Course

Salesforce Certification Training : Administrator and App Builder

Salesforce training online by Sky Tech Academy is curated by industry professionals and will help you prepare for the Salesforce Administrator Exam (CRT 101) and the Platform App Builder (CRT 403) certification exam. In this Salesforce course, you will learn how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and set up workflow automation.

Course Description

Sky Tech Academy's Salesforce training online will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare for Salesforce Certification.

Note: We do provide Self Paced content related to:

  • Introduction to Apex Programming
  • Introduction to VisualForce
  • VisualForce & Apex

After completing this Salesforce certification course, students will be able to:

  • Differentiate the building blocks of Salesforce
  • Understand the Data model
  • Understand the Security model
  • Define Business process automation options
  • Master Sales Cloud and Service Cloud modules
  • Explain Reports and Dashboard
  • Describe Salesforce1, SalesforceA, Chatter and Social features
  • Explain various integration options like SOAP, REST APIs

This Salesforce training certification at Sky Tech Academy is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for Salesforce training are:

  • Siebel and other CRM products professionals
  • Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform
  • Functional consultants who are looking to switch to salesforce
  • Freshers who are looking to get a jump start to their careers in Cloud computing
  • Lateral developers who have worked in Java, mainframe and C# and are looking for a boost to their career from legacy platform

Salesforce Admin Certification training at Sky Tech Academy does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will be handy.

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to be installed for specific topics which comprise around 10% of the total salesforce administrator course and will be provided in that module.

Course Curriculam

Topics:

  • 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

Hands-on:

  • Create Salesforce Account

 Skills You will Learn:

  • Declarative & Programmatic Options
  • Meta-data Driven Architecture
  • Multi-tenant Architecture

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

 Hands-on:

  • Build a Custom Student App

 Skills You will Learn:

  • MVC architecture
  • Navigating salesforce platform

Topics:

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

Hands-on:

  • Create Custom Objects
  • Customize standard objects
  • Create custom fields
  • Use Search layout

 Skills You will Learn:

  • Custom objects
  • Standard and custom fields
  • Relationship fields

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:

  • Create Permission Set
  • Create Profile
  • Apply field level security
  • Secure page layouts

 Skills You will Learn:

  • Security controls in salesforce
  • User administration and troubleshooting
  • Field level security
  • Securing page layouts

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

 Hands-on:

  • Create roles and role hierarchy
  • Secure Salesforce platform as per the requirements

 Skills You will Learn:

  • Role and role hierarchy
  • Security at record and object level
  • Record level access

Topics:

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

Hands-on:

  • Implement business logic
  • Create validation rules
  • Create Formula Fields and Rollup Summary Fields

 Skills You will Learn:

  • Implementing business logic
  • Data quality and integrity
  • Validation rules
  • Formula and Rollup summary fields

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

Hands-on:

  • Create a workflow process
  • Implement workflow rules and actions

 Skills You will Learn:

  • Business process automation
  • Workflow rules and actions

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

Hands-on:

  • Capture and Manage Leads
  • Assign leads
  • Work with Salesforce Sales Cloud

 Skills You will Learn:

  • Working with sales cloud
  • Lead management
  • Accounts and contacts management
  • Campaign management

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:

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

 Skills You will Learn:

  • Case management
  • Service and support process
  • Communities
  • Working with service cloud

Topics:

  • 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

 Skills You will Learn:

  • Data management
  • Importing and exporting data
  • Import wizard and data loader

Topics:

  • 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
  • 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

 Skills You will Learn:

  • Reports and dashboard
  • Custom report
  • Dynamic dashboard

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:

  • Customize Salesforce1 app
  • Customize security settings
  • Navigate through Salesforce menu
  • Create Compact layouts and Mobile cards
  • Perform basic admin activities on Salesforce A
  • Integrate Salesforce with Microsoft Outlook

 Skills You will Learn:

  • Customize Salesforce1 app
  • Navigating and working Salesforce1 app

Topics:

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

 Hands-on:

  • Manage Salesforce activities
  • Create and track tasks and events
  • Create folders and Document templates

 Skills You will Learn:

  • Activity management
  • AppExchange
  • Content and folder management

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:

  • Create Chatter groups, feeds, people
  • Create custom VF page
  • Create Custom canvas, Publisher layout

 Skills You will Learn:

  • Chatter
  • Publisher layout
  • Custom VF page

Topics:

  • Salesforce1
  • SalesforceA
  • Salesforce1 Vs SalesforceA

 Hands-on:

  • Work with Salesforce1 and SalesforceA

 Skills You will Learn:

  • Working with Salesforce1
  • Working with SalesforceA

Topics:

  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings

 Hands-on:

  • Work with Change Sets
  • Implement deployment steps

 Skills You will Learn:

  • Working with change sets
  • Deployment process in Salesforce

Topics:

  • Milestones
  • Sandboxes
  • Change Sets
  • Packages

 Hands-on:

  • Work with Sandboxes
  • Create change sets and packages

 Skills You will Learn:

  • Project application lifecycle
  • Working with sandboxes

Topics:

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

 Hands-on:

  • Work on lightning experience

 Skills You will Learn:

  • Working with lightning components

Topics:

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

 Hands-on:

  • Create custom button and links

 Skills You will Learn:

  • Custom buttons and links
  • Actions in Salesforce

Topics:

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

 Hands-on:

  • Use AppExhange and work with ready to install apps

 Skills You will Learn:

  • Using AppExchange

Course Features

  • World-Class Instructors
  • Expert-Led Mentoring Sessions
  • Instant doubt clearing

  • Course Access Never Expires
  • Free Access to Future Updates
  • Unlimited Access to Course Content

  • One-On-One Learning Assistance
  • Help Desk Support
  • Resolve Doubts in Real-time

  • Industry-Relevant Projects
  • Course Demo Dataset & Files
  • Quizzes & Assignments

  • Sky Tech Academy Training Certificate
  • Graded Performance Certificate
  • Certificate of Completion

Salesforce Admin Certification Training Online
Price - $449
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Gregory A

Product Manager

Rating

“ I recently had the opportunity to attend Certified Scrum Product Owner ® (CSPO) at Sky Tech and I must say, it was a great experience. The trainer was extremely knowledgeable and able to clearly convey the material in a way that was easy to understand. The examples he provided to understand the concepts was awesome. The course materials provided were top-notch. The online platform used for the course was user-friendly and the support staff were quick to resolve any technical issues that arose. Overall, the course met my expectations, and I would highly recommend Sky Tech to anyone looking to enhance their career. Their commitment to providing high-quality training is evident in every aspect of their courses. Thank you, Sky Tech, for an excellent learning experience! “

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