Salesforce ADM 201 Certification Training will introduce the participants to the basic concepts related to Administration and declarative development options.

After completing this course, students will be able to:

• Differentiate the building blocks of Salesforce

• Understand the Data model

• Understand the Security model

• Define Business process automation options

• Master Sales Cloud and Service Cloud modules

• Explain Reports and Dashboard

• Describe Salesforce1, SalesforceA, Chatter and Social features

Salesforce Certification training does not require any specific pre-requisites. But any working knowledge as an administrator or a developer or a functional consultant will be handy.

This course can be taken up by: 

1. Experienced professionals who are looking to have an exciting career in the leading Cloud Computing platform 

2. Functional consultants who are looking to switch to Salesforce 

3. Fresher's who are looking to get a jump start to their careers in Cloud computing 

4. Siebel and other CRM products

You can check a blog related to Jump-Start Your Career In Salesforce. Also, once your Salesforce Admin training is over, you can check the Top interview questions related edureka blog.

Participants will be enabled on creating a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

Goal:

Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community and Hybrid Cloud models. 

 Objectives:

Upon completing this module, you should be able to:

• Understand Cloud Computing concepts

• What is Cloud Computing?

• SAAS, PAAS, IAAS – Service Model

• Public, Private, Community and Hybrid Cloud – Deployment models

• CRM and PAAS market

• What is SFDC / Salesforce1?

• What are the benefits of Force.com platform

• How can i develop apps with Force.com 

• Multi-tenant (single-tenant?) architecture

• Metadata driven architecture 

Topics:

• Service and Deployment models in the Cloud

• Market situation

• Cloud Ownership

• Introduction to SF1 and Force.com Platform  

•Declarative & Programmatic Options in Force.com

• Meta-data Driven Architecture

• Multi-tenant

• Business and IT benefits 

• Use of SF1

Goal:

Learn to build a custom app on Force.com platform, different licenses in SFDC. 

Objectives: 

At the end of this module, you should be able to:

• How to build a custom app on Force.com platform

• Understand Company profile and License types

• Understand User licenses available in the Developer Org

• Understand Page Layout, Search Layouts

• Understand Object Limits

• Understand the App we are going to build during this course

 Topics:

• Sign-up for a Free Environment / Org

• Adding company logo

• Benefits of System overview

• Salesforce Key Building Blocks

• Editions and Different Environments Available 

• MVC Pattern

• Student App

• Student App Master Basic Data Model

• Student Master and Marks/Grades

• Student Master Basic Security Model

• Student Master Reports

• Student Master Application Scope

Goal:

This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.

Objectives:  

At the end of this module, you should be able to:

•  Difference between standard and custom objects 

•   Standard and custom fields and Datatypes

•   Different type of relationships (master detail, lookup, junction object)

•   Schema builder 

•   The constraints related to different types of relationships and when to use         them 

•   Search layout

 Topics:

•  Create Custom Objects and understand various properties in the Object definition section

•  Customize standard objects

•  Field and Data Types 

•  Custom Field Prosperities 

•  Field Dependencies 

•  Types of Relationship Fields 

•  Search Layouts 

Goal:

Understand different levels - Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets

Objectives:

At the end of this module, you should able to:

• Security – Analogy 

• System (org) level security 

• User administration and troubleshooting by user and admin

• Object level security

• Record level and Field-Level security

• Understand the difference between object and record level security

• Various features available to implement object and record level

 Topics:

• Security Model Mind Map

• System Level or Org Level Security

• User Administration and Troubleshooting

• Permission Sets

• Profile and Permissions Sets

• Password Policy

• IP Address security

• Login hours

• Session settings

• Activations

• Page layout assignment

• Tab setting

• Field level security

Hands on / Demo:

Permission Set

Profile

Security

Goal:

Learn organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons. 

 Objectives:

At the end of this Module, you should be able to:

• The difference between object and record level security

• Record level and Field-Level security

• Organization wide defaults (OWD) 

• Role and Role Hierarchy 

• Criteria based, Manual Sharing, Apex sharing reasons

• Various features available to implement object and record level security mind map

 Topics:

• Security Model Mind Map

• Record Level and Object Level

• Organization wide defaults 

• Organization wide defaults – Student App 

• Role and Role Hierarchy

• Criteria Based Sharing

• Different ways to gain Record Level Access

• Public Group

• Queue

• Public group Vs Queue

 Goal:

Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

 Objectives:

At the end of this module, you should be able to:

• Explain how to create, delete, and customize record types for custom and standard objects  

• Given a scenario, determine the appropriate record types and business processes for custom and standard objects  

• Describe when to use and how to create formula fields  

• Enforcing Data quality and Integrity

• Validation rules

• Cross object and Roll-up summary 

 Topics:

• Business Logic Mind Map

• Different Options to Implement Business Logic

• Functions

• Formula 

• Validation Rules

• Rollup Summary Fields 

• Record Types and Page Layouts

Goal:

This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder. 

 Objectives: At the end of this module, you should be able to:

• When workflow rules are evaluated 

• The capabilities of workflow rules and actions 

• Given a scenario, identify the appropriate workflow solution 

• The capabilities and use cases for the approval process 

• Introduction to Lightning Process Builder 

Topics:

• Business Process Automation

• Business Requirements – Workflow Rules

• Workflow - Actions (Time When Action Takes Place)

• Workflow – Actions

• Workflow – Considerations

• Approvals – Introduction

• Approvals - How to Create A Process

• Approvals - Actions

• Approvals - How and What Can Approvers Do

Goal:

This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management. 

Objectives:

At the end of this module, you should be able to:

• Understand the different sales processes in any organization

• Explain Sales Productivity Features

• Define Lead management

 Topics:

• Sales Cloud

• Sales Process

• Sales Productivity Features

• Lead Management

• Lead auto response

• Lead assignment

• Web to lead

• Accounts and Contacts Management

• Opportunities

• Campaign Management

• Price Book, Products, Price Book Entries

Goal:

Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.  

Objectives:

At the end of this module, you should be able to:

• Describe the capabilities of case management 

• Identify how to automate case management

• Describe the capabilities of solution management 

• Describe the basic capabilities of Communities 

• Describe the capabilities of the Community application, such as Ideas and Answers 

• Describe the capabilities of Salesforce Knowledge

Topics:

•  Service Cloud

• Case Management

• Typical Service and Support Process

• Automation - Web2Case and Auto-Response

• Automation - Email2Case

• Automation - Assignment Rules

• Automation - Escalation Rules

•  Email Templates in Case Management

• Channels

• Case Resolution – Solutions

• Case Resolution Using Knowledge

• Communities Basics

• Communities Setup and Administration

• Communities – Ideas and Answers

Hands on / Demo:

• Capture cases from website and email

• Customize case process, Solutions, Communities and Salesforce Knowledge

Goal:

This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data 

Objectives:

By the end of this module, you should learn about:

• Learn importing, updating, transferring, and mass deleting data

• Identify tools and use cases for managing data

• Define capabilities and implications of the data validation tools and different ways to back up data

Topics:

• Data Handling and Processing Overview

• Exporting data and Regular Backup

• External ID and Unique Fields 

• Import

• Install Apex Data loader

• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,

• Transfer record ownership

Hands On/Demo:

• Data Handling and Processing Overview

• Exporting data and Regular Backup

• Importance of record IDs

• Install Apex Data loader

• Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,

• Transfer record ownership

Goal:

Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards

Objectives:

 At the end of this module, you should be able to:

• Create a report in tabular form

• Customize a report

• Create and modify a dashboard 

Topics:

•  Execute a report with and without modifications

• Create a tabular report, summary and matrix report

• Report and Security

• Report Builder and Standard Reports Available

• Add a chart and few other features like highlighting

• Create a custom report type and store in a folder

• User filters in reports 

• Create a dashboard

• Bucket field

• Tabular Report significance 

• Summary report significance

• Matrix report significance

• Joined report significance

• Dynamic dashboard 

Hands On/Demo:

•  Execute a report with and without modifications

• Create a tabular report, summary and matrix report

• Add a chart and few other features like highlighting

• Create a custom report type and store in a folder

• User filters in reports 

• Create a dashboard

Goal:

Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook

 Objectives:

 At the end of this module, you should be able to:

• Create customizable components

• Define Security and Settings

• Explain Admin activities

 Topics:

•  Customizable parts of the SF1 app 

• Security and customizable settings

• Navigation menu

• Compact layouts and Mobile cards 

• Basic admin activities on Salesforce A 

• Outlook and SF synch up

Hands On/Demo:

•  Customizable parts of the SF1 app 

• Security and customizable settings

• Navigation menu

• Compact layouts and Mobile cards 

• Basic admin activities on Salesforce A 

• Outlook and SF synch up

 Goal:

 In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management

Objectives:

 At the end of this module, you should be able to:

• Explain Activity management, Folder Management and AppExchange

• Create and track tasks

• Define templates 

 Topics:

• Activity management - Tasks, Events and Open activities

• Creating and tracking tasks and events

• Folders and Document templates 

• AppExchange

 Hands On/Demo:

• Activity management - Tasks, Events and Open activities

• Creating and tracking tasks and events

• Folders and Document templates 

• AppExchange

Goal:

 Know about the Global action and publisher layouts and the features of Chatter in this Module

 Objectives:

 At the end of this module, you should be able to:

• Explain chatter groups

• Describe files, follow, record

• Explain custom canvas

• Explain publisher layout

 Topics:

•  Chatter groups, feeds, people

• Files, Follow records, people 

• Groups Topics and Files

• Global action types-Create

• Log a call, Custom VF page

• Custom canvas, Publisher layout

• Global an Object specific actions

Hands On/Demo:

• Chatter groups, feeds, people

• Files, Follow records, people 

• Groups Topics and Files

• Global action types-Create

• Log a call, Custom VF page

• Custom canvas, Publisher layout

• Global an Object specific actions