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30-Day Money-Back Guarantee

This course includes:

  • 12.5 hours on-demand video
  • 118 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
IT & Software IT Certification Salesforce Administration

Project Based Salesforce Admin & Adv Admin Hands-On Training

The objective is to make you a Successful Solo Salesforce Administrator even if you have no prior CRM experience
Bestseller
Rating: 4.2 out of 54.2 (3,059 ratings)
13,649 students
Created by Archana Rajendran
Last updated 2/2016
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • This is a Project Based Training.You will work on a project requirement therebey learn the concepts
  • You will become a SOLO Salesforce Admin capable of handling a Salesforce org independently!!
  • Extensive Work Exercises for most of the topics thereby enhancing your practical knowledge
  • Access to all the related Salesforce materials and many quizzes
  • Lotz of interview preparation materials and certification materials
Curated for the Udemy for Business collection

Requirements

  • A thirst for learning and a thrive for knowledge is all that is required!!!

Description

Welcome to "Project Based Salesforce Admin and Advanced Admin Hands on Training" from Archana Rajendran. This course is over 15 hours in length and is probably one of the most complete and comprehensive online courses you will ever get to see covering Salesforce Admin and Advanced Admin concepts from end to end. The main goal of the course is to make you a successful SOLO Salesforce Administrator capable of handling a Salesforce org all by yourself!!!(even if you have never worked with any CRM before). And no doubts, at the end of course you can very easily take up the Salesforce certifications ADM 201 for the basic Admin.

The course covers all the following topics necessary for an Admin -

> Basics of CRM and Cloud Computing

> Organization Administration

> Designing the Data Model

> Building the Data Model

> Implementing Business Logics

> Setting up User Interface

> Customizing Standard Salesforce Application

> Salesforce Security Model

> Data Management

> SFDC Audit

> Automate Business Process

> Reports and Dashboards

> Salesforce Service Cloud

> Portals and Sites

> AppExchange

> Key SFDC Admin Tasks

> Interview Prep & Certification Guidance

In addition to all these, you can also access all the Salesforce materials that is uploaded for each and every section. And, there are quizzes at the end of most of the sections to spice up your learning!!

For whatsoever reason, if you are not satisfied with the course, you get 100% money back guarantee within first 30 days. No questions asked!!

Happy Learning!!


Who this course is for:

  • This course is intended for anyone who has a thrive to learn Salesforce. Best suited for professionals seeking a career change to a high demand technology.

Course content

19 sections • 104 lectures • 15h 8m total length

  • Preview03:40
  • Overview of ERP and CRM
    Preview08:42
  • Overview of Cloud Computing
    12:50
  • Salesforce CRM : #1 On-Demand
    04:22
  • Salesforce Editions
    09:57
  • Setting up a lifetime access practice Developer Org
    03:13
  • SFDC - Personal Setup and Company Setup
    09:23
  • PROD vs TEST
    08:24
  • Setup Chatter
    08:28
  • Section 1 - Quiz
    5 questions
  • Section 1 - Work Exercises and Reference Materials
    01:52

  • Understanding the Sales Process - A Case Study
    Preview12:23
  • Analyzing a functional requirement
    06:24
  • Converting functional requirement into technical specifications
    13:47
  • Section 2 - Quiz
    5 questions
  • Section 2 - Work Exercises and Reference Materials
    00:31

  • SFDC Application - How to Start
    10:55
  • Create App/Objects/Tabs
    15:14
  • Create Fields with various field types
    11:24
  • Master-Detail and Lookup
    Preview19:56
  • Many to Many Relationship
    07:22
  • Schema Builder
    03:04
  • Setup Salesforce1 App
    00:42
  • Section 3 - Quiz
    2 questions
  • Section 3 - Work Exercises and Reference Materials
    01:20

  • Formula Fields and Cross Object Formulas
    14:35
  • Validation Rules
    06:04
  • Roll Up Summary Fields
    06:18
  • Field Dependencies
    04:51
  • Section 4 - Quiz
    5 questions
  • Section 4 - Work Exercises and Reference Materials
    00:32

  • Page Types and Page Elements
    09:47
  • Page Layouts
    07:39
  • Home Page Layouts and Home Page Components
    06:49
  • List Views
    05:32
  • Rate and Review the Course
    01:37
  • Section 5 - Quiz
    5 questions
  • Section 5 - Work Exercises and Reference Materials
    00:27

  • How to Customize standard salesforce application
    21:54
  • Section 6 - Work Exercises and Reference Materials
    00:26

  • Salesforce Security Model - An Overview
    Preview05:52
  • Creation of Users/Roles/Public Groups/Queues
    10:12
  • Create and Manage Profiles
    16:14
  • Field Level Security
    12:41
  • How to use Permission Sets?
    09:04
  • Control Record Visibility using OWD
    08:24
  • Control Record Visibility using Role Hierarchy
    09:07
  • Control Record Visibility using Sharing Rules
    04:14
  • Configure Record Types
    14:03
  • Section 7 - Quiz
    5 questions
  • Section 7 - Work Exercises and Reference Materials
    00:08

  • Tools for Data Management. Which one to use?
    05:17
  • Import/Update/Upsert data using Data Import Wizard
    16:28
  • Import/Update/Upsert/Export data using Apex Data Loader
    11:42
  • Data Export and Scheduled Export
    04:57
  • Setting up Search Layouts
    09:20
  • Section 8 - Quiz
    5 questions
  • Section 8 - Work Exercises and Reference Materials
    00:30

  • Field History Tracking
    09:41
  • Setup Audit Trail
    02:14
  • Section 9 - Work Exercises and Reference Materials
    00:23

  • Email Templates in Salesforce
    15:25
  • Create Workflow Rules with Rule Criteria
    13:55
  • Configure Immediate and Time Dependent Workflow Rule Actions
    14:10
  • Configure Approval Process
    13:36
  • Configure multiple steps and multiple approvers to the approval process
    13:53
  • Assignment Rules for Leads and Cases
    09:12
  • Rate and Review the Course
    01:37
  • Section 10 - Quiz
    5 questions
  • Section 10 - Reference Materials & Work Exercises
    00:32

Instructor

Archana Rajendran
Salesforce Technical Consultant
Archana Rajendran
  • 4.3 Instructor Rating
  • 3,510 Reviews
  • 18,532 Students
  • 3 Courses

Hi Achievers!

Welcome to the World of Salesforce - World's #1 On-Demand CRM.

My name is Archana Rajendran and I am a Salesforce Certified Professional currently holding five certifications in Salesforce.

> Salesforce Certified Administrator

> Salesforce Certified Advanced Administrator

> Salesforce Certified Platform App Builder

> Salesforce Certified Sales Cloud Consultant

> Salesforce Certified Forcecom Developer

I have over 15 years of IT experience exclusively in the field of CRM. I started my career working in Siebel CRM and then in Salesforce CRM. There are two main reasons that drives me to do these trainings - one, my passion towards teaching and two, undoubtedly salesforce.

My interest towards teaching has taken many forms like doing corporate trainings, inhouse trainings, working as an external faculty etc. Apart from these, I also volunteer coaching for school students on various topics about computers and technology.

I always cherish my journey working in Salesforce CRM because I truly acknowledge and admire its potential and the flexibility it offers when compared to other CRMs. SFDC gets upgraded thrice a year which means there is no endpoint for Salesforce- you got to be upgraded to keep you on track. So, keep learning keep on learning

Happy Learning!

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