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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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