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Salesforce Administrator & App Builder Certification Training

Course Summary

With our Salesforce certification, you’ll gain certified, hands-on expertise in managing and developing apps for one of the most popular CRM products in the world. Our Salesforce training will prepare you to pass the two Salesforce exams, and teach you the core administrative features of CRM. You’ll learn analytics and customization skills to tailor the system for your specific implementation and master the declarative capabilities of the Force.com platform to create new applications.


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    Course Syllabus


    Course preview

    Salesforce Administrator & App Builder (Developer)

    Lesson 00 - Introduction to Salesforce 09:56

    0.1 Introduction to Salesforce 09:56

    Lesson 01 - Salesforce Overview 33:24

    1.1 Salesforce 01:02

    1.2 Salesforce Overview 00:24

    1.3 Introduction to Salesforce 01:19

    1.4 Salesforce Editions 02:15

    1.5 Home Page Customization 03:08

    1.6 User Management 05:51

    1.7 Creating and Customizing Tabs 02:50

    1.8 Creating an App 03:33

    1.9 Uploading a Company Logo 02:21

    1.10 Company Information Page 02:28

    1.11 System Overview Page 01:56

    1.12 Updating the Fiscal Year 02:38

    1.13 Quiz

    1.14 Case Study

    1.15 Case study Demo 02:52

    1.16 Key Takeaways 00:22

    1.17 Conclusion 00:25

    Lesson 02 - Sales Cloud 1:42:29

    2.1 Introduction to Sales Cloud 01:06

    2.2 Sales Cloud 00:25

    2.3 Leads Home Page 03:18

    2.4 Creating List Views 09:06

    2.5 Creating and Converting Leads 08:12

    2.6 Creating Accounts 03:30

    2.7 Creating Contacts 01:38

    2.8 Creating Email Templates 05:59

    2.9 Sending Individual Emails 05:02

    2.10 Sending Mass Emails 04:57

    2.11 Creating and Managing Price Books 04:08

    2.12 Creating Products 04:55

    2.13 Creating Opportunities 07:10

    2.14 Creating Activities 06:11

    2.15 Creating a Web-to-Lead Form 05:04

    2.16 Creating a Lead Assignment Rule 05:05

    2.17 Creating a Lead Queue 05:33

    2.18 Creating an Auto-Response Rule 03:05

    2.19 Creating Campaigns 05:53

    2.20 Record Types 08:00

    2.21 Quiz

    2.22 Case Study 1

    2.23 Case Study Demo 1 01:47

    2.24 Case Study 2

    2.25 Case Study Demo 2 01:36

    2.26 Key Takeaways 00:19

    2.27 Conclusion 00:30

    Lesson 03 - Quote Templates 21:58

    3.1 Introduction to Quote Templates 01:32

    3.2 Quote Templates 00:16

    3.3 Creating a Quote Record 04:56

    3.4 Creating a Quote Template 03:12

    3.5 Generating a Quote PDF 02:09

    3.6 Emailing a Quote PDF 01:23

    3.7 Modifying Quote Templates 06:21

    3.8 Quiz

    3.9 Case Study

    3.10 Case Study Demo 01:24

    3.11 Key Takeaways 00:15

    3.12 Conclusion 00:30

    Lesson 04 - Service Cloud 55:27

    4.1 Introduction to Service Cloud 01:18

    4.2 Service Cloud 00:24

    4.3 Creating Cases 04:24

    4.4 Creating Case Assignment Rules 07:34

    4.5 Creating Case Escalation Rules 05:58

    4.6 Enabling Solutions 03:08

    4.7 Creating Solutions 01:58

    4.8 Attaching Solutions to Cases 02:31

    4.9 Enabling Knowledge 03:33

    4.10 Configuring Knowledge 06:58

    4.11 Creating a Web-to-Case Form 06:28

    4.12 Creating an Email-to-Case Address 08:10

    4.13 Quiz

    4.14 Case Study 1

    4.15 Case Study 1 Demo 01:03

    4.16 Case Study 2

    4.17 Case Study 2 Demo 01:13

    4.18 Key take aways 00:16

    4.19 Conclusion 00:31

    Lesson 05 - Field Types 1:06:09

    5.1 Introduction to Field Types 01:14

    5.2 Field Types 00:19

    5.3 Modifying Standard Fields 15:36

    5.4 Creating Auto-number Fields 06:00

    5.5 Creating Formula Fields 09:36

    5.6 Creating Roll-Up Summary Fields 04:15

    5.7 Creating Lookup and Master Detail Fields 04:25

    5.8 Creating Checkbox Fields 01:10

    5.9 Creating Currency, Number, and Percent Fields 02:48

    5.10 Creating Date Field and Date and Time Fields 02:09

    5.11 Creating Phone and Email Fields 02:33

    5.12 Creating Geolocation Fields 01:04

    5.13 Creating Picklist and Multi-Select Picklist Fields 03:19

    5.14 Creating Text and Text Area Fields 03:06

    5.15 Creating Text Area Long and Text Area Rich Fields 02:26

    5.16 Creating Encrypted Fields 02:08

    5.17 Creating URL Fields 01:00

    5.18 Quiz

    5.19 Case Study

    5.20 Case Study Demo 02:13

    5.21 Key Takeaways 00:19

    5.22 Conclusion 00:29

    Lesson 06 - Salesforce Objects 14:25

    6.1 Introduction to Salesforce Objects 00:49

    6.2 Salesforce Objects 00:17

    6.3 Standard Object Components 04:43

    6.4 Renaming Standard Objects 01:39

    6.5 Modifying Standard Objects 01:31

    6.6 Understanding External Objects 01:51

    6.7 Creating Custom Objects 01:18

    6.8 Quiz

    6.9 Case Study

    6.10 Case Study Demo 01:35

    6.11 Key Takeaways 00:16

    6.12 Conclusion 00:26

    Lesson 07 - Creating Buttons, Links, and Actions 12:10

    7.1 Introduction to Creating Buttons, Links, and Actions 00:57

    7.2 Creating Buttons, Links, and Actions 00:13

    7.3 Creating New Records with Actions 02:12

    7.4 Logging a Call with Actions 01:24

    7.5 Updating a Record with Actions 01:24

    7.6 Creating Custom Buttons 02:14

    7.7 Creating Custom Links 02:42

    7.8 Quiz

    7.9 Case Study

    7.10 Case Study Demo 00:18

    7.11 Key Takeaways 00:12

    7.12 Conclusion 00:34

    Lesson 08 - Visual Workflow, Process Builder, and Schema Builder 30:01

    8.1 Introduction to Visual Workflow, Process Builder, and Schema Builder 01:07

    8.2 Visual Workflow, Process Builder, and Schema Builder 00:18

    8.3 Creating a Visual Flow 18:03

    8.4 Modifying Existing Flows 02:32

    8.5 Creating a Process in the Process Builder 04:11

    8.6 Creating Fields in the Schema Builder 02:42

    8.7 Quiz

    8.8 Case Study

    8.9 Case Study Demo 00:26

    8.10 Key Takeaways 00:14

    8.11 Conclusion 00:28

    Lesson 09 - Validation Rules 18:21

    9.1 Introduction to Validation Rules 00:44

    9.2 Validation Rules 00:15

    9.3 Creating Validation Rules 05:04

    9.4 Creating Formulas 08:01

    9.5 Creating Error Messages 03:00

    9.6 Quiz

    9.7 Case Study

    9.8 Case Study Demo 00:38

    9.9 Key Takeaways 00:16

    9.10 Conclusion 00:23

    Lesson 10 - Workflow Rules 16:01

    10.1 Introduction to Workflow Rules 01:26

    10.2 Workflow Rules 00:15

    10.3 Creating a Workflow Rule 03:36

    10.4 Creating a Workflow Rule Field Update 02:32

    10.5 Creating a Workflow Rule Task Assignment 02:19

    10.6 Creating a Workflow Rule Email Alert 03:26

    10.7 Quiz

    10.8 Case Study 1

    10.9 Case Study Demo 1 00:47

    10.10 Case Study 2

    10.11 Case Study Demo 2 00:59

    10.12 Key Takeaways 00:14

    10.13 Conclusion 00:27

    Lesson 11 - Lightning Components 11:27

    11.1 Introduction to Lightning Components 00:38

    11.2 Lightning Components 00:14

    11.3 Installing Lightning Components 04:17

    11.4 Lightning Component Capabilities 01:39

    11.5 Lightning Components vs. Visualforce 03:10

    11.6 Quiz

    11.7 Case Study

    11.8 Case Study Demo 00:45

    11.9 Key Takeaways 00:16

    11.10 Conclusion 00:28

    Lesson 12 - Role Hierarchy 18:01

    12.1 Introduction to Role Hierarchy 01:32

    12.2 Role Hierarchy 00:18

    12.3 Viewing Role Hierarchy 02:50

    12.4 Creating Roles 03:05

    12.5 Enabling Field History 02:16

    12.6 Creating Groups 02:28

    12.7 Creating Permission Sets 02:44

    12.8 Assigning Roles to Users 01:26

    12.9 Quiz

    12.10 Case Study

    12.11 Case Study Demo 00:30

    12.12 Key Takeaways 00:17

    12.13 Conclusion 00:35

    Lesson 13 - Security Controls 1:07:33

    13.1 Introduction to Security Controls 01:27

    13.2 Security Controls 00:22

    13.3 Viewing Object Security 07:15

    13.4 Changing Default Record Access 02:35

    13.5 Sharing Settings 07:03

    13.6 Field Accessibility 04:30

    13.7 Password Policies 06:12

    13.8 Session Settings 09:12

    13.9 Login Flows 01:55

    13.10 Network Access 02:32

    13.11 Activations 02:35

    13.12 Session Management 01:51

    13.13 Login Access Policies 01:48

    13.14 Certificate and Key Management 01:46

    13.15 Viewing Setup Audit Trail 02:04

    13.16 Executing Expire All Passwords 01:48

    13.17 Delegated Administration 03:39

    13.18 Remote Site Settings 02:43

    13.19 Named Credentials 01:56

    13.20 File Upload and Download Security 02:12

    13.21 Quiz

    13.22 Case Study

    13.23 Case Study Demo 01:15

    13.24 Key Takeaways 00:18

    13.25 Conclusion 00:35

    Lesson 14 - Profiles 43:47

    14.1 Introduction to Profiles 01:22

    14.2 Profiles 00:26

    14.3 Standard Profiles Overview 05:12

    14.4 Assigning Page Layouts 04:09

    14.5 Field-Level Security 04:31

    14.6 Custom App Settings and Access 01:21

    14.7 Tab Settings 02:52

    14.8 Record Type Settings 05:31

    14.9 Administrative Permissions 02:47

    14.10 General User Permissions 01:45

    14.11 Standard Object Permissions 02:39

    14.12 Custom Object Permissions 01:11

    14.13 Password Policies and Session Timeout 01:39

    14.14 Login Hours and IP Ranges 03:34

    14.15 Enabling Apex and Visualforce Access 02:36

    14.16 Quiz

    14.17 Case Study

    14.18 Case Study Demo 01:14

    14.19 Key Takeaways 00:24

    14.20 Conclusion 00:34

    Lesson 15 - Chatter 45:47

    15.1 Introduction to Chatter 01:25

    15.2 Chatter 00:22

    15.3 Chatter Overview 03:19

    15.4 Enabling Chatter 02:10

    15.5 Enabling Chatter Feeds on Records 04:08

    15.6 Configuring Chatter Groups 02:44

    15.7 Creating Customer Groups 03:01

    15.8 Creating a Free Customer Chatter User 01:41

    15.9 Customizing Chatter Email Notifications 03:48

    15.10 Configuring Salesforce to Salesforce 02:31

    15.11 Accepting a Salesforce Connection 02:11

    15.12 Sharing an Account via Salesforce to Salesforce 01:08

    15.13 Enabling Ideas 03:20

    15.14 Configuring Ideas Themes 01:46

    15.15 Enabling Social Accounts 02:10

    15.16 Enabling Libraries and Content 01:05

    15.17 Customizing Libraries and Content 01:47

    15.18 Uploading Documents to Libraries and Content 02:40

    15.19 Configuring Salesforce1 02:39

    15.20 Quiz

    15.21 Case Study

    15.22 Case Study Demo 01:02

    15.23 Key Takeaways 00:16

    15.24 Conclusion 00:34

    Lesson 16 - Reports 46:11

    16.1 Introduction to Reports 01:35

    16.2 Reports 00:31

    16.3 Understanding Report Formats 05:51

    16.4 Creating a Leads Report 05:22

    16.5 Creating Contacts and Accounts Report 03:06

    16.6 Creating an Opportunity Report 06:04

    16.7 Adding Leads to a Campaign from a Report 01:51

    16.8 Creating a Report Chart 04:22

    16.9 Scheduling Reports 03:34

    16.10 Creating a Campaign Report 02:45

    16.11 Summarizing Report Data 02:45

    16.12 Creating a Report Formula 03:14

    16.13 Exporting Reports to Excel 01:29

    16.14 Quiz

    16.15 Case Study 1

    16.16 Case Study 1 Demo 01:18

    16.17 Case Study 2

    16.18 Case Study 2 Demo 01:41

    16.19 Key Takeaways 00:12

    16.20 Conclusion 00:31

    Lesson 17 - Dashboards 45:33

    17.1 Introduction to Dashboards 01:18

    17.2 Dashboards 00:19

    17.3 Understanding Dashboard Components 06:11

    17.4 Creating a Dashboard 02:31

    17.5 Refreshing a Dashboard 02:40

    17.6 Modifying Columns on Dashboards 02:49

    17.7 Adding Filter to Dashboard 04:14

    17.8 Managing Access to Reports 05:47

    17.9 Adding a Report as a Dashboard Component 09:25

    17.10 Setting Up Dynamic Dashboards 02:43

    17.11 Enabling Dashboards for iPad 01:01

    17.12 Modifying Report and Dashboard Interfaces 03:06

    17.13 Activating the Report Builder on Profiles 01:58

    17.14 Quiz

    17.15 Case Study

    17.16 Case Study Demo 00:42

    17.17 Key Takeaways 00:15

    17.18 Conclusion 00:34

    Lesson 18 - Data Management 46:14

    18.1 Introduction to Data Management 01:22

    18.2 Data Management 00:16

    18.3 Importing Leads 05:31

    18.4 Importing Contacts and Accounts 02:06

    18.5 Using Mass Delete 03:02

    18.6 Installing Data Loader 01:55

    18.7 Importing Records with Data Loader 03:04

    18.8 Updating Records with Data Loader 02:32

    18.9 Deleting Records with Data Loader 02:02

    18.10 Exporting Records with Data Loader 02:04

    18.11 Adding a Field in the Schema Builder 03:14

    18.12 Scheduling a Data Export 04:47

    18.13 Creating and Using Sandbox 03:38

    18.14 Mass Transferring Records 02:23

    18.15 Reporting Snapshots 04:16

    18.16 Working with Tags 01:55

    18.17 Quiz

    18.18 Case Study

    18.19 Case Study Demo 01:23

    18.20 Key Takeaways 00:15

    18.21 Conclusion 00:29

    Lesson 19 - AppExchange 19:47

    19.1 Introduction to AppExchange 01:03

    19.2 AppExchange 00:14

    19.3 AppExchange Overview 03:37

    19.4 Finding and Selecting an App 07:09

    19.5 Finding a Developer 02:23

    19.6 Finding a Consultant 03:52

    19.7 Quiz

    19.8 Case Study

    19.9 Case Study Demo 00:52

    19.10 Key take aways 00:12

    19.11 Conclusion 00:25

    Lesson 20 - Communities 18:46

    20.1 Introduction to Communities 01:45

    20.2 Communities 00:21

    20.3 Creating a New Community 01:46

    20.4 Topic Management 01:31

    20.5 Recommendations Management 01:50

    20.6 Reputation Management 02:04

    20.7 Adding Members 02:16

    20.8 Managing Tabs and Branding 02:14

    20.9 Login and Registration 01:47

    20.10 Community Preferences 02:08

    20.11 Quiz

    20.12 Case Study

    20.13 Case Study Demo 00:30

    20.14 Key Takeaways 00:13

    20.15 Conclusion 00:21

    Lesson 21 - Change Sets and Deployment 13:11

    21.1 Introduction to Change Sets and Deployment 01:17

    21.2 Change Sets and Deployment 00:16

    21.3 Outbound Change Sets 03:04

    21.4 Inbound Change Sets 03:17

    21.5 Deployment Settings 01:00

    21.6 Deployment Status 01:07

    21.7 Eclipse IDE 01:26

    21.8 Quiz

    21.9 Case Study

    21.10 Case Study Demo 01:08

    21.11 Key Takeaways 00:13

    21.12 Conclusion 00:23

    Lesson 22 - User Interface 17:57

    22.1 Introduction to User Interface 00:44

    22.2 User Interface 00:15

    22.3 User Interface General Options 07:22

    22.4 User Interface Sidebar Options 01:36

    22.5 User Interface Calendar Options 03:07

    22.6 User Interface Name Settings 01:12

    22.7 User Interface Setup Options 02:41

    22.8 Quiz

    22.9 Case Study

    22.10 Case Study Demo 00:19

    22.11 Key Takeaways 00:20

    22.12 Conclusion 00:21

    Lesson 23 - Application Lifecycles 23:12

    23.1 Introduction to Application Lifecycles 00:59

    23.2 Application Lifecycles 00:19

    23.3 Key Milestones and Considerations 01:45

    23.4 Using Sandboxes for Development 04:36

    23.5 Using Change Sets 05:14

    23.6 Using Unmanaged Packages 08:36

    23.7 Quiz

    23.8 Case Study

    23.9 Case Study Demo 00:56

    23.10 Key Takeaways 00:14

    23.11 Conclusion 00:33

    Lesson 24 - Help and Training 16:48

    24.1 Introduction to Help and Training 01:10

    24.2 Help and Training 00:18

    24.3 Using Answers 01:59

    24.4 Using Ideas 02:17

    24.5 Searching for a Help Topic 02:01

    24.6 Contacting Support 01:38

    24.7 Trust Site 03:05

    24.8 Known Issues 01:59

    24.9 Quiz

    24.10 Case Study

    24.11 Case Study Demo 01:20

    24.12 Key Takeaways 00:17

    24.13 Conclusion 00:44

    Live Projects 1:17:54

    Project Management App by Ben McCarthy 1:17:54

    That was just a sneak-peak into the lesson.
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Course Fee:
USD 1499

Course Type:

Self-Study

Course Status:

Active

Workload:

1 - 4 hours / week

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