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Salesforce Admin 201 Certification Training

Salesforce Admin 201 Certification Training

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Salesforce Admin Certification training by Edureka will help you to become an expert by mastering topics such as identifying different Salesforce building blocks, Data models, Security models, Automation options, Sales Cloud and Service Cloud modules, Reports, and Dashboards. Whether you're looking to kickstart a career in Salesforce administration or enhance your existing skills, Edureka's program provides a structured and effective path to success.

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Why should you take Salesforce Admin 201?

As per Indeed.com data, 200% global jump in Salesforce jobs since Jan 2016

Intel, Schneider Electric, VMware, Zendesk, HubSpot, Tableau and many Fortune 500 companies are using Salesforce.

Average Salary of SalesForce Administrator is $89,720 - Indeed.com

Course Curriculum

Introduction to Cloud Computing and SFDC

Learning Objectives: In this Salesforce training module, you will get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models.

Topics:

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

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Building Blocks of Force.com Platform

Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in SFDC.

Topics:

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

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SFDC Data model, Objects, Relationships and Fields

Learning Objectives: This Salesforce training module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.

Topics:

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

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SFDC Security Model and Its Features

Learning Objectives: Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets.

Topics:

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

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SFDC Security Model Object, Record and Field Level Features

Learning Objectives: Learn organization wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

Topics:

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

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Business Logic

Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

Topics:

Business Logic Mind Map
Different Options to Implement Business Logic
Functions
Formula
Validation Rules
Rollup Summary Fields
Record Types and Page Layouts

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Business Process Automation

Learning Objectives: This Salesforce training module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder.

Topics:

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

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Introduction to Sales Cloud

Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

Topics:

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

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Introduction to Service Cloud

Learning Objectives: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.

Topics:

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

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Data Handling and Processing

Learning Objectives: This Salesforce Certification module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.

Topics:

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

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Reports and Dashboards

Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.

Topics:

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

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Salesforce 1, Lightning App Builder, Salesforce A, Outlook

Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

Topics:

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

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Activity Management, AppExchange, Content and Folder Management

Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

Topics:

Activity management - Tasks, Events, and Open activities
Creating and tracking tasks and events
Folders and Document templates
AppExchange

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Chatter, Global Action and Publisher Layout

Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.

Topics:

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

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Course Description

About The Salesforce Admin 201 Course

Salesforce ADM 201 Certification Training will introduce the participants to the basic concepts related to Administration and declarative development options.

What are the objectives of our Salesforce Training?

After completing this Salesforce Training, students will be able to:

Differentiate the building blocks of Salesforce
Understand the Data model
Understand the Security model
Define Business process automation options
Master Sales Cloud and Service Cloud modules
Explain Reports and Dashboard
Describe Salesforce1, SalesforceA, Chatter, and Social features

Why learn Salesforce A 201 Training?

Salesforce Certification Training will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare for Salesforce Certification (SFDC Admin 201 Certification).

Who should go for this Salesforce Certification Training?

This Salesforce Certification training at edureka is suitable for all professionals who are passionate about CRM and cloud computing. But typical profiles, but not limited to, who go for salesforce training are:

Siebel and other CRM products professionals
Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform
Functional consultants who are looking to switch to Salesforce
Freshers who are looking to get a jump start to their careers in Cloud computing
Lateral developers who have worked in Java, mainframe, and C# and are looking for a boost to their career from the legacy platform

What are the pre-requisites for this Salesforce Certification Course?

Salesforce Certification training at Edureka does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will be handy.

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Certification

Edureka’s Salesforce Administrator Certificate Holders work at 1000s of companies like

Salesforce Admin 201 Certification Training Certificate

John Doe

Salesforce Administrator

with Grade X

XYZ1234 31st Jul 2024

The Certificate ID can be verified at www.edureka.co/verify to check the authenticity of this certificate

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Testimonial Reviews

Shashank SinhaSenior Manager, Service Delivery

I have attended the Salesforce Class conducted by Mr. Devanand. Very good - connectivity [v. good], ... Read More

Madhu ChetanSiebel Consultant at Medtronic

Salesforce class was interactive and knowledgeable instructor, customer support is really good and c ... Read More

Nafeeyu AhmedSAP CRM Consultant- Cognizant

I am an SAP CRM Consultant in Cognizant wanting to learn Salesforce as early as possible and complet ... Read More

Mehul DaveJDA Solution Architect Lead/Manager , Capgemini

Edureka is most successful Instructor led online course institute. I completed many courses i.e. TOG ... Read More

Anitha GuruswamiQA Consultant

This company has been heaven sent to anyone interested in learning the newer technologies that are c ... Read More

AalapIntegrations, Developer Support, Engineering

Clean, simple and a fantastic learning resource. The courses are a great resource for personal devel ... Read More

Video Reviews

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Our learner Balasubramaniam shares his Edureka learning experience and how our training helped him stay updated with evolving technologies.

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Projects

What are the system requirements for our Salesforce Certification Training?

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

How will I execute the practicals?

For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

Which case studies will be a part of this Salesforce Certification Course?

Objective: Create an app for Event Management that takes care of – Event Registrations, Confirmations, Cancellations, Speaker associations, and other event-related activities. Users of the System:

Event Management Team
Event Manager
Attendees and Public
Speakers

Requirements:

A public facing page where announcements related to different events are displayed
Event should have information like – topic/ name, location, start date & time, end date & time, speaker, type of event (webinar/ workshop/ seminar/ conference), event subject (IT/ Management/ HR/ Operations/ Motivational/ Well-being/ Other), and image
Attendees can self-register with their name, email and mobile number; they can express interest in a specific area for events
Attendees are informed by email on upcoming events for their area of interest
Event management team will confirm attendees’ registration after they receive payment
Screen to capture information about payment received from attendees
Display speaker profile on the public facing page (speakers should be shown with events)
Event management team should be able to create, edit/ update, cancel events
Any cancellation of event will require Event Manager’s approval
Event management team should be able to add speakers (include their contact details and skills)
Event management team should be able to map speaker/s for an event

Event Manager should be able to see the following reports:

Cancelled Events with Speaker information
Events Completed with Speaker information
All empanelled speakers
Events sent for cancellation approval
Attendees registering on site
Events with confirmed attendees
Event Manager should have access to a dashboard covering key reports
Confirmed attendees and Speaker/s should be notified about – any (date/ time/ location related) changes to their events

Optional requirements:

All confirmed attendees should get an email with feedback link after the event
Attendees should be able to rate the event and the speaker on the scale of 1 to 5 (5 being highest)
Show event wise and speaker wise feedback scores to Event manager

FAQs

What if I miss a live class?

"You will never miss a lecture at Edureka! You can choose either of the two options:

View the recorded session of the class available in your LMS.
You can attend the missed session, in any other live batch."

What if I have queries after I complete this Salesforce training course?

Your access to the Support Team is for lifetime and will be available 24/7. The team will help you in resolving queries, during and after the course.

How soon after Signing up would I get access to the Learning Content?

Post-enrolment, the LMS access will be instantly provided to you and will be available for lifetime. You will be able to access the complete set of previous class recordings, PPTs, PDFs, assignments. Moreover the access to our 24x7 support team will be granted instantly as well. You can start learning right away.

Is the Salesforce training course material accessible to the students even after the course training is over?

Yes, the access to the course material will be available for lifetime once you have enrolled into the course.

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