Salesforce Administrator & App Builder

$899.00

This Salesforce Certification Course enables you to pass ✔️Two Salesforce certification exams and transform your career. Enroll to this online training now!

Salesforce Administrator & App Builder

$899.00

SKU: 2f42664745c5 Category:

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.