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
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  • Lectures 104
  • Length 15 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2015 English

Course Description

####### Course Last Updated on : Feb 02, 2016 #########

####### Over 2000+ students already enrolled ##########

####### Average rating of 4.6 with 200+ reviews ##########

####### 100% Money back Guarantee #############

####### Lifetime Access ########################

Make 2016 a Great New Year with Salesforce!!!!

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 and ADM 211 for the basic and advanced 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!!


What are the requirements?

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

What am I going to get from this course?

  • 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

What is the target audience?

  • 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.

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Getting Started
Course Introduction
Preview
03:40
Overview of ERP and CRM
Preview
08:42
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
Section 2: Designing your Data Model
Understanding the Sales Process - A Case Study
Preview
12:23
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
Section 3: Building your Data Model
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
Preview
19:56
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
Section 4: Implementing Business Logics
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
Section 5: Setting up User Interface
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
Section 6: Customizing Standard Salesforce Application
How to Customize standard salesforce application
21:54
Section 6 - Work Exercises and Reference Materials
00:26
Section 7: Salesforce Security Model
Salesforce Security Model - An Overview
Preview
05:52
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
Section 8: Data Management
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
Section 9: SFDC Audit
Field History Tracking
09:41
Setup Audit Trail
02:14
Section 9 - Work Exercises and Reference Materials
00:23
Section 10: Automate Business Process
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
Section 11: Reports and Dashboards
Convert business requirements to Reports and Dashboards
06:42
How to use report builder?
14:07
Create Tabular Reports
04:59
Create Summary Reports
09:26
Create Matrix Reports
05:39
Create Joined Reports
06:02
Create custom report types
10:25
How to schedule reports?
06:04
Create Dashboards with Dashboard Components for Matrix and Summary Reports
13:38
Create Dashboards with Dashboard Components for Tabular and Joined Reports
07:38
Setup Dynamic Dashboard Filters
05:35
Scheduling Dashboard Refresh
04:47
Section 11 - Quiz
5 questions
Section 11 - Reference Materials & Work Exercises
00:57
Section 12: Salesforce Service Cloud
Salesforce Service Cloud - An overview
03:50
Create Service Cloud Console
08:22
Configure Agent Console in Salesforce
11:07
Section 12 - Reference Materials & Work Exercises
00:12

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Instructor Biography

Archana Rajendran, Salesforce Technical Architect

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. I have over 10 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 do free coaching classes 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.I have designed and developed the courses with the latest version of Salesforce and I keep upgrading it on a regular basis so you are not any old skool.

My courses in Salesforce demands absolutely no prior knowledge about CRM so is well suited for beginners to start from scratch. This is not just a training course but a workout course packed with assignments and work exercises from real-time scenarios. Every topic discussed is related to actual real-time requirements and challenges. Apart from getting lifetime access to the videos and the assignments and the materials, you can always reach out to me via UDEMY for any questions - I will be glad to respond. At the end of the training, you are sure to excel in Salesforce and crack certification exams and interviews easily. Many of my students have achieved it. For whatsoever reason, if you are not satisfied with the course, I will happily refund the entire amount- no questions asked!

Happy Learning!!!!

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