Course description

Embark on a transformative journey with our Mastering Salesforce course, designed to empower professionals with the skills needed to harness the full power of Salesforce. This course caters to both beginners and advanced users, providing a structured path from foundational concepts to sophisticated functionalities. Whether you're new to Salesforce or looking to deepen your expertise, this course offers a comprehensive exploration of the platform, ensuring you gain practical experience and theoretical knowledge.

**In the initial modules, you'll be introduced to the Salesforce ecosystem, learning about its core features and capabilities. We start with an overview of Salesforce's architecture and its role in modern Customer Relationship Management (CRM). You'll get hands-on experience navigating the Salesforce interface, understanding its structure, and configuring basic settings to align with business needs. This foundational knowledge sets the stage for more advanced topics and prepares you for efficient use of the platform.

As you advance, the course delves into Salesforce administration, focusing on key administrative tasks and customization options. You’ll master user management, security configurations, and data handling techniques. Learn how to customize Salesforce to fit organizational requirements by creating custom objects, fields, and page layouts. These skills are crucial for tailoring Salesforce to meet specific business needs and ensuring efficient user management and data organization.

The course further explores Salesforce automation tools that streamline business processes and enhance operational efficiency. You will gain proficiency in creating workflows, process builders, and approval processes to automate routine tasks and complex processes. This section of the course equips you with the knowledge to improve productivity and ensure seamless business operations through automation.

In addition to automation, the course provides extensive training on Salesforce reporting and analytics. Discover how to design and generate custom reports and dashboards that provide valuable insights into your data. You'll learn how to leverage these tools to analyze performance, track metrics, and drive data-driven decisions, enhancing your ability to interpret and present information effectively.

For those looking to expand their technical skills, the course includes advanced topics such as Salesforce development and integration. You'll explore Apex programming, Visualforce, and advanced customization techniques, as well as how to integrate Salesforce with external systems using APIs. These advanced features are essential for creating sophisticated applications and ensuring seamless data exchange between Salesforce and other platforms.

What will i learn?

  • Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam
  • Deploy Salesforce Lightning Experience
  • Use Salesforce Lightning
  • Administer Salesforce Like a Pro
  • Roll Out Salesforce Mobile

Requirements

  • Nothing Required

  • What is CRM?
  • Understanding the Salesforce company

  • Configuration & Setup Introduction
  • Creating a FREE Salesforce Org
  • Logging into Salesforce
  • Navigating the Salesforce User Interface
  • Lightning vs Classic Salesforce Interface
  • Lightning vs Classic Feature Compatibility
  • Salesforce Branding and UI Customization
  • Density Settings
  • User Navigation Bar Customization
  • Salesforce Themes and Branding
  • Lightning Chrome Extension
  • Classic User Interface Overview
  • Customising the Classic User Interface
  • Classic Homepage Customization
  • UI Customization for Admins
  • Company Profile
  • User Management
  • Delegated Administration
  • Sandboxes
  • Deploying Changes Between Sandboxes
  • Sandbox Best Practice

  • Understanding the Standard Object Model
  • I make changes and nothing happens!? - Disabling Salesforce Caching
  • Object Manager
  • Creating an App & Personalizing Salesforce
  • Creating Objects & Tabs
  • Field Dependencies
  • Creating Object Relationships
  • Traversing Relationships with Formulas and Summary Fields
  • Page Layout Customization
  • Field Histories
  • Record Types Part 1
  • Record Types Part 2
  • Standard Fields & Deleting Fields
  • Customising Search and Tab Layouts
  • Customising Search and Tab Layouts
  • App Manager: Classic Apps in Lightning
  • List Views

  • Process Automation Overview & Learning Objectives
  • Workflow Rules & Actions
  • Validation Rules
  • Approval Processes
  • Process Builder Overview
  • Creating a Process Builder Process
  • Process Builder Actions
  • Creating a Process Builder Process
  • Flow
  • Flow Types
  • Building Blocks of Flow
  • Order of Execution

  • Salesforce Security Overview
  • Organizational Security Settings
  • Organizational Wide Defaults
  • Record Ownership
  • Role Hierarchies
  • Sharing rules
  • Manual Sharing
  • Object Permissions and Record Access
  • User Profiles & Permissions
  • Permission Set Groups
  • Restriction Rules
  • Restriction Rules

  • Types of Reports & Supported Features
  • Navigating & Creating Reports
  • Tabular Reports
  • Reports Automation

  • Duplicate Management
  • Methods for Importing & Exporting Data
  • Salesforce IDs and External IDs
  • Data Loader
  • Import Wizard
  • Dataloader.io by Mulesoft
  • Backing Up data

  • Lead and Opportunity Management
  • Sales Productivity
  • Reporting and Analytics
  • Email and Journey Marketing
  • Data Visualization and Dashboards

  • Activity Management
  • Chatter
  • Salesforce App
  • AppExchange

Subrahmanyam Maradani

1. Mulesoft Certified Developer 1 2. AWS Certified cloud Associate 3. Microsoft Certified Developer

With over six years of robust experience in software development and cloud solutions, I had established a proven track record in leveraging Java, AWS, Azure, Salesforce and MuleSoft technologies to deliver innovative and scalable solutions. Specializing in designing and implementing complex systems, combines deep technical expertise with a strategic approach to tackle diverse challenges in today’s dynamic technology landscape.At the core of my expertise is a solid foundation in Java programming, coupled with extensive experience in cloud platforms such as AWS and Azure and Salesforce. This expertise enables the crafting of high-performance, cloud-native applications and infrastructure solutions. Additionally, excels in integrating disparate systems and optimizing workflows using MuleSoft’s Anypoint Platform, ensuring seamless data flow and interoperability across various enterprise systems.Throughout their career, I has demonstrated a commitment to continuous learning and innovation, consistently staying ahead of industry trends and best practices. This dedication is reflected in their ability to lead cross-functional teams, drive successful project outcomes, and contribute to the growth and efficiency of technology initiatives.Passionate about solving complex problems and delivering impactful results.

Free

Lectures

84

Skill level

Beginner

Expiry period

Lifetime

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