Salesforce Administrator Certification Training

Salesforce is the world’s number one customer relationship management (CRM) platform. Nowadays, more than 150,000 companies use Salesforce to grow their businesses, which has made Salesforce administrator job profiles in high demand.

Key Features

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Training Mode

E-LEARNING

$499

Online – Classroom Bootcamp

$999

Class starts from:-

CORPORATE TRAINING

SALESFORCE ADMIN TRAINING COURSE DESCRIPTION

The core administration features of Salesforce Certification course, the world’s most popular cloud-based CRM tool, with our Salesforce Administrator Certification training course. The Salesforce admin course empowers you to implement, configure, and manage Sales and Service Clouds.

Salesforce Administrator training is specifically designed for candidates with knowledge of Salesforce applications and experience as a Salesforce. It will advance your skills to configure and manage Sales and Service Clouds, implement automation and enhance your knowledge about the security aspects. This certification will propel your career as a Salesforce Administrator.

  • Management skills
  • Proficiency in interacting with people at all levels of the company
  • Effectively analyze data accumulated from multiple sources
  • Expertise in Salesforce for handling various business-related issues
  • Understanding of Conversion Rate Optimization (CRO) to optimize the growth rate of the sales team with the help of excellent data analysis skills
  • Data administration skills
  • Excellent problem-solving skills to solve the business- and process-related problems of the company
  • Maintain the consistency of the workflow and confidentiality of the business for the company

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SALESFORCE ADMIN TRAINING COURSE AGENDA

Course Overview

The Salesforce Admin course help’s one to gain insight into the sales and marketing ecosystem and manage the functionality and wide range of important features available in Salesforce with this practical, hands-on training. Our Salesforce Admin Certification Training course will help you establish your credentials in the Salesforce domain, providing a solid boost to your career.

 

BENEFITS OF Salesforce Admin Certification

  • Works with stakeholders to define system requirements and customize the platform
  • Enables users to get the most out of Salesforce technology
  • Understands how to make the platform work for their company’s goals

Course Agenda

1. Salesforce Overview

  • Introduction to Salesforce
  • Salesforce Edition
  • Home Page Features Customization
  • User Management
  • Creating and Customizing Tabs
  • Creating an App
  • Uploading a Company Logo
  • Company Information Page
  • System Overview Page
  • Updating the Fiscal Year

 

2. Salesforce Objects

  • Standard Object Components
  • Renaming Standard Objects
  • Modifying Standard Objects
  • Understanding External Objects
  • Creating Custom Objects

 

3. Field Types

  • Modifying Standard Fields
  • Creating Auto-Number Fields
  • Creating Formula Fields
  • Creating Roll-Up Summary Fields
  • Creating Lookup and Master-Detail Fields
  • Creating Checkbox Fields
  • Creating Currency, Number, and Percent Fields
  • Creating Date Field and Date and Time Field
  • Creating Phone and Email Fields
  • Creating Geolocation Fields
  • Creating Picklist and Multi-Select Picklist Fields
  • Creating Text and Text Area Fields
  • Creating Text Area Long and Text Area Rich Fields 
  • Considerations for Field Type Change
  • Field Deleting Implications
  • Creating Encrypted Fields
  • Creating URL Fields

 

4. Validation Rules

  • Creating Validation Rules
  • Creating Formulas
  • Creating Error Messages

 

5. Security Controls

  • Viewing Object Security
  • Changing Default Record Access
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate and Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords
  • Delegated Administrations
  • Remote Site Settings
  • Named Credentials
  • File Upload and Download Security

 

6. Profiles

  • Standard Profiles Overview
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings and Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies and Session Timeout
  • Login Hours and IP Ranges
  • Enabling Apex and Visualforce Access

 

7. Role Hierarchy

  • Viewing Role Hierarchy
  • Creating Roles
  • Enabling Field History
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles to Users

 

8. Workflow Rules

  • Creating a Workflow Rule
  • Creating a Workflow Rule Field Update
  • Creating a Workflow Rule Task Assignment
  • Creating a Workflow Rule Email Alert
  • Outbound Message
  • Time-Dependent Workflow Action
  • Overview of the Approval Process
  • Components of an Approval Process

 

9. Data Management

  • Importing Leads
  • Data Import Wizard
  • Importing Contacts and Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Importing Records with Data Loader
  • Updating Records with Data Loader
  • Deleting Records with Data Loader
  • Exporting Records with Data Loader
  • Adding a Field in Schema Builder
  • Scheduling a Data Export
  • Creating and Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working with Tags

 

10. Reports

  • Understanding Report Formats
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Join Reports
  • Creating a Lead Report
  • Creating Contacts and Accounts Report
  • Creating an Opportunity Report
  • Adding Leads to a Campaign from a Report
  • Creating a Report Chart
  • Scheduling Reports
  • Creating a Campaign Report
  • Summarizing Report Data
  • Creating a Report Formula
  • Exporting Reports to Excel
  • Date Filters
  • Bucket Fields
  • Custom Report Types

 

11. Dashboards

  • Understanding Dashboard Components
  • Creating a Dashboard
  • Refreshing a Dashboard
  • Modifying Columns on Dashboard
  • Adding Filter to Dashboard
  • Managing Access to Reports
  • Adding a Report as a Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards for iPad
  • Modifying Report and Dashboard Interfaces
  • Activating the Report Builder on Profiles

 

12. Chatter

  • Chatter Overview
  • Enabling Chatter
  • Enabling Chatter Feeds on Records
  • Configuring Chatter Groups
  • Creating Customer Groups
  • Creating a Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce to Salesforce
  • Accepting a Salesforce Connection
  • Sharing an Account via Salesforce to Salesforce
  • Enabling Ideas
  • Configuring Idea Themes
  • Enabling Social Accounts
  • Enabling Libraries and Content
  • Customizing Libraries and Content
  • Uploading Documents to Libraries and Content
  • Configuring Salesforce

 

13. Change Sets and Deployment

  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Eclipse IDE

 

14. Application Lifecycle

  • Key Milestones and Considerations
  • Using Sandboxes for Development
  • Using Change Sets
  • Using Unmanaged Packages

 

15. Visual Workflow, Process Builder, and Schema Builder

  • Creating a Visual Flow
  • Modifying Existing Flows
  • Creating a Process in the Process Builder
  • Creating Fields in the Schema Builder

 

16. Lightning Components

  • Installing Lightning Components
  • Lightning Component Capabilities
  • Lightning Components vs. Visualforce

 

17. Creating Buttons, Links, and Actions

  • Global Action
  • Object-Specific Action
  • Action Layout in Salesforce1
  • Creating New Records with Actions
  • Logging a Call with Actions
  • Updating a Record with Actions
  • Creating Custom Buttons
  • Creating Custom Links

 

18. Sales Cloud

  • Leads Home Page
  • Creating List Views
  • Creating and Converting Leads
  • Creating Accounts
  • Creating Contacts
  • Creating Email Templates
  • Four Sales Productivity Features
  • Sending Individual Emails
  • Sending Mass Emails
  • Creating and Managing Price Books
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating a Web-to-Lead Form
  • Create a Lead Assignment Rule
  • Creating a Lead Queue
  • Creating an Auto-Response Rule
  • Creating Campaigns
  • Record Types

 

19. Quote Templates

  • Creating a Quote Record
  • Creating a Quote Template
  • Generating a Quote PDF
  • Emailing a Quote PDF
  • Modifying Quote Templates

 

20. Service Cloud

  • Creating Cases
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Enabling Solutions
  • Creating Solutions
  • Attaching Solutions to Cases
  • Enabling Knowledge
  • Configuring Knowledge
  • Creating a Web-to-Case Form
  • Create an Email-to-Case Address

 

21. Communities

  • Creating a New Community
  • Partner Portal
  • Communities
  • Topic Management
  • Recommendations Management
  • Reputation Management
  • Adding Members
  • Managing Tabs and Branding
  • Login and Registration
  • Community Preferences

 

22. User Interface

  • User Interface General Options
  • User Interface Sidebar Options
  • User Interface Calendar Options
  • User Interface Name Settings
  • User Interface Setup Options

 

23. Help and Training

  • Using Answers
  • Using Ideas
  • Searching for a Help Topic
  • Contacting Support
  • Trust Site
  • Known Issues

 

24. AppExchange

  • AppExchange Overview
  • Finding and Selecting an App
  • Finding a Developer
  • Finding a Consultant

 

25. Other Important Concepts

  • SalesforceA
  • SalesforceA—Actions
  • Salesforce and Outlook Integration
  • Many-to-Many Relationship
  • Self-Relationship
  • Hierarchy Relationship

EXAM & CERTIFICATION

There are no prerequisites for this course or for the Salesforce Administrator (ADM 201) certification exam.

Examination Format:

Questions: 60
Duration: 90 minutes
Pass Score: >65 percentile
Exam Type: Closed Book

  • Exam Cost: US$200
  • Exam Retake Cost: US$100
Data Science® had published 65% of 60 questions as the passing score.

Online Classroom:

Attend one complete batch of Salesforce Admin certification training

Online Self-Learning:

Complete 85% of the course.
Complete one project and simulation test with a minimum score of 60%

You can make as many as three attempts in one calendar year as allowed by PMI®.

Usually, it takes about 48 hours to receive the certificate from the date of passing the exam.

We hold a passing rate of 98.6% on the first attempt.
Salesforce with R certification has no expiry; the certification has lifelong validity.

OUR ADVISORS

FAQs

There are no prerequisites for this course or for the Salesforce Administrator (ADM 201) certification exam.

No, the exam fee is not included with the course

We record the class sessions and provide them to participants after the session is conducted. If you miss a class, you can view the recording or you can attain the next class session.

The Salesforce Admin® certification course includes:

  • Course Completion Certificate
  • Complimentary E-Learning For All Participants
  • Accredited Courseware With Chapter-End Quizzes
  • 3 Months Online Exam Simulator For Exam Preparation
  • Industry Based Case Studies
  • 2 Full-Length Simulation Tests
  • Real Life Case Studies And Examples
  • Money Back Guarantee*
  • 24x7 Customer Support
You will earn 32 PDU’s from this course

Yes, do provide a money-back guarantee for some of our training programs. You can email to support for more information

STUDENT EXPERIENCES