Embark on an 8-hour comprehensive training series covering Salesforce Administrator and App Builder certifications. Dive deep into Salesforce fundamentals, starting with database concepts and progressing to advanced features. Explore objects, fields, and relationships, including master-detail and lookup types. Learn to implement many-to-many relationships using junction objects. Master global picklists, field dependencies, validation rules, and rollup summary fields. Discover cross-object formula fields, lookup filters, compact layouts, and various action types. Understand record types, data management with Data Loader, and external IDs. Delve into Salesforce security measures, including profiles, permission sets, and field-level security. Examine organizational-wide defaults, role hierarchies, and sharing rules. Create email templates, workflow rules, and process builders. Explore queues, Web-to-Lead functionality, and key objects in Sales Cloud. Gain practical knowledge to excel in Salesforce administration and app building.
Overview
Syllabus
Salesforce is a fancy database | Basics of Salesforce for beginners | Objects & Fields in Salesforce.
Understanding Relationships in Salesforce (Basic) | How relationship works in Salesforce.
What is Master Detail & Lookup relationship in Salesforce? | Different Types of Relationship Fields.
How to implement many to many relationship in Salesforce | Junction Object in Salesforce.
What are Global picklists or Picklist Value Sets in Salesforce | How to create picklist value sets.
What is Field Dependency in Salesforce | When to use & How to create field dependency in Salesforce.
Validation Rules in Salesforce | How to create it to restrict users from entering incorrect data.
What are Rollup Summary Fields in Salesforce | How to create and when to use Roll Up Summary fields.
What are Cross Object Formula fields in Salesforce ? | How to create Cross Object Formula Fields ?.
What are lookup filters in Salesforce ? | How to create lookup filters in Salesforce ?.
What are Compact Layouts in Salesforce ? | How to create compact layouts in Salesforce ?.
What are Actions in Salesforce ? | Different types of Actions | How to create actions in Salesforce.
What are record types in Salesforce ? | How to create record types ? | Benefits of Record Types.
What is Data Loader and How to use it to import or export data to or from Salesforce?.
What is External ID & Why it is used in Salesforce | How to mark field as External ID in Salesforce.
How to secure Salesforce org? | Organization Level Security in Salesforce.
What are Profiles & Permission Sets in Salesforce | Object Level Security(Read,Create,Edit & Delete).
What is Field Level Security in Salesforce ? | How to hide or revoke the edit access from the fields.
Understanding OWD , Role Hierarchy, Sharing Rules and Manual Sharing in Salesforce.
What are Email Templates in Salesforce? | How Email templates are created in Salesforce?.
Understanding Salesforce Workflow Rules in depth | Where and How to use workflow rules in Salesforce.
How to create workflow rules with immediate and time dependent actions in Salesforce ?.
What are Queues in Salesforce? | How to create queues and assign records to it in Salesforce ?.
What is Web to Lead in Salesforce | How to implement it | Capture leads from website in Salesforce.
Process Builder vs Workflow Rules | Difference between Workflows and Process Builder.
Understanding Leads, Accounts, Contact, Opportunities, Products, Pricebooks objects in Sales Cloud.
Taught by
Salesforce Hulk
