Salesforce Certification Training: Admin 201 and App Builder

Learning Objectives: Get to know about Cloud computing concepts, SaaS, PaaS, IaaS – Service model, Public, Private, Community, and Hybrid Cloud models. You will also get an introduction to Salesforce Platform and its different development tools. 

 Topics:

• 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
• Application Development Tools in Salesforce
• AppExchange as Application Development Strategy
• Finding and Navigating Salesforce Documentation
• Understanding Salesforce Trust

 Hands-on:

• Navigation through Setup Menu
• Access Developer Console
• Access and Navigate Salesforce Documentation

Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in SFDC.

Topics:

• 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

Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields. 

Topics:

• Create Custom Objects and understand various properties in the Object definition section
• Customize standard objects
• Field and Data Types
• Custom Field Prosperities
• Field Dependencies
• Types of Relationship Fields
• Search Layouts

Learning Objectives: Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets.

Topics:

• 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

Learning Objectives: Learn organization wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

 Topics:

• 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

Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules. 

Topics:

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

Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and gives you an introduction to Lightning Process builder. 

 Topics:

• 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

Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management. 

Topics:

• 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

Learning Objectives: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge. 

Topics:

• 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:

• Capture cases from website and email
• Customize case process, Solutions, Communities and Salesforce Knowledge

Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data. 

Topics:

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

Hands-on:

• Data Handling and Processing
• Exporting data and Regular Backup
• Install Apex Data loader
• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
• Transfer record ownership

Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards. 

Topics:

• Execute a report with and without modifications
• Create a tabular report, summary and matrix report
• Report and Security
• Report Builder and Standard Reports Available
• Add a chart and a few other features like highlighting
• Create a 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:

• Execute a report with and without modifications
• Create a tabular report, summary and matrix report
• Add a chart and a few other features like highlighting
• Create a custom report type and store in a folder
• User filters in reports
• Create a dashboard

Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook. 

Topics:

• 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

Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management. 

Topics:

• 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

Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module. 

Topics:

• 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

Learning Objectives: Learn about the Salesforce mobile apps. 

Topics:

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

Hands-on:

• Salesforce1
• SalesforceA

Learning Objectives: In this module, you will learn deployment process in Salesforce environment. 

Topics:

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings

Hands-on:

• Implement deployment steps

Learning Objectives: Get an overview of the application cycle of a Salesforce project. 

Topics:

• Milestones
• Sandboxes
• Change Sets
• Packages

Hands-on:

• Create change sets and packages

Learning Objectives: In this module, you will get an introduction to Salesforce Lightning. 

Topics:

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

 Hands-on:

• Work on lightning experience

Learning Objectives: Learn how to work on buttons and links. 

Topics:

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

Hands-on:

• Create Salesforce button and links

Learning Objectives: In this module, you will get to know about AppExchange. 

 Topics:

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

 Hands-on:

• Work in AppExhange