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3.3
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Salesforce Admin 201 Certification

Salesforce Administrator Certification Course Concepts and Hands on practicals. Follows the Salesforce Admin Exam Guide.
Build your own custom App using Salesforce.
Build data model using objects, fields, relationships and validation rules.
Understand the high level requirements and translate that to an application on Salesforce.
Build business logic using workflows & Approval Processes.
Build UI using RecordTypes, PageLayouts, Tabs & Apps.
Create Profiles and Permission Sets to control user access level.
Setup security for records using Organisation.
Create Users and assigning them to appropriate Profiles & Permission Sets and Manage Licenses.
Build the sharing model using tools like Role Hierarchy.
Build reports and dashboards.
Data Modelling- data import and export from salesforce.

Salesforce ADM 201 Certification course will introduce the participants to the basic concepts related to Administration. It will also help you prepare for Salesforce Certification. Now Salesforce is a number one on demand CRM in the market. It runs on the force com platform, it reduces development cost and we can deliver application in very short time.

After completing this course, students will be able to:

• Differentiate the building blocks of Salesforce

• Understand the Data model

• User Interface Customization

• Understand the Security model

• Define Business process automation options

• Master Sales Cloud and Service Cloud modules

• Explain Reports and Dashboard

• Chatter and Social features

The course is covered keeping in mind the study guide outline from Salesforce. Each and every topic is covered in very engaging and interesting manner. Practical based approach is opted.Now is a great time to learn Salesforce and change your career to the cloud. 

SALESFORCE PLATFORM BASIC

1
SALESFORCE PLATFORM BASIC
2
DISCOVER THE PLATFORM

Complete Presentation of module1

3
SIGNUP IN SALESFORCE
4
How to install App from App Exchange

DATA MODELLING

1
DATA MODELLING
2
HOW TO CREATE CUSTOM OBJECTS
3
HOW TO CREATE CUSTOM FIELD
4
CREATE RELATIONSHIP
5
ACTIONS AND LAYOUTS
6
HOW TO CREATE OBJECT SPECIFIC ACTIONS
7
HOW TO CREATE GLOBAL ACTIONS
8
HOW TO CONTROL PAGE LAYOUT
9
RECORD TYPES
10
HOW TO CREATE RECORD TYPES
11
FIELD DEPENDENCY
12
SCHEMA BUILDER

Complete Presentation of Section 2

DATA MANAGEMENT AND VALIDATION RULE

1
Using formula fields
2
Implementing roll up summery fields.
3
Data Export and Validation Rules
4
Cross Object Field.
5
Data Loader
6
Export Data
7
Importing Data

Complete Presentation of DATA MANAGEMENT & VALIDATION RULE

UI CUSTOMIZATION

1
UI CUSTOMIZATION
2
CUSTOMIZE BUTTONS AND LINKS
3
MODIFY PAGE LAYOUT
4
CREATING A LIST VIEW

Complete Presentation of UI customization

DATA SECURITY

1
HOW TO CREATE A USER
2
CONTROL ACCESS TO THE ORGANIZATION
3
CONTROL ACCESS TO OBJECTS
4
CONTROL ACCESS TO RECORDS
5
SETTING PASSWORD POLICIES
6
PROFILE AND PERMISSION SETS
7
MANAGE PROFILE
8
DEACTIVATE AND FREEZE A USER
9
MANUAL SHARING

REPORTS & DASHBOARDS

1
GETTING STARTED WITH REPORTS & DASHBOARDS.

Reports and dashboard

Salesforce provides powerful reporting and generation tools on the data stored in the objects.

  1. In reports data displayed is as per running user's security access. Reports can be run on both standard and custom objects. Reports are stored in folders. Users with access to these folders can run the reports.

  2. Reports data is always generated in real time. When a report is saved, reports configuration parameters are stored - but the generated data is not stored.

  3. Reporting businesses live and die by it, employees live and die by it.  So why is there such confusion over reports and dashboards?  The term reporting has often been used to describe both reports and dashboards, with users commonly referring to simple tables placed within dashboards, as reports.  Traditionally, most IT led business intelligence (BI) tools have been focused on reports that provide users with very little interactivity and visuals.  However, modern data discovery tools revolutionized this and introduced tools that allow for exceptional interactive visualization, often delivered to greater audiences by means of dashboards.  Today, the majority of BI tools administer either reports or dashboards (or have tendencies to focus primarily on one and egress limited capabilities to the other).

  4. The issue that arises when deciding between using reports or dashboards, is that both terms are often construed as being synonymous with each other.  The differences between both deliverables are often difficult to interpret.  Oftentimes, there’s disconnect in regards to reporting and dashboards.  

  5. The best way to distinguish the difference between the two concepts, is to highlight each terms’ disparities.  It’s important to understand that each medium is generalizable, as there are always exceptions to each respective case. 

  6. Enterprise Reporting

  7. Enterprise reporting, or production reporting, is a method by which reports are distributed within an organization to provide users with support for their work. Generally, in traditional BI tools, reports are primarily text and table based, and periodically include visual components. More often than not, these reports are scheduled for automatic distribution, as they tend to be used on a more regular basis.  These reports can be arranged via pagination, which is the exact placement of elements on a page.  This technique is capable of complex display logic for creating printed reports or online operational reports.  Even though losing popularity, paginated reports will continue to be a standard reporting method when it comes to displaying raw level data or pixel perfect data views designed for printing.  It’s important to note that reports can be lengthy and span multiple pages.  As a result, the creation of reports can be a bit more complex requiring a more technical user.  Reports are, in summation, commonly comprised of background data and other decision informing information.

  8. Dashboards

  9. Adversely, dashboards present the most important information required to achieve specific business objectives, at a glance.  They are designed for at-a-glance monitoring and decision making.  Generally, a dashboards’ objective is to present all necessary content on one screen, and drive decision making without overwhelming the eye.  A dashboard will focus on visual, interactive features and will allow users to physically ‘drill’ into information. Dashboards predominantly focus on decision driving, rather than informing, and are targeted at Key Performance Indicators, or other decision driving information.

  10. Now, these are all generalizations.  Every dashboard does not need to be interactive and every report does not need to be static.  A good example of a non-tabular report is a multi-page, pixel perfect report, which incorporates maps, data images, data labels, and other report elements that can be manipulated to a very precise degree:

Creating Reports in Salesforce is probably my favourite and the one I would recommend users of Salesforce to concentrate most on. There are a few reasons for this; the only other ways to get specific data out of Salesforce is List views and Searching. List views are fine for small chunks of data but you cannot see specific stats, e.g. revenue total of pipeline. Searching to find data can obviously only find singular records or groups of records linked by a common name or similar. Reports on the other hand can find all the records you want to see, you can run stats, see visual graphs, put this data onto Dashboards and of course will update themselves as data in Salesforce changes. Over my years speaking to Salesforce users quite a few of them take a looks at the reports tab and give up after just looking at the daunting screen, others give it a go but never really go further than creating a few basic reports that doesn’t really show them what they want. This is completely understandable as if you are never shown then how are you to know, but hopefully this guide can explain a few key bits about how to use reports. HINT – It’s seriously easy.

What is a report type?

 

Custom Report Types are a fantastically easy way to create complex, dynamic reports                                           that go beyond standard Salesforce reports. A report type can be looked at as a template or framework that tells Salesforce which objects/relationships to look at and which fields to grab. By default, you get given various standard reports that Salesforce generates automatically for you. These reports link standard objects together like Accounts with Opportunities, Opportunities with Products, as well as reporting on Objects on their own, e.g. “Cases”. If you also create custom objects and add lookup/master-detail relationships, Salesforce will automatically create standard report types for these as well, such as Opportunities with Shipping or Opportunities and Shipping (Depending on whether it is a lookup or master-detail).

To create reports outside of these standard reports we need to create custom report types. Custom report types can include up to 4 objects in a parent-child mode, include fields from lookups to other object as well as a whole bunch of other features, let’s take a deeper look. To get started on CRT please navigate to.

What is report builder?

Report builder, a powerful drag-and-drop editor, is the standard tool for creating and editing reports. If your organization is still using the old report wizard, you should upgrade to report builder.

Report builder is a visual editor for reports. The report builder screen lets you work with report fields and filters, and shows you a preview of your report with just some of the data.

  • All profiles get access to the report builder by default. (You may continue to see the “Report Builder” permission in permission sets and profiles and the PermissionSet and Profile objects in the API, though the upgrade overrides those settings.)

  • The old report wizard is available only to users in Accessibility Mode.

  • Group and Professional Edition organizations can use report builder.

  • You get scatter charts, a new chart type for reports.

New organizations automatically get the latest version of report builder. If you don't see the Report Builder Upgrade section on the User Interface Settings page, the upgrade has already been enabled for your organization.

2
REPORT FORMAT.
3
REPORT FILTER.
4
USING REPORT FORMATS VISUALIZING YOUR DATA.
5
SHARING AND NOTIFICATIONS
6
EXTENDING REPORTS USING APPEXCHANG.
7
Dynemic Deshbord and Dynamic Filter

PROCESS AUTOMATION.

1
WORKFLOW
2
Approval Process
3
Approval Steps.
4
Approve Record from Feed
5
MVC ARCHITECTURE
6
Process Automation
7
Using The Report Builder

CHATTER BASICS

1
Get Started With Chatter
2
Chatter Basics
3
Customize Feed Tracking
4
Develop A Roll Out Strategy

SALES CLOUD

1
CAMPAIGN
2
HOW TO MAKE A CAMPAIGN
3
ACCOUNTS AND CONTACTS
4
HOW TO MAKE ACCOUNTS
5
CASES

Service Cloud.

1
Knowledge Article.
2
Service Cloud Cases
3
Solution.
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6 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion