preloder

Salesforce Administrator

You will learn to implement, configure and manage Sales and Service Clouds, as well as implement automation, security, troubleshooting, user interfaces, customized apps and much more. This training will prepare you to pass the Salesforce Administrator Certification Exam and provide a strong boost to your Salesforce career.

This Salesforce Admin certification course is designed to ensure that you learn & master the concepts of Salesforce Administrator and pass the certification exam on your first try. You will learn how to administer and configure Sales and Service Clouds, understand the sales and marketing ecosystem, and manage a wide range of important features and functionality of Salesforce. This practical hands-on training will help establish your credentials in the Salesforce domain and give a solid boost to your career. Certified Salesforce professionals earn from 1.2 to 1.8 times more than their non-certified counterparts.

Skills you will learn

  • Configure and manage Sales and Service Clouds
  • Gain insights into the roles of each of the functional user groups (inside sales, outside sales, marketing, customer support and management)
  • Implement automation, security, debugging, data validation, and customize apps
  • Configure the user interface
  • Acquire the full skillsets needed to pass the Salesforce Administrator Certification exam on your first attempt.

What is the target audience?

This Salesforce Admin certification course is suitable for:

  • Individuals looking to build a career in Salesforce
  • System administrators
  • Sales operations professionals
  • IT managers
  • Product managers

Salesforce Overview

1
Introduction to Salesforce
2
Salesforce Editions
3
Home Page Customization
4
User Management
5
Creating and Customizing Tabs
6
Creating an App
7
Uploading a Company Logo
8
Company Information Page
9
System Overview Page
10
Updating the Fiscal Year

Sales cloud

1
Introduction to Sales Cloud
2
Leads Home Page
3
Creating List Views
4
Creating and Converting Leads
5
Creating Accounts
6
Creating Contacts
7
Creating Email Templates
8
Creating Email Templates
9
Creating and Managing Price Books
10
Creating Products
11
Creating Opportunities
12
Creating Activities
13
Creating a Web-to-Lead Form
14
Creating a Lead Assignment Rule
15
Creating a Lead Queue
16
Creating an Auto-Response Rule
17
Creating Campaigns

Quote Templates

1
Introduction
2
Creating a Quote Record
3
Creating a Quote Template
4
Generating a Quote PDF
5
Emailing a Quote PDF
6
Modifying Quote Templates

Service Cloud

1
Introduction to Service Cloud
2
Creating Cases
3
Creating Case Assignment Rules
4
Creating Case Escalation Rules
5
Enabling Solutions
6
Creating Solutions
7
Attaching Solutions to Cases
8
Enabling Knowledge
9
Configuring Knowledge
10
Creating a Web-to-Case Form
11
Creating an Email-to-Case Address

Reports

1
Introduction to Reports
2
Understanding Report Formats
3
Creating a Leads Report
4
Creating Contacts and Accounts Report
5
Creating an Opportunity Report
6
Adding Leads to a Campaign from a Report
7
Creating a Report Chart
8
Scheduling Reports
9
Creating a Campaign Report
10
Summarizing Report Data
11
Creating a Report Formula
12
Exporting Reports to Excel

Dashboards

1
Introduction to Dashboards
2
Understanding Dashboard Components
3
Refreshing a Dashboard
4
Modifying Columns on Dashboards
5
Adding Filter to Dashboard
6
Managing Access to Reports
7
Adding a Report as a Dashboard Component
8
Setting Up Dynamic Dashboards
9
Enabling Dashboards for iPad
10
Modifying Report and Dashboard Interfaces
11
Activating the Report Builder on Profiles

Chatter and salesforce to salesforce configuration

1
Introduction to Chatter
2
Enabling Chatter
3
Enabling Chatter Feeds on Records
4
Configuring Chatter Groups
5
Creating Customer Groups
6
Creating a Free Customer Chatter User
7
Customizing Chatter Email Notifications
8
Configuring Salesforce to Salesforce
9
Sharing an Account via Salesforce to Salesforce
10
Configuring Ideas Themes
11
Enabling Libraries and Content
12
Customizing Libraries and Content
13
Uploading Documents to Libraries and Content
14
Configuring Salesforce1

Role Hierarchy

1
Introduction to Role Hierarchy
2
Viewing Role Hierarchy
3
Creating Roles
4
Enabling Field History
5
Creating Groups
6
Creating Permission Sets
7
Assigning Roles to Users

Security Controls

1
Introduction to Security Control
2
Viewing Object Security
3
Changing Default Record Access
4
Sharing Settings
5
Field Accessibility
6
Password Policies
7
Session Settings
8
Login Flows
9
Network Access
10
Activations
11
Session Management
12
Login Access Policies
13
Certificate and Key Management
14
Viewing Setup Audit Trail
15
Executing Expire All Passwords
16
Delegated Administration

Profiles

1
Introduction to Profiles
2
Standard Profiles Overview
3
Assigning Page Layouts
4
Field-Level Security
5
Custom App Settings and Access
6
Tab Settings
7
Record Type Settings
8
Administrative Permissions
9
General User Permissions
10
Standard Object Permissions
11
Custom Object Permissions
12
Login Hours and IP Ranges

Data management

1
Introduction to Data Management
2
Importing Leads
3
Importing Contacts and Accounts
4
Using Mass Delete
5
Installing Data Loader
6
Importing Records with Data Loader
7
Updating Records with Data Loader
8
Deleting Records with Data Loader
9
Exporting Records with Data Loader
10
Adding a Field in the Schema Builder
11
Creating and Using Sandbox
12
Mass Transferring Records
13
Reporting Snapshots

Workflow Rules

1
Introduction to Workflow Rules
2
Creating a Workflow Rule
3
Creating a Workflow Rule Field Update
4
Creating a Workflow Rule Task Assignment
5
Creating a Workflow Rule Email Alert

Change set and Deployment

1
Introduction to Change Sets and Deployment
2
Change Sets and Deployment
3
Outbound Change Sets
4
Inbound Change Sets
5
Deployment Settings
6
Deployment Status
Definitely! If you have an internet connection, courses on Nemble are available on any device at any time. If you don`t have an internet connection, some instructors also let their students download course lectures. That`s up to the instructor though, so make sure you get on their good side!
You can view and review the lecture materials indefinitely, like an on-demand channel.
No announcements at this moment.

Be the first to add a review.

Please, login to leave a review
This website uses cookies and asks your personal data to enhance your browsing experience.