Salesforce Admin Crash Course

Salesforce is one of the most popular technologies in the Market today that can help you take your career to completely new heights. While a lot of people aspire to make a career in Salesforce, they often struggle to decide on how to get started on a successful career journey to becoming an Expert in Salesforce. Here is a the course to get you started and set up for a successful long run on Salesforce expert track. This course begins with the most basic fundamentals of Salesforce and covers all the important aspects of the day to day activities pf Salesforce administrators such as User Management, Data Management, Configurations, OOTB Customizations etc. In this course you will learn the following

1. Getting the Fundamentals Clear

   1. What is Salesforce

   2. On-Premise v/s On-Cloud CRM

   3. Role of Salesforce Administrator

   4. Introduction to Salesforce Editions

   5. Create a Free Developer Edition

   6. Personalize your Salesforce Org

2. Working with Salesforce Apps

   1. Working with Salesforce Apps

   2. Introduction to Standard Salesforce Sales App

   3. Converting Lead to Opportunity

3. Build an App in Salesforce

   1. Understand MVC Framework

   2. Business requirements for the App

   3. Setting up Schema for the App

   4. Start Building your App

   5. Understanding Field Types

4. Build Your App - Step by Step

   1. Custom App Development - Part 1

   2. Custom App Development - Part 2

5. User Management in Salesforce

   1. Introduction to Users in Salesforce

   2. Understanding System Administrator Tasks

   3. User Licenses in Salesforce

   4. Understanding more about User Licenses

   5. Basics of Profiles & Roles in Salesforce

   6. Adding Users in Salesforce

   7. Freezing or Deactivating Users in Salesforce

   8. Understanding Groups in Salesforce

   9. Understanding Queues in Salesforce

   10. Understanding types of User Access

   11. Profiles in Salesforce

   12. Profiles - Sample Scenario

   13. Setting up Profiles in Salesforce

   14. Permission Sets in Salesforce

   15. Creating & Assigning Permission Sets in Salesforce

6. Data Management in Salesforce

   1. Overview of Data Management

   2. Data Management Tools

   3. Data Import Wizard

   4. Data Loader

   5. Data Loader v/s Import Wizard

   6. Setting up Data Loader

   7. Insert Records using Data Loader

   8. Update Records using Data Loader

   9. Delete Records using Data Loader

   10. Hard Delete Records using Data Loader

   11. Export Records using Data Loader

   12. Export All Records using Data Loader

   13. Upsert Records using Data Loader

7. Validation Rules

   1. Working with Validation Rules

   2. More about Validation Rules

8. Workflow Rules

   1. Workflow Rules Overview

   2. Example of Workflow Rule - Part 1

   3. Example of Workflow Rule - Part 2

9. Process Builder

   1. Introduction to Process Builder

   2. Process Builder v/s Workflow Rule

   3. Example of Process Builder - Part 1

   4. Example of Process Builder - Part 2

10. Approval Process

    1. Introduction to Approval Process

    2. Example of Approval Process - Part 1

    3. Example of Approval Process - Part 2

    4. Example of Approval Process - Part 3

    5. Approving / Rejecting Approval Requests

    6. Multi-Step Approval Process

    7. Approval Process Limits