Salesforce Certification - Administrator & App Builder Course

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Course Syllabus
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Salesforce Certification - Administrator & App Builder Course

Gain hands-on experience with this Salesforce certification training course while learning how to manage and develop apps for one of the most popular CRM platforms worldwide. Simplilearn’s Salesforce training enables you to pass two Salesforce certification exams and transform your career.

Salesforce Certification Course Overview

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.

Eligibility

This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly for app builders, developers, system administrators, sales representatives, IT managers, and product managers.

Pre-requisites

There are no prerequisites for this Salesforce.com training course. But prior working experience as an administrator or a developer is beneficial.
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Course Syllabus

Lesson 00 – Introduction to Salesforce

0.1 Introduction to Salesforce

Lesson 01 – Salesforce Overview

1.1 Salesforce
1.2 Salesforce Overview
1.3 Introduction to Salesforce
1.4 Salesforce Editions
1.5 Home Page Customization
1.6 User Management
1.7 Creating and Customizing Tabs
1.8 Creating an App
1.9 Uploading a Company Logo
1.10 Company Information Page
1.11 System Overview Page
1.12 Updating the Fiscal Year
1.13 Quiz
1.14 Case Study
1.15 Case study Demo
1.16 Key Takeaways
1.17 Conclusion

Lesson 02 – Sales Cloud

2.1 Introduction to Sales Cloud
2.2 Sales Cloud
2.3 Leads Home Page
2.4 Creating List Views
2.5 Creating and Converting Leads
2.6 Creating Accounts
2.7 Creating Contacts
2.8 Creating Email Templates
2.9 Sending Individual Emails
2.10 Sending Mass Emails
2.11 Creating and Managing Price Books
2.12 Creating Products
2.13 Creating Opportunities
2.14 Creating Activities
2.15 Creating a Web-to-Lead Form
2.16 Creating a Lead Assignment Rule
2.17 Creating a Lead Queue
2.18 Creating an Auto-Response Rule
2.19 Creating Campaigns
2.20 Record Types
2.21 Quiz
2.22 Case Study 1
2.23 Case Study Demo 1
2.24 Case Study 2
2.25 Case Study Demo 2
2.26 Key Takeaways
2.27 Conclusion

Lesson 03 – Quote Templates

3.1 Introduction to Quote Templates
3.2 Quote Templates
3.3 Creating a Quote Record
3.4 Creating a Quote Template
3.5 Generating a Quote PDF
3.6 Emailing a Quote PDF
3.7 Modifying Quote Templates
3.8 Quiz
3.9 Case Study
3.10 Case Study Demo
3.11 Key Takeaways
3.12 Conclusion

Lesson 04 – Service Cloud

4.1 Introduction to Service Cloud
4.2 Service Cloud
4.3 Creating Cases
4.4 Creating Case Assignment Rules
4.5 Creating Case Escalation Rules
4.6 Enabling Solutions
4.7 Creating Solutions
4.8 Attaching Solutions to Cases
4.9 Enabling Knowledge
4.10 Configuring Knowledge
4.11 Creating a Web-to-Case Form
4.12 Creating an Email-to-Case Address
4.13 Quiz
4.14 Case Study 1
4.15 Case Study 1 Demo
4.16 Case Study 2
4.17 Case Study 2 Demo
4.18 Key take aways
4.19 Conclusion

Lesson 05 – Field Types

5.1 Introduction to Field Types
5.2 Field Types
5.3 Modifying Standard Fields
5.4 Creating Auto-number Fields
5.5 Creating Formula Fields
5.6 Creating Roll-Up Summary Fields
5.7 Creating Lookup and Master Detail Fields
5.8 Creating Checkbox Fields
5.9 Creating Currency, Number, and Percent Fields
5.10 Creating Date Field and Date and Time Fields
5.11 Creating Phone and Email Fields
5.12 Creating Geolocation Fields
5.13 Creating Picklist and Multi-Select Picklist Fields
5.14 Creating Text and Text Area Fields
5.15 Creating Text Area Long and Text Area Rich Fields
5.16 Creating Encrypted Fields
5.17 Creating URL Fields
5.18 Quiz
5.19 Case Study
5.20 Case Study Demo
5.21 Key Takeaways
5.22 Conclusion

Lesson 06 – Salesforce Objects

6.1 Introduction to Salesforce Objects
6.2 Salesforce Objects
6.3 Standard Object Components
6.4 Renaming Standard Objects
6.5 Modifying Standard Objects
6.6 Understanding External Objects
6.7 Creating Custom Objects
6.8 Quiz
6.9 Case Study
6.10 Case Study Demo
6.11 Key Takeaways
6.12 Conclusion

Lesson 07 – Creating Buttons, Links, and Actions

7.1 Introduction to Creating Buttons, Links, and Actions
7.2 Creating Buttons, Links, and Actions
7.3 Creating New Records with Actions
7.4 Logging a Call with Actions
7.5 Updating a Record with Actions
7.6 Creating Custom Buttons
7.7 Creating Custom Links
7.8 Quiz
7.9 Case Study
7.10 Case Study Demo
7.11 Key Takeaways
7.12 Conclusion

Lesson 08 – Visual Workflow, Process Builder, and Schema Builder

8.1 Introduction to Visual Workflow, Process Builder, and Schema Builder
8.2 Visual Workflow, Process Builder, and Schema Builder
8.3 Creating a Visual Flow
8.4 Modifying Existing Flows
8.5 Creating a Process in the Process Builder
8.6 Creating Fields in the Schema Builder
8.7 Quiz
8.8 Case Study
8.9 Case Study Demo
8.10 Key Takeaways
8.11 Conclusion

Lesson 09 – Validation Rules

9.1 Introduction to Validation Rules
9.2 Validation Rules
9.3 Creating Validation Rules
9.4 Creating Formulas
9.5 Creating Error Messages
9.6 Quiz
9.7 Case Study
9.8 Case Study Demo
9.9 Key Takeaways
9.10 Conclusion

Lesson 10 – Workflow Rules

10.1 Introduction to Workflow Rules
10.2 Workflow Rules
10.3 Creating a Workflow Rule
10.4 Creating a Workflow Rule Field Update
10.5 Creating a Workflow Rule Task Assignment
10.6 Creating a Workflow Rule Email Alert
10.7 Quiz
10.8 Case Study 1
10.9 Case Study Demo 1
10.10 Case Study 2
10.11 Case Study Demo 2
10.12 Key Takeaways
10.13 Conclusion

Lesson 11 – Lightning Components

11.1 Introduction to Lightning Components
11.2 Lightning Components
11.3 Installing Lightning Components
11.4 Lightning Component Capabilities
11.5 Lightning Components vs. Visualforce
11.6 Quiz
11.7 Case Study
11.8 Case Study Demo
11.9 Key Takeaways
11.10 Conclusion

Lesson 12 – Role Hierarchy

12.1 Introduction to Role Hierarchy
12.2 Role Hierarchy
12.3 Viewing Role Hierarchy
12.4 Creating Roles
12.5 Enabling Field History
12.6 Creating Groups
12.7 Creating Permission Sets
12.8 Assigning Roles to Users
12.9 Quiz
12.10 Case Study
12.11 Case Study Demo
12.12 Key Takeaways
12.13 Conclusion

Lesson 13 – Security Controls

13.1 Introduction to Security Controls
13.2 Security Controls
13.3 Viewing Object Security
13.4 Changing Default Record Access
13.5 Sharing Settings
13.6 Field Accessibility
13.7 Password Policies
13.8 Session Settings
13.9 Login Flows
13.10 Network Access
13.11 Activations
13.12 Session Management
13.13 Login Access Policies
13.14 Certificate and Key Management
13.15 Viewing Setup Audit Trail
13.16 Executing Expire All Passwords
13.17 Delegated Administration
13.18 Remote Site Settings
13.19 Named Credentials
13.20 File Upload and Download Security
13.21 Quiz
13.22 Case Study
13.23 Case Study Demo
13.24 Key Takeaways
13.25 Conclusion

Lesson 14 – Profiles

14.1 Introduction to Profiles
14.2 Profiles
14.3 Standard Profiles Overview
14.4 Assigning Page Layouts
14.5 Field-Level Security
14.6 Custom App Settings and Access
14.7 Tab Settings
14.8 Record Type Settings
14.9 Administrative Permissions
14.10 General User Permissions
14.11 Standard Object Permissions
14.12 Custom Object Permissions
14.13 Password Policies and Session Timeout
14.14 Login Hours and IP Ranges
14.15 Enabling Apex and Visualforce Access
14.16 Quiz
14.17 Case Study
14.18 Case Study Demo
14.19 Key Takeaways
14.20 Conclusion

Lesson 15 – Chatter

15.1 Introduction to Chatter
15.2 Chatter
15.3 Chatter Overview
15.4 Enabling Chatter
15.5 Enabling Chatter Feeds on Records
15.6 Configuring Chatter Groups
15.7 Creating Customer Groups
15.8 Creating a Free Customer Chatter User
15.9 Customizing Chatter Email Notifications
15.10 Configuring Salesforce to Salesforce
15.11 Accepting a Salesforce Connection
15.12 Sharing an Account via Salesforce to Salesforce
15.13 Enabling Ideas
15.14 Configuring Ideas Themes
15.15 Enabling Social Accounts
15.16 Enabling Libraries and Content
15.17 Customizing Libraries and Content
15.18 Uploading Documents to Libraries and Content
15.19 Configuring Salesforce1
15.20 Quiz
15.21 Case Study
15.22 Case Study Demo
15.23 Key Takeaways
15.24 Conclusion

Lesson 16 – Reports

16.1 Introduction to Reports
16.2 Reports
16.3 Understanding Report Formats
16.4 Creating a Leads Report
16.5 Creating Contacts and Accounts Report
16.6 Creating an Opportunity Report
16.7 Adding Leads to a Campaign from a Report
16.8 Creating a Report Chart
16.9 Scheduling Reports
16.10 Creating a Campaign Report
16.11 Summarizing Report Data
16.12 Creating a Report Formula
16.13 Exporting Reports to Excel
16.14 Quiz
16.15 Case Study 1
16.16 Case Study 1 Demo
16.17 Case Study 2
16.18 Case Study 2 Demo
16.19 Key Takeaways
16.20 Conclusion

Lesson 17 – Dashboards

17.1 Introduction to Dashboards
17.2 Dashboards
17.3 Understanding Dashboard Components
17.4 Creating a Dashboard
17.5 Refreshing a Dashboard
17.6 Modifying Columns on Dashboards
17.7 Adding Filter to Dashboard
17.8 Managing Access to Reports
17.9 Adding a Report as a Dashboard Component
17.10 Setting Up Dynamic Dashboards
17.11 Enabling Dashboards for iPad
17.12 Modifying Report and Dashboard Interfaces
17.13 Activating the Report Builder on Profiles
17.14 Quiz
17.15 Case Study
17.16 Case Study Demo
17.17 Key Takeaways
17.18 Conclusion

Lesson 18 – Data Management

18.1 Introduction to Data Management
18.2 Data Management
18.3 Importing Leads
18.4 Importing Contacts and Accounts
18.5 Using Mass Delete
18.6 Installing Data Loader
18.7 Importing Records with Data Loader
18.8 Updating Records with Data Loader
18.9 Deleting Records with Data Loader
18.10 Exporting Records with Data Loader
18.11 Adding a Field in the Schema Builder
18.12 Scheduling a Data Export
18.13 Creating and Using Sandbox
18.14 Mass Transferring Records
18.15 Reporting Snapshots
18.16 Working with Tags
18.17 Quiz
18.18 Case Study
18.19 Case Study Demo
18.20 Key Takeaways
18.21 Conclusion

Lesson 19 – AppExchange

19.1 Introduction to AppExchange
19.2 AppExchange
19.3 AppExchange Overview
19.4 Finding and Selecting an App
19.5 Finding a Developer
19.6 Finding a Consultant
19.7 Quiz
19.8 Case Study
19.9 Case Study Demo
19.10 Key take aways
19.11 Conclusion

Lesson 20 – Communities

20.1 Introduction to Communities
20.2 Communities
20.3 Creating a New Community
20.4 Topic Management
20.5 Recommendations Management
20.6 Reputation Management
20.7 Adding Members
20.8 Managing Tabs and Branding
20.9 Login and Registration
20.10 Community Preferences
20.11 Quiz
20.12 Case Study
20.13 Case Study Demo
20.14 Key Takeaways
20.15 Conclusion

Lesson 21 – Change Sets and Deployment

21.1 Introduction to Change Sets and Deployment
21.2 Change Sets and Deployment
21.3 Outbound Change Sets
21.4 Inbound Change Sets
21.5 Deployment Settings
21.6 Deployment Status
21.7 Eclipse IDE
21.8 Quiz
21.9 Case Study
21.10 Case Study Demo
21.11 Key Takeaways
21.12 Conclusion

Lesson 22 – User Interface

22.1 Introduction to User Interface
22.2 User Interface
22.3 User Interface General Options
22.4 User Interface Sidebar Options
22.5 User Interface Calendar Options
22.6 User Interface Name Settings
22.7 User Interface Setup Options
22.8 Quiz
22.9 Case Study
22.10 Case Study Demo
22.11 Key Takeaways
22.12 Conclusion

Lesson 23 – Application Lifecycles

23.1 Introduction to Application Lifecycles
23.2 Application Lifecycles
23.3 Key Milestones and Considerations
23.4 Using Sandboxes for Development
23.5 Using Change Sets
23.6 Using Unmanaged Packages
23.7 Quiz
23.8 Case Study
23.9 Case Study Demo
23.10 Key Takeaways
23.11 Conclusion

Lesson 24 – Help and Training

24.1 Introduction to Help and Training
24.2 Help and Training
24.3 Using Answers
24.4 Using Ideas
24.5 Searching for a Help Topic
24.6 Contacting Support
24.7 Trust Site
24.8 Known Issues
24.9 Quiz
24.10 Case Study
24.11 Case Study Demo
24.12 Key Takeaways
24.13 Conclusion

Live Projects

Project Management App by Ben McCarthy

You Will Get Certification After Completetion This Course.

Course Includes:

Online Self Learning Videos

Optional Live Virtual Class

Blended Learning Approach

Real Labs, ebooks and articles

Gamification of learning

Full access 24x7

Mobile compatability

Tests, assesments and Projects

Progress Reports

Certificate of completion

Upgraded Course Additions

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Instructor Led Lectures

All IT Nuggets Courses replicate a live class experience with an instructor on screen delivering the course’s theories and concepts.These lectures are pre-recorded and available to the user 24/7. They can be repeated, rewound, fast forwarded.

Visual Demonstrations, Educational Games & Flashcards

IT Nuggets recognizes that all students do not learn alike and different delivery mediums are needed in order to achieve success for a large student base. With that in mind, we delivery our content in a variety of different ways to ensure that students stay engaged and productive throughout their courses.

Mobile Optimization & Progress Tracking

Our courses are optimized for all mobile devices allowing students to learn on the go whenever they have free time. Students can access their courses from anywhere and their progress is completely tracked and recorded.

Practice Quizzes And Exams

IT Nuggets Online’s custom practice exams prepare you for your exams differently and more effectively than the traditional exam preps on the market. Students will have practice quizzes after each module to ensure you are confident on the topic you are learning.

World Class Learning Management System

IT Nuggets provides the next generation learning management system (LMS). An experience that combines the feature set of traditional Learning Management Systems with advanced functionality designed to make learning management easy and online learning engaging from the user’s perspective.

Frequently Asked Questions

How does online education work on a day-to-day basis?

Instructional methods, course requirements, and learning technologies can vary significantly from one online program to the next, but the vast bulk of them use a learning management system (LMS) to deliver lectures and materials, monitor student progress, assess comprehension, and accept student work. LMS providers design these platforms to accommodate a multitude of instructor needs and preferences.

Is online education as effective as face-to-face instruction?

Online education may seem relatively new, but years of research suggests it can be just as effective as traditional coursework, and often more so. According to a U.S. Department of Education analysis of more than 1,000 learning studies, online students tend to outperform classroom-based students across most disciplines and demographics. Another major review published the same year found that online students had the advantage 70 percent of the time, a gap authors projected would only widen as programs and technologies evolve.

Do employers accept online degrees?

All new learning innovations are met with some degree of scrutiny, but skepticism subsides as methods become more mainstream. Such is the case for online learning. Studies indicate employers who are familiar with online degrees tend to view them more favorably, and more employers are acquainted with them than ever before. The majority of colleges now offer online degrees, including most public, not-for-profit, and Ivy League universities. Online learning is also increasingly prevalent in the workplace as more companies invest in web-based employee training and development programs.

Is online education more conducive to cheating?

The concern that online students cheat more than traditional students is perhaps misplaced. When researchers at Marshall University conducted a study to measure the prevalence of cheating in online and classroom-based courses, they concluded, “Somewhat surprisingly, the results showed higher rates of academic dishonesty in live courses.” The authors suggest the social familiarity of students in a classroom setting may lessen their sense of moral obligation.

How do I know if online education is right for me?

Choosing the right course takes time and careful research no matter how one intends to study. Learning styles, goals, and programs always vary, but students considering online courses must consider technical skills, ability to self-motivate, and other factors specific to the medium. Online course demos and trials can also be helpful.

What technical skills do online students need?

Our platform typically designed to be as user-friendly as possible: intuitive controls, clear instructions, and tutorials guide students through new tasks. However, students still need basic computer skills to access and navigate these programs. These skills include: using a keyboard and a mouse; running computer programs; using the Internet; sending and receiving email; using word processing programs; and using forums and other collaborative tools. Most online programs publish such requirements on their websites. If not, an admissions adviser can help.

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