Description

This course gets you up and running with the Salesforce and gives you the confidence to pass the Salesforce Admin (ADM201) certification exam. From setting up the environment to automating tasks, you will learn everything that will help you to become an exceptional Salesforce admin.

With Salesforce, you can bring all the departments of your company and customers under one roof. Salesforce is easy to use, easy to customize, flexible, and mobile-friendly. All these qualities have made Salesforce - the number one customer relationship management (CRM) tool. This course will teach you all the methods and techniques of the Salesforce that are required to become a certified admin. The course starts by highlighting the learning objectives and explains the setup process of the developer sandbox. Next, you will learn to create your first Salesforce application and learn how to implement security using profiles, roles, and sharing settings. Moving along, you will get grips with the Salesforce data model and understand object relationships. Next, you will learn to grasp the techniques required to create and modify the user interface and understand the role of sales and service clouds in the Salesforce. Later, you will learn to automate complex business scenarios and efficiently manage data. Finally, you will learn to create appealing reports and dashboards and understand how to use activity management to build a communication bridge for users and customers. By the end of this course, you will have the knowledge required to pass the Salesforce admin (ADM201) certification exam and develop the skills to manage the Salesforce without any hassles. All the resource files for this course are available at https://github.com/PacktPublishing/Salesforce-Certified-Admin-A-Practical-Test-Guide

What You Will Learn

Distinguish between lighting and classic interface
Design and build custom Salesforce applications
Manipulate objects, fields, and relationships in Salesforce
Enforce security across users, roles and permissions
Discover how to import and export Salesforce data
Find out when to use AppExchange in Salesforce

Audience

This course is designed for absolute beginners or experienced professionals who want to acquire Salesforce skills and want to prepare for the Salesforce admin (ADM201) certification exam. There are no prerequisites to start this course.

Approach

With the help of real-world scenarios and engaging activities, this course will help you to become a first-class Salesforce administrator and will prepare you to pass the Salesforce admin (ADM201) certification exam.

Key Features

Learn how to set up a user-friendly Salesforce environment * Gain skills required to pass the Salesforce admin (ADM201) certification exam * Understand how to automate complex business scenarios with the latest Salesforce tools

Github Repo

https://github.com/PacktPublishing/Salesforce-Certified-Admin-A-Practical-Test-Guide

About the Author

Eduonix Learning Solutions

Eduonix learning Solutions is a premier training and skill development organization which was started with a vision to bring world class training content, pedagogy and best learning practices to everyone's doorsteps . Eduonix aims to identify and provide the best learning and training environment. It identifies industry veterans and content creators around the globe and bring it to the global audience using number of intuitive platforms for easy and affordable access to quality content. Eduonix offers easy to understand online courses and workshops for everyday people. If you have ever wanted to learn a new skill, but don't want to attend four years of college to do it, we have a solution for you.

Course Outline

1. Getting Started

1. Introduction

This video provides an introduction to this section.

2. Setting up a Developer Sandbox

This video demonstrates how to set up a developer sandbox.

3. Lightning User Interface (UI) versus Classic

This video illustrates the difference between Salesforce Lightning UI and Classic.

4. Exploring the Setup Menu

This video explores the setup menu.

5. Creating Your First Application

This video shows how to create your first application.

6. Homework

This video provides exercise for this section.

2. Security

1. Introduction

This video provides an introduction to this section.

2. Object Level Security

This video explains the concept of object-level security.

3. Profiles

This video explains how to work with profile settings.

4. Profile Examples

This video explains more about profile settings with an example.

5. Profile Recap

This video provides a summary of profile settings.

6. Permission Set Screen Share

This video explains how to work with permission set settings to perform screen sharing.

7. Permission Set Examples

This video explains more about permission set settings with an example.

8. Permission Set Recap

This video provides a summary of permission set settings.

9. Organization-Wide Default (OWD) Introduction

This video provides an introduction to OWD security.

10. Exploring Organization-Wide Default (OWD)

This video explores OWD security.

11. Organization-Wide Default (OWD) Decision Making Process

This video explains the OWD decision making process.

12. Organization-Wide Default (OWD) Exercise Part - 1

This is the first part of the two-part video that explains the concept of OWD with an example.

13. Organization-Wide Default (OWD) Exercise Part - 2

This is the second part of the two-part video that explains the concept of OWD with an example.

14. Organization-Wide Default Recap

This video provides a summary of OWD.

15. Role Hierarchy

This video explains the concept of role hierarchy.

16. Sharing Rules Introduction

This video provides an introduction to sharing rules.

17. Sharing Rules

This video explains the concept of sharing rules in detail.

18. Manual Sharing

This video explains the concept of manual sharing.

19. Field-Level Security

This video explains how to work with field-level security settings.

20. Security Closing

This video shows how to perform security closing.

21. User Introduction

This video provides an introduction to user settings.

22. Creating a New User

This video explains how to create a new user.

23. Editing Users

This video explains how to edit a user's settings.

24. Public Groups

This video explains the concept of public groups.

3. Objects and Relationships

1. Introduction to Objects, Fields, and Relationships

This video provides an introduction to objects, fields, and relationships.

2. Objects

This video explains the concept of objects.

3. Create a Custom Object

This video explains how to create a custom object.

4. Custom Tab

This video explains how to create a custom tab.

5. Adding Custom Fields Part - 1

This is the first part of the two-part video that shows how to add custom fields.

6. Adding Custom Fields Part - 2

This is the second part of the two-part video that shows how to add custom fields.

7. Adding Lookup Relationship

This video explains how to add a lookup relationship.

8. Picklist

This video explains how to create a picklist.

9. Controlling Field

This video explains how to create a controlling field.

10. Relationships Introduction

This video provides an introduction to relationships.

11. Lookup Relationship versus Master Detail

This video illustrates the difference between lookup relationships and master detail.

12. Master-detail Relationship

This video explains the master-detail relationship.

13. Juntion Objects

This video explains the concept of junction objects.

14. Relationship Outro

This video concludes the topic of relationship.

15. Creating Parks and Recreation Data Model Introduction

This video provides an introduction and explains how to create park and recreation data model.

16. Creating Park and Recreation Data Model Part - 1

This is the first part of the four-part video that explains how to create a park and recreation data model.

17. Creating Park and Recreation Data Model Part - 2

This is the second part of the four-part video that explains how to create a park and recreation data model.

18. Creating Park and Recreation Data Model Part - 3

This is the third part of the four-part video that explains how to create a park and recreation data model.

19. Creating Park and Recreation Data Model Part - 4

This is the fourth part of the four-part video that explains how to create a park and recreation data model.

20. Creating Park and Recreation Data Model Outro

This video concludes the topic of creating park and recreation data model.

4. User Interface (UI)

1. User Interface (UI) Introduction

This video provides an introduction to UI.

2. Page Layouts

This video explains how to create page layouts.

3. Lightning Record Pages

This video explains how to create Lightning record pages.

4. Search Layout

This video explains how to create a search layout.

5. Compact Layout

This video explains how to create a compact layout.

6. Record Types

This video explains how to create record types.

7. Global and Quick Actions

This video explains how to use global and quick actions.

8. Additional User Interface (UI) Settings

This video talks about additional UI settings.

9. User Interface (UI) Outro

This video concludes the topic on UI.

5. Sales Cloud

1. Sales Cloud Introduction

This video provides an introduction to the Sales Cloud.

2. What is a Lead?

This video explains the concept of leads in the Sales Cloud.

3. Lead Assignment Rules

This video highlights the lead assignment rules.

4. Web-to-lead

This video explains the web-to-lead feature.

5. Lead Status

This video explains the lead status option.

6. Lead Mapping

This video shows how to map lead fields.

7. Opportunity Management

This video explains the concept of opportunity management.

8. Campaign Management

This video explains the concept of campaign management.

9. Campaign Influence

This video explains the concept of campaign influence.

10. Products and Price Book

This video explains the concept of products and price book.

6. Service Cloud

1. Service Cloud Introduction

This video provides an introduction to Service Cloud.

2. The Service Console

This video explains the Service Console.

3. What is a Case?

This video explains the concept of a case in Service Cloud.

4. Service Setup

This video demonstrates how to set up Service.

5. Case Assignment

This video explains how to create a case assignment.

6. Email-to-case

This video explains the email-to-case feature.

7. Case Auto-response

This video explains the concept of case auto-response.

8. Case Escalation

This video explains the case escalation rules.

9. Web-to-case

This video explains the web-to-case feature.

10. Service Cloud Outro

This video concludes the topic on Service Cloud.

7. Tools of the Trade! Automation

1. Automation Introduction

This video provides an introduction to automation.

2. Validation Rules

This video explains how to use validation rules.

3. Workflow Rules

This video explains how to use workflow rules.

4. Process Builder

This video gives an overview of the process builder.

5. Approval Process Part - 1

This is the first part of the two-part video that explains the approval process.

6. Approval Process Part - 2

This is the second part of the two-part video that explains the approval process.

7. Flow Part - 1

This is the first part of the two-part video that explains how to use flow.

8. Flow Part - 2

This is the second part of the two-part video that explains how to use flow.

9. When to Use Automation Tool?

This video explains the need for using the automation tool.

10. Formula Fields

This video explains how to create a formula field.

11. Parks and Recreation Automation Suite Part - 1

This is the first part of the four-part video that explains how to use the Parks and Recreation Automation Suite.

12. Parks and Recreation Automation Suite Part - 2

This is the second part of the four-part video that explains how to use the Parks and Recreation Automation Suite.

13. Parks and Recreation Automation Suite Part - 3

This is the third part of the four-part video that explains how to use the Parks and Recreation Automation Suite.

14. Parks and Recreation Automation Suite Part - 4

This is the fourth part of the four-part video that explains how to use the Parks and Recreation Automation Suite.

8. Bringing it in! Working with Data

1. Data Management Introduction and the Import Wizard

This video provides an introduction to data management and the Import Wizard.

2. Data Import Wizard Part - 1

This is the first part of the two-part video that explains the working of Data Import Wizard.

3. Data Import Wizard Part - 2

This is the second part of the two-part video that explains the working of Data Import Wizard.

4. Data Loader

This video explains the Data Loader client application.

5. Data Exporting and Considerations

This video explains how to perform data exporting and considerations.

6. Duplicate and Matching Rules

This video highlights duplicate and matching rules.

9. Collaboration - Activity and Chatter

1. Collaboration Introduction

This video provides an introduction to collaboration.

2. Activities

This video explains how to manage activities.

3. Activity Options

This video explains how to manage activity options.

4. Chatter

This video explains the working of the Chatter application.

10. Making Sense of Data! Building Reports and Dashboards

1. Reports and Dashboards Introduction

This video provides an introduction to reports and dashboards.

2. Reports

This video explains how to build reports.

3. Report Examples

This video explains the concept of reports with an example.

4. Report Formula Fields

This video explains how to create report formula fields.

5. Matrix Reports

This video explains how to create matrix reports.

6. Dashboards

This video explains the concept of dashboards.

7. Reports and Dashboards Take Away

This video concludes the topic on reports and dashboards.

11. AppExchange and Mobile

1. AppExchange Introduction

This video provides an introduction to AppExchange.

2. AppExchange

This video explains the concept of AppExchange.

3. When to Use AppExchange?

This video explains the need for use AppExchange.

12. BONUS

1. Create a Recruiting Application Introduction

This video provides an Introduction to the section.

2. Creating a Recruiting Application Part - 1

This is the first part of the five-part video that explains how to create a recruiting application.

3. Creating a Recruiting Application Part - 2

This is the second part of the five-part video that explains how to create a recruiting application.

4. Creating a Recruiting Application Part - 3

This is the third part of the five-part video that explains how to create a recruiting application.

5. Creating a Recruiting Application Part - 4

This is the fourth part of the five-part video that explains how to create a recruiting application.

6. Creating a Recruiting Application Part - 5

This is the fifth part of the five-part video that explains how to create a recruiting application.

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Salesforce Certified Admin - A Practical Test Guide

By Packt

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