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####### 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
> 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!!
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Getting Started|
Overview of ERP and CRMPreview
Overview of Cloud Computing
Salesforce CRM : #1 On-Demand
Setting up a lifetime access practice Developer Org
SFDC - Personal Setup and Company Setup
PROD vs TEST
Section 1 - Quiz
Section 1 - Work Exercises and Reference Materials
|Section 2: Designing your Data Model|
Understanding the Sales Process - A Case StudyPreview
Analyzing a functional requirement
Converting functional requirement into technical specifications
Section 2 - Quiz
Section 2 - Work Exercises and Reference Materials
|Section 3: Building your Data Model|
SFDC Application - How to Start
Create Fields with various field types
Master-Detail and LookupPreview
Many to Many Relationship
Setup Salesforce1 App
Section 3 - Quiz
Section 3 - Work Exercises and Reference Materials
|Section 4: Implementing Business Logics|
Formula Fields and Cross Object Formulas
Roll Up Summary Fields
Section 4 - Quiz
Section 4 - Work Exercises and Reference Materials
|Section 5: Setting up User Interface|
Page Types and Page Elements
Home Page Layouts and Home Page Components
Rate and Review the Course
Section 5 - Quiz
Section 5 - Work Exercises and Reference Materials
|Section 6: Customizing Standard Salesforce Application|
How to Customize standard salesforce application
Section 6 - Work Exercises and Reference Materials
|Section 7: Salesforce Security Model|
Salesforce Security Model - An OverviewPreview
Creation of Users/Roles/Public Groups/Queues
Create and Manage Profiles
Field Level Security
How to use Permission Sets?
Control Record Visibility using OWD
Control Record Visibility using Role Hierarchy
Control Record Visibility using Sharing Rules
Configure Record Types
Section 7 - Quiz
Section 7 - Work Exercises and Reference Materials
|Section 8: Data Management|
Tools for Data Management. Which one to use?
Import/Update/Upsert data using Data Import Wizard
Import/Update/Upsert/Export data using Apex Data Loader
Data Export and Scheduled Export
Setting up Search Layouts
Section 8 - Quiz
Section 8 - Work Exercises and Reference Materials
|Section 9: SFDC Audit|
Field History Tracking
Setup Audit Trail
Section 9 - Work Exercises and Reference Materials
|Section 10: Automate Business Process|
Email Templates in Salesforce
Create Workflow Rules with Rule Criteria
Configure Immediate and Time Dependent Workflow Rule Actions
Configure Approval Process
Configure multiple steps and multiple approvers to the approval process
Assignment Rules for Leads and Cases
Rate and Review the Course
Section 10 - Quiz
Section 10 - Reference Materials & Work Exercises
|Section 11: Reports and Dashboards|
Convert business requirements to Reports and Dashboards
How to use report builder?
Create Tabular Reports
Create Summary Reports
Create Matrix Reports
Create Joined Reports
Create custom report types
How to schedule reports?
Create Dashboards with Dashboard Components for Matrix and Summary Reports
Create Dashboards with Dashboard Components for Tabular and Joined Reports
Setup Dynamic Dashboard Filters
Scheduling Dashboard Refresh
Section 11 - Quiz
Section 11 - Reference Materials & Work Exercises
|Section 12: Salesforce Service Cloud|
Salesforce Service Cloud - An overview
Create Service Cloud Console
Configure Agent Console in Salesforce
Section 12 - Reference Materials & Work Exercises
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!