Salesforce - Administrator & App Builder Classroom in Philadelphia, PA

Tue Nov 22 2022 at 09:00 am to Fri Nov 25 2022 at 05:00 pm UTC-05:00

Philadelphia, PA | Philadelphia, PA

Educera INC
Publisher/HostEducera INC
Salesforce - Administrator & App Builder Classroom in Philadelphia, PA
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Salesforce Administrator and App Builder Certification Training



Table of Contents:


  • Program Overview
  • Program Features
  • Delivery Mode
  • Prerequisites
  • Target Audience
  • Key Learning Outcomes

Program Overview:

This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning.


Program Features:

  • 78 hours of blended learning
  • 30 hours of Online self-paced learning 48 hours of instructor-led training
  • Four industry projects with 28 case studies
  • 30 hours of hands-on practice with Salesforce Lightning

Delivery Mode:


Blended - Online self-paced learning and live virtual classroom


























Salesforce Administrator and App Builder Certification Training



Table of Contents:


Target Audience

Key Learning Outcomes


Program Overview:

Certification Details and Criteria Course Curriculum

Course End Projects Customer Reviews About Us


This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning.


Program Features:

78 hours of blended learning

30 hours of Online self-paced learning 48 hours of instructor-led training

Four industry projects with 28 case studies

30 hours of hands-on practice with Salesforce Lightning


Delivery Mode:


Blended - Online self-paced learning and live virtual classroom



Prerequisites:

There are no prerequisites for this training course, but it’s helpful to have experience working as an administrator or developer.

App builders Developers

System administrators Sales representatives IT managers

Product managers


Key Learning Outcomes:

By the end of this training course, you will be able to:

Gain an overview of Salesforce

Learn about Salesforce objects and how to create, rename, or modify objects Create different field types and validation rules

Work on security controls

Create, deploy, and implement workflows Manage data and reports

Create, configure, and manage dashboards

Understand chatter, application lifecycle, visual workflow, and schema builder Install lightning components

Configure and manage Sales Cloud and Service Cloud

Master Salesforce’s interface, help and training, app exchange, and other important functions Deploy applications and manage changes to the Force.com platform

Develop new applications using the declarative interface and Force.com fundamentals Configure the user interface


Certification Details and Criteria:

To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. You can pass the exams by following these easy steps.

Step 1: Complete the Salesforce training course

Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce Administrator and Salesforce App Builder

Step 3: Pass the Salesforce exams and earn your certification



Online Classroom:

Attend one complete batch

Complete one simulation test with a minimum score of 60 percent


Online Self-Learning:

Complete 85 percent of the course

Complete one simulation test with a minimum score of 60 percent




Course Curriculum:

Lesson 00 - Introduction to Salesforce

Introduction to Salesforce


Lesson 01 - Salesforce Overview

Salesforce Salesforce Overview

Introduction to Salesforce Salesforce Editions

Home Page Customization User Management

Creating and Customizing Tabs Creating an App

Uploading a Company Logo Company Information Page System Overview Page Updating the Fiscal Year Quiz

Case Study

Case study Demo Key Takeaways Conclusion

Introduction to Sales Cloud Sales Cloud

Leads Home Page Creating List Views

Creating and Converting Leads Creating Accounts

Creating Contacts Creating Email Templates Sending Individual Emails Sending Mass Emails

Creating and Managing Price Books Creating Products

Creating Opportunities Creating Activities

Creating a Web-to-Lead Form Creating a Lead Assignment Rule Creating a Lead Queue

Sending Mass Emails

Creating an Auto-Response Rule Creating Campaigns

Record Types Quiz

Case Study 1 Case Study Demo Case Study 2

Case Study Demo 2 Key Takeaways Conclusion


Lesson 03 - Quote Templates

Introduction to Quote Templates Quote Templates

Creating a Quote Record Creating a Quote Template Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Introduction to Service Cloud Service Cloud

Creating Cases

Creating Case Assignment Rules Creating Case Escalation Rules Enabling Solutions

Creating Solutions

Attaching Solutions to Cases Enabling Knowledge Configuring Knowledge Creating a Web-to-Case Form

Creating an Email-to-Case Address Quiz

Case Study 1

Case Study 1 Demo Case Study 2

Case Study 2 Demo Key takeaways Conclusion


Lesson 05 - Field Types

Introduction to Field Types Field Types

Modifying Standard Fields Creating Auto-number Fields Creating Formula Fields

Creating Roll-Up Summary Fields Creating Lookup and Master Detail Fields Creating Checkbox Fields

Creating Currency, Number, and Percent Fields Creating Date Field and Date and Time Fields Creating Phone and Email Fields

Creating Geolocation Fields

Creating Picklist and Multi-Select Picklist Fields Creating Text and Text Area Fields

Creating Text Area Long and Text Area Rich Fields Creating Encrypted Fields

Creating URL Fields Quiz

Case Study

Case Study Demo Key takeaways Conclusion

Introduction to Salesforce Objects Salesforce Objects

Standard Object Components Renaming Standard Objects Modifying Standard Objects Understanding External Objects Creating Custom Objects

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 07 - Creating Buttons, Links, and Actions

Introduction to Creating Buttons, Links, and Actions Creating Buttons, Links, and Actions

Creating New Records with Actions Logging a Call with Actions Updating a Record with Actions Creating Custom Buttons

Creating Custom Links Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 08 - Visual Workflow, Process Builder, and Schema Builder

Introduction to Visual Workflow, Process Builder, and Schema Builder Visual Workflow, Process Builder, and Schema Builder

Creating a Visual Flow Modifying Existing Flows

Creating a Process in the Process Builder Creating Fields in the Schema Builder Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Validation Rules Validation Rules

Creating Validation Rules Creating Formulas Creating Error Messages Quiz

Case Study

Case Study Demo Key Takeaways 9Conclusion


Lesson 10 - Workflow Rules

Introduction to Workflow Rules Workflow Rules

Creating a Workflow Rule

Creating a Workflow Rule Field Update Creating a Workflow Rule Task Assignment Creating a Workflow Rule Email Alert

Quiz

Case Study 1 Case Study Demo Case Study 2 Case Study Demo Key Takeaways Conclusion


Lesson 11 - Lightning Components

Introduction to Lightning Components Lightning Components

Installing Lightning Components Lightning Component Capabilities Lightning Components vs. Visualforce Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Role Hierarchy Role Hierarchy

Viewing Role Hierarchy Creating Roles Enabling Field History Creating Groups

Creating Permission Sets Assigning Roles to Users Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 13 - Security Controls

Introduction to Security Controls Security Controls

Viewing Object Security Changing Default Record Access Sharing Settings

Field Accessibility Password Policies Session Settings Login Flows Network Access Activations

Session Management Login Access Policies

Certificate and Key Management Viewing Setup Audit Trail Executing Expire All Passwords Delegated Administration Remote Site Settings

Named Credentials

File Upload and Download Security Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Profiles Profiles

Standard Profiles Overview Assigning Page Layouts Field-Level Security

Custom App Settings and Access Tab Settings

Record Type Settings Administrative Permissions General User Permissions Standard Object Permissions Custom Object Permissions

Password Policies and Session Timeout Login Hours and IP Ranges

Enabling Apex and Visualforce Access Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Chatter Chatter

Chatter Overview Enabling Chatter

Enabling Chatter Feeds on Records Configuring Chatter Groups Creating Customer Groups

Creating a Free Customer Chatter User Customizing Chatter Email Notifications Configuring Salesforce to Salesforce Accepting a Salesforce Connection

Sharing an Account via Salesforce to Salesforce Enabling Ideas

Configuring Ideas Themes Enabling Social Accounts Enabling Libraries and Content

Customizing Libraries and Content

Uploading Documents to Libraries and Content Configuring Salesforce

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Reports Reports

Understanding Report Formats Creating a Leads Report

Creating Contacts and Accounts Report Creating an Opportunity Report

Adding Leads to a Campaign from a Report Creating a Report Chart

Scheduling Reports Creating a Campaign Report Summarizing Report Data Creating a Report Formula Exporting Reports to Excel Quiz

Case Study 1

Case Study 1 Demo Case Study 2

Case Study 2 Demo Key Takeaways Conclusion


Lesson 17 - Dashboards

Introduction to Dashboards Dashboards

Understanding Dashboard Components Creating a Dashboard

Refreshing a Dashboard

Modifying Columns on Dashboards Adding Filter to Dashboard Managing Access to Reports

Adding a Report as a Dashboard Component Setting Up Dynamic Dashboards

Enabling Dashboards for iPad

Modifying Report and Dashboard Interfaces Activating the Report Builder on Profiles Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Data Management Data Management

Importing Leads

Importing Contacts and Accounts Using Mass Delete

Installing Data Loader

Importing Records with Data Loader Updating Records with Data Loader Deleting Records with Data Loader Exporting Records with Data Loader Adding a Field in the Schema Builder Scheduling a Data Export

Creating and Using Sandbox Mass Transferring Records Reporting Snapshots Working with Tags

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 19 - AppExchange

Introduction to AppExchange AppExchange

AppExchange Overview Finding and Selecting an App Finding a Developer

Finding a Consultant Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Communities Communities

Creating a New Community Topic Management Recommendations Management Reputation Management Adding Members

Managing Tabs and Branding Login and Registration Community Preferences Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 21 - Change Sets and Deployment

Introduction to Change Sets and Deployment Change Sets and Deployment

Outbound Change Sets Inbound Change Sets Deployment Settings Deployment Status Eclipse IDE

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 22 - User Interface

Introduction to User Interface User Interface

User Interface General Options User Interface Sidebar Options User Interface Calendar Options User Interface Name Settings User Interface Setup Options Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Application Lifecycles Application Lifecycles

Key Milestones and Considerations Using Sandboxes for Development Using Change Sets

Using Unmanaged Packages Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 24 - Help and Training

Introduction to Help and Training Help and Training

Using Answers Using Ideas

Searching for a Help Topic Contacting Support

Trust Site Known Issues Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Practice Projects

Project Management App by Ben McCarthy

Project 1: Implementing an End-to-End Recruitment Process

Track the jobs posted by recruiters as well as the respective candidate responses for a placement company in the United States.


Project 2: Implementing a Student Performance Tracking System

Develop the workflow for an Australian college that wants to track the performance of students and automatically alert an instructor if the student is failing.


Project 3: Implementing Customer Service Process Management

Boost the services of a UK-based mobile company and make the system more efficient by tracking customers who have reported problems with their mobile phones.


Project 4: Capture Transactions Discounting and Track Business Entries

Use Salesforce to implement a process for capturing transactions and discounts, and for tracking previous business entries in Salesforce for a US-based mobile company.


Educera is the world’s #1 online bootcamp provider that enables learners through rigorous and highly specialized training. We focus on emerging technologies and processes that are transforming the digital world, at a fraction of the cost and time as traditional approaches. Over one million professionals and 2000 corporate training organizations have harnessed our award-winning programs to achieve their career and business goals.



For more information, please visit our website & Email: www.educera.co [email protected] or call us at +1

302-261-9363.

*To know more about the discount and money back, Contact us on chat, email or phone.


Home Page Customization User Management

Creating and Customizing Tabs Creating an App

Uploading a Company Logo Company Information Page System Overview Page Updating the Fiscal Year Quiz

Case Study

Case study Demo Key Takeaways Conclusion

Introduction to Sales Cloud Sales Cloud

Leads Home Page Creating List Views

Creating and Converting Leads Creating Accounts

Creating Contacts Creating Email Templates Sending Individual Emails Sending Mass Emails

Creating and Managing Price Books Creating Products

Creating Opportunities Creating Activities

Creating a Web-to-Lead Form Creating a Lead Assignment Rule Creating a Lead Queue

Sending Mass Emails

Creating an Auto-Response Rule Creating Campaigns

Record Types Quiz

Case Study 1 Case Study Demo Case Study 2

Case Study Demo 2 Key Takeaways Conclusion


Lesson 03 - Quote Templates

Introduction to Quote Templates Quote Templates

Creating a Quote Record Creating a Quote Template Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Introduction to Service Cloud Service Cloud

Creating Cases

Creating Case Assignment Rules Creating Case Escalation Rules Enabling Solutions

Creating Solutions

Attaching Solutions to Cases Enabling Knowledge Configuring Knowledge Creating a Web-to-Case Form

Creating an Email-to-Case Address Quiz

Case Study 1

Case Study 1 Demo Case Study 2

Case Study 2 Demo Key takeaways Conclusion


Lesson 05 - Field Types

Introduction to Field Types Field Types

Modifying Standard Fields Creating Auto-number Fields Creating Formula Fields

Creating Roll-Up Summary Fields Creating Lookup and Master Detail Fields Creating Checkbox Fields

Creating Currency, Number, and Percent Fields Creating Date Field and Date and Time Fields Creating Phone and Email Fields

Creating Geolocation Fields

Creating Picklist and Multi-Select Picklist Fields Creating Text and Text Area Fields

Creating Text Area Long and Text Area Rich Fields Creating Encrypted Fields

Creating URL Fields Quiz

Case Study

Case Study Demo Key takeaways Conclusion

Introduction to Salesforce Objects Salesforce Objects

Standard Object Components Renaming Standard Objects Modifying Standard Objects Understanding External Objects Creating Custom Objects

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 07 - Creating Buttons, Links, and Actions

Introduction to Creating Buttons, Links, and Actions Creating Buttons, Links, and Actions

Creating New Records with Actions Logging a Call with Actions Updating a Record with Actions Creating Custom Buttons

Creating Custom Links Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 08 - Visual Workflow, Process Builder, and Schema Builder

Introduction to Visual Workflow, Process Builder, and Schema Builder Visual Workflow, Process Builder, and Schema Builder

Creating a Visual Flow Modifying Existing Flows

Creating a Process in the Process Builder Creating Fields in the Schema Builder Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Validation Rules Validation Rules

Creating Validation Rules Creating Formulas Creating Error Messages Quiz

Case Study

Case Study Demo Key Takeaways 9Conclusion


Lesson 10 - Workflow Rules

Introduction to Workflow Rules Workflow Rules

Creating a Workflow Rule

Creating a Workflow Rule Field Update Creating a Workflow Rule Task Assignment Creating a Workflow Rule Email Alert

Quiz

Case Study 1 Case Study Demo Case Study 2 Case Study Demo Key Takeaways Conclusion


Lesson 11 - Lightning Components

Introduction to Lightning Components Lightning Components

Installing Lightning Components Lightning Component Capabilities Lightning Components vs. Visualforce Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Role Hierarchy Role Hierarchy

Viewing Role Hierarchy Creating Roles Enabling Field History Creating Groups

Creating Permission Sets Assigning Roles to Users Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 13 - Security Controls

Introduction to Security Controls Security Controls

Viewing Object Security Changing Default Record Access Sharing Settings

Field Accessibility Password Policies Session Settings Login Flows Network Access Activations

Session Management Login Access Policies

Certificate and Key Management Viewing Setup Audit Trail Executing Expire All Passwords Delegated Administration Remote Site Settings

Named Credentials

File Upload and Download Security Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Profiles Profiles

Standard Profiles Overview Assigning Page Layouts Field-Level Security

Custom App Settings and Access Tab Settings

Record Type Settings Administrative Permissions General User Permissions Standard Object Permissions Custom Object Permissions

Password Policies and Session Timeout Login Hours and IP Ranges

Enabling Apex and Visualforce Access Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Chatter Chatter

Chatter Overview Enabling Chatter

Enabling Chatter Feeds on Records Configuring Chatter Groups Creating Customer Groups

Creating a Free Customer Chatter User Customizing Chatter Email Notifications Configuring Salesforce to Salesforce Accepting a Salesforce Connection

Sharing an Account via Salesforce to Salesforce Enabling Ideas

Configuring Ideas Themes Enabling Social Accounts Enabling Libraries and Content

Customizing Libraries and Content

Uploading Documents to Libraries and Content Configuring Salesforce

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Reports Reports

Understanding Report Formats Creating a Leads Report

Creating Contacts and Accounts Report Creating an Opportunity Report

Adding Leads to a Campaign from a Report Creating a Report Chart

Scheduling Reports Creating a Campaign Report Summarizing Report Data Creating a Report Formula Exporting Reports to Excel Quiz

Case Study 1

Case Study 1 Demo Case Study 2

Case Study 2 Demo Key Takeaways Conclusion


Lesson 17 - Dashboards

Introduction to Dashboards Dashboards

Understanding Dashboard Components Creating a Dashboard

Refreshing a Dashboard

Modifying Columns on Dashboards Adding Filter to Dashboard Managing Access to Reports

Adding a Report as a Dashboard Component Setting Up Dynamic Dashboards

Enabling Dashboards for iPad

Modifying Report and Dashboard Interfaces Activating the Report Builder on Profiles Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Data Management Data Management

Importing Leads

Importing Contacts and Accounts Using Mass Delete

Installing Data Loader

Importing Records with Data Loader Updating Records with Data Loader Deleting Records with Data Loader Exporting Records with Data Loader Adding a Field in the Schema Builder Scheduling a Data Export

Creating and Using Sandbox Mass Transferring Records Reporting Snapshots Working with Tags

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 19 - AppExchange

Introduction to AppExchange AppExchange

AppExchange Overview Finding and Selecting an App Finding a Developer

Finding a Consultant Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Communities Communities

Creating a New Community Topic Management Recommendations Management Reputation Management Adding Members

Managing Tabs and Branding Login and Registration Community Preferences Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 21 - Change Sets and Deployment

Introduction to Change Sets and Deployment Change Sets and Deployment

Outbound Change Sets Inbound Change Sets Deployment Settings Deployment Status Eclipse IDE

Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 22 - User Interface

Introduction to User Interface User Interface

User Interface General Options User Interface Sidebar Options User Interface Calendar Options User Interface Name Settings User Interface Setup Options Quiz

Case Study

Case Study Demo Key Takeaways Conclusion

Introduction to Application Lifecycles Application Lifecycles

Key Milestones and Considerations Using Sandboxes for Development Using Change Sets

Using Unmanaged Packages Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Lesson 24 - Help and Training

Introduction to Help and Training Help and Training

Using Answers Using Ideas

Searching for a Help Topic Contacting Support

Trust Site Known Issues Quiz

Case Study

Case Study Demo Key Takeaways Conclusion


Practice Projects

Project Management App by Ben McCarthy

Project 1: Implementing an End-to-End Recruitment Process

Track the jobs posted by recruiters as well as the respective candidate responses for a placement company in the United States.


Project 2: Implementing a Student Performance Tracking System

Develop the workflow for an Australian college that wants to track the performance of students and automatically alert an instructor if the student is failing.


Project 3: Implementing Customer Service Process Management

Boost the services of a UK-based mobile company and make the system more efficient by tracking customers who have reported problems with their mobile phones.


Project 4: Capture Transactions Discounting and Track Business Entries

Use Salesforce to implement a process for capturing transactions and discounts, and for tracking previous business entries in Salesforce for a US-based mobile company.


Educera is the world’s #1 online bootcamp provider that enables learners through rigorous and highly specialized training. We focus on emerging technologies and processes that are transforming the digital world, at a fraction of the cost and time as traditional approaches. Over one million professionals and 2000 corporate training organizations have harnessed our award-winning programs to achieve their career and business goals.



For more information, please visit our website & Email: www.educera.co [email protected] or call us at +1

302-261-9363.

*To know more about the discount and money back, Contact us on chat, email or phone.









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Event Venue & Nearby Stays

Philadelphia, PA, Regus Business Center, Philadelphia, PA, United States

Tickets

USD 2299.00

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