Salesforce Admin 201 Certification Training

Learn to administer and configure Sales and Service Clouds

Enroll Now View Curriculum

Key Highlights

  • 30 hours of Instructor-led online live sessions
  • 10 sessions of 3 hours each (Weekend)
  • Case Studies on Real-life Scenarios
  • Lifetime Access to Learning Management System
  • Practice Assignments
  • 24X7 Expert Support
  • Online Forum for Discussions

Course Price

$99.00 $200.00

Contact Us

1866-216-7898

(Toll Free)

Available Courses Delivery

This course is available in the following formats:

Self Paced (On-Demand)

24x7 access to instructor-led videos and practical activities
Convenient training that syncs with your schedule
Enroll Now

$200  $99

Course Overview

Salesforce Admin 201 Certification Training is designed to educate learners how to manage and configure Sales and Service Clouds. The trainee will learn the basics of Cloud Computing and SFDC. It introduces learners to SFDC Security Model, Business Logic, Business Process Automation, Sales Cloud, Service Cloud, and Data Handling & Processing.

Course Objectives

  • Educate learners about sales and marketing ecosystem
  • Acquaint learners with the functionality of Salesforce
  • Help learners identify the building blocks of Salesforce
  • Teach about SalesforceA, Social features, and Salesforce1
  • Familiarize learners with the Security model and Data model
  • Teach about Business Process Automation

Career Benefits

  • Opportunity to establish credentials in Salesforce Domain
  • Good remuneration as Salesforce Administrator
  • Find more jobs in the market

Prerequisites

  • Experience as an administrator, a developer, or a consultant will be an added advantage

Who should take up?

  • System Administrators
  • IT Managers
  • Sales Professionals
  • Product Managers
  • Siebel and other CRM products Professionals
  • Consultants
  • Developers with experience in Mainframe, C#, or Java

Course Content

  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Force.com Platform
  • Declarative & Programmatic Options in Force.com
  • Meta-data Driven Architecture
  • Multi-tenant
  • Business and IT benefits
  • Use of SF1
  • Sign-up for a Free Environment / Org
  • Adding company logo
  • Benefits of System Overview
  • Salesforce Key Building Blocks
  • Editions and Different Environments Available
  • MVC Pattern
  • Student App
  • Student App Master Basic Data Model
  • Student Master and Marks/Grades
  • Student Master Basic Security Model
  • Student Master Reports
  • Student Master Application Scope
  • Create Custom Objects and understand various properties in the Object definition section
  • Customize standard objects
  • Field and Data Types
  • Custom Field Prosperities
  • Field Dependencies
  • Types of Relationship Fields
  • Search Layouts
  • Security Model Mind Map
  • System Level or Org Level Security
  • User Administration and Troubleshooting
  • Permission Sets
  • Profile and Permissions Sets
  • Password Policy
  • IP Address security
  • Login hours
  • Session settings
  • Activations
  • Page layout assignment
  • Tab setting
  • Field level security
  • Security Model Mind Map
  • Record Level and Object Level
  • Organization wide defaults
  • Organization wide defaults ? Student App
  • Role and Role Hierarchy
  • Criteria Based Sharing
  • Different ways to gain Record Level Access
  • Public Group
  • Queue
  • Public group Vs Queue
  • Business Logic Mind Map
  • Different Options to Implement Business Logic
  • Functions
  • Formula
  • Validation Rules
  • Rollup Summary Fields
  • Record Types and Page Layouts
  • Business Process Automation
  • Business Requirements ? Workflow Rules
  • Workflow - Actions (Time When Action Takes Place)
  • Workflow ? Actions
  • Workflow ? Considerations
  • Approvals ? Introduction
  • Approvals - How to Create A Process
  • Approvals - Actions
  • Approvals - How and What Can Approvers Do
  • Sales Cloud
  • Sales Process
  • Sales Productivity Features
  • Lead Management
  • Lead auto response
  • Lead assignment
  • Web to lead
  • Accounts and Contacts Management
  • Opportunities
  • Campaign Management
  • Price Book, Products, Price Book Entries
  • Service Cloud
  • Case Management
  • Typical Service and Support Process
  • Automation - Web2Case and Auto-Response
  • Automation - Email2Case
  • Automation - Assignment Rules
  • Automation - Escalation Rules
  • Email Templates in Case Management
  • Channels
  • Case Resolution ? Solutions
  • Case Resolution Using Knowledge
  • Communities Basics
  • Communities Setup and Administration
  • Communities ? Ideas and Answers
  • Data Handling and Processing Overview
  • Exporting data and Regular Backup
  • External ID and Unique Fields
  • Import
  • Install Apex Data Loader
  • Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
  • Transfer record ownership
  • Execute a report with and without modifications
  • Create a tabular report, summary and matrix report
  • Report and Security
  • Report Builder and Standard Reports Available
  • Add a chart and a few other features like highlighting
  • Create a custom report type and store in a folder
  • User filters in reports
  • Create a dashboard
  • Bucket field
  • Tabular Report significance
  • Summary report significance
  • Matrix report significance
  • Joined report significance
  • Dynamic dashboard
  • Customizable parts of the SF1 app
  • Security and customizable settings
  • Navigation menu
  • Compact layouts and Mobile cards
  • Basic admin activities on Salesforce A
  • Outlook and SF synch up
  • Activity management - Tasks, Events, and Open activities
  • Creating and tracking tasks and events
  • Folders and Document templates
  • AppExchange
  • Chatter groups, feeds, people
  • Files, Follow records, people
  • Groups Topics and Files
  • Global action types-Create
  • Log a call, Custom VF page
  • Custom canvas, Publisher layout
  • Global an Object specific actions

SEARCHING FOR THE RIGHT COURSE?

Upskill counselors can help you pick the suitable program

CALL US NOW 1866-216-7898

Schedule a call.


IN DEMAND & POPULAR TRAINING COURSES

Popular Courses