Salesforce Administration And Development: Basics To Expert

Master Salesforce with our comprehensive course and unlock the full potential of CRM for your business success!

What you'll learn

Salesforce Administration Basics: Understand the fundamental concepts of Salesforce administration, including organization setup, user setup.

Salesforce Features: Explore key Salesforce features such as Email Chatter, desktop add-ons, and the Global User Interface.

Home Page Customization: Learn to configure home page components, layout, and search settings for enhanced user experience.

Activity Management: Master the creation and management of tasks, events, and custom fields to streamline business processes.

Security Settings: Delve into security settings including login IP restrictions, profile security levels, and permission sets to ensure data protection.

Roles and Hierarchies: Gain insights into setting up roles, subordinate roles, and role hierarchies for efficient user management.

Object Management: Learn to create and manage standard and custom objects, fields, and relationships to tailor Salesforce to specific business needs.

Validation and Formula Fields: Understand how to implement validation rules and formula fields to maintain data integrity and automate calculations.

Workflow Automation: Discover how to automate business processes using workflows, including setting workflow rules and creating approval processes.

Reporting and Dashboards: Develop skills to create and customize reports and dashboards for insightful data analysis and performance tracking.

Requirements

Basic Computer Skills: Familiarity with using a computer, navigating the internet, and basic software operations.

Internet Access: Reliable internet connection for accessing course materials and participating in online activities.

Salesforce Account: A Salesforce account (preferably a developer edition) to practice hands-on activities and assignments.

Understanding of Business Processes: Basic knowledge of common business processes and terminology will be beneficial.

Desire to Learn: A strong motivation to learn and apply Salesforce administration skills.

Description

Course IntroductionWelcome to "Salesforce Administration and Development: From Beginner to Expert," a comprehensive course designed to equip you with the essential skills and knowledge needed to master Salesforce administration and development. Whether you're a beginner looking to understand the basics or an experienced professional aiming to enhance your Salesforce expertise, this course offers a structured and detailed learning journey. Dive into the world of Salesforce with our step-by-step lessons, hands-on projects, and real-world applications to transform your skills and career prospects in the dynamic field of customer relationship management.Introduction to Salesforce Administration: This introductory lesson sets the stage for understanding Salesforce administration, outlining its importance, core concepts, and the fundamental role it plays in managing customer relationships effectively.Features of Salesforce: Explore the powerful features of Salesforce, including its CRM capabilities, automation tools, and extensive customization options, making it a versatile tool for any business looking to enhance its operations.Organization Setup: Learn the initial steps of setting up your Salesforce organization, ensuring it is tailored to meet your business needs and ready for efficient operation from the start.User Setup: Dive into the process of creating and managing user profiles, understanding how to configure settings and permissions to ensure smooth and secure access for all team members.Editing and Setup of My Profile: Customize and manage your Salesforce profile settings by updating personal information, display settings, and layout preferences to enhance your individual user experience.Changing Display and Layout: Discover how to modify the display settings and layout of your Salesforce interface, creating a personalized and efficient workspace tailored to your specific needs.About Email, Chatter, and Desktop Addons: Explore the features of Salesforce Email, Chatter, and desktop add-ons, learning how these tools enhance communication, collaboration, and overall productivity within your organization.Introduction to Global User Interface: Get acquainted with the global user interface of Salesforce, learning navigation tips and tricks to efficiently move through the Salesforce environment and access critical features.Home Page Components: Understand the various components of the Salesforce home page, learning how to customize and utilize these elements to quickly access important information and tools.Home Page Layout: Customize the layout of your Salesforce home page, organizing components and widgets to create a personalized and effective dashboard that suits your workflow.Search Settings: Optimize your search settings in Salesforce, configuring search options to quickly find records, contacts, and other essential information to enhance your productivity.Tasks and Activities: Master the task and activity management features in Salesforce, learning how to create, assign, and track tasks and activities to ensure effective workflow management and team collaboration.Security Settings: Understand the critical security settings in Salesforce, including login IP restrictions, profile security levels, and permission sets, to safeguard your data and manage user access effectively.Standard and Custom Objects: Delve into the world of standard and custom objects in Salesforce, learning how to create and manage objects, define relationships, and customize fields to fit your business processes.Field History Tracking and Page Layouts: Track changes and customize page layouts in Salesforce, understanding field history tracking and how to configure page layouts to display relevant information.Validation Rules and Formula Fields: Enhance data integrity with validation rules and formula fields, learning to create custom validation rules and use formula fields to perform calculations and automate processes.Course ConclusionBy the end of this comprehensive course, you will have mastered the essential skills required for Salesforce administration and development. You will be proficient in setting up and configuring Salesforce, managing users and security, customizing objects and fields, and effectively utilizing Salesforce features to streamline business processes and enhance productivity.

Overview

Section 1: Salesforce Administration - Beginner Lessons

Lecture 1 Introduction to Salesforce Administration

Lecture 2 Features of Salesforce

Lecture 3 Organization Setup

Lecture 4 User Set up

Lecture 5 User Set up Continues

Lecture 6 Editing and Setup of My Profile

Lecture 7 Changing Display and Layout

Lecture 8 About Email Chatter and Desktop Addons

Lecture 9 Introduction to Global User Interface

Lecture 10 Home Page Components

Lecture 11 Home Page Layout

Lecture 12 Search Settings

Lecture 13 TASKS Activities

Lecture 14 Events Activities

Lecture 15 Custom Fields Activities

Lecture 16 Settings Activities

Lecture 17 SECURITY Login IP

Lecture 18 SECURITY Level Profile

Lecture 19 SECURITY Level Profile Continue

Lecture 20 SECURITY Level Permission Set

Lecture 21 Field Level Profile Security

Lecture 22 Permission Level Security

Lecture 23 Other Profile Setting in Security

Lecture 24 Introduction to Roles and Subordinate

Lecture 25 Security Roles Security

Lecture 26 Role Hierarchy and CIO Role

Lecture 27 Security OWD

Lecture 28 Sharing Setting OWD

Lecture 29 Standard Object

Lecture 30 Building Custom Object

Lecture 31 System Overview

Lecture 32 System Overview Continues

Lecture 33 Creating a Custom Object

Lecture 34 Object Classification and Deployment Status

Lecture 35 Custom Object Position

Lecture 36 New Relationship Custom Object

Lecture 37 Editing the Standard Fields

Lecture 38 Editing the Standard Fields Continues

Lecture 39 Custom Fields and Relationship

Lecture 40 New Custom Object

Lecture 41 More on New Custom Object

Lecture 42 Relationship Objects in Salesforce

Lecture 43 Example of Relationship Object

Lecture 44 Object Tabs in Salesforces

Lecture 45 Example of Relationship Salesforce

Lecture 46 Example of Relationship Salesforce Continues

Lecture 47 Field history Tracking in Salesforce

Lecture 48 Page Layout and Related List Salesforce

Lecture 49 Salesforce Record Types

Lecture 50 Example of Record Types

Lecture 51 Listview Salesforce

Lecture 52 Search Layout in Salesforce

Lecture 53 More on Search Layout

Lecture 54 Standard Validation Rules in SalesForce

Lecture 55 Example of Standard Validation Rules

Lecture 56 Custom Validation Rules in Salesforce

Lecture 57 Example of Custom Validation Rules

Lecture 58 Example of Custom Validation Rules Continues

Lecture 59 Formula Field Types in Salesforce

Lecture 60 Example of Formula Field

Lecture 61 Creating Formula in Salesforce

Lecture 62 More on Formula Fields

Lecture 63 Detail Page Buttons

Section 2: Complete Guide to Sales Force CRM

Lecture 64 Introduction to Salesforce CRM

Lecture 65 Features of CRM

Lecture 66 Overview of Salesforce

Lecture 67 Get More Leads

Lecture 68 Pricing of Salesforce

Lecture 69 Salesforce Activation

Lecture 70 User Interface

Lecture 71 User Interface Continues

Lecture 72 Changing Hope Layouts

Lecture 73 System Status

Lecture 74 Set Up Assistant

Lecture 75 Object Manager

Lecture 76 Setup Profile

Lecture 77 Creating Role Hierarchy

Lecture 78 Sample User Setup

Lecture 79 Configure States and Countries

Lecture 80 All Maching Rules

Lecture 81 Company Information

Lecture 82 Custom Tabs

Lecture 83 Leads and Accounts

Lecture 84 Creating Leads

Lecture 85 Creating Account

Lecture 86 Convert Lead

Lecture 87 Other Contact Options

Lecture 88 Salesforce Opportunities

Lecture 89 Salesforce Opportunities Continues

Lecture 90 Salesforce Price Books

Lecture 91 Salesforce Orders

Lecture 92 Salesforce Contracts

Lecture 93 Adding Contract Item

Lecture 94 Salesforce Assets

Lecture 95 Creating Assets

Lecture 96 Salesforce Campaigns

Lecture 97 Salesforce Campaigns Continues

Lecture 98 Salesforce Tasks and Notes

Lecture 99 Salesforce Cases

Lecture 100 Salesforce Dashboard

Lecture 101 Reports and Forecasts

Section 3: Projects on Sales Force - App Logic and Interface

Lecture 102 Introduction to Cloud Computing

Lecture 103 Characteristics of Cloud Computing

Lecture 104 Cloud Computing Services

Lecture 105 Introduction to Salesforce

Lecture 106 Salesforce(Configuration and Customization) part-1

Lecture 107 Salesforce(Configuration and Customization) part-2

Lecture 108 Salesforce(Create Salesforce app) Part-1

Lecture 109 Salesforce(Create Salesforce app) Part-2

Lecture 110 Creating Warehouse App

Lecture 111 Creating Warehouse App continued

Lecture 112 Creating Invoice Object

Lecture 113 Creating Its Relation

Lecture 114 Warehouse lookup relationship

Lecture 115 Warehouse Data Import using Custom object

Lecture 116 Customize user interface-View of data

Lecture 117 Customize user interface-Modify Page Layout

Lecture 118 Modify Page Layout continued

Lecture 119 Customize User Interface-Mobile Access Layout

Lecture 120 Mobile Access Layout continued

Lecture 121 Customize user Interface-Enable Social Collaboration

Lecture 122 Customize user Interface-Enable Social Collaboration continued

Lecture 123 Adding App Logic-Automate Field Object using Workflow

Lecture 124 Automate Field Object using Workflow continued

Lecture 125 Updating Inventory

Lecture 126 Setting Workflow rule

Lecture 127 Adding Formula Field

Lecture 128 Adding Roll Up Summary Field

Lecture 129 Enforce Business Rule

Lecture 130 Enforcing Business Rule

Lecture 131 Enforcing Business Rule continued

Lecture 132 Creating an Approval Process

Lecture 133 Creating an Approval Process continued

Lecture 134 More on Approval Process

Lecture 135 How to Use Approval Process

Lecture 136 How to add Flow Variable

Lecture 137 Adding Flow Form Screen

Lecture 138 Adding Record Create element

Lecture 139 Adding Confirmation Screen

Lecture 140 Adding Custom Button

Lecture 141 Adding Fault Screen

Lecture 142 Creating Sample Report

Lecture 143 Getting out more information from report

Lecture 144 Adding chart with Report

Lecture 145 Creating Dashboard

Lecture 146 Running Report Synchronously

Lecture 147 Running report Asynchronously

Lecture 148 How show Find and Refresh Dashboard

Lecture 149 Define an Object specific Action

Lecture 150 Enhancing mobile Experience With Global Action

Lecture 151 Customize an Object specific Layout

Section 4: Project on Sales Force - Visual Force

Lecture 152 VisualForce IntroDuction-1

Lecture 153 Model,view & controller paradigm architecture

Lecture 154 VisualForce components

Lecture 155 Visual force controller & pages

Lecture 156 System architecture with Developer and User Mode

Lecture 157 Benefits & use of visualforce

Lecture 158 Things should be known before start

Lecture 159 Creating & listing visualforce page

Lecture 160 Finding visualforce pages

Lecture 161 Editing visualforce pages

Lecture 162 How to add auto suggest attribute

Lecture 163 add additional component using APEX

Lecture 164 Adding nested components

Lecture 165 additional VisualForce components in page building

Lecture 166 Learning more components

Lecture 167 View State Tab

Lecture 168 Concept of standard controller

Lecture 169 Identifier of record

Lecture 170 Identifier of record continue

Lecture 171 Display Data from record

Lecture 172 Display fields from related records

Lecture 173 Understanding formula and variable

Lecture 174 Global variable

Lecture 175 Basic Formula

Lecture 176 Functions with multiple parameter

Lecture 177 Conditionals

Lecture 178 Conditionals & app logic formulas cheat sheet

Lecture 179 Visualforce-Standard User Interface Component

Lecture 180 VisualForce-View State

Lecture 181 action function tag in visual force

Aspiring Salesforce Administrators: Individuals aiming to start a career as a Salesforce Administrator and need comprehensive training from the ground up.,Business Professionals: Professionals in sales, marketing, customer service, and other business roles who want to enhance their understanding of Salesforce to improve their job performance.,IT Professionals: IT professionals looking to expand their skill set with Salesforce Administration to support their organization's CRM needs.,Small Business Owners: Entrepreneurs and small business owners who want to implement Salesforce for managing customer relationships and streamlining business processes.,Recent Graduates: College and university graduates seeking to enter the job market with in-demand Salesforce Administration skills.,Career Changers: Individuals looking to transition into a new career in Salesforce Administration from a different field.,Project Managers: Project managers who want to understand Salesforce capabilities to better manage projects involving Salesforce implementation.,Salesforce End Users: Current Salesforce users who want to deepen their knowledge and take on more responsibilities related to Salesforce administration.,Consultants: Business consultants aiming to provide Salesforce-related services and solutions to their clients.,Students: Individuals enrolled in IT, business, or related programs who want to supplement their education with practical Salesforce Administration skills.