A hands-on training course that will help you prepare and get Salesforce certified.
About This Video
In Detail
This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator …
A hands-on training course that will help you prepare and get Salesforce certified.
About This Video
In Detail
This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning.
You will start by understanding exam details and the requirements. You will have an introduction to Salesforce and learn to create a Salesforce account. You will explore how to customize your profile and user as well as profile and role creation. You will be introduced to Salesforce data and how to create custom objects. Learn about access levels in OWD and permission sets.
Along the course, you will learn Lightning app builder and Lightning components, and learn to create a Lightning homepage and record page. You will learn to demonstrate how to create various Lightning pages and how to send an HTML email from a Lightning app. Explore the various types of reports and create a custom report type, joined reports, and dashboards.
By the end of this course, you will have understood the topics that will help you pass the certification exam.
Audience
This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly app builders, developers, system administrators, sales representatives, IT managers, and product managers.
Learners need to possess an undergraduate degree or a high school diploma. Professional experience with the basic concepts and functions of Salesforce—such as navigating Salesforce; data management and security; and using Sales Cloud—would be an advantage before taking the course or the exam.
Chapter 1 : Introduction
Salesforce Admin and App Builder Certification Course Introduction
Exam Details
Learning Objective
Cloud Basics
Introduction to CRM
Salesforce Introduction
Salesforce Offerings
Creating a Salesforce Account
Summary
Demo - Creating an SF Acct App Setup
Chapter 2 : User Setup
Learning Objective
Organization Introduction
User Setup
Create Users
Roles and Profiles
Summary
Demo – Customizing Profile and Users
Demo – Profile and Role Creation
Chapter 3 : Salesforce Data
Learning Objective
Standard and Custom Objects
Creating Custom Objects
Tabs
Create Tabs
Fields
Create Fields
API Name
Global Picklist
Use Global Picklist in Objects
Field Dependencies
Data Types
Functions
Create Formula Fields
Validation Rules
Roll-Up Summaries
Create Roll-Up Summary Field
Object Relationships
Create Master-Detail Relationship
Schema Builder
Summary
Demo One - Creating Custom Objects and Fields
Demo Two - Customizing Objects and Fields
Demo Three - Creating Validation Rules and Field Relationships
Chapter 4 : Security and Access
Learning Objective
Data Access
Organization Wide Defaults (OWD)
Sharing Settings
Access Levels in OWD
Grant Access Using Hierarchies
Role and Role Hierarchy
Working with Role
Permission Sets
Sharing Rules
Summary
Demo One - Working on OWD
Demo Two - Permission Sets
Demo – Security Deep Dive
Chapter 5 : Page Layouts and Tabs
Learning Objective
Application
Page Layouts
Summary
Demo one - Creating Record Types
Demo Two - Creating Custom Page Layouts
Demo Three - Creating a New Lightning Application
Chapter 6 : Lightning App Builder
Learning Objective
Introduction to Lightning App Builder
Events
Lightning Components and Console
Lightning Page Types
Create Lightning App Page
Create Lightning Home Page
Create Lightning Record Page
Best Practices for Building Lightning Pages
Types of Components
My Domain
Custom Component
Actions in Lightning Experience
Object-Specific Quick Actions
Adding Action to Objects Page Layout
Summary
Demo One - Creating Lightning Apps
Demo Two - Creating Various Lightning Pages
Demo Three - Adding Standard Components to Lightning Pages
Chapter 7 : Workflow and Process Builder
Learning Objective
Process Automation
Workflow
Workflow Rules
Workflow Rules Limitations
Create Workflow rules
Configure Tasks for Workflow Rules
Configuring Email Alerts for Workflow Rules
Configuring Field Updates for Workflows
Асtivаting and Monitoring the Workflow Rule
Understanding Cross-object Field Updates
Email Templates
Creating Text Email Templates
Creating Custom HTML Email Templates
Groups
Public Group
Queues
Approval Process
Approval Process Terminology
Approval Process - Sections
Select Approval Options
Process Builder
Configure Process Builder
Summary
Demo One - Three Process Automation
Chapter 8 : Lightning Flows
Learning Objective
Lightning Flow Introduction
Flow - Building Blocks
Five Ways to Implement Flow
Triggers for Autolaunched Flows
Create Sample Flow
Schedule Lightning Flows
Validation Using Screen Flow
Summary
Demo One - Creating Lightning Flows
Demo Two - Sending an HTML Email from a Lightning Flow
Demo Three - Deploying Flows
Chapter 9 : Data Management
Learning Objective
Salesforce Analytics
Data Loader Overview
Data Loader Installation
Data Loader Configuration
Data Import Wizard
Mass Delete Records
Difference Between Data Loader and Import Wizard
Summary
Demo One - Loading and Using Data Loader
Demo Two - Exporting Data
Demo Three - Importing Data from an External System
Chapter 10 : Lightning Reports and Dashboards
Learning Objective
Report Types
Create Custom Report Types
Bucket Fields
Reports
Types of Reports
Lightning Report Builder
Creating Charts
Create Joined Reports
Dashboards
Create Dashboards
Exporting Reports
Summary
Demo one - Creating and Leveraging Lightning Reports
Demo Two - Creating Dashboards
Demo Three - Managing Reports Dashboards
Chapter 11 : Deployments
Learning Objective
Deployment Basics
Change Sets
Create Sandbox
Deploy Change Sets
Summary
Demo - Creating a Sandbox and Change Set for Deployment