Rs. 999
Salesforce Admin Certification Course: Become a Salesforce CRM Admin
Become a successful Salesforce Administrator without any prior knowledge in coding. Prepare for the Salesforce certification ADM 201 and ADM 211 exams by enrolling in this Salesforce Admin Online Training.
05h:41m
Lifetime access
1
10 learners
Course Overview
Salesforce is an incredibly powerful platform that allows you to customize standard applications and build them. Working with Salesforce might seem intimidating to someone who is not familiar with coding, but in reality it is much easier than you realize.
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Course Objectives
By subscribing to this Salesforce CRM Tutorial, you will:
- Build an application using the Declarative Syntax
- Understand the high level requirements and implement them in an application on Salesforce
- Create a Data Model using objects, fields, relationships and validation rules
- Chart Business Logic using Workflows and Approval Processes
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Prerequisites and Target audience
There are no prerequisites to take up this Salesforce online training course.
This Salesforce CRM Tutorial contains step-by-step instructions for both Salesforce Admin and Developer of Salesforce CRM.
Course Plan
1. Let’s get Started
4 videos What is Salesforce CRM? 03:13
Sign Up for a Developer’s Account 01:42
Architecture of Salesforce 06:20
Architecture of Salesforce Notes
2. Part I: Start building Your App
9 videos What goes into your custom App? 04:02
Create custom object in Salesforce 06:36
Create Candidate Object to track who applied for the position. 06:34
Add fields to custom object 05:04
Customize Page Layout in Salesforce 03:35
Create validation rule in Salesforce 05:01
Add validation rule for close date 03:17
Advanced formula fields in salesforce 06:06
Recruiting App Description
Assignment for Students
Assignment for students On Candidate
3. Relationships in Salesforce
10 videos Why we need Relationship in Salesforce? 02:49
Steps to create a Lookup relationship in Salesforce 08:49
Hands on with Lookup Relationship 06:26
Create one to many relationship in Salesforce 02:51
Master detail relationship in Salesforce 05:46
Assignment on one to Many Relationship
Use of rollup summary in Salesforce 03:57
Creating another Custom Object: Employment Website 02:59
Implement many to many relationship in Salesforce 02:36
What is a junction object Salesforce 06:53
Putting it All together 01:47
Questions on Relationship in Salesforce
4. Import data into Salesforce
1 video Salesforce data import wizard for custom objects 04:04
5. Sharing and Security Settings for Recruiting App
9 videos Controlling visibility of the app through Profiles 04:46
Overview of Profiles
Change tab settings in Salesforce 05:05
Object and field settings through profile 05:46
Create permission set in Salesforce 09:26
Assign permission set to a user in salesforce 05:30
Permission Set Overview
Setting your organization-wide defaults 06:21
Set the organization-wide default for the user object to private 06:39
Organization wide default Notes
Roles hierarchy in Salesforce 05:41
Record types and page layouts in Salesforce 07:20
Salesforce record types explained
6. Workflow and approval process in Salesforce
4 videos Workflow rule to create Task 06:03
Workflow rule to send Email 07:27
How to update a field using workflow rule 03:25
Approval process in Salesforce step-by-step 05:33
7. Assignment Rules in Salesforce
2 videos Lead Assignment Rule in Salesforce 10:16
Create Case Assignment Rule 06:16
8. Create Email Templates
4 videos How to create Email Templates? 08:09
Create HTML email Template with Letterhead 05:10
What is visualforce Email Template and its advantages over HTML template 02:45
Create Visualforce email template 06:56
9. Part II: Standard objects in Salesforce
3 videos What is a Web to Lead form? 02:30
Create a web to lead form in Salesforce 05:27
Create Web To Case form in Salesforce 04:48
10. Reports And Dashboards
4 videos Build a report in Salesforce 07:10
Adding Filters and Creating Bucket field 02:55
Building Matrix reports in Salesforce 02:50
Create a Dashboard in Salesforce 04:03
11. Salesforce Chatter Implementation guide
3 videos What is Chatter and how to enable it 08:07
Enable feed tracking in Salesforce 07:34
What are global actions in Salesforce? 14:28
12. AppExchange : Salesforce App Exchange overview
4 videos Enable AppExchange in Salesforce 13:01
AppExchange salesforce for Twitter and Facebook 06:10
Field trip analysis Salesforce 08:07
Install Multi Utility App from Salesforce AppExchange 05:55
13. Salesforce Auditing and Monitoring Tools
3 videos Tracking field history for standard objects 11:36
Tracking field history for custom objects 04:37
View setup audit trail in salesforce 03:13
14. Company Setup
1 video How to change the Logo of Salesforce Application? 04:10
15. Salesforce Admin 201 Certification Question and Answers
Salesforce Adm201 Part 1
Salesforce Adm 201 Part 2
Salesforce Adm 201 Part 3
Salesforce Admin Exam April 04/16/2016
