Learn how to manage customers and your business team using the Salesforce features
About This Video
In Detail
With Salesforce, you can bring all the departments of your company and customers under one roof. …
Learn how to manage customers and your business team using the Salesforce features
About This Video
In Detail
With Salesforce, you can bring all the departments of your company and customers under one roof. Salesforce is easy to use, easy to customize, flexible, and mobile-friendly. All these qualities have made Salesforce - the number one customer relationship management (CRM) tool. This course will teach you all the methods and techniques of the Salesforce that are required to become a certified admin.
The course starts by highlighting the learning objectives and explains the setup process of the developer sandbox. Next, you will learn to create your first Salesforce application and learn how to implement security using profiles, roles, and sharing settings. Moving along, you will get grips with the Salesforce data model and understand object relationships. Next, you will learn to grasp the techniques required to create and modify the user interface and understand the role of sales and service clouds in the Salesforce. Later, you will learn to automate complex business scenarios and efficiently manage data. Finally, you will learn to create appealing reports and dashboards and understand how to use activity management to build a communication bridge for users and customers.
By the end of this course, you will have the knowledge required to pass the Salesforce admin (ADM201) certification exam and develop the skills to manage the Salesforce without any hassles.
Audience
This course is designed for absolute beginners or experienced professionals who want to acquire Salesforce skills and want to prepare for the Salesforce admin (ADM201) certification exam. There are no prerequisites to start this course.
Chapter 1 : Getting Started
Introduction
Setting up a Developer Sandbox
Lightning User Interface (UI) versus Classic
Exploring the Setup Menu
Creating Your First Application
Homework
Chapter 2 : Security
Introduction
Object Level Security
Profiles
Profile Examples
Profile Recap
Permission Set Screen Share
Permission Set Examples
Permission Set Recap
Organization-Wide Default (OWD) Introduction
Exploring Organization-Wide Default (OWD)
Organization-Wide Default (OWD) Decision Making Process
Organization-Wide Default (OWD) Exercise Part - 1
Organization-Wide Default (OWD) Exercise Part - 2
Organization-Wide Default Recap
Role Hierarchy
Sharing Rules Introduction
Sharing Rules
Manual Sharing
Field-Level Security
Security Closing
User Introduction
Creating a New User
Editing Users
Public Groups
Chapter 3 : Objects and Relationships
Introduction to Objects, Fields, and Relationships
Objects
Create a Custom Object
Custom Tab
Adding Custom Fields Part - 1
Adding Custom Fields Part - 2
Adding Lookup Relationship
Picklist
Controlling Field
Relationships Introduction
Lookup Relationship versus Master Detail
Master-detail Relationship
Juntion Objects
Relationship Outro
Creating Parks and Recreation Data Model Introduction
Creating Park and Recreation Data Model Part - 1
Creating Park and Recreation Data Model Part - 2
Creating Park and Recreation Data Model Part - 3
Creating Park and Recreation Data Model Part - 4
Creating Park and Recreation Data Model Outro
Chapter 4 : User Interface (UI)
User Interface (UI) Introduction
Page Layouts
Lightning Record Pages
Search Layout
Compact Layout
Record Types
Global and Quick Actions
Additional User Interface (UI) Settings
User Interface (UI) Outro
Chapter 5 : Sales Cloud
Sales Cloud Introduction
What is a Lead?
Lead Assignment Rules
Web-to-lead
Lead Status
Lead Mapping
Opportunity Management
Campaign Management
Campaign Influence
Products and Price Book
Chapter 6 : Service Cloud
Service Cloud Introduction
The Service Console
What is a Case?
Service Setup
Case Assignment
Email-to-case
Case Auto-response
Case Escalation
Web-to-case
Service Cloud Outro
Chapter 7 : Tools of the Trade! Automation
Automation Introduction
Validation Rules
Workflow Rules
Process Builder
Approval Process Part - 1
Approval Process Part - 2
Flow Part - 1
Flow Part - 2
When to Use Automation Tool?
Formula Fields
Parks and Recreation Automation Suite Part - 1
Parks and Recreation Automation Suite Part - 2
Parks and Recreation Automation Suite Part - 3
Parks and Recreation Automation Suite Part - 4
Chapter 8 : Bringing it in! Working with Data
Data Management Introduction and the Import Wizard
Data Import Wizard Part - 1
Data Import Wizard Part - 2
Data Loader
Data Exporting and Considerations
Duplicate and Matching Rules
Chapter 9 : Collaboration - Activity and Chatter
Collaboration Introduction
Activities
Activity Options
Chatter
Chapter 10 : Making Sense of Data! Building Reports and Dashboards
Reports and Dashboards Introduction
Reports
Report Examples
Report Formula Fields
Matrix Reports
Dashboards
Reports and Dashboards Take Away
Chapter 11 : AppExchange and Mobile
AppExchange Introduction
AppExchange
When to Use AppExchange?
Chapter 12 : BONUS
Create a Recruiting Application Introduction
Creating a Recruiting Application Part - 1
Creating a Recruiting Application Part - 2
Creating a Recruiting Application Part - 3
Creating a Recruiting Application Part - 4
Creating a Recruiting Application Part - 5