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Course SALES FORCE ADMINISTRATOR
Duration of Course 2 Months
Amount Online/ Offline

Description

Learnuko offers both live instructor-led classroom training and self-paced online training for you to become a Sales force Administrator or Consultant. You will be fully trained in handling the Sales force instance, platform, database, application design, platform configuration, automation processes, project management, and application development using Lightning, and more in this Sales force course online.

 

Job Outlook

Sales force certification Training-Job outlook Learnuko

 

Objectives – Sales force Administrator

This Sales force Developer training for App Builder and Administrator is specifically designed by SMEs to give you hands-on experience in the following topics:

 

Sales force CRM and its features

Sales force objects, field types, and validation rules

Data modeling and management

Setup and user management

Security and data access

Workflow automation

Sales and service cloud configuration

Lightning components installation

Sales force interface

Application deployment and Force.com platform change management

User interface configuration

Preparing for Sales force Administration (ADM 201) and App Builder certification exams

 


Prerequisites

There are no specific prerequisites for joining this Sales force Developer training course. Anybody can opt for this Sales force Admin certification. However, prior experience as a developer or administrator will definitely give a boost to your learning path here.

 

Who should attend this Training?

Below is the list of professionals who can sign up for our Sales force Administrator certification:

 

Sales force Professionals

Software Administrators

App Builders

Developers

Analysts

IT Managers

Sales Managers, Executives, etc.

 

Prepare for Certification!

For this, you need to pass Sales force App Builder and Sales force Administrator certification exams. To do this, follow these steps:

 

Complete Learnuko’s Sales force training and certification

Gain hands-on experience by working on industry-specific projects

Register for two exams on Salesforce.com

Pass the exams!

 

 

Curriculum:

Module 01: Sales force Fundamentals

  1. Introduction to Sales force
  2. Overview of Sales force, its Editions
  3. Home Page Customization
  4. User Management
  5. Apps Creation
  6. Core CRM objects Capabilities
  7. Declarative Customizations Boundaries
  8. Programmatic Customizations Use Cases

 

Module 02: Quote Templates – Preview, Create, and Activate

  1. Introduction to Quote Templates
  2. Quote record creation, its template, and quote PDF

 

Module 03: Field Types and Sales force Objects

  1. Field types overview
  2. Standard field’s modification
  3. Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
  4. Creation of number, currency, and percent fields
  5. Creation of geo location, phone, and email fields
  6. Creation of date & time fields
  7. Creation of text and text area fields
  8. Creation of URL, encrypted fields, etc.
  9. Sales force objects introduction
  10. Components, standard objects, and its modification
  11. External objects and creation of custom objects

 

Module 04: Creation of Custom Buttons, Link units, and Actions

  1. Creation of buttons, links, and actions overview
  2. Creation of new records with actions
  3. Call logging with actions
  4. Record updating
  5. Creation of custom buttons and custom links, etc.

 

Module 05: Sales force Workflow, Schema Builder, and Process Builder

  1. Overview of visual workflow, schema builder, and process builder
  2. Creation of visual flow
  3. Modification of the existing workflows
  4. Creation of process
  5. Field creation in the schema builder

 

Module 06: Validation and Workflow Rules

  1. Overview of validation rules, its creation
  2. Creation of formulas
  3. Creation of error messages
  4. Overview of workflow rules
  5. Creation of Workflow rule, Field update, Task assignment, Email alert

 

Module 07: Creation of Role Hierarchy

  1. Overview of the role hierarchy
  2. Creating

      Roles, Groups, Permission Sets

  1. Enabling field history
  2.  Assigning Roles to Users

 

Module 08: Security Data Security Model

  1. Restricting logins
  2. Object access determination
  3. Record access configuration
  4. Creation of role hierarchy
  5. Record access exceptions

 

 

 

Module 09: Sales force User Profiles

  1. Profiles introduction
  2. Overview of standard profiles
  3. Page layouts assigning
  4. Settings
  1. Custom app and its access
  2. Tab
  3. Record type

        5. Permissions

  1. Administrative
  2. General user
  3. Standard object
  4. Custom object
  1. Password guidelines
  2. Session timeout, hours of log in, IP ranges
  3. Field-level security
  4. Access of Apex and Visual force

 

Module 10: Sales force Reporting and Dashboards

  1. Reports introduction
  2. Report formats
  3. Creation of:
  1. Leads report
  2. Creating contacts
  3. Accounts report
  4. Opportunity report
  5. Charts
  6. Campaign report
  7. Report formula
  1.  Using report to add the leads to campaign
  2. Reports export to Excel
  3. Dashboards introduction
  4. Dashboard
  1. Creation and refreshing dashboard
  2. Modifying columns
  3. Adding filter
  4. Adding reports
  5. Interfaces
  1. Access management
  2. Dynamic dashboards configuration
  3. Report builder activation on profiles

 

Module 11: Data Management in Sales force

  1. Data management introduction
  2. Importing
  1. Leads
  2. Contacts
  3. Accounts
  1. Installation of data loader
  2. Mass delete
  3. Records
  1. Importing with data loader
  2. Exporting with data Loader
  3. Updating with data Loader
  4. Deleting with data Loader
  1.  Addition of field to schema builder, etc.

 

Module 12: App Exchange

  1. App  Exchange Introduction and Overview
  2. Finding
  1. App
  2. Developer
  3. Consultant

 

Module 13: Deploying a Change Set

  1. Change Sets introduction and its Deployment
  2. Change Sets
  1. Inbound
  2. Out bound
  1. Deployment
  1. Settings
  2. Status
  1. Eclipse IDE

 

 

 

Module 14: User Interface in Sales force

  1. User Interface Introduction
  1. General Options
  2. Sidebar Options
  3. Name Settings
  4. Setup Options

 

Module 15: UI component dynamic update

  1. Dynamically updating UI components, JavaScript controller actions for firing events in Lightning Component Framework, event declaration using aura: event tag in a .evt resource.

 

Module 16: Event handling

  1. Event-driven programming using JavaScript, Java Swing, the component event and application event, writing handlers in JavaScript controller actions.

Module 17: Server side controller

  1. Creating server side controller in Apex, @Aura Enabled annotation, annotation to enable client and server-side access to controlled method, calling a server-side controller action from a client-side controller.

Module 18: Hands on example of Server side controller

  1. A real example of deploying Server side controller by pulling data from Opportunity object, creating Client side controller to invoke Server side controller and passing the returned value to components.

 

Module 19: Mobile

  1. Describe the declarative customization options available for the Sales force mobile application user interface.

 

Module 20: APP DEVELOPMENT

  1. Describe the key milestones and considerations when managing the application lifecycle.
  2. Describe the differences between and considerations when using the various types of sandboxes.
  3. Describe the capabilities of and considerations when using change sets.
  4. Describe the use cases of and considerations when using unmanaged packages

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