting a career as an Administrator is one of the vital jobs in company’s success. To be an Administrator, clearing a certain exam is a must.

This comprehensive course on “Project Based Salesforce Admin and Advanced Admin Training” by Archana Rajendran, has over 15 hours of content and covers Salesforce Admin and Advanced Admin concepts from scratch.

This comprehensive course on “Project Based Salesforce Admin and Advanced Admin Training” will help you in becoming a successful Salesforce Admin without any prior CRM experience. In this project-based training, you will be required to work on real project requirements, thereby learning various important concepts underlying the project. This course covers the following topics necessary for an Admin:

Basics of CRM and Cloud Computing.
Organization Administration.
Designing a Data Model.
Building a Data Model.
Implementing Business Logics.
Setting up User Interface.
Customizing Standard Salesforce Application.
Salesforce Security Model.
Data Management.
SFDC Audit.
Automate Business Process.
Reports and Dashboards.
Salesforce Service Cloud.
Portals and Sites.
AppExchange.
Key SFDC Admin.
Interview Prep & Certification Guidance.

This tutorial provides you with access to all the related Salesforce material and quizzes to maximize your learning experience. Extensive work exercises for almost all the topics will enhance your practical knowledge. Apart from this, ample number of practice questions are solved to prepare you for the Interview.

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Course Objectives:

Upon completion of the course, you will be able to:

Confidently take up the Salesforce certifications ADM 201 and ADM 211 for basic and advanced Admin.
Handle a Salesforce org all by yourself even if you have no prior experience of working in a CRM model.

Pre-requisites and Target Audience:

There are no pre-requisites to take up this Salesforce online training course as it covers all the topics from scratch. This course is designed for anyone who wants to learn Salesforce. This course is a must take for professionals seeking a career change to a high demand technology.

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Course Plan

1. Getting Started

1hr 8mins

9 videos

Course Introduction 03:34

Overview of CRM and ERP 08:42

Overview of Cloud Computing 12:50

Salesforce CRM 04:22

Salesforce Editions 09:57

Setting up a Developer orgnanisation 03:13

SFDC Application – Personal Setup and Company Setup 09:23

PROD vs TEST 08:24

Setup Chatter 08:28

2. Designing your Data Model

32mins

3 videos

Understanding the Sales Process – A case study 12:23

Analyzing a real time functional requirement 06:24

Converting functional requirement to technical specifications 13:47

3. Building your Data model

1hr 8mins

Preview

7 videos

SFDC Application – How to start 10:55

Create App/Objects/Tabs 15:14

Create Fields with different field types 11:24

Master Detail and Lookup 19:56

Many to Many 07:22

Schema Builder 03:04

Setup Salesforce1 mobile app 00:42

4. Implementing Business Logics

31mins

4 videos

Formula Fields and Cross Object Formula 14:35

Validation Rules 06:04

Roll Up Summary Fields 06:18

Field Dependencies 04:51

5. Setting up User Interface

29mins

4 videos

Page Types and Page Elements 09:47

Page Layouts 07:39

Home Page Layouts and Home Page Components 06:49

List Views 05:32

6. Customizing Standard Salesforce Application

21mins

1 video

How to Customize Standard Salesforce Application 21:54

7. Salesforce Security Model

1hr 13mins

8 videos

Salesforce Security Model – An overview 05:52

Creation of user/role/public groups/queues 10:12

Field Level Security 12:41

How to use permission sets 09:04

Control record visibility using OWD 08:24

Control record visibility using Role Hierarchy 09:07

Control record visibility using Sharing Rules 04:14

Record Types 14:03

8. Data Management

47mins

Preview

5 videos

Tools for Data Management 05:17

Import/Update/Upsert data using Data Import Wizard 16:28

Import/Update/Upsert/Export data using Apex Data Loader 11:42

Data Export and Scheduled Export 04:57

Setting up Search Layouts 09:20

9. SFDC Audit

11mins

2 videos

Field History Tracking 09:41

Setup Audit Trail 02:14

10. Automate Business Process

1hr 20mins

Preview

6 videos

Email Templates in Salesforce 15:25

Create Workflow Rules with Rule Criteria 13:55

Configure Immediate and Time Dependent Workflow Rule Actions 14:10

Configure Approval Process 13:36

Configure multiple steps and multiple approvers to the approval process 13:53

Assignment Rules for Leads and Cases 09:12

11. Salesforce Analytics – Reports and Dashboards

1hr 35mins

12 videos

Convert business requirements to Reports and Dashboards 06:42

How to use report builder? 14:07

Create Tabular Reports 04:59

Create Summary Reports 09:26

Create Matrix Reports 05:39

Create Joined Reports 06:02

Create custom report types 10:25

How to schedule reports? 06:04

Create Dashboards with Dashboard Components for Matrix and Summary Reports 13:38

Create Dashboards with Dashboard Components for Tabular and Joined Reports 07:38

Setup Dynamic Dashboard Filters 05:35

Scheduling Dashboard Refresh 04:47

12. Salesforce Service Cloud

23mins

Preview

3 videos

Salesforce Service Cloud – An overview 03:50

Create Service Cloud Console 08:22

Configure Agent Console in Salesforce 11:07

13. Portals and Sites

33mins

4 videos

Develop Force.com Sites 11:55

Enable and use Customer Portal 07:06

Enable and use Partner Portal 06:07

Integrate Salesforce with websites – Web to Lead and Web to Cases 08:15

14. AppExchange

28mins

Preview

3 videos

Install/Uninstall an AppExchange App 12:38

AppExchange App – FieldTrip 11:04

AppExchange App – Metadata Search 05:10

15. Certification Guidance

ADM 201 – Study Guide

ADM 201 – Model Questions – Set 1

ADM 201 – Model Questions – Set 2

ADM 201 – Model Questions – Set 3

16. Interview Preparation Materials

Preview

Interview Questions – Set 1

Interview Questions – Set 2

Interview Questions – Set 3

Interview Questions – Set 4

Interview Questions – Set 5

Meet the Author

Archana Rajendran

Salesforce.com Consultant

My name is Archana Rajendran and I am a Salesforce Certified Professional. I have over 10 years of IT experience exclusively in the field of CRM. I started my career working in Siebel CRM and then in Salesforce CRM. There are two main reasons that drive me to do these training – one, my passion towards teaching and two, undoubtedly Salesforce.

My interest towards teaching has taken many forms like corporate training, in-house training, working as an external faculty etc. I also offer free coaching classes for school students on various topics related to computer and technology.

I always cherish my journey working in Salesforce CRM because I truly acknowledge and admire its potential and the flexibility it offers when compared to other CRMs.