Course Overview
The Salesforce Certification Training in San Diego CA US course is designed to assist you in successfully clearing both the Salesforce Administrator Exam (ADM 201) and the Salesforce App Builder (DEV 401) Exam. This course covers a comprehensive range of topics including the Force.com Platform, AppExchange, SFDC Security Model, Service Cloud, Sales Cloud, Lightning App Builder, Salesforce Reports, and Dashboards, allowing you to gain mastery in these areas through the training.
What you will Learn
- Distinguish between the fundamental components of Salesforce
- Comprehend the Data model
- Grasp the Security model
- Define the options for automating business processes
- Gain expertise in Sales Cloud and Service Cloud modules
- Elaborate on Reports and Dashboards
- Describe Salesforce1, SalesforceA, Chatter, and Social features
- Explain diverse integration possibilities such as SOAP, REST APIs
Prerequisites
There are no specific prerequisites for Salesforce Certification training. However, possessing prior experience as an administrator, developer, or functional consultant would be advantageous and helpful.
Course Curriculum
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Topic Covered:
- What is Cloud Computing
- Service and Deployment models in the Cloud
- Market situation
- Cloud Ownership
- Introduction to SF1 and Force.com Platform
- Declarative & Programmatic Options in Force.com
- Meta-data Driven Architecture
- Multi-tenant Architecture
- Business and IT benefits
- Use of SF1
-
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
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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:
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