Salesforce Certification – Administrator and App Builder Course

سرفصل های دوره

This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning. You will start by understanding exam details and the requirements. You will have an introduction to Salesforce and learn to create a Salesforce account. You will explore how to customize your profile and user as well as profile and role creation. You will be introduced to Salesforce data and how to create custom objects. Learn about access levels in OWD and permission sets. Along the course, you will learn Lightning app builder and Lightning components, and learn to create a Lightning homepage and record page. You will learn to demonstrate how to create various Lightning pages and how to send an HTML email from a Lightning app. Explore the various types of reports and create a custom report type, joined reports, and dashboards. By the end of this course, you will have understood the topics that will help you pass the certification exam.

Chapter 1 Introduction

001. Salesforce Admin and App Builder Certification Course Introduction

002. Exam Details

003. Learning Objective

004. Cloud Basics

005. Introduction to CRM

006. Salesforce Introduction

007. Salesforce Offerings

008. Creating a Salesforce Account

009. Summary

010. Demo - Creating an SF Acct App Setup

Chapter 2 User Setup

001. Learning Objective

002. Organization Introduction

003. User Setup

004. Create Users

005. Roles and Profiles

006. Summary

007. Demo Customizing Profile and Users

008. Demo Profile and Role Creation

Chapter 3 Salesforce Data

001. Learning Objective

002. Standard and Custom Objects

003. Creating Custom Objects

004. Tabs

005. Create Tabs

006. Fields

007. Create Fields

008. API Name

009. Global Picklist

010. Use Global Picklist in Objects

011. Field Dependencies

012. Data Types

013. Functions

014. Create Formula Fields

015. Validation Rules

016. Roll-Up Summaries

017. Create Roll-Up Summary Field

018. Object Relationships

019. Create Master-Detail Relationship

020. Schema Builder

021. Summary

022. Demo One - Creating Custom Objects and Fields

023. Demo Two - Customizing Objects and Fields

024. Demo Three - Creating Validation Rules and Field Relationships

Chapter 4 Security and Access

001. Learning Objective

002. Data Access

003. Organization Wide Defaults (OWD)

004. Sharing Settings

005. Access Levels in OWD

006. Grant Access Using Hierarchies

007. Role and Role Hierarchy

008. Working with Role

009. Permission Sets

010. Sharing Rules

011. Summary

012. Demo One - Working on OWD

013. Demo Two - Permission Sets

014. Demo Security Deep Dive

Chapter 5 Page Layouts and Tabs

001. Learning Objective

002. Application

003. Page Layouts

004. Summary

005. Demo one - Creating Record Types

006. Demo Two - Creating Custom Page Layouts

007. Demo Three - Creating a New Lightning Application

Chapter 6 Lightning App Builder

001. Learning Objective

002. Introduction to Lightning App Builder

003. Events

004. Lightning Components and Console

005. Lightning Page Types

006. Create Lightning App Page

007. Create Lightning Home Page

008. Create Lightning Record Page

009. Best Practices for Building Lightning Pages

010. Types of Components

011. My Domain

012. Custom Component

013. Actions in Lightning Experience

014. Object-Specific Quick Actions

015. Adding Action to Objects Page Layout

016. Summary

017. Demo One - Creating Lightning Apps

018. Demo Two - Creating Various Lightning Pages

019. Demo Three - Adding Standard Components to Lightning Pages

Chapter 7 Workflow and Process Builder

001. Learning Objective

002. Process Automation

003. Workflow

004. Workflow Rules

005. Workflow Rules Limitations

006. Create Workflow rules

007. Configure Tasks for Workflow Rules

008. Configuring Email Alerts for Workflow Rules

009. Configuring Field Updates for Workflows

010

011.Understing

012. Email Templates

013. Creating Text Email Templates

014. Creating Custom HTML Email Templates

015. Groups

016. Public Group

017. Queues

018. Approval Process

019. Approval Process Terminology

020. Approval Process - Sections

021. Select Approval Options

022. Process Builder

023. Configure Process Builder

024. Summary

025. Demo One - Three Process Automation

Chapter 8 Lightning Flows

001. Learning Objective

002. Lightning Flow Introduction

003. Flow - Building Blocks

004. Five Ways to Implement Flow

005. Triggers for Autolaunched Flows

006. Create Sample Flow

007. Schedule Lightning Flows

008. Validation Using Screen Flow

009. Summary

010. Demo One - Creating Lightning Flows

011. Demo Two - Sending an HTML Email from a Lightning Flow

012. Demo Three - Deploying Flows

Chapter 9 Data Management

001. Learning Objective

002. Salesforce Analytics

003. Data Loader Overview

004. Data Loader Installation

005. Data Loader Configuration

006. Data Import Wizard

007. Mass Delete Records

008. Difference Between Data Loader and Import Wizard

009. Summary

010. Demo One - Loading and Using Data Loader

011. Demo Two - Exporting Data

012. Demo Three - Importing Data from an External System

Chapter 10 Lightning Reports and Dashboards

001. Learning Objective

002. Report Types

003. Create Custom Report Types

004. Bucket Fields

005. Reports

006. Types of Reports

007. Lightning Report Builder

008. Creating Charts

009. Create Joined Reports

010. Dashboards

011. Create Dashboards

012. Exporting Reports

013. Summary

014. Demo one - Creating and Leveraging Lightning Reports

015. Demo Two - Creating Dashboards

016. Demo Three - Managing Reports Dashboards

Chapter 11 Deployments

001. Learning Objective

002. Deployment Basics

003. Change Sets

004. Create Sandbox

005. Deploy Change Sets

006. Summary

007. Demo - Creating a Sandbox and Change Set for Deployment

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تولید کننده: PacktPub