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.

Buy now

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

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.

Project: Build an App to Track Your Trailblazer Journey

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