infyni

Salesforce Administrator Program

Taking a high-quality Salesforce Admin course lets you stand out among other CRM professionals in the industry. Join this live training with our expert instructor who will breakdown the course into simple and easy steps. Resolve your queries on the spot and practice hands on.

Live Course

Duration: 25 Hours

Enrolled: 0

Offered by: infyni

(4)

Live Course

$319

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About Course

Salesforce offers a vast range of features with its CRM software but can be heavy on technology. Therefore, even those who have worked with these tools for years are not aware of their full capabilities. Its natural to feel overwhelmed by the technology that is why choosing the right Salesforce course is imperative.
Our Salesforce Administrator Program is a live training with expert instructors who will cover the fundamental applications, methodologies and supporting technologies that will prepare students for roles as certified Salesforce administrators.
There is no coding or development involved. By the end of the training you will be able to perform the following:

  • Data & License Management
  • Create and Run Reports, and Identify Dashboard
  • Implement New Features
  • Communicate with Stakeholders
  • Collect and Document Business Requirements


Skills You Will Gain

Designing Your Data Model SFCD Application Schema Builder List Views Salesforce Security Modal Control Record visibility Data Export & Schedule Export Automate Business Process Report & Dashboard Salesforce SALES Cloud SERVICE Cloud

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 (1)
  • Reviews
  • Course Introduction Overview of ERP & CRM
  • Overview of cloud Computing Salesforce CRM on demand
  • Salesforce Edition
  • Setting up Dev Org
  • SFDC- Personal Setup and Company Setup
  • PROD vs Test
  • Setup Chatter
  • Quiz
  • Understanding the Sales Process
  • Analyzing a functional Requirement Converting Functional Requirement in to Technical Specification
  • Quiz Work Exercise
  • SFCD Application – How to Start
  • Create App/Object / Tab
  • Create Field with various Field types
  • Master – Detail & Lookup
  • Many to Many relationships
  • Schema Builder
  • Quiz Work Exercise
  • Formula fields & Cross object Formulas
  • Validation Rule
  • Roll up summery Fields
  • Field Dependency
  • Quiz
  • Page Type and Page Element Page Layout
  • Home Page Layout and Home Page Component
  • List Views
  • Quiz Work Exercise
  • How to Customize Standard Salesforce Application
  • Quiz & work Exercise
  • Salesforce Security Modal – An Overview
  • Creation of User/Roles / Public Group/Queues
  • Create & Manage Profiles
  • Field Level Security
  • How to use Permission Set? Control Record visibility using OWD
  • Control Record visibility using Role Hierarchy
  • Control Record visibility using Sharing Rule
  • Quiz
  • Work Exercise
  • Tools for Data management
  • Which one to use? Import/ Update/ Upsert data using Data Import Wizard
  • Import/ Update/ Upsert data using Apex Data Loader
  • Data Export & Schedule Export
  • Setting up Search Layout
  • Quiz
  • Work Exercise
  • Email Template in Salesforce
  • Create Workflow Rule with rule Criteria
  • Configure immediate & Time Dependent workflow Rule Action
  • Configure Approval Process
  • Configure Multiple Step and Multiple Approvers to Approval Process
  • Quiz
  • How to Convert Business Requirement to Report & Dashboard
  • How to Use Report Builder? Create Tabular Report
  • Create Summary Report
  • Create Matrix Report
  • Create Joined Report
  • Create Custom Report type
  • How to Schedule Report?
  • Create Dashboard with Dashboard component for Matrix and summary Report
  • Create Dashboard with Dashboard component for Tabular and Joined Report
  • Set up Dynamic Dashboard Filters
  • Scheduling Dashboard Refresh
  • Quiz
  • Work Exercise
  • Overview of Sales Cloud
  • Describe the capabilities of lead automation tools and campaign management
  • Overview Of Service Cloud
  • Describe the capabilities of case management. Given a scenario, identify how to automate case management

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