Salesforce Admin and App Builder certification training

About Course

Salesforce Admin and App Builder certification training equips individuals with the skills to excel in Salesforce administration and custom application development. The program covers configuring and managing Salesforce instances, data modeling, security, and automation, along with creating custom apps using low-code tools. Participants learn through video lectures, hands-on labs, and practical projects. This training prepares individuals for the Salesforce Certified Administrator and Salesforce Certified Platform App Builder exams. Successful completion validates expertise in managing Salesforce environments and building tailored applications. It enhances career opportunities in roles related to CRM administration, app development, and business process optimization using Salesforce.

Course Content

Module 01 – Salesforce Fundamentals

1.1 Introduction to Salesforce
1.2 Overview of Salesforce, its Editions
1.3 Home Page Customization
1.4 User Management
1.5 Apps Creation
1.6 Core CRM objects Capabilities
1.7 Declarative Customizations Boundaries
1.8 Programmatic Customizations Use Cases
Quiz Module -01
Assignment Module -01 Salesforce Fundamentals

Module 02 – Quote Templates – Preview, Create, and Activate

Module 03 – Field Types and Salesforce Objects

3.1 Field types overview
3.2 Standard fields modification
3.3 Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
3.4 Creation of number, currency, and percent fields
3.5 Creation of geolocation, phone, and email fields
3.6 Creation of date & time fields
3.7 Creation of text and text area fields
3.8 Creation of URL, encrypted fields, etc.
3.9 Salesforce objects introduction
3.10 Components, standard objects, and its modification
3.11 External objects and creation of custom objects
Quiz Module 03
Assignment Module 03 – Field Types and Salesforce Objects

Module 04 – Creation of Custom Buttons, Link units, and Actions

Module 05 – Salesforce Workflow, Schema Builder, and Process Builder

Module 06 – Validation and Workflow Rules

Module 07 – Creation of Role Hierarchy

Module 08 – Security Data Security Model

Module 09 – Salesforce User Profiles

9.1 Profiles introduction
9.2 Overview of standard profiles
9.3 Page layouts assigning
9.4 Settings
9.5 Permissions
9.6 Password guidelines
9.7 Session timeout, hours of log in, IP ranges
9.8 Field-level security
9.9 Access of Apex and Visualforce
Quiz Module 09
Assignment Module 09

Module 10 – Salesforce Reporting and Dashboards

10.1 Reports introduction
10.2 Report formats
10.3 Creation of:
10.4 Using report to add the leads to campaign
10.5 Reports export to Excel
10.6 Dashboards introduction
10.7 Dashboard
10.8 Access management
10.9 Dynamic dashboards configuration
10.10 Report builder activation on profiles
Quiz Module 10
Assignment Module 10

About Course

What Will You Learn?

Course Content

Module 01 – Salesforce Fundamentals

1.1 Introduction to Salesforce

1.2 Overview of Salesforce, its Editions

1.3 Home Page Customization

1.4 User Management

1.5 Apps Creation

1.6 Core CRM objects Capabilities

1.7 Declarative Customizations Boundaries

1.8 Programmatic Customizations Use Cases

Quiz Module -01

Assignment Module -01 Salesforce Fundamentals

Module 02 – Quote Templates – Preview, Create, and Activate

2.1 Introduction to Quote Templates

2.2 Quote record creation, its template, and quote PDF

Quiz Module 02

Assignment Module 02 – Quote Templates – Preview, Create, and Activate

Module 03 – Field Types and Salesforce Objects

3.1 Field types overview

3.2 Standard fields modification

3.3 Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields

3.4 Creation of number, currency, and percent fields

3.5 Creation of geolocation, phone, and email fields

3.6 Creation of date & time fields

3.7 Creation of text and text area fields

3.8 Creation of URL, encrypted fields, etc.

3.9 Salesforce objects introduction

3.10 Components, standard objects, and its modification

3.11 External objects and creation of custom objects

Quiz Module 03

Assignment Module 03 – Field Types and Salesforce Objects

Module 04 – Creation of Custom Buttons, Link units, and Actions

4.1 Creation of buttons, links, and actions overview

4.2 Creation of new records with actions

4.3 Call logging with actions

4.4 Record updating

4.5 Creation of custom buttons and custom links, etc.

Quiz Module 04

Assignment Module 04 – Creation of Custom Buttons, Link units, and Actions

Module 05 – Salesforce Workflow, Schema Builder, and Process Builder

5.1 Overview of visual workflow, schema builder, and process builder

5.2 Creation of visual flow

5.3 Modification of the existing workflows

5.4 Creation of process

5.5 Field creation in the schema builder

Quiz Module 05

Assignment Module 05

Module 06 – Validation and Workflow Rules

6.1 Overview of validation rules, its creation

6.2 Creation of formulas

6.3 Creation of error messages

6.4 Overview of workflow rules

6.5 Creation of Workflow rule, Field update, Task assignment, Email alert

Quiz Module 06

Assignment Module 06

Module 07 – Creation of Role Hierarchy

7.1 Overview of the role hierarchy

7.2 Creating

7.3 Enabling field history

7.4 Assigning Roles to Users

Quiz Module 07

Assignment Module 07

Module 08 – Security Data Security Model

8.1 Restricting logins

8.2 Object access determination

8.3 Record access configuration

8.4 Creation of role hierarchy

8.5 Record access exceptions

Quiz Module 08

Assignment Module 08

Module 09 – Salesforce User Profiles

9.1 Profiles introduction

9.2 Overview of standard profiles

9.3 Page layouts assigning

9.4 Settings

9.5 Permissions

9.6 Password guidelines

9.7 Session timeout, hours of log in, IP ranges