4.35 out of 5
4.35
1759 reviews on Udemy

Project Based Salesforce Admin & Adv Admin Hands-On Training

The objective is to make you a Successful Solo Salesforce Administrator even if you have no prior CRM experience
Instructor:
Archana Rajendran
7,518 students enrolled
English [Auto-generated]
This is a Project Based Training.You will work on a project requirement therebey learn the concepts
You will become a SOLO Salesforce Admin capable of handling a Salesforce org independently!!
Extensive Work Exercises for most of the topics thereby enhancing your practical knowledge
Access to all the related Salesforce materials and many quizzes
Lotz of interview preparation materials and certification materials

Welcome to “Project Based Salesforce Admin and Advanced Admin Hands on Training” from Archana Rajendran. This course is over 15 hours in length and is probably one of the most complete and comprehensive online courses you will ever get to see covering Salesforce Admin and Advanced Admin concepts from end to end. The main goal of the course is to make you a successful SOLO Salesforce Administrator capable of handling a Salesforce org all by yourself!!!(even if you have never worked with any CRM before). And no doubts, at the end of course you can very easily take up the Salesforce certifications ADM 201 and ADM 211 for the basic and advanced Admin.

The course covers all the following topics necessary for an Admin –

> Basics of CRM and Cloud Computing

> Organization Administration

> Designing the Data Model

> Building the Data Model

> Implementing Business Logics

> Setting up User Interface

> Customizing Standard Salesforce Application

> Salesforce Security Model

> Data Management

> SFDC Audit

> Automate Business Process

> Reports and Dashboards

> Salesforce Service Cloud

> Portals and Sites

> AppExchange

> Key SFDC Admin Tasks

> Interview Prep & Certification Guidance

In addition to all these, you can also access all the Salesforce materials that is uploaded for each and every section. And, there are quizzes at the end of most of the sections to spice up your learning!!

For whatsoever reason, if you are not satisfied with the course, you get 100% money back guarantee within first 30 days. No questions asked!!

Happy Learning!!

 

Getting Started

1
Course Introduction
2
Overview of ERP and CRM
3
Overview of Cloud Computing
4
Salesforce CRM : #1 On-Demand
5
Salesforce Editions
6
Setting up a lifetime access practice Developer Org
7
SFDC - Personal Setup and Company Setup
8
PROD vs TEST
9
Setup Chatter
10
Section 1 - Quiz
11
Section 1 - Work Exercises and Reference Materials

Designing your Data Model

1
Understanding the Sales Process - A Case Study
2
Analyzing a functional requirement
3
Converting functional requirement into technical specifications
4
Section 2 - Quiz
5
Section 2 - Work Exercises and Reference Materials

Building your Data Model

1
SFDC Application - How to Start
2
Create App/Objects/Tabs
3
Create Fields with various field types
4
Master-Detail and Lookup
5
Many to Many Relationship
6
Schema Builder
7
Setup Salesforce1 App
8
Section 3 - Quiz
9
Section 3 - Work Exercises and Reference Materials

Implementing Business Logics

1
Formula Fields and Cross Object Formulas
2
Validation Rules
3
Roll Up Summary Fields
4
Field Dependencies
5
Section 4 - Quiz
6
Section 4 - Work Exercises and Reference Materials

Setting up User Interface

1
Page Types and Page Elements
2
Page Layouts
3
Home Page Layouts and Home Page Components
4
List Views
5
Rate and Review the Course
6
Section 5 - Quiz
7
Section 5 - Work Exercises and Reference Materials

Customizing Standard Salesforce Application

1
How to Customize standard salesforce application
2
Section 6 - Work Exercises and Reference Materials

Salesforce Security Model

1
Salesforce Security Model - An Overview
2
Creation of Users/Roles/Public Groups/Queues
3
Create and Manage Profiles
4
Field Level Security
5
How to use Permission Sets?
6
Control Record Visibility using OWD
7
Control Record Visibility using Role Hierarchy
8
Control Record Visibility using Sharing Rules
9
Configure Record Types
10
Section 7 - Quiz
11
Section 7 - Work Exercises and Reference Materials

Data Management

1
Tools for Data Management. Which one to use?
2
Import/Update/Upsert data using Data Import Wizard
3
Import/Update/Upsert/Export data using Apex Data Loader
4
Data Export and Scheduled Export
5
Setting up Search Layouts
6
Section 8 - Quiz
7
Section 8 - Work Exercises and Reference Materials

SFDC Audit

1
Field History Tracking
2
Setup Audit Trail
3
Section 9 - Work Exercises and Reference Materials

Automate Business Process

1
Email Templates in Salesforce
2
Create Workflow Rules with Rule Criteria
3
Configure Immediate and Time Dependent Workflow Rule Actions
4
Configure Approval Process
5
Configure multiple steps and multiple approvers to the approval process
6
Assignment Rules for Leads and Cases
7
Rate and Review the Course
8
Section 10 - Quiz
9
Section 10 - Reference Materials & Work Exercises

Reports and Dashboards

1
Convert business requirements to Reports and Dashboards
2
How to use report builder?
3
Create Tabular Reports
4
Create Summary Reports
5
Create Matrix Reports
6
Create Joined Reports
7
Create custom report types
8
How to schedule reports?
9
Create Dashboards with Dashboard Components for Matrix and Summary Reports
10
Create Dashboards with Dashboard Components for Tabular and Joined Reports
11
Setup Dynamic Dashboard Filters
12
Scheduling Dashboard Refresh
13
Section 11 - Quiz
14
Section 11 - Reference Materials & Work Exercises

Salesforce Service Cloud

1
Salesforce Service Cloud - An overview
2
Create Service Cloud Console
3
Configure Agent Console in Salesforce
4
Section 12 - Reference Materials & Work Exercises
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don`t have an internet connection, some instructors also let their students download course lectures. That`s up to the instructor though, so make sure you get on their good side!
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30-Day Money-Back Guarantee

Includes

13 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion