Program Overview:

This Salesforce certification training course is designed to teach you how to master the concepts
needed to become a Salesforce administrator and app builder. You will learn how to configure
Salesforce to collect, analyze, and retrieve vital customer information and to create applications
using Salesforce Lightning.

Program Features:

• 78 hours of blended learning
• 30 hours of Online self-paced learning
• 48 hours of instructor-led training
• Four industry projects with 28 case studies
• 30 hours of hands-on practice with Salesforce Lightning

Delivery Mode:

Blended – Online self-paced learning and live virtual classroom

Prerequisites:

There are no prerequisites for this training course, but it’s helpful to have experience
working as an administrator or developer

Target Audience:

• App builders
• Developers
• System administrators
• Sales representatives
• IT managers
• Product managers

Key Learning Outcomes:

By the end of this training course, you will be able to:

• Gain an overview of Salesforce
• Learn about Salesforce objects and how to create, rename, or modify objects
• Create different field types and validation rules
• Work on security controls
• Create, deploy, and implement workflows
• Manage data and reports
• Create, configure, and manage dashboards
• Understand chatter, application lifecycle, visual workflow, and schema builder
• Install lightning components
• Configure and manage Sales Cloud and Service Cloud
• Master Salesforce’s interface, help and training, app exchange, and other important functions
• Deploy applications and manage changes to the Force.com platform
• Develop new applications using the declarative interface and Force.com fundamentals
• Configure the user interface

Certification Details and Criteria:

To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. You can pass the exams by following these easy steps.
Step 1: Complete the Salesforce training course
Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce Administrator and Salesforce App Builder
Step 3: Pass the Salesforce exams and earn your certification

Dooey Course Completion Criteria-

Online Classroom:

• Attend one complete batch
• Complete one simulation test with a minimum score of 60 percent

Online Self-Learning:

• Complete 85 percent of the course
• Complete one simulation test with a minimum score of 60 percent

Course Curriculum:

Lesson 00 – Introduction to Salesforce

• Introduction to Salesforce

Lesson 01 – Salesforce Overview

• Salesforce
• Salesforce Overview
• Introduction to Salesforce
• Salesforce Editions
• Home Page Customization
• User Management
• Creating and Customizing Tabs
• Creating an App
• Uploading a Company Logo
• Company Information Page
• System Overview Page
• Updating the Fiscal Year
• Quiz
• Case Study
• Case study Demo
• Key Takeaways
• Conclusion

Lesson 02 – Sales Cloud

• Introduction to Sales Cloud
• Sales Cloud
• Leads Home Page
• Creating List Views
• Creating and Converting Leads
• Creating Accounts
• Creating Contacts
• Creating Email Templates
• Sending Individual Emails
• Sending Mass Emails
• Creating and Managing Price Books
• Creating Products
• Creating Opportunities
• Creating Activities
• Creating a Web-to-Lead Form
• Creating a Lead Assignment Rule
• Creating a Lead Queue
• Sending Mass Emails
• Creating an Auto-Response Rule
• Creating Campaigns
• Record Types
• Quiz
• Case Study 1
• Case Study Demo
• Case Study 2
• Case Study Demo 2
• Key Takeaways
• Conclusion

Lesson 03 – Quote Templates

• Introduction to Quote Templates
• Quote Templates
• Creating a Quote Record
• Creating a Quote Template
• Generating a Quote PDF
• Emailing a Quote PDF
• Modifying Quote Templates
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 04 – Service Cloud

• Introduction to Service Cloud
• Service Cloud
• Creating Cases
• Creating Case Assignment Rules
• Creating Case Escalation Rules
• Enabling Solutions
• Creating Solutions
• Attaching Solutions to Cases
• Enabling Knowledge
• Configuring Knowledge
• Creating a Web-to-Case Form
• Creating an Email-to-Case Address
• Quiz
• Case Study 1
• Case Study 1 Demo
• Case Study 2
• Case Study 2 Demo
• Key takeaways
• Conclusion

Lesson 05 – Field Types

• Introduction to Field Types
• Field Types
• Modifying Standard Fields
• Creating Auto-number Fields
• Creating Formula Fields
• Creating Roll-Up Summary Fields
• Creating Lookup and Master Detail Fields
• Creating Checkbox Fields
• Creating Currency, Number, and Percent Fields
• Creating Date Field and Date and Time Fields
• Creating Phone and Email Fields
• Creating Geolocation Fields
• Creating Picklist and Multi-Select Picklist Fields
• Creating Text and Text Area Fields
• Creating Text Area Long and Text Area Rich Fields
• Creating Encrypted Fields
• Creating URL Fields
• Quiz
• Case Study
• Case Study Demo
• Key takeaways
• Conclusion

Lesson 06 – Salesforce Objects

• Introduction to Salesforce Objects
• Salesforce Objects
• Standard Object Components
• Renaming Standard Objects
• Modifying Standard Objects
• Understanding External Objects
• Creating Custom Objects
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 07 – Creating Buttons, Links, and Actions

• Introduction to Creating Buttons, Links, and Actions
• Creating Buttons, Links, and Actions
• Creating New Records with Actions
• Logging a Call with Actions
• Updating a Record with Actions
• Creating Custom Buttons
• Creating Custom Links
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 08 – Visual Workflow, Process Builder, and Schema Builder

• Introduction to Visual Workflow, Process Builder, and Schema Builder
• Visual Workflow, Process Builder, and Schema Builder
• Creating a Visual Flow
• Modifying Existing Flows
• Creating a Process in the Process Builder
• Creating Fields in the Schema Builder
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 09 – Validation Rules

• Introduction to Validation Rules
• Validation Rules
• Creating Validation Rules
• Creating Formulas
• Creating Error Messages
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• 9Conclusion

Lesson 10 – Workflow Rules

• Introduction to Workflow Rules
• Workflow Rules
• Creating a Workflow Rule
• Creating a Workflow Rule Field Update
• Creating a Workflow Rule Task Assignment
• Creating a Workflow Rule Email Alert
• Quiz
• Case Study 1
• Case Study Demo
• Case Study 2
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 11 – Lightning Components

• Introduction to Lightning Components
• Lightning Components
• Installing Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 12 – Role Hierarchy

• Introduction to Role Hierarchy
• Role Hierarchy
• Viewing Role Hierarchy
• Creating Roles
• Enabling Field History
• Creating Groups
• Creating Permission Sets
• Assigning Roles to Users
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 13 – Security Controls

• Introduction to Security Controls
• Security Controls
• Viewing Object Security
• Changing Default Record Access
• Sharing Settings
• Field Accessibility
• Password Policies
• Session Settings
• Login Flows
• Network Access
• Activations
• Session Management
• Login Access Policies
• Certificate and Key Management
• Viewing Setup Audit Trail
• Executing Expire All Passwords
• Delegated Administration
• Remote Site Settings
• Named Credentials
• File Upload and Download Security
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 14 – Profiles

• Introduction to Profiles
• Profiles
• Standard Profiles Overview
• Assigning Page Layouts
• Field-Level Security
• Custom App Settings and Access
• Tab Settings
• Record Type Settings
• Administrative Permissions
• General User Permissions
• Standard Object Permissions
• Custom Object Permissions
• Password Policies and Session Timeout
• Login Hours and IP Ranges
• Enabling Apex and Visualforce Access
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 15 – Chatter

• Introduction to Chatter
• Chatter
• Chatter Overview
• Enabling Chatter
• Enabling Chatter Feeds on Records
• Configuring Chatter Groups
• Creating Customer Groups
• Creating a Free Customer Chatter User
• Customizing Chatter Email Notifications
• Configuring Salesforce to Salesforce
• Accepting a Salesforce Connection
• Sharing an Account via Salesforce to Salesforce
• Enabling Ideas
• Configuring Ideas Themes
• Enabling Social Accounts
• Enabling Libraries and Content
• Customizing Libraries and Content
• Uploading Documents to Libraries and Content
• Configuring Salesforce
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 16 – Reports

• Introduction to Reports
• Reports
• Understanding Report Formats
• Creating a Leads Report
• Creating Contacts and Accounts Report
• Creating an Opportunity Report
• Adding Leads to a Campaign from a Report
• Creating a Report Chart
• Scheduling Reports
• Creating a Campaign Report
• Summarizing Report Data
• Creating a Report Formula
• Exporting Reports to Excel
• Quiz
• Case Study 1
• Case Study 1 Demo
• Case Study 2
• Case Study 2 Demo
• Key Takeaways
• Conclusion

Lesson 17 – Dashboards

• Introduction to Dashboards
• Dashboards
• Understanding Dashboard Components
• Creating a Dashboard
• Refreshing a Dashboard
• Modifying Columns on Dashboards
• Adding Filter to Dashboard
• Managing Access to Reports
• Adding a Report as a Dashboard Component
• Setting Up Dynamic Dashboards
• Enabling Dashboards for iPad
• Modifying Report and Dashboard Interfaces
• Activating the Report Builder on Profiles
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 18 – Data Management

• Introduction to Data Management
• Data Management
• Importing Leads
• Importing Contacts and Accounts
• Using Mass Delete
• Installing Data Loader
• Importing Records with Data Loader
• Updating Records with Data Loader
• Deleting Records with Data Loader
• Exporting Records with Data Loader
• Adding a Field in the Schema Builder
• Scheduling a Data Export
• Creating and Using Sandbox
• Mass Transferring Records
• Reporting Snapshots
• Working with Tags
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 19 – AppExchange

• Introduction to AppExchange
• AppExchange
• AppExchange Overview
• Finding and Selecting an App
• Finding a Developer
• Finding a Consultant
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 20 – Communities

• Introduction to Communities
• Communities
• Creating a New Community
• Topic Management
• Recommendations Management
• Reputation Management
• Adding Members
• Managing Tabs and Branding
• Login and Registration
• Community Preferences
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 21 – Change Sets and Deployment

• Introduction to Change Sets and Deployment
• Change Sets and Deployment
• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings
• Deployment Status
• Eclipse IDE
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 22 – User Interface

• Introduction to User Interface
• User Interface
• User Interface General Options
• User Interface Sidebar Options
• User Interface Calendar Options
• User Interface Name Settings
• User Interface Setup Options
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 23 – Application Lifecycles

• Introduction to Application Lifecycles
• Application Lifecycles
• Key Milestones and Considerations
• Using Sandboxes for Development
• Using Change Sets
• Using Unmanaged Packages
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Lesson 24 – Help and Training

• Introduction to Help and Training
• Help and Training
• Using Answers
• Using Ideas
• Searching for a Help Topic
• Contacting Support
• Trust Site
• Known Issues
• Quiz
• Case Study
• Case Study Demo
• Key Takeaways
• Conclusion

Practice Projects

• Project Management App by Ben McCarthy

Course End Projects:

Project 1: Implementing an End-to-End Recruitment Process

Track the jobs posted by recruiters as well as the respective candidate responses for a
placement company in the United States.

 

Project 2: Implementing a Student Performance Tracking System

Develop the workflow for an Australian college that wants to track the performance of students
and automatically alert an instructor if the student is failing.

 

Project 3: Implementing Customer Service Process Management

Boost the services of a UK-based mobile company and make the system more efficient by
tracking customers who have reported problems with their mobile phones.

 

Project 4: Capture Transactions Discounting and Track Business Entries

Use Salesforce to implement a process for capturing transactions and discounts, and for tracking
previous business entries in Salesforce for a US-based mobile company.