Salesforce Admin 201 and App Builder Certification Training

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

Learning Objectives: This 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

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

Hands-on:

• Permission Set
• Profile
• Security

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

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

Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and gives you an 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

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

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

Hands-on:

• Capture cases from website and email
• Customize case process, Solutions, Communities and Salesforce Knowledge

Learning Objectives: This 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

Hands-on:

• Data Handling and Processing
• Exporting data and Regular Backup
• 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

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

Hands-on:

• Execute a report with and without modifications
• Create a tabular report, summary and matrix report
• 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

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

Hands-on:

• 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

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

Hands-on:

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

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

Hands-on:

• 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

Learning Objectives: Learn about the Salesforce mobile apps.

Topics:

• Salesforce1
• SalesforceA
• Salesforce1 Vs SalesforceA

Hands-on:

• Salesforce1
• SalesforceA

Learning Objectives: In this module, you will learn deployment process in Salesforce environment.

Topics:

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings

Hands-on:

• Implement deployment steps

Learning Objectives: Get an overview of the application cycle of a Salesforce project.

Topics:

• Milestones
• Sandboxes
• Change Sets
• Packages

Hands-on:

• Create change sets and packages

Learning Objectives: In this module, you will get an introduction to Salesforce Lightning.

Topics:

• Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce

Hands-on:

• Work on lightning experience

Learning Objectives: In this module, you will get to know about AppExchange.

Topics:

• AppExchange Overview
• Finding and Selecting an App
• Installing an App
• Finding a Developer
• Finding a Consultant

Hands-on:

• Work in AppExhange

Learning Objectives: Learn how to work on buttons and links.

Topics:

• Creating Custom Buttons
• Creating Custom Links
• Creating Records with Actions
• Global Action
• Object Specific Action

Hands-on:

• Create Salesforce button and links

After completing this course, 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
• Explain various integration options like SOAP, REST APIs

This Salesforce Certification training at Brighter Connect 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 legacy platform

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

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:

• 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
• The 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)
• The event management team should be able to create, edit/ update, cancel events
• Any cancellation of the event will require Event Manager’s approval
• The event management team should be able to add speakers (include their contact details and skills)
• The event management team should be able to map speaker/s for an event

Event Manager should be able to see following reports: :

• Canceled 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 the Event manager

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.