Salesforce - Administrator & App Builder Classroom in Cleveland, OH
Schedule
Tue Jan 24 2023 at 09:00 am to Fri Jan 27 2023 at 05:00 pm
Location
Cleveland, OH | Cleveland, OH, OH
About this Event
Salesforce Administrator and App Builder Certification Training
Table of Contents:
- Program Overview
- Program Features
- Delivery Mode
- Prerequisites
- Target Audience
- Key Learning Outcomes
Program Overview:
This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning.
Program Features:
- 78 hours of blended learning
- 30 hours of Online self-paced learning 48 hours of instructor-led training
- Four industry projects with 28 case studies
- 30 hours of hands-on practice with Salesforce Lightning
Delivery Mode:
Blended - Online self-paced learning and live virtual classroom
Salesforce Administrator and App Builder Certification Training
Table of Contents:
Target Audience
Key Learning Outcomes
Program Overview:
Certification Details and Criteria Course Curriculum
Course End Projects Customer Reviews About Us
This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning.
Program Features:
78 hours of blended learning
30 hours of Online self-paced learning 48 hours of instructor-led training
Four industry projects with 28 case studies
30 hours of hands-on practice with Salesforce Lightning
Delivery Mode:
Blended - Online self-paced learning and live virtual classroom
Prerequisites:
There are no prerequisites for this training course, but it’s helpful to have experience working as an administrator or developer.
App builders Developers
System administrators Sales representatives IT managers
Product managers
Key Learning Outcomes:
By the end of this training course, you will be able to:
Gain an overview of Salesforce
Learn about Salesforce objects and how to create, rename, or modify objects Create different field types and validation rules
Work on security controls
Create, deploy, and implement workflows Manage data and reports
Create, configure, and manage dashboards
Understand chatter, application lifecycle, visual workflow, and schema builder Install lightning components
Configure and manage Sales Cloud and Service Cloud
Master Salesforce’s interface, help and training, app exchange, and other important functions Deploy applications and manage changes to the Force.com platform
Develop new applications using the declarative interface and Force.com fundamentals Configure the user interface
Certification Details and Criteria:
To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. You can pass the exams by following these easy steps.
Step 1: Complete the Salesforce training course
Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce Administrator and Salesforce App Builder
Step 3: Pass the Salesforce exams and earn your certification
Online Classroom:
Attend one complete batch
Complete one simulation test with a minimum score of 60 percent
Online Self-Learning:
Complete 85 percent of the course
Complete one simulation test with a minimum score of 60 percent
Course Curriculum:
Lesson 00 - Introduction to Salesforce
Introduction to Salesforce
Lesson 01 - Salesforce Overview
Salesforce Salesforce Overview
Introduction to Salesforce Salesforce Editions
Home Page Customization User Management
Creating and Customizing Tabs Creating an App
Uploading a Company Logo Company Information Page System Overview Page Updating the Fiscal Year Quiz
Case Study
Case study Demo Key Takeaways Conclusion
Introduction to Sales Cloud Sales Cloud
Leads Home Page Creating List Views
Creating and Converting Leads Creating Accounts
Creating Contacts Creating Email Templates Sending Individual Emails Sending Mass Emails
Creating and Managing Price Books Creating Products
Creating Opportunities Creating Activities
Creating a Web-to-Lead Form Creating a Lead Assignment Rule Creating a Lead Queue
Sending Mass Emails
Creating an Auto-Response Rule Creating Campaigns
Record Types Quiz
Case Study 1 Case Study Demo Case Study 2
Case Study Demo 2 Key Takeaways Conclusion
Lesson 03 - Quote Templates
Introduction to Quote Templates Quote Templates
Creating a Quote Record Creating a Quote Template Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Service Cloud Service Cloud
Creating Cases
Creating Case Assignment Rules Creating Case Escalation Rules Enabling Solutions
Creating Solutions
Attaching Solutions to Cases Enabling Knowledge Configuring Knowledge Creating a Web-to-Case Form
Creating an Email-to-Case Address Quiz
Case Study 1
Case Study 1 Demo Case Study 2
Case Study 2 Demo Key takeaways Conclusion
Lesson 05 - Field Types
Introduction to Field Types Field Types
Modifying Standard Fields Creating Auto-number Fields Creating Formula Fields
Creating Roll-Up Summary Fields Creating Lookup and Master Detail Fields Creating Checkbox Fields
Creating Currency, Number, and Percent Fields Creating Date Field and Date and Time Fields Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields Creating Encrypted Fields
Creating URL Fields Quiz
Case Study
Case Study Demo Key takeaways Conclusion
Introduction to Salesforce Objects Salesforce Objects
Standard Object Components Renaming Standard Objects Modifying Standard Objects Understanding External Objects Creating Custom Objects
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 07 - Creating Buttons, Links, and Actions
Introduction to Creating Buttons, Links, and Actions Creating Buttons, Links, and Actions
Creating New Records with Actions Logging a Call with Actions Updating a Record with Actions Creating Custom Buttons
Creating Custom Links Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 08 - Visual Workflow, Process Builder, and Schema Builder
Introduction to Visual Workflow, Process Builder, and Schema Builder Visual Workflow, Process Builder, and Schema Builder
Creating a Visual Flow Modifying Existing Flows
Creating a Process in the Process Builder Creating Fields in the Schema Builder Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Validation Rules Validation Rules
Creating Validation Rules Creating Formulas Creating Error Messages Quiz
Case Study
Case Study Demo Key Takeaways 9Conclusion
Lesson 10 - Workflow Rules
Introduction to Workflow Rules Workflow Rules
Creating a Workflow Rule
Creating a Workflow Rule Field Update Creating a Workflow Rule Task Assignment Creating a Workflow Rule Email Alert
Quiz
Case Study 1 Case Study Demo Case Study 2 Case Study Demo Key Takeaways Conclusion
Lesson 11 - Lightning Components
Introduction to Lightning Components Lightning Components
Installing Lightning Components Lightning Component Capabilities Lightning Components vs. Visualforce Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Role Hierarchy Role Hierarchy
Viewing Role Hierarchy Creating Roles Enabling Field History Creating Groups
Creating Permission Sets Assigning Roles to Users Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 13 - Security Controls
Introduction to Security Controls Security Controls
Viewing Object Security Changing Default Record Access Sharing Settings
Field Accessibility Password Policies Session Settings Login Flows Network Access Activations
Session Management Login Access Policies
Certificate and Key Management Viewing Setup Audit Trail Executing Expire All Passwords Delegated Administration Remote Site Settings
Named Credentials
File Upload and Download Security Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Profiles Profiles
Standard Profiles Overview Assigning Page Layouts Field-Level Security
Custom App Settings and Access Tab Settings
Record Type Settings Administrative Permissions General User Permissions Standard Object Permissions Custom Object Permissions
Password Policies and Session Timeout Login Hours and IP Ranges
Enabling Apex and Visualforce Access Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Chatter Chatter
Chatter Overview Enabling Chatter
Enabling Chatter Feeds on Records Configuring Chatter Groups Creating Customer Groups
Creating a Free Customer Chatter User Customizing Chatter Email Notifications Configuring Salesforce to Salesforce Accepting a Salesforce Connection
Sharing an Account via Salesforce to Salesforce Enabling Ideas
Configuring Ideas Themes Enabling Social Accounts Enabling Libraries and Content
Customizing Libraries and Content
Uploading Documents to Libraries and Content Configuring Salesforce
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Reports Reports
Understanding Report Formats Creating a Leads Report
Creating Contacts and Accounts Report Creating an Opportunity Report
Adding Leads to a Campaign from a Report Creating a Report Chart
Scheduling Reports Creating a Campaign Report Summarizing Report Data Creating a Report Formula Exporting Reports to Excel Quiz
Case Study 1
Case Study 1 Demo Case Study 2
Case Study 2 Demo Key Takeaways Conclusion
Lesson 17 - Dashboards
Introduction to Dashboards Dashboards
Understanding Dashboard Components Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboards Adding Filter to Dashboard Managing Access to Reports
Adding a Report as a Dashboard Component Setting Up Dynamic Dashboards
Enabling Dashboards for iPad
Modifying Report and Dashboard Interfaces Activating the Report Builder on Profiles Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Data Management Data Management
Importing Leads
Importing Contacts and Accounts Using Mass Delete
Installing Data Loader
Importing Records with Data Loader Updating Records with Data Loader Deleting Records with Data Loader Exporting Records with Data Loader Adding a Field in the Schema Builder Scheduling a Data Export
Creating and Using Sandbox Mass Transferring Records Reporting Snapshots Working with Tags
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 19 - AppExchange
Introduction to AppExchange AppExchange
AppExchange Overview Finding and Selecting an App Finding a Developer
Finding a Consultant Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Communities Communities
Creating a New Community Topic Management Recommendations Management Reputation Management Adding Members
Managing Tabs and Branding Login and Registration Community Preferences Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 21 - Change Sets and Deployment
Introduction to Change Sets and Deployment Change Sets and Deployment
Outbound Change Sets Inbound Change Sets Deployment Settings Deployment Status Eclipse IDE
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 22 - User Interface
Introduction to User Interface User Interface
User Interface General Options User Interface Sidebar Options User Interface Calendar Options User Interface Name Settings User Interface Setup Options Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Application Lifecycles Application Lifecycles
Key Milestones and Considerations Using Sandboxes for Development Using Change Sets
Using Unmanaged Packages Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 24 - Help and Training
Introduction to Help and Training Help and Training
Using Answers Using Ideas
Searching for a Help Topic Contacting Support
Trust Site Known Issues Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Practice Projects
Project Management App by Ben McCarthy
Project 1: Implementing an End-to-End Recruitment Process
Track the jobs posted by recruiters as well as the respective candidate responses for a placement company in the United States.
Project 2: Implementing a Student Performance Tracking System
Develop the workflow for an Australian college that wants to track the performance of students and automatically alert an instructor if the student is failing.
Project 3: Implementing Customer Service Process Management
Boost the services of a UK-based mobile company and make the system more efficient by tracking customers who have reported problems with their mobile phones.
Project 4: Capture Transactions Discounting and Track Business Entries
Use Salesforce to implement a process for capturing transactions and discounts, and for tracking previous business entries in Salesforce for a US-based mobile company.
Educera is the world’s #1 online bootcamp provider that enables learners through rigorous and highly specialized training. We focus on emerging technologies and processes that are transforming the digital world, at a fraction of the cost and time as traditional approaches. Over one million professionals and 2000 corporate training organizations have harnessed our award-winning programs to achieve their career and business goals.
For more information, please visit our website & Email: www.educera.co [email protected] or call us at +1
302-261-9363.
*To know more about the discount and money back, Contact us on chat, email or phone.
Home Page Customization User Management
Creating and Customizing Tabs Creating an App
Uploading a Company Logo Company Information Page System Overview Page Updating the Fiscal Year Quiz
Case Study
Case study Demo Key Takeaways Conclusion
Introduction to Sales Cloud Sales Cloud
Leads Home Page Creating List Views
Creating and Converting Leads Creating Accounts
Creating Contacts Creating Email Templates Sending Individual Emails Sending Mass Emails
Creating and Managing Price Books Creating Products
Creating Opportunities Creating Activities
Creating a Web-to-Lead Form Creating a Lead Assignment Rule Creating a Lead Queue
Sending Mass Emails
Creating an Auto-Response Rule Creating Campaigns
Record Types Quiz
Case Study 1 Case Study Demo Case Study 2
Case Study Demo 2 Key Takeaways Conclusion
Lesson 03 - Quote Templates
Introduction to Quote Templates Quote Templates
Creating a Quote Record Creating a Quote Template Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Service Cloud Service Cloud
Creating Cases
Creating Case Assignment Rules Creating Case Escalation Rules Enabling Solutions
Creating Solutions
Attaching Solutions to Cases Enabling Knowledge Configuring Knowledge Creating a Web-to-Case Form
Creating an Email-to-Case Address Quiz
Case Study 1
Case Study 1 Demo Case Study 2
Case Study 2 Demo Key takeaways Conclusion
Lesson 05 - Field Types
Introduction to Field Types Field Types
Modifying Standard Fields Creating Auto-number Fields Creating Formula Fields
Creating Roll-Up Summary Fields Creating Lookup and Master Detail Fields Creating Checkbox Fields
Creating Currency, Number, and Percent Fields Creating Date Field and Date and Time Fields Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields Creating Encrypted Fields
Creating URL Fields Quiz
Case Study
Case Study Demo Key takeaways Conclusion
Introduction to Salesforce Objects Salesforce Objects
Standard Object Components Renaming Standard Objects Modifying Standard Objects Understanding External Objects Creating Custom Objects
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 07 - Creating Buttons, Links, and Actions
Introduction to Creating Buttons, Links, and Actions Creating Buttons, Links, and Actions
Creating New Records with Actions Logging a Call with Actions Updating a Record with Actions Creating Custom Buttons
Creating Custom Links Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 08 - Visual Workflow, Process Builder, and Schema Builder
Introduction to Visual Workflow, Process Builder, and Schema Builder Visual Workflow, Process Builder, and Schema Builder
Creating a Visual Flow Modifying Existing Flows
Creating a Process in the Process Builder Creating Fields in the Schema Builder Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Validation Rules Validation Rules
Creating Validation Rules Creating Formulas Creating Error Messages Quiz
Case Study
Case Study Demo Key Takeaways 9Conclusion
Lesson 10 - Workflow Rules
Introduction to Workflow Rules Workflow Rules
Creating a Workflow Rule
Creating a Workflow Rule Field Update Creating a Workflow Rule Task Assignment Creating a Workflow Rule Email Alert
Quiz
Case Study 1 Case Study Demo Case Study 2 Case Study Demo Key Takeaways Conclusion
Lesson 11 - Lightning Components
Introduction to Lightning Components Lightning Components
Installing Lightning Components Lightning Component Capabilities Lightning Components vs. Visualforce Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Role Hierarchy Role Hierarchy
Viewing Role Hierarchy Creating Roles Enabling Field History Creating Groups
Creating Permission Sets Assigning Roles to Users Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 13 - Security Controls
Introduction to Security Controls Security Controls
Viewing Object Security Changing Default Record Access Sharing Settings
Field Accessibility Password Policies Session Settings Login Flows Network Access Activations
Session Management Login Access Policies
Certificate and Key Management Viewing Setup Audit Trail Executing Expire All Passwords Delegated Administration Remote Site Settings
Named Credentials
File Upload and Download Security Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Profiles Profiles
Standard Profiles Overview Assigning Page Layouts Field-Level Security
Custom App Settings and Access Tab Settings
Record Type Settings Administrative Permissions General User Permissions Standard Object Permissions Custom Object Permissions
Password Policies and Session Timeout Login Hours and IP Ranges
Enabling Apex and Visualforce Access Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Chatter Chatter
Chatter Overview Enabling Chatter
Enabling Chatter Feeds on Records Configuring Chatter Groups Creating Customer Groups
Creating a Free Customer Chatter User Customizing Chatter Email Notifications Configuring Salesforce to Salesforce Accepting a Salesforce Connection
Sharing an Account via Salesforce to Salesforce Enabling Ideas
Configuring Ideas Themes Enabling Social Accounts Enabling Libraries and Content
Customizing Libraries and Content
Uploading Documents to Libraries and Content Configuring Salesforce
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Reports Reports
Understanding Report Formats Creating a Leads Report
Creating Contacts and Accounts Report Creating an Opportunity Report
Adding Leads to a Campaign from a Report Creating a Report Chart
Scheduling Reports Creating a Campaign Report Summarizing Report Data Creating a Report Formula Exporting Reports to Excel Quiz
Case Study 1
Case Study 1 Demo Case Study 2
Case Study 2 Demo Key Takeaways Conclusion
Lesson 17 - Dashboards
Introduction to Dashboards Dashboards
Understanding Dashboard Components Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboards Adding Filter to Dashboard Managing Access to Reports
Adding a Report as a Dashboard Component Setting Up Dynamic Dashboards
Enabling Dashboards for iPad
Modifying Report and Dashboard Interfaces Activating the Report Builder on Profiles Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Data Management Data Management
Importing Leads
Importing Contacts and Accounts Using Mass Delete
Installing Data Loader
Importing Records with Data Loader Updating Records with Data Loader Deleting Records with Data Loader Exporting Records with Data Loader Adding a Field in the Schema Builder Scheduling a Data Export
Creating and Using Sandbox Mass Transferring Records Reporting Snapshots Working with Tags
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 19 - AppExchange
Introduction to AppExchange AppExchange
AppExchange Overview Finding and Selecting an App Finding a Developer
Finding a Consultant Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Communities Communities
Creating a New Community Topic Management Recommendations Management Reputation Management Adding Members
Managing Tabs and Branding Login and Registration Community Preferences Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 21 - Change Sets and Deployment
Introduction to Change Sets and Deployment Change Sets and Deployment
Outbound Change Sets Inbound Change Sets Deployment Settings Deployment Status Eclipse IDE
Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 22 - User Interface
Introduction to User Interface User Interface
User Interface General Options User Interface Sidebar Options User Interface Calendar Options User Interface Name Settings User Interface Setup Options Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Introduction to Application Lifecycles Application Lifecycles
Key Milestones and Considerations Using Sandboxes for Development Using Change Sets
Using Unmanaged Packages Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Lesson 24 - Help and Training
Introduction to Help and Training Help and Training
Using Answers Using Ideas
Searching for a Help Topic Contacting Support
Trust Site Known Issues Quiz
Case Study
Case Study Demo Key Takeaways Conclusion
Practice Projects
Project Management App by Ben McCarthy
Project 1: Implementing an End-to-End Recruitment Process
Track the jobs posted by recruiters as well as the respective candidate responses for a placement company in the United States.
Project 2: Implementing a Student Performance Tracking System
Develop the workflow for an Australian college that wants to track the performance of students and automatically alert an instructor if the student is failing.
Project 3: Implementing Customer Service Process Management
Boost the services of a UK-based mobile company and make the system more efficient by tracking customers who have reported problems with their mobile phones.
Project 4: Capture Transactions Discounting and Track Business Entries
Use Salesforce to implement a process for capturing transactions and discounts, and for tracking previous business entries in Salesforce for a US-based mobile company.
Educera is the world’s #1 online bootcamp provider that enables learners through rigorous and highly specialized training. We focus on emerging technologies and processes that are transforming the digital world, at a fraction of the cost and time as traditional approaches. Over one million professionals and 2000 corporate training organizations have harnessed our award-winning programs to achieve their career and business goals.
For more information, please visit our website & Email: www.educera.co [email protected] or call us at +1
302-261-9363.
*To know more about the discount and money back, Contact us on chat, email or phone.
Where is it happening?
Cleveland, OH, Regus Business Center, Cleveland, OH, United StatesEvent Location & Nearby Stays:
USD 2299.00