Mastering Salesforce Associate Certification

Gain the confidence to pass your Salesforce Associate Exam, and foundation to move forward towards Salesforce Architect.

What you'll learn

Build a solid foundation on Salesforce CRM and Salesforce Platform topics including Salesforce ecosystem, navigation, security, data modelling and analytics.

Sit in Salesforce Certified Associate Exam with full confidence by completing *2 full length practice tests* included

Head start your Salesforce career starting from Salesforce Associate to Salesforce Architect.

Get the confidence requires for real-world Salesforce challenges by completing hands-on assignments

Pass the Salesforce Certified Associate Exam

Requirements

No Prerequisites for the course! This is great for someone brand new to Salesforce!

Existing Salesforce Professionals can also enroll in this course to refresh their knowledge and attempt Salesforce Associate Certification.

Description

Start your Salesforce Journey from Associate to Architect level with a Salesforce Architect This course is designed for learners who want to grow their career in the Salesforce field as an Admin, Developer, Consultant or Architect. This course sets a solid foundation on the Salesforce Associate exam topics that will be required for all future Salesforce certifications. Taught by Salesforce Certified Architect and Chief Information and Innovation Officer of a Salesforce platinum partner. Unlike any ordinary video course, this is a complete package to head start your Salesforce career. It includes well-designed video lectures, practical assignments, 5 full length practice tests and exam key points booklet.They key objectives of the course are to:Build a solid foundation on Salesforce CRM and Salesforce Platform topics including Salesforce ecosystem, navigation, security, data modeling and analytics.Sit in Salesforce Certified Associate Exam with full confidence by completing *2 full length practice tests* includedHead start your Salesforce career starting from Salesforce Associate to Salesforce Architect.Get the confidence requires for real-world Salesforce challenges by completing hands-on assignmentsThe course is divided into 10 chapters. Starting from basics like Salesforce ecosystem and navigation to Salesforce, this course gradually builds your knowledge on your complex topics such as Salesforce data modelling and security.If you are a dedicated learner and want to grow your career as a Salesforce professional, this course is for you.

Overview

Section 1: Introduction to the course and Salesforce Associate Exam

Lecture 1 Welcome - What makes this course unique

Lecture 2 Faisal Introduction - What qualifies me as your instructor

Lecture 3 Who is this course for?

Lecture 4 How to take best out of this course

Lecture 5 Lets explore Salesforce Associate Exam outline

Section 2: What is Salesforce? Salesforce Career Paths and Job Market

Lecture 6 Introduction of the section

Lecture 7 What is a CRM and Its implementation to various industries

Lecture 8 Why Salesforce and Salesforce Job Market Demand

Lecture 9 Salesforce Certifications and Career Paths

Lecture 10 What makes Salesforce so popular the 3 key factors

Lecture 11 Introduction to the Project and How you will be learning Salesforce here

Lecture 12 Summary

Section 3: Getting Started with Salesforce

Lecture 13 Creating Salesforce Account, Login and Logout

Lecture 14 A quick tour to Salesforce Setup and End User Area

Lecture 15 Exercise - Create your account

Section 4: Navigation

Lecture 16 Introduction to Chapter 4

Lecture 17 User Interface

Lecture 18 Exercise

Lecture 19 Managing Records Intro

Lecture 20 Creating and Editing Records

Lecture 21 Deleting and Undeleting Records

Lecture 22 Managing related records

Lecture 23 Exercise

Lecture 24 Search, Sort and Filter Records

Lecture 25 Managing List Views

Lecture 26 Modifying List Views

Lecture 27 Split List View

Lecture 28 Kanban List view

Lecture 29 List View Challenge

Lecture 30 Introduction to Setup

Lecture 31 Setup Menu, Quick Find and Object Manager

Lecture 32 What is Salesforce Org

Lecture 33 Company Information

Lecture 34 Discovering Salesforce Users

Lecture 35 Exercise

Lecture 36 Configuring Login Access Policies

Lecture 37 Configuring Session Settings

Lecture 38 Exercise

Lecture 39 Conclusion

Section 5: Introduction to Data Model

Lecture 40 Data Model

Lecture 41 What is an Object, Salesforce standard and custom objects

Lecture 42 What is a relationship, how does it related records

Lecture 43 Salesforce CRM Core Standard Objects and their relationships

Lecture 44 Two important types of relationships in Salesforce

Lecture 45 Master-Detail Relationship

Lecture 46 Lookup Relationship

Section 6: Customising Salesforce Data Model and User Interface

Lecture 47 Intro Customising Salesforce Data Model and User Interface

Lecture 48 What is an App and Scenario to customise and App

Lecture 49 Using App Manager to customise Sales App

Lecture 50 Exercise - Customise Sales App Using App Manager

Lecture 51 Renaming Tab and Standard Field Labels

Lecture 52 Requirements to Customising Page Layouts

Lecture 53 Using Page Layout Editor to Customize Account Page

Lecture 54 Custom Fields and Data Types

Lecture 55 Creating Custom Fields Demo

Lecture 56 Exercise

Lecture 57 Custom Object Anatomy

Lecture 58 Creating Vehicle Custom Object

Lecture 59 Creating Various fields in Vehicle Object

Lecture 60 Creating Tab for the custom object

Lecture 61 Testing our Custom Object by inserting data into it

Lecture 62 Creating Field Dependencies

Lecture 63 Assignment

Lecture 64 Key points to remember about objects and Fields

Lecture 65 Summary

Section 7: Salesforce Security

Lecture 66 Introduction to Salesforce Security Chapter

Lecture 67 What is a Salesforce User

Lecture 68 What is Salesforce License

Lecture 69 What is a Profile

Lecture 70 Objects and Field Level security

Lecture 71 Recapping Users and Profiles

Lecture 72 Discussing Security mini project

Lecture 73 Demo - Creating Custom Profiles

Lecture 74 Demo - Creating Users, Assigning Profile and Testing What User can see a

Lecture 75 Why Salesforce Platform Users can’t see Sales App and Solution to it

Lecture 76 Implementing the Solution

Lecture 77 What are permission Sets

Lecture 78 Permission Set Exploring Requirements

Lecture 79 Creating, assigning and testing permission sets

Lecture 80 Creating and assigning delete permission set

Lecture 81 How Profile and permission sets change User Experience

Lecture 82 Freeze Unfreeze or Activating or Deactivating Users

Lecture 83 Test Your Knowledge True OR False?

Lecture 84 Facts about profiles and Permission Sets

Lecture 85 Summing it up

Section 8: Salesforce Record Sharing Mechanism

Lecture 86 Introduction to the Record Sharing Chapter

Lecture 87 Exercise

Lecture 88 What are we going to learn in this chapter

Lecture 89 What is Record Access Mechanism, Record Ownership and Record Access Level

Lecture 90 Setting up the Org Data to understand Record Sharing

Lecture 91 Emily request to limit the record access, why everyone is seeing all records

Lecture 92 Various Record Access Mechanisms in Salesforce

Lecture 93 Understanding OWD

Lecture 94 Implementing and Testing OWD

Lecture 95 Profile and Sharing Settings

Lecture 96 OWD Scenario 1 with Solution

Lecture 97 OWD Scenario 2 with Solution

Lecture 98 OWD Scenario 3 with Solution

Lecture 99 Reflection CRED + OWD

Lecture 100 Role Hierarchy Scenario Introduction

Lecture 101 What is Role Hierarchy

Lecture 102 Implementing Role Hierarchy and Testing It

Lecture 103 Key points to remember about Role Hierarchy

Lecture 104 Intro Manual Sharing and Sharing Rules

Lecture 105 Manual Sharing

Lecture 106 Sharing Rules

Lecture 107 Assignment and Closure

Section 9: Reports and Dashboards

Lecture 108 Introduction to Reports and Dashboards

Lecture 109 What are reports?

Lecture 110 Some Key terminologies of Salesforce Report

Lecture 111 A Detailed Tour of Report Builder

Lecture 112 Creating a Tabular Report

Lecture 113 Summary Reports Business Requirements

Lecture 114 Creating Opportunity by Owner Summary Report

Lecture 115 Creating Opportunity by Stage Summary Report

Lecture 116 Matrix Report Concept and Requirements

Lecture 117 Creating a Matrix Report

Lecture 118 What is a Dashboard and the Example we are going to build

Lecture 119 Creating Sales Performance Dashboard

Lecture 120 What can prevent users to see a Dashboard Folder and Salesforce License

Lecture 121 Concluding Reports and Dashboard Chapter

Section 10: Salesforce Ecosystem

Lecture 122 Salesforce Ecosystem

Lecture 123 Various Salesforce Learning Resources

Lecture 124 Creating Trailhead Account

Lecture 125 Exploring Trailhead Trails, Trailmixes, Modules and Units together

Lecture 126 Exploring Trailblazer community groups and events

Lecture 127 Exploring Trailhead Academy

Lecture 128 Summing it up Various Salesforce learning resources

Lecture 129 Salesforce Customer 360

Lecture 130 Salesforce Industries

Lecture 131 How companies use Salesforce

Lecture 132 Salesforce Job Roles and Career Paths

Lecture 133 Salesforce Roles

Lecture 134 Salesforce Career Paths

Section 11: Practice Tests & Exam Guide:

Lecture 135 Salesforce Associate Exam Guide:

This course is designed for learners who want to grow their career in the Salesforce field as an Admin, Developer, Consultant or Architect. This course sets a solid foundation on the Salesforce Associate exam topics that will be required for all future Salesforce certifications.