Streetwise Education/Salesforces Administration and Practice Course

  • $2,200

Salesforces Administration and Practice Course

  • Course
  • 275 Lessons

Customer Relationship Management: Administration and Practice is a five-week online learning course and one full-day seminar. This course introduces you to (CRM) concepts and systems and consists of various academic readings and several Salesforce learning modules. You will be building and developing your skills in the Salesforce learning platform.

Contents

Final Week Admin Completion Approve Records with Approval Processes

Ensure that critical records are reviewed by the right people at the right time.
Build an Approval Process
Build an Approval Process .mp4
Customize How Records Get Approved
Challenge Approve Records with Approval Processes.mp4

Final Week Admin Completion Part Two Chatter for Lightning Experience

Learn how to use Chatter, update your profile, and start collaborating.
Get Started with Chatter
Get Started with Chatter.mp4
Create Posts, Polls, and Questions
Challenge Create Posts_Polls_and Questions.mp4
Customize Your Chatter Experience
Custmomise Your Chatter Experience.mp4
Become a Chatter Expert
Become a Chatter Expert & Challenge .mp4

Final Week Admin Completion Part Three Chatter Administration for Lightning Experience

Get started with Chatter administration in Lightning Experience.
Get Started with Chatter Admin for Lightning Experience
Getting Started with Chatter in Admin Lightning Experience .mp4
Work with Chatter Groups
Work with Chatter Groups.mp4
Enable Feed Tracking
Enabel Feed Tracking.mp4
Approve Records from a Chatter Feed
Approve Records from A Chatter Feed.mp4
Challenge Aprove Records from A Chatter Feed.mp4
Develop a Rollout Strategy
Develop A Rollout Strategy.mp4

Week Six Flow Builder

Get to know Flow Builder and learn to automate your business process with a flow.
Learn About Flow Resources and Variables
Learn about Flow Resources and Variable.mp4
Create a Variable
Create a Variable.mp4
Add Screens to Your Flow
Add Screens to Your Flow .mp4
Add Logic to Your Flow
Add Logic to Your Flow.mp4
Add Actions to Your Flow

Week Five part One Enhanced Transaction Security

Monitor events, enforce policies, and get instant notifications based on rules you create.

Get Started with Transaction Security
Get Started with Transaction Security.mp4
Create Transaction Security Policies
Create Transaction Security Policies.mp4
Challenge Create Transaction Security Policies.mp4
Use Apex in Transaction Security Policies
Use Apex in Transaction Security Policies.mp4
Challenge Use Apex in Transaction Security Policies.mp4

Week Five Part Two Company-Wide Org Settings

Learn about search, regional settings, multiple currencies, and user interface controls.

Learn About Regional Settings
Learn About Regional Settings.mp4
Challenge Learn About Regional settings.mp4
Discover Multiple Currency Settings
Discover Multiple Currency settings.mp4

Week Five Part Three Salesforce Release Readiness Strategies

Learn how Salesforce releases new features and how your company can make the most of them.
Get to Know the Salesforce Release Process
Get to Know the Salesforce Release Process.mp4
Get Early Access with the Sandbox Preview
Get Early Access with the Sandbox Preview.mp4
Find, Enable, and Communicate New Features
Find_Enable_and Communicate New Features.mp4

Week Five Part Four Advanced Salesforce Release Readiness Strategies

Learn how to leverage new Salesforce features across your organization.
Master the Release Readiness Process
Master the Release Readiness Process.mp4
Select and Prioritize Features
Challenge Select and Prioritize Features.mp4
Test New Features Before a Release
Test New Features Before a Release.mp4
Communicate New Features to Users
Communicate New Features to Users.mp4

Learning Objective


Salesforce is one of the world's major customer relationship management software providers (CRM). This course covers the skills required to work as a Salesforce Administrator. In this course, you'll work hands-on in a live Salesforce environment to develop the skills to work both as an expert user of the platform and the more advanced configuration and management options available to administrators. Along the way, you will also develop transferable skills - improving your work readiness and expanding your professional profile.

In this course, we will cover:

  • Security
  • Transaction security
  • User set up and settings
  • Data modelling
  • Data management
  • Creating dashboards and reports
  • Mobile app integration
  • Automating simple business processes
Concept of Customer relationship Management

Introducing Customer Relationship Management

CRM for beginner
Case Study: CRM at Honda
Activity: Thinking about customer management
Article: Why CRM Projects Fail and How to Make Them More Successful?
Magic Quadrant for Enterprise Low_Code Application 20th of Septembee 2022.pdf
Magic+Quadrant+for+the+CRM+Customer+Engagement+Center+2021.pdf

What is Salesforce?

What is a Salesforce Admin?
Essential habits for new Admins
Dealing with senior executives and the importance of admins
What is it like being a Salesforce Admin
Becoming an Accredited Salesforce Administrator
The 6 Greatest Benefits of CRM Platforms to Know

Setting up your Salesforce Trailhead account

Set up your Salesforce Trailhead account
12 Days of Trailblazing: 10 Career Tips for Trailblazers Joining the Salesforce Economy

Week Four Part One Advanced Formulas

Learn how to write clean, easy-to-understand formulas for complex use cases.
Use Basic Logic in Checkbox Formulas
Use Basic Logic in Checkbox Formulas example.mp4
Use Basic Logic in Checkbox Formulas Challenge.mp4
Use Numbers, Currency, and Percentages in Formulas
Use Numbers_Currency & Percentages in Formulas.mp4
Use Date, Date/Time, and Time Formulas
Use Date_Date&Time_Time Formulas.mp4
Use Picklists in Formulas
Use Picklists in Formulas.mp4
Use Text Formulas
Advance Formlua Use Text Formulas.mp4
Level Up with Advanced Formulas
Advanced Forulas Level Up with Advanced Formulas .mp4
Troubleshoot Formula Errors
Troubleshoot Formula Errors.mp4

Week Four Part Two Event Monitoring

Discover insights into your Salesforce org with this powerful monitoring feature.


Get Started with Event Monitoring
Get Started with Event Monitoring.mp4
Query Event Log Files
Query Event Log Files.mp4
Download and Visualize Event Log Files
Download & Visualize Event Log Files.mp4

Week Four Quick Project: Battle Station

Build a project management app to construct a galactic Battle Station. No code is required.
Create the Battle Station App
Create the Battle Station App.mp4
Sample Spaceship Pic
2 Space Ships.jpg
Battle Ship.jpg
Building an Object Model for Battle Station App
Build the Object Model.mp4
Modify the User Experience for Battle Station App
Battle Station Modify the User Experience.mp4
Add Business Logic for the Battle Station App
Battle Station App Add Business logic.mp4
Create Reports and Dashboards Battle Station App
Battle Station App Create Reports and Dashboards.mp4

Week Three Part One Automate Your Business Processes with Salesforce Flow

Optimize your business processes by harnessing the power of Salesforce Flow.
Flow Basics: Get Started with Automation
Get Started with Automation .mp4
Flow Basics: Go with the Flow
Go with the Flow.mp4
Flow Basics: Meet Flow Builder
Meet the Flow Builder.mp4
Flow Basics: Learn About Flow Variables
Learn about Flow Variables.mp4
Project: Build a Simple Flow
Collect Contact Info from Your User
Collect Contact Info from Your User.mp4
Check for a Matching Contact in Your Org
Check for a marching Contact in your Org.mp4
Branch the Flow
Branch the Flow.mp4
Create or Update a Contact
Create or Update a Contact.mp4

Week Three Part Two AppExchange Basics

Get Started with AppExchange
Getting Started with AppExchange.mp4
Navigate AppExchange
Navigate the AppExchange.mp4
Explore AppExchange Listings
Explore AppExchange Listings.mp4
Install AppExchange Packages
Install AppExchange Packages.mp4
Connect and Contribute to the AppExchange Community
Connect and Contribute to the AppExchange Community.mp4

Week Three Part Three External Services

Connect an external service to Salesforce and invoke methods based on that service.

Get Started with External Services
Getting Staarted with External Service.mp4
Define an API Specification for an External Service
Define an API Specification for an External Service.mp4
Register an External Service
Register an External Service.mp4
Use External Services in a Flow

Week Three Part Four Salesforce Mobile App Rollout

Develop a rollout strategy to help your company do more with the Salesforce mobile app.
Get Started with Your Salesforce App Rollout
Salesforce Mobile App Rollout .mp4
Craft Your Rollout Strategy
100-Ways-to-Run-Your-Business-From-Your-Phone.pdf
Craft Your Rollout Stategy.mp4
Become a Mobile Expert and Evangelist
Become a Mobile Expert and Evangelist.mp4
Test Your Mobile Customizations
Test Your Mobile Customizations.mp4
Plan Your Mobile Rollout
Plan Your Mobile Rollout.mp4
Communicate the Rollout to Your Company
Communicate the Rollout to Your Company.mp4
Roll Out the Salesforce App to Your Users
Roll Out the Salesforce App to Your Users.mp4
Salesforce for iOS and Android Adoption Dashboard and Reports

Week Two Salesforce Course Formulas Validations

Case Studies for Reflection
salesforce-case-studies-nov-2017-PWC.pdf
How Businesses and Organizations can use Salesforce?
Brainstorm business issues, problems and challenges
Formulas & Validations
Use Formula Fields Unit.mp4
Formulas and Validations Challenge.mp4
Formulas Quick Reference
Implement Roll-Up Summary Fields
Implement Roll_Up Summary Fields.mp4
Create Validation Rules
Creaate Validation Rules.mp4
Create validation Rule Challenge.mp4

Week Two Part Two Data Security

Data Security
Data Security Overview.mp4
Control Access to the Org
Control Access to the Org.mp4
Control Access to the Org Challenge.mp4
Control access to Objects
Control Aaccess to objects Challenge .mp4
Control Access to Fields
Contol Access to Fields Challenge.mp4
Control Access to Records
Control Access to Records Challenge.mp4
Create a Role Hierarchy
Creat a Role Hierarchy Challenge .mp4
Define Sharing Rules
Define the Sharing Rules Challenge.mp4

Week Two Part Three Picklist Administration

Get Started with Picklists
Get Started with Picklists Challenge.mp4
Manage Your Picklist Values
Manage Your Picklist Values Challenge.mp4
Shared Value with Global value Sets
Share Values with Global Value Sets Challenge.mp4

Week Two Quick Project: Suggestion Box

Build a simple suggestion management app. No code required.
Create a Suggestion Box App
Adding Custom Fields to your Suggestion Box App
Modify the User Experience for your Suggestion Box App
Add Business Logic for your Suggestion Box App
Create Reports and Dashboards Suggestion Box App

Week One Salesforce course

Salesforce Platform Basics
Customiize Salesforce Platform DreamHouse.mp4
Install a package.mp4
Discover Use Cases for the Platform
Understand the Salesforce Architecture
Navigate Setup
Power Up with AppExchange
Summary for Week One Part One.mp4

Week One Part Two Salesforce course Data modelling and Managmenet

Data Modelling
Data Modelling Challenge.mp4
Create Object Relationship
Create Object Relationship.mp4
Work with Schema Builder
Scheme Builder.mp4
Data Management Importing Data
Import Data .mp4
contacts_to_import.csv
Data Management Exporting Data

Week One Part Three Salesforce course Lightning Experience Customization

What are Object_fields and record .mp4
Lightning Experience Customization
Lightning Experience Customization Challenge.mp4
Create and Customize Lightning Apps
Create and Customize Lightning Apps.mp4
Create and Customize List Views
Create & Customize List Views Challange.mp4
Customize Record Highlights with Compact Layouts
Customize Record Highlights with Compact Layouts.mp4
Customize Record Details with Page Layouts
Create Custom Buttons and Links
Customize Record Details with Page Layouts.mp4
Custom Button Challange .mp4
Empower Your Users with Quick Actions
Empower Your Users with Quick Actions .mp4

Week One Part Four Salesforce course Salesforce Mobile App Customization

Salesforce Mobile App Customization
Customize Navigation
Mobile Customise Naigation on .mp4
Create Global Quick Actions
Create Global Quick Action.mp4
Customize Compact Layouts
Customize Compact Layouts.mp4
Create Object-Specific Quick Actions.mp4
Create Object-Specific Quick Actions

Quick Project: Create the Trailblazer App

Create a simple app to track visits to your local park.

Create the Trailblazer App
Create the Trailblazer App
Try Out the App Follow Along with Trail Together
Add a Quick Action Follow Along with Trail Together

Week One Part Five Salesforce course User Engagement

Get Started with User Engagement
Get started with User Engagement.mp4
Promote Feature Adoption and Discovery
Promote Feature Adoption & Discovery.mp4
Enable Users to Learn in the Flow of Work
Enable Users to learn in the flow of work.mp4
Design a User Engagement Journey
Design a user Engagement Journey.mp4

Week One Part Six Salesforce course Reports & Dashboards for Lightning Experience

Week One Part 4 to 6 Training Salesforce Training-20220830_105801-Meeting Recording.mp4
Introduction to Reports and Dashboards in Lightning Experience
Create Reports with the Report Builder
Format Reports
Tabular Reports.mp4
Summary Report.mp4
Matrix Report.mp4
Hand Challenge Format Reports .mp4
Visualize Your Data with the Lightning Dashboard Builder
Visualize your data with the lightning Dashboard Builder.mp4
Extend Your Reporting Strategy with AppExchange
Extend Your Reporting Strategy with AppExchange.mp4

Week One Project: Build an App to Track Your Trailblazer Journey

Build an app to store study materials and notes as you explore the Salesforce ecosystem.
Discover Jobs in the Salesforce Ecosystem
1 Discover Jobs in the Salesforce Ecosystem.mp4
Create the Object Model
2 Create Object Model for Track Your Trailblazer journey App.mp4
Create Custom Fields
3 Create Custom Fields for tracking Your Trailblazer Journey App .mp4
Create the My Trailblazer Journey App
salesforce-trailhead.png
4 Create the My Trailblaszer Jourrney App.mp4
Create a Report, a Report Chart, and a Dashboard
5 Creeate a Report_Report Chart_a Dashboard.mp4
Use Your App on the Go
6 Use Your App on the Go.mp4