Salesforce Admin Certification Prep (Live Online)

This hands-on course is designed for professionals who are trying to obtain the Salesforce Administrator Certification (ADM201). Students will learn how to customize their organization’s application, including creating new objects, page layouts, fields, and business processes. The class will also provide the students with a strong foundation on how to maintain and manage data, create high-quality reports and dashboards, and how to automate business processes for their organization. The prerequisite to this course is the completion of the prework. Introduction Topic A: Get to Know the Salesforce Administrator Certification Test Topic B: Introduction to the App Unit 1: Organizational Setup Topic A: UI Features Topic B: Company Information and Profile Topic C: Fiscal Year, Currency Management, Locale Settings Unit 2: User Setup Topic A: Manage User Profiles and User Access Topic B: Create, Maintain, and Support Users Topic B: User Licenses Unit 3: Salesforce Security Model and Data Access Topic A: Login Restrictions Topic B: Org-Wide Defaults Data Access Model Topic C: Object, Records, and Field Level Security Topic D: Roles and Hierarchy Topic E: Manual Sharing and Sharing Rules Topic F: Profile Settings and Permissions Unit 4: Standard and Custom Objects Topic A: Object Architecture Topic B: Object Relationships Topic C: Manage and Create Fields and Page Layouts Topic D: Manage Record Types and Business Processes Topic E: Create and Manage Custom Objects Unit 5: Sales and Marketing Applications Topic A: Sales Processes Topic B: Campaigns, Leads, OpportunitiesTopic C: Products and Price Books Unit 6: Service and Support Applications Topic A: Case Management and Support Processes Topic B: Assignment, Case Escalation and Auto-Response Rules Topic C: Cases from Web and Emails Topic D: Case Teams and Communities Unit 7: Activity Management and Collaboration Topic A: Activities Topic B: Chatter Unit 8: Data Management Topic A: Data Integrity Topic B: Data Loader Topic C: Data Import Wizard Topic D: Data Export Unit 9: Analytics – Reports and Dashboards Topic A: Create and Format Reports to Answer Business Questions Topic B: Report Types Topic C: Create and Manage Dashboards Based on Reports Unit 10: Workflow/Process Automation Unit 11: Desktop and Mobile Administration Topic A: Salesforce Mobile App Topic B: Lightning for Outlook Unit 12: AppExchange Topic A: How to Use AppExchange to Expand Your Org’s Functionality and Meet Business Needs Topic B: Install AppExchange Packages (Managed and Unmanaged Packages)