infyni

Live Salesforce Administrator Program

Unlock the power of Salesforce administration with our "Live Salesforce Administrator Program." Whether you're a beginner or seeking to enhance your skills, this live program provides real-world insights and practical experience in managing and optimizing Salesforce for organization.

Live Course

Live Class: Wednesday, 03 Jan

Duration: 40 Hours

Enrolled: 0

Offered by: infyni

Live Course
$3125 60% off

$1250

About Course

Embark on a journey to become a proficient Salesforce Administrator with our "Live Salesforce Administrator Program." This comprehensive and hands-on course is designed to equip participants with the skills and knowledge needed to navigate the Salesforce platform confidently. Led by experienced instructors, this live program combines theoretical learning with practical exercises, preparing you for a successful career as a Salesforce Administrator.

Skills You Will Gain

Salesforce Navigation and Interface User Management Data Management Workflow Automation Reports and Dashboards Customization and Configuration Security and Access Control Integration Sales Cloud and Service Cloud Administration Troubleshooting and Maintenance

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)
  • 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.