SALESFORCE ADMINISTRATOR & APP BUILDER CERTIFICATION TRAINING

7

Lessons

All

Skill Level

35 Hrs

Duration

English

Language

Skillcubator Training Institute

$1,500

Please contact us for current promotional rates.

No PREREQUISITES required to attend the course.

Please contact us for details.

Online or  in-person

Course Features
What's Included:
  • SESSIONS WITH INDUSTRY MENTORS

    Attend sessions from top industry experts and get guidance on how to boost your career growth

  • MOCK INTERVIEWS

    Mock interviews to make you prepare for cracking interviews by top employers

  • GUARANTEED INTERVIEWS & JOB SUPPORT

    Get interviewed by our 400+ hiring partners

  • RESUME PREPARATION

    Get assistance in creating a world-class resume from our career services team

Certificate of Completion

After the completion of the course, you will get a certificate from Intellipaat.

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ABOUT THE SALESFORCE ADMINISTRATOR & APP BUILDER CERTIFICATION TRAINING

Salesforce certification training classes by Intellipaat will enable you to clear Salesforce Certified Administrator and Certified Platform App Builder certification exams. You will master Administration and App Builder skills, such as the customization capabilities of this platform, managing users, building applications with Salesforce Lightning, and more. Further, in this Salesforce certification training course, you will master SFDC, SFDC Data Model, App Builder, Apex, Visualforce, etc!

Why take this training?

You should take up this Salesforce certification training because:

  • The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista
  • It leads the CRM market with a 19.5% of the market share – Forbes
  • Salesforce Developers in the United States can earn up to US$100,000/year – Indeed

This is the most widely used CRM software in the world, access to which is through the cloud platform and can be available on every device. Because of this and its extensive capabilities throughout the life cycle of sales, marketing, and customer relationships, the demand for Salesforce Developers and Admins is growing.

Intellipaat’s Salesforce Administrator certification course gives you all knowledge and a wide hands-on experience in this CRM tool. You will also work on real-world industry specific projects that can ensure an ideal job for you.

Who should take this training?

Below is the list of professionals who can sign up for our Salesforce Administrator certification

  • Salesforce Professionals
  • Software Administrators
  • App Builders
  • Developers
  • Analysts
  • IT Managers
  • Sales Managers, Executives, etc.

COURSE OUTLINE

SALESFORCE FUNDAMENTALS

1.1 Introduction to Salesforce
1.2 Overview of Salesforce and its editions
1.3 Home page customization
1.4 User management
1.5 Apps creation
1.6 Core CRM objects capabilities
1.7 Declarative customizations boundaries
1.8 Programmatic customizations use cases

QUOTE TEMPLATES: PREVIEW, CREATE, & ACTIVATE

2.1 Introduction to quote templates
2.2 Quote record creation, its template, and quote PDF

FIELD TYPES & SALESFORCE OBJECTS

3.1 Field types overview
3.2 Standard fields modification
3.3 Creation of auto-number, formula, roll-up summary, lookup and master-detail,
and checkbox fields
3.4 Creation of number, currency, and percent fields
3.5 Creation of geolocation, phone, and email fields
3.6 Creation of date and time fields
3.7 Creation of text and text area fields
3.8 Creation of URL and encrypted fields
3.9 Salesforce objects introduction
3.10 Components, standard objects, and their modification
3.11 External objects and the creation of custom objects

CREATION OF CUSTOM BUTTONS, LINK UNITS, & ACTIONS

4.1 Creation of buttons, links, and actions overview
4.2 Creation of new records with actions
4.3 Call logging with actions
4.4 Record updating
4.5 Creation of custom buttons and custom links, etc.

SALESFORCE WORKFLOW, SCHEMA BUILDER, & PROCESS BUILDER

5.1 Overview of visual workflow, schema builder, and process builder
5.2 Creation of a visual flow
5.3 Modification of the existing workflows
5.4 Creation of a process
5.5 Field creation in the schema builder

VALIDATION & WORKFLOW RULES

6.1 Overview of validation rules and their creation
6.2 Creation of formulas
6.3 Creation of error messages
6.4 Overview of workflow rules
6.5 Creation of workflow rule, field update, task assignment, and email alert

CREATION OF ROLE HIERARCHY

7.1 Overview of the role hierarchy
7.2 Creating:

  • Roles
  • Groups
  • Permission Sets

7.3 Enabling field history
7.4 Assigning roles to users

SALESFORCE DATA SECURITY MODEL

8.1 Restricting logins
8.2 Object access determination
8.3 Record access configuration
8.4 Creation of role hierarchy
8.5 Record access exceptions

SALESFORCE USER PROFILES

9.1 Profiles introduction
9.2 Overview of standard profiles
9.3 Page layouts assigning
9.4 Settings:

  • Custom app and its access
  • Tab
  • Record type

9.5 Permissions:

  • Administrative
  • General user
  • Standard object
  • Custom object

9.6 Password guidelines
9.7 Session timeout, hours of log in, and IP ranges
9.8 Field-level security
9.9 Access of Apex and Visualforce

SALESFORCE REPORTING & DASHBOARDS

10.1 Reports introduction
10.2 Report formats
10.3 Creation of:

  • Leads report
  • Contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula

10.4 Using reports to add leads to a campaign
10.5 Report exporting to Excel
10.6 Dashboards introduction
10.7 Dashboard:

  • Creation and refreshing a dashboard
  • Modifying columns
  • Adding a filter
  • Adding reports
  • Interfaces

10.8 Access management
10.9 Dynamic dashboards configuration
10.10 Report builder activation on profiles

DATA MANAGEMENT IN SALESFORCE

11.1 Data management introduction
11.2 Importing:

  • Leads
  • Contacts
  • Accounts

11.3 Installation of data loader
11.4 Mass delete
11.5 Records

  • Importing with data loader
  • Exporting with data loader
  • Updating with data loader
  • Deleting with data loader

11.6 Addition of a field to schema builder, etc.

APPEXCHANGE

12.1 AppExchange introduction and overview
12.2 Finding:

  • App
  • Developer
  • Consultant

DEPLOYING A CHANGE SET

13.1 Change sets introduction and their deployment
13.2 Change sets:

  • Inbound
  • Outbound

13.3 Deployment:

  • Settings
  • Status

13.4 Eclipse IDE

USER INTERFACE IN SALESFORCE

14.1 User Interface Introduction:

  • General Options
  • Sidebar Options
  • Calendar Options
  • Name Settings
  • Setup Options

UI COMPONENT DYNAMIC UPDATE

Dynamically updating UI components, JavaScript controller actions for firing events in the Lightning component framework, and event declaration using the aura:event tag in a .evt resource

EVENT HANDLING

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

SERVER-SIDE CONTROLLER

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

HANDS-ON EXAMPLE OF SERVER-SIDE CONTROLLER

A real example of deploying a server-side controller by pulling data from the opportunity object, creating a client-side controller to invoke the server-side controller, and passing the returned value to components

MOBILE

Describing the declarative customization options available for the Salesforce Mobile App user interface

APP DEVELOPMENT

Milestones and considerations when managing the application life cycle, use cases and considerations when using the various types of sandboxes, the capabilities when using change sets, and the use cases of unmanaged Packages.

Real-Time Inventory Management with Salesforce

Keep track of the inventory and product purchases in real-time to keep products well-stocked. You will deploy real-time tracking and analysis for the four different categories of product, inventory, sales, and customer. The key points in the project are tracking customer information, updating inventory, and keeping track of sold products.

Creating a Library Management System with Salesforce

In this project, you will be asked to keep track of all books and ensure that requests for books are met and books are returned on time. The project involves creating a Salesforce Apex platform, customization of Salesforce, and analyzing the data for the Salesforce library management with Reports.

Understanding Salesforce Admin and Developer Concepts

This project will familiarize you with the various aspects of Salesforce. You will be introduced to the cloud computing scenario. You will get to work on extending access with Permission sets, bulk export of data with Data Loader, and Importing data with Import Wizard

Building Lightning Application

As part of this project, you will be building a component to call the client-side controller function and handle data, an alternate method for pulling contact details based on ID, a component to handle the event, and a client-side controller for binding user event. You will be calling new Apex Controller method, adding fields to components, querying fields in the controller method, and displaying them on the screen.

The SALESFORCE ADMINISTRATOR & APP BUILDER CERTIFICATION TRAINING is an online certificate course with instructor led training, recorded sessions and job assistance.

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