Salesforce Administrator Training: Latest Edition 2021

Prepare for Salesforce Certified Administrator Exam. Command Salesforce Administration tasks and become top CRM Analyst.

What you'll learn
Become a successful Salesforce Administrator
Learn end-to-end Salesforce Administration tasks
Prepare for Salesforce Certified Administrator and Salesforce Certified Advanced Administrator Exams
Introduction and Signup Process of Salesforce
Salesforce Administrator Data Model
Salesforce Administrator Reports and Dashboard
Salesforce Administrator Data Management
Salesforce Admin Fundamentals
Salesforce Process Automation
Tools, Workflow Rule, Approval Process
Flow Builder, Process Builder, Validation Rules, WTC and WTL
Salesforce Security Model
Object Level Security (Profile), Object Level Security (Permission Set)
Record Level Security (OWD, Role Hierarchy, Sharing Rules and Manual Sharing)
Field Level Security

Requirements
Enthusiasm and determination to make your mark on the world!
Description
Salesforce is one of world’s leading CRM software and enterprise cloud ecosystems, helping businesses streamline their sales, service, marketing and other activities. Salesforce being a top CRM (Customer Relationship Management) solutions provider, such a vast and robust platform needs qualified Administrators to help customers utilize Salesforce in the best possible ways.

Uplatz provides this extensive end-to-end Salesforce Administrator course. This Salesforce Administrator course covers the essentials to start you off on the right path of your Salesforce Admin journey. The Salesforce Admin course is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications. Gain hands-on experience with this Salesforce Admin training while learning how to manage and develop apps for one of the most popular CRM platforms worldwide. Salesforce Admin Training will help you to pass the Salesforce Administrator Certification Exam (ADM-201) and completely transform your career.

Course Objectives

Customize your application, including page layouts, fields, tabs, and business processes

Create a secure Salesforce environment

Maintain and import clean data

Create high-value reports and dashboards

Setup workflow automation

Salesforce Administrator - Course Syllabus

Introduction and Signup Process of Salesforce

Salesforce Administrator Data Model

Salesforce Administrator Reports and Dashboard

Salesforce Administrator Data Management

Salesforce Admin Fundamentals

Salesforce Process Automation

Tools

Workflow Rule

Approval Process

Flow Builder

Process Builder

Validation Rules

WTC and WTL

Salesforce Security Model

Salesforce Security Model Overview

Object Level Security (Profile)

Object Level Security (Permission Set)

Record Level Security (OWD, Role Hierarchy, Sharing Rules and Manual Sharing)

Field Level Security



Salesforce Administrator Certification (ADM-201) exam

A Salesforce Admin Certification is the highest form of recognition a Salesforce Administrator can achieve; it demonstrates expertise in the field as well as a commitment to the platform.

Certification is becoming increasingly popular amongst Salesforce professionals. At the very least it can help to enhance a professional’s knowledge of the platform, but research shows it can also improve employability and open administrators up to a higher caliber of salary.

This Salesforce Administrator course will help you prepare for most of these topics.



Organizational Setup

Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).

Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).

User Setup

Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).

Understand the implications of activating, deactivating, or freezing a user

Security and Access

Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).

Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).

Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

Standard and Custom Objects

Describe the standard object architecture and relationship model.

Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.

Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

Sales and Marketing Applications

Given a scenario, identify the capabilities and implications of the sales process.

Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.

Describe the capabilities of lead automation tools and campaign management.

Describe the capability of Salesforce Content.

Service and Support Applications

Describe the capabilities of case management (for example, case processes, case settings, and case comments).

Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).

Describe the capabilities of Salesforce Knowledge.

Describe the capabilities of the Community application (for example, Ideas and Answers).

Activity Management and Collaboration

Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.

Describe the features of Chatter (for example, feed, groups, following, security).

Data Management

Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).

Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard).

Describe the capabilities and implications of data validation tools.

Describe the different ways to backup data (for example, data export service, exports, dataloader).

Analytics - Reports and Dashboards

Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).

Describe the impact of the sharing model on reports.

Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).

Describe the capabilities of custom report types.

Workflow/Process Automation

Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.

Describe capabilities and use cases for the approval process.

Desktop and Mobile Administration

Describe the capabilities of the Salesforce Mobile App.

Describe the installation and synchronization options of Salesforce Lightning for Outlook.

AppExchange

Identify use cases for AppExchange applications.

Who this course is for:
Salesforce System Administrators
Salesforce Administrators and Senior Salesforce Admins
Salesforce Developers
CRM Analysts
Anyone aspiring for a career in Salesforce and CRM
Salesforce Leads / Technical Managers
Solution Architects
Aspirants for Salesforce Certified Administrator exam
Beginners and newbies wishing to learn Salesforce
Senior Salesforce Developers - Financial Services
Sales and Marketing Professionals
Customer Relationship Officers
Salesforce Commerce Cloud Developers
Salesforce Developers Lightning
Salesforce Architects
Product Managers & Project Managers
Salesforce Developers - Lightning, Apex, VisualForce
Marketing Managers
Salesforce Consultants & Analysts

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