About the certification

What I will get from this course?

  • Hands-on practical knowledge of working with Salesforce personalized platform and app development.
  • Skills to become a certified Salesforce Administrator.
  • Mobile and desktop integration in salesforce.

Prerequisite

  • No prior salesforce knowledge is needed to attend this course.
  • Zeal of learning and most important to get best out of this course.

Who is the target audience?

  • Any tech-savvy individual looking to start career in salesforce.
  • Existing salesforce administrators.

Curriculum


Module 1: My First App

  • 1.1  Learning Objectives
  • 1.2  Understanding the Standard Object Model
  • 1.3  Creating an App & Personalizing Salesforce
  • 1.4  Creating Objects & Tabs
  • 1.5  Creating Fields
  • 1.6  Field Dependances
  • 1.7  Creating Object Relationships
  • 1.8  Traversing Relationships with Formulas & Summary Fields
  • 1.9  Page Layout Customization
  • 1.10  Field Histories
  • 1.11  Record Types
  • 1.12  Standard Fields & Deleting Fields
  • 1.13  Chatter & Chatter Files
  • 1.14  Customizing Search & Tab Layouts
  • 1.15  List Views

Module 2: Process Automation

  • 2.1  Process Automation
  • 2.2  Learning Objectives
  • 2.3  Validation Rules
  • 2.4  Workflow Rules & Actions
  • 2.5  Approval Processes

Module 3: Salesforce Security

  • 3.1  Learning Objectives
  • 3.2  Salesforce Security Overview
  • 3.3  Organizational Security Settings
  • 3.4  Organizational Wide Defaults
  • 3.5  Record Ownership
  • 3.6  Role Hierarchies
  • 3.7  Sharing Rules
  • 3.8  Manual Sharing
  • 3.9  Object Permissions and Record Access
  • 3.10  User Profiles & Permission Sets

Module 4: Reports & Dashboards

  • 4.1  Learning Objectives
  • 4.2  Tabular Reports
  • 4.3  Report Automation
  • 4.4  Summary Reports
  • 4.5  Matrix Reports
  • 4.6  Report Charts & Formatting
  • 4.7  Reports & Page Layouts
  • 4.8  Bucket Fields
  • 4.9  Report Types
  • 4.10  Dashboards
  • 4.11  Report & Dashboard Security
  • 4.12  Chatter & Dashboards

Module 5: Data Management

  • 5.1  Learning Objectives
  • 5.2  Duplicate Management
  • 5.3  Methods for Importing Data
  • 5.4  Salesforce IDs & External IDs
  • 5.5  Data Loader
  • 5.6  Import Wizard
  • 5.7  Considerations when importing data
  • 5.8  Backing up Salesforce Data
  • 5.9  Mass Action Functions
  • 5.10  Salesforce Content
  • 5.11  Documents & Files Uploading Review

Module 6: Sales and Marketing

  • 6.1  Learning Objectives
  • 6.2  Sales Overview
  • 6.3  Web to Lead
  • 6.4  Lead Scoring
  • 6.5  Auto Response Rules & Email Templates
  • 6.6  Lead Conversion
  • 6.7  Assignment Rules
  • 6.8  Opportunity & Sales Process Overview
  • 6.9  Products & Pricebooks
  • 6.10  Sales Productivity Features
  • 6.11  Campaign Management
  • 6.12  Cloud Scheduler

Module 7: Service and Support

  • 7.1  Learning Objectives
  • 7.2  The Case Object
  • 7.3  Case Settings
  • 7.4  Support Processes
  • 7.5  Case Escalation
  • 7.6  Email to Case
  • 7.7  Web to Case
  • 7.8  Solutions
  • 7.9  Knowledge
  • 7.10  Ideas
  • 7.11  Community
  • 7.12   Partner & Employee Communities

Module 8: Activity Management

  • 8.1  Activity Management

Module 9: Mobile & Desktop Integration

  • 9.1  Learning Objectives
  • 9.2  Salesforce1
  • 9.3  SalesforceA
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Get Answers (Answering their questions)

What kind of learning does ITlearn360.com provide?

ITlearn360.com offers instructor-led online live sessions and classroom-based corporate trainings and bootcamps for various courses and certifications to the learners.

Who are the instructors @ITlearn360.com?

@ITlearn360.com, we have an instructor community of industry professionals who are working in leading organizations and are veterans in their respective fields. These experts belong to various industries and are willing to share their talent with learners like you.

Are classes @ITlearn360.com conducted through online video streaming?

Yes, the classes @ITlearn360.com are conducted through online video streaming where there is two-way communication between users and instructors. The users can speak by using a microphone, chat by sending a message through a chat window and share their screens with an instructor. For better understanding, users also get recorded video of the class.

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