Salesforce for Beginners

Learn how to customize your application including page layouts, fields, tabs, and business processes, create a secure Salesforce environment, maintain and import clean data, create high-value reports and dashboards, and set up workflow automation.

Duration: 40 Hours

Offered by: infyni

$350 50% off

$175

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About Course

Extensive and interactive, Administrative Essentials for New Admins in Lightning Experience is the core training that ensures your success with Salesforce Lightning. It’s a must for new administrators, and we recommend completing this course before starting a Salesforce deployment or when taking over an existing deployment.

Course is for new system administrators responsible for the setup, configuration, and maintenance of their organization’s Salesforce applications. Other groups that would benefit from deepening their knowledge of Salesforce Lightning Experience, including power users, sales operations, and IT managers.

Skills You Will Gain

App Development Server-side Controller Apex Java Swing Lightning Component Framework Eclipse IDE Visualforce Salesforce Workflow Schema Builder Process Builder

Course Offerings

  • Instructor-led interactive classes
  • Clarify your doubts during class
  • Access recordings of the class
  • Attend on mobile or tablet
  • Live projects to practice
  • Case studies to learn from
  • Lifetime mentorship support
  • Industry specific curriculum
  • Certificate of Completion
  • Employability Opportunity
  • Topics
  • Instructor
  • Data Model and Navigation
  • Lightning Experience
  • Help & Training
  • Setting Up the Company Profile
  • Configuring the User Interface
  • Setting Up Activities and Calendars
  • Configuring Search Settings
  • Setting Up Chatter Groups
  • Mobile Access with Salesforce
  • Managing User Profiles
  • Managing Users
  • Setting Up Chatter Free Users and Invites
  • Troubleshooting Login Issues
  • Restricting Logins
  • Determining Object Access
  • Setting Up Record Access
  • Creating a Role Hierarchy
  • Dealing with Record Access Exceptions
  • Managing Field-level Security
  • Administering Standard Fields
  • Creating New Custom Fields
  • Creating Selection Fields: Picklists and Lookups
  • Creating Formula Fields
  • Working with Page Layouts
  • Working with Record Types and Business Processes
  • Maintaining Data Quality
  • Import Wizards
  • Data Loader
  • Data.com
  • Mass Transfer
  • Backing Up Data
  • Mass Delete and Recycle Bin
  • Running and Modifying Reports
  • Creating New Reports with the Report Builder
  • Working with Report Filters
  • Summarizing with Formulas and Visual Summaries
  • Printing, Exporting, and Emailing Reports
  • Building Dashboards
  • Email Templates
  • Workflow Rules
  • Process Builder
  • Lead Automation
  • Managing and Resolving Cases
  • Customizing a Support Process
  • Automating Support
  • Understanding the Salesforce Console for Service
  • Collaborating in the Service Cloud
  • Analyzing Support Data

...
Ashu Sharma
About Instructor

Salesforce trainer and have been passionately involved in training and mentoring in Salesforce for more than 6 years. Highly motivated to invest my most of the time in Learning and Designing.


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