Salesforce Admin and Developer Certification

Topic Covered:

• Sign-up for a Free Environment / Org
• Adding company logo
• Benefits of System overview
• Salesforce Key Building Blocks
• Editions and Different Environments Available
• MVC Pattern
• Student App
• Student App Master Basic Data Model
• Student Master and Marks/Grades
• Student Master Basic Security Model
• Student Master Reports
• Student Master Application Scope

Topic Covered:

• Custom Objects and understand various properties in the Object definition section
• Standard objectss
• Field and Data Types
• Custom Field Properties
• Field Dependencies
• Types of Relationship Fields
• Search Layouts

Topic Covered:

• Security Model Mind Map
• System Level or Org Level Security
• User Administration and Troubleshooting
• Permission Sets
• Profile and Permissions Sets
• Password Policy
• IP Address security
• Login hours
• Session settings
• Activations
• Page layout assignment
• Tab setting
• Field level security

Hands-on:

• Permission Set
• Profile
• Security

Topic Covered:

• Security Model Mind Map
• Record Level and Object Level
• Organization wide defaults
• Organization wide defaults – Student App
• Role and Role Hierarchy
• Criteria Based Sharing
• Different ways to gain Record Level Access
• Public Group
• Queue
• Public group Vs Queue

Topic Covered:

• Business Logic Mind Map
• Different Options to Implement Business Logic
• Functions
• Formula
• Validation Rules
• Rollup Summary Fields
• Record Types and Page Layouts

Topic Covered:

• Business Process Automation
• Business Requirements – Workflow Rules
• Workflow - Actions (Time When Action Takes Place)
• Workflow – Actions
• Workflow – Considerations
• Approvals – Introduction
• Approvals - How to Create A Process
• Approvals - Actions
• Approvals - How and What Can Approvers Do

Topic Covered:

• Sales Cloud
• Sales Process
• Sales Productivity Features
• Lead Management
• Lead auto response
• Lead assignment
• Web to lead
• Accounts and Contacts Management
• Opportunities
• Campaign Management
• Price Book, Products, Price Book Entries

Topic Covered:

• Service Cloud
• Case Management
• Typical Service and Support Process
• Automation - Web2Case and Auto-Response
• Automation - Email2Case
• Automation - Assignment Rules
• Automation - Escalation Rules
• Email Templates in Case Management
• Channels
• Case Resolution – Solutions
• Case Resolution Using Knowledge
• Communities Basics
• Communities Setup and Administration
• Communities – Ideas and Answers

Hands-on:

• Work with Salesforce Service Cloud
• Automate Case Management
• Capture cases from website and email
• Customize case process, Solutions, Communities and Salesforce Knowledge

Topic Covered:

• Data Handling and Processing Overview
• Exporting data and Regular Backup
• External ID and Unique Fields
• Import Data
• Apex Data loader
• Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records
• Transfer record ownership

Hands-on:

• Handle and Processing Data
• Import Clean Data
• Export data and Regular Backup
• Install Apex Data loader
• Use the Import Wizard and Data Loader

Topic Covered:

• Report with and without modifications
• Tabular report, summary and matrix report
• Report and Security
• Report Builder and Standard Reports Available
• Custom report type and store in a folder
• User filters in reports
• Create a dashboard
• Bucket field
• Tabular Report significance
• Summary report significance
• Matrix report significance
• Joined report significance
• Dynamic dashboard

Hands-on:

• Create various Salesforce report such as tabular report, summary and matrix report
• Add a chart and few other features like highlighting
• Create a custom report type and store in a folder
• Filter users in a report
• Create dynamic dashboard

Topic Covered:

• Customizable parts of the SF1 app
• Security and customizable settings
• Navigation menu
• Compact layouts and Mobile cards
• Basic admin activities on Salesforce A
• Outlook and SF synch up

Hands-on:

• Customizable parts of the SF1 app
• Security and customizable settings
• Navigation menu
• Compact layouts and Mobile cards
• Basic admin activities on Salesforce A
• Outlook and SF synch up

Topic Covered:

• Activity management - Tasks, Events, and Open activities
• Creating and tracking tasks and events
• Folders and Document templates
• AppExchange

Hands-on:

• Activity management - Tasks, Events, and Open activities
• Creating and tracking tasks and events
• Folders and Document templates
• AppExchange

Topic Covered:

• Chatter groups, feeds, people
• Files, Follow records, people
• Groups Topics and Files
• Global action types-Create
• Log a call, Custom VF page
• Custom canvas, Publisher layout
• Global an Object specific actions

Hands-on:

• Chatter groups, feeds, people
• Files, Follow records, people
• Groups Topics and Files
• Global action types-Create
• Log a call, Custom VF page
• Custom canvas, Publisher layout
• Global an Object specific actions

Topic Covered:

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings

Topic Covered:

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Topic Covered:

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

Topic Covered:

• Milestones
• Sandboxes
• Change Sets
• Packages

Topic Covered:

• Creating Custom Buttons
• Creating Custom Links
• Creating Records with Actions
• Global Action
• Object Specific Action

Hands-on:

• Create Salesforce button and links

Topic Covered:

• AppExchange Overview
• Finding and Selecting an App
• Installing an App
• Finding a Developer
• Finding a Consultant

Hands-on:

• Work in AppExhange