Salesforce Certification Training: Administrator and App Builder

This Salesforce training for App builder and Administrator is specifically designed by SMEs to give you hands-on experience on the following topics:

1. Salesforce CRM, its features
2. Salesforce objects, field types, validation rules
3. Data modeling & management
4. Set-up and user management
5. Security and data access
6. Workflow automation
7. Sales and service cloud configuration
8. Lightning components installation
9. Salesforce interface
10. Application deployment and Force.com platform change management
11. Application development by leveraging declarative interface
12. User interface configuration
13. Preparing for Salesforce Administration (ADM 201) and App Builder Certification exams

• Salesforce professionals
• Software administrators
• App builders
• Developers
• Analysts
• IT managers
• Sales managers & executives, etc.

There are no specific prerequisites for this Salesforce training course. Anybody can opt for this training. However, prior experience as a developer or an administrator will definitely give a boost to your learning.

• The global CRM software market will reach US$40.26 billion in 2023, up from US$36.9 billion (2020) – Statista
• Salesforce leads the CRM market with 19.5 percent of market share – Forbes
• Salesforce developer in the United States can earn up to US$100,000 – Indeed

Salesforce is the most widely used CRM software in the world. Access is through the cloud platform and is available on every device. Because of this and the extensive capabilities throughout the lifecycle of sales, marketing, and customer relationships, the demand for Salesforce developers and Salesforce admins is growing.

This Intellipaat Salesforce online training course gives you the knowledge of Salesforce and gives you a wide range of hands-on experience in Salesforce. You will also work on real-world industry-specific projects that ensure the ideal job.

First, you need to complete the Salesforce Administrator and Salesforce App Builder exams. To do this, follow these steps:

• Complete Intellipaat Salesforce training
• Gain hands-on experience with industry-specific Salesforce projects
• Register for two Salesforce exams on Salesforce.com
• Pass the exams!

• Introduction to Salesforce
• Overview of Salesforce, its Editions
• Home Page Customization
• User Management
• Apps Creation
• Core CRM objects Capabilities
• Declarative Customizations Boundaries
• Programmatic Customizations Use Cases

• Sales cloud introduction
• List views, creating and converting the leads
• Creating accounts, contacts, email templates, mass emails, price books, products, etc.
• Creating activities, opportunities, web-to-lead form, assignment rule, queue, campaigns, etc.
• Quote Templates
• Quote Templates Introduction
• Creating a Quote record, template, quote PDF
• Service Cloud
• Service cloud introduction
• Creating cases, assignment rules, escalation Rules
• Enabling solutions, creating solutions, attaching it to cases
• Enabling and configuring knowledge
• Creating web-to-case form, email-to-case
• Introduction to the Service cloud
• Assignment and escalation rules creation
• Cases creation
• Enabling and creating solutions
• Web-to-case form creation

• Introduction to Quote Templates
• Quote record creation, its template, and quote PDF

• Field types overview
• Standard fields modification
• Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
• Creation of number, currency, and percent fields
• Creation of geolocation, phone, and email fields
• Creation of date & time fields
• Creation of text and text area fields
• Creation of URL, encrypted fields, etc.
• Salesforce objects introduction
• Components, standard objects, and its modification
• External objects and creation of custom objects

• Creation of buttons, links, and actions overview
• Creation of new records with actions
• Call logging with actions
• Record updating
• Creation of custom buttons and custom links, etc.

• Overview of visual workflow, schema builder, and process builder
• Creation of visual flow
• Modification of the existing workflows
• Creation of process
• Field creation in the schema builder

• Overview of validation rules, its creation
• Creation of formulas
• Creation of error messages
• Overview of workflow rules
• Creation of
  • Workflow rule
  • Field update
  • Task assignment
  • Email alert

• Overview of Salesforce Lightning Components
• Lightning components installation, its capabilities
• Visualforce vs. Lightning Components

• Overview of the role hierarchy
• Creating
  • Roles
  • Groups
  • Permission Sets
• Enabling field history
• Assigning Roles to Users

• Restricting logins
• Object access determination
• Record access configuration
• Creation of role hierarchy
• Record access exceptions

• Profiles introduction
• Overview of standard profiles
• Page layouts assigning
• Settings
  • Custom app and its access
  • Tab
  • Record type
• Permissions
  • Administrative
  • General user
  • Standard object
  • Custom object
• Password guidelines
• Session timeout, hours of log in, IP ranges
• Field-level security
• Access of Apex and Visualforce

• Chatter features and use cases
• Configuring chatter fields, groups, users, etc.
• Creating chatter user
• Setting up Salesforce to Salesforce, accepting connection
• Enabling ideas, social accounts, libraries & content
• Uploading documents to content and libraries
• Setting up Salesforce

• Reports introduction
• Report formats
• Creation of:
  • Leads report
  • Creating contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula
• Using report to add the leads to campaign
• Reports export to Excel
• Dashboards introduction
• Dashboard
  • Creation and refreshing dashboard
  • Modifying columns
  • Adding filter
  • Adding reports
  • Interfaces
• Access management
• Dynamic dashboards configuration
• Report builder activation on profiles

• Data management introduction
• Importing
  • Leads
  • Contacts
  • Accounts
• Installation of data loader
• Mass delete
• Records
  • Importing with data loader
  • Exporting with data Loader
  • Updating with data Loader
  • Deleting with data Loader
• Addition of field to schema builder, etc.

• AppExchange Introduction and Overview
• Finding
  • App
  • Developer
  • Consultant

• Communities introduction
• Making a new community, and preferences
• Management of
  • Topic
  • Recommendations
  • Reputation
• Addition of members
• Managing branding and tabs
• Registration and Login

• Change Sets introduction and its Deployment
• Change Sets
  • Inbound
  • Outbound
• Deployment
  • Settings
  • Status
• Eclipse IDE

• User Interface Introduction
  • General Options
  • Sidebar Options
  • Calendar Options
  • Name Settings
  • Setup Options

• Application Lifecycles Introduction
• Key milestones and considerations
• Using
  • Sandboxes
  • Change Sets
  • Unmanaged packages

Accessing data using Value Providers, encapsulating related value together, the value providers for a components v (view) and c (controller).

Using out-of-the-box components for Salesforce1, Lightning Experience, Lightning Apps, components belonging to different namespaces, Aura, Force, force Chatter, force Community, lightning design system styling, lightning namespace components, user interface.

Understanding common UI, using aura:component, UI components such as ui:input and ui:output, easy handling of common UI, component styling and extension.

Dynamically updating UI components, JavaScript controller actions for firing events in Lightning Component Framework, event declaration using aura:event tag in a .evt resource.

Event-driven programming using JavaScript, Java Swing, the component event and application event, writing handlers in JavaScript controller actions.

Creating server side controller in Apex, @Aura Enabled annotation, annotation to enable client and server-side access to controlled method, calling a server-side controller action from a client-side controller.

A real example of deploying Server side controller by pulling data from Opportunity object, creating Client side controller to invoke Server side controller and passing the returned value to components.

Building Contact Management App on Lightning Framework, uploading CSS file and uploading it to static resource for referencing in application, creating contact Controller Apex Class, pulling data from contact and returning the list of contacts, designing User Interface by using HTML and CSS Classes provided in Bootstrap Style sheet.

Project 1: Real-time inventory management with Salesforce

Industry:  Retail

Problem Statement: How to keep track of the inventory and product purchase in real-time to keep products well-stocked

Topics: In this project, you will work on the retail inventory management. You will deploy real-time tracking and analysis for the four different categories of product, inventory, sales, and customer. This is a multiple to multiple relationships, whenever a product is sold it has to be replaced in the inventory. You will list the products bought by the customer, the details of the customer and such other data.

Highlight:

• Tracking customer information through various parameters
• Updating inventory when a product moves out
• Keeping track of products sold to customers.

Project 2: Creating a Library Management System with Salesforce

Industry:  Education

Problem Statement: How to keep track of all books and ensure that requests for books are met and books are returned on time.

Topics:  In this project you will create a Salesforce library management system for keeping track of all books, all the requests for books that are coming, searching for books based on title, author or name of the book, giving the admin rights to the librarians to ensure that it is a smooth and well-oiled machine.

Highlights:

• Create a Salesforce Apex platform
• Customization of Salesforce
• Analyzing data with Reports.

Project 3: Understanding Salesforce admin and developer concepts

Industry: General

Problem Statement: Familiarizing with the various Salesforce aspects

Topics: In this Salesforce project you will be introduced to the cloud computing scenario. You will understand the meaning of Salesforce Objects, user creation, dashboards and reports, workflow in Salesforce, Process builder, and validation rules and so on. Upon completion of the project, you will be well-versed in the domains of Salesforce development and administration.

Requirements:

• Extending access with Permission sets
• Bulk export of data with Data Loader
• Importing data with Import Wizard.

Salesforce Lightning Project

Project – Building Lightning Application

Topics: Building component to call client-side controller function and handle data, alternate method for pulling contact details based on ID, creating component to handle the event, creating client-side controller for binding user event and calling new Apex Controller method, adding fields to components, querying fields in the controller method and displaying on the screen.