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Salesforce Administrator

Master Salesforce administration, customize applications, gain proficiency in CRM management, configure & manage Sales and Service Clouds, workflows.
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Course Duration: 5 Hours
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As Salesforce Administrator you are required to implement, configure and manage Sales and Service Clouds, as well as implement automation, security, troubleshooting, user interfaces, customized apps and much more.

Salesforce administrators perform the following tasks on a daily basis:

1) Customise the applications, including page layouts, fields, tabs, and business processes;

2) Configure and manage Sales and Service Clouds;

3) Create a secure Salesforce environment;

4) Maintain and import clean data,

5) Create high-value reports and dashboards,

6) Set up workflow automation,

7) Configure the user interface,

8) Implement automation, security, debugging, data validation, and customize apps.

Salesforce Administrator certification training by Uplatz will empower you to master the core administration features of Salesforce. It will prepare you to pass the Salesforce Administrator Certification Exam and provide a strong growth to your Salesforce career.

This practical video-based Salesforce training will help establish your credentials in the Salesforce domain. Certified Salesforce professionals earn from 1.2 to 1.8 times more than their non-certified counterparts.

Course/Topic - Salesforce Administrator - all lectures

  • This tutorial will help you to understand the basic concepts of Salesforce.

    • 13:38

  • In our previous Salesforce tutorial, we have learned about the basic concepts of Salesforce. In this Salesforce Training tutorial, we are going to learn about three different Salesforce license types like User Salesforce License Types, Feature license types and Permission Set License types.

    • 15:55

  • In this session, various objects and their relationships of a Salesforce application can be easily viewed using the Schema builder.

    • 22:51

  • In this tutorial, you will learn about the salesforce schema which we can also design, modify and implement new data models using schema builder.

    • 20:40

  • Schema builder has a drag and drop interface which is used to perform all the activities. It shows all the relevant details like - field values, data types, relationship with directions etc.

    • 16:48

  • Schema Builder in Salesforce gives details just like the field values, required fields, and how objects are associated by showing search and master-detail relationships and look-up Relationships.

    • 27:51

  • In this video, Schema Builder is a tool that lets you visualize and edit your data model. It’s useful for designing and understanding complex data models.

    • 21:01

  • In Salesforce Security control which is done by system level and Application-Level Security. In this demo, we should able to get knowledge on security control in Salesforce.

    • 26:07

  • In this video of a profile in Salesforce is a group/collection of settings and permissions that define what a user can do in Salesforce.

    • 20:57

  • In this topic A profile controls “Object permissions, Field permissions, User permissions, Tab settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types, Login hours & Login IP ranges.

    • 10:57

  • Page Layout in Salesforce allows us to customize the design and organization of detail and edit pages of records in Salesforce.

    • 22:08

  • In this Salesforce Tutorial we are going to learn about Salesforce Security Model, Salesforce Security Basics and fundamentals, what is System level Security and what is application-level security.

    • 05:10

  • Formulas are those which are used to calculate something, combine data from multiple fields, to check for a condition, to show information from one record on a related record.

    • 15:58

  • In this video tutorial of Salesforce, you will learn two modules of salesforce which are Validation Rules and Roll up Summary Fields. and also explained its contents.

    • 24:04

  • The organization of fields, custom links, and related lists on an object detail or edit page.

    • 18:01
Course Objectives Back to Top

• Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam.

• Understand all of the core concepts on the exam in order to pass the Salesforce Administrator Certification Exam.

• Learn to design and manage ongoing development of the system to meet the organization’s mission.

• Know what is meant by Cloud Computing

• Learn about Deployment and Service models available in the Cloud

• Know the market atmosphere for Salesforce Admin.

 

Course Syllabus Back to Top

1. Introduction

• Introduction to Cloud Computing

• IAAS (Infrastructure as a Service)

• PAAS(Platform as a Service)

• SAAS(Software as a Service)

• Introduction on CRM

• Introduction on SalesForce.Com

• Salesforce Sales Process (Campaign, Lead, Opportunity, Quote etc)

• Salesforce Service Process (Case, Solutions etc)

• Salesforce Business Process

 

2. Salesforce Data Model

• Enhancing the Simple App with  Data Validation

• Introducing Validation Rules

• Standard Validation Rule

• Custom Validation Rule

 

3. UI Design & Assignment

• Introducing Page Layouts

• Adding page Layout elements

• Introducing Search Layout

• Lookup Layouts

• Tab Layouts

• Record Type

 

4. Expanding the App Using Relationships

• Introducing Relationships

• Lookup Relationship

• Master-Detail Relationship

• Roll-up Summary fields

• Hierarchy Relationship

• Many to many relationships

 

5. User Management

• Introduction Users and User creation

• Setting up features per user record

 

6. Security and Sharing

• Organization-Wide Defaults 

• Profile

• Permission Sets

• Introduction on Roles, Profiles

• Sharing Rules

• Manual Sharing

• Field Level Permissions

• Creating Public Groups and Queues (also, the difference between them)

 

7. Data Management

• Data Import with Data Loader

• Insert

• Upsert

• Update

• Delete

• Export

• Export All

 

8. Using Custom Workflow Processes

• Introducing Workflow

• Workflow Actions

• Update Record

• Create Task

• Automate Emails

• OWD

 

9. Introducing Approvals Process

• Planning for Approval Processes

• Creating an Approval Process

• Creating Approval Steps

 

10. Analyzing Data with Reports and Dashboards

• Introducing Reports

• Tabular Reports

• Summary Reports

• Matrix Reports

• Joined Reports

• Report Formats

• Introducing Dashboards

• Adding Dashboard Components

 

11. Data Validation

• Enhancing the Simple App with  Data Validation

• Introducing Validation Rules

• Standard Validation Rule

• Custom Validation Rule

Certification Back to Top

This Salesforce Administrator training course will help the participant to master the salesforce administration features. As a part of this Salesforce Administrator training, the participants can explore salesforce, the cloud-based CRM tool.

In Salesforce Administrator Course module, the participants understand the Salesforce Admin concepts. In the Salesforce Administrator course, the participants will learn to implement the salesforce admin concepts such as user creation, back and restore, salesforce fundamentals and other concepts.

The Salesforce Administrator get trained to build an application on the salesforce platform aswell. The Salesforce Administrator tutorial helps the participants to fulfil the role of a Salesforce Administrator. The Salesforce Administrator training course requires none of the prerequisites.

The Salesforce is a cloud-based computing software which is available in cloud which does not require any software or hardware installation. The Salesforce Administrator training course from Uplatz can help the participants to understand the Salesforce fundamentals and admin concepts. The Salesforce Administrator training course validates whether the participants can understand the core administration features of salesforce technology.

Uplatz online training ensures the participants to successfully go through the Salesforce Administrator training course. Uplatz provides appropriate teaching and expertise training is provided to equip the participants for implementing the learnt concepts in an enterprise.

Course Completion Certificate will be awarded by Uplatz upon the successful completion of the Salesforce Administrator training.

Career & Jobs Back to Top

The Salesforce Administrator draws an average salary of $87,503 per annum depending on the knowledge and hands-on experience. The Salesforce Administrator job roles are in high demand and make a promising career.

The Salesforce Administrators have huge demand across various MNC’s. The involvement of salesforce cloud ecosystem in various companies can open up good job opportunities. The leading companies hire Salesforce Administrator considering their skill of handling important data submitted to the salesforce cloud software. The Participants earn Salesforce Administrator training through our course completion certificate.

The Salesforce Administrator course is ideally designed for system administrators and those who aspire to build their career in Administration.

After pursuing Salesforce Administrator course the participants can pursue a wide range of career paths.

The following are the job titles:

·       Salesforce Admin

·       Salesforce Admin Associate

·       Software Developer

·       IT Administrator

·       System Administrator

 

Salesforce Administrator training course is ideal for any administrators who want  to improve their administration skills in salesforce.

Interview Questions Back to Top

1. What is the full form of CRM?

The expansion of CRM is ‘Customer Relationship Management.’

2. Define CRM?

CRM is known as an application that helps to automate or digitize marketing functions. Using this software, companies plan to increase their profits and revenues. This method of incrementing revenue and profit is made by attracting customers, clients, and sales. The core concept of CRM is customer value.

3. Mention the four CRM initiatives?

The four CRM initiatives are:

• Customer acquisition

• Customer retention

• Customer churn

• Customer win-back

4. What is the difference between Salesforce.com and Force.com?

Both are comparatively the same but different only in their functionality.

• Salesforce.com helps to build CRM-functionality-based applications, For instance., an iPhone ‘app’ that stores contact details, makes phone calls, and has all the other standard functions of a phone.

• Force.com is used to modify a data model and a user interface, e.g., an Android OS environment that can build and run apps.

5. Mention the available portals in Salesforce?

Three types of portals are available in Salesforce.com:

• Customer portal 

• Partner portal

• Self-service portal

6. Define Customer Portal?

The customer portal enables user to utilize the web capabilities of an ideal channel to deliver superior self-service.

7. Define Partner Portal?

The Partner portal allows the partner users to log in to Salesforce using separate website than used by non-partner users.

8. Define Self-service portal?

Customers are allowed to search for details about the organization using this portal.

9. Why do we use Tabs in Salesforce? 

In Salesforce.com, a list of tabs is placed in the Tab menu. The Tabs are used to access an object’s data.

10. what are the types of tabs?

The three types of tabs are

• Custom tab

• Visualforce tab

• Web tab

11. Define Profile? Mention the types of Profiles available in Salesforce.

A profile is alike to settings and permissions in Salesforce. It is used to perform different functionalities that are defined by users. In another way to manage particular records.

12. What are the types of profiles in Salesforce?

The two types of profiles are:

• Standard profiles: Profiles created by Force.com

• Custom profiles: Profiles created by users

13.  What is the option to delete or freeze users in Salesforce.com?

We cannot Delete a user in Salesforce.com, but there are options to deactivate the user by using the Freeze option.

14. What are the ways to save files, documents, and images in Salesforce.com?

We can save files, documents, and images in Salesforce.com as mentioned below:

• Attachments

• Documents

• Google Drive

• Libraries

• Chatter Files

15. Mention the functions of a Roll-up Summary field?

• Count

• Sum

• Min

• Max

 

Course Quiz Back to Top
Start Quiz
Q1. What are the payment options?
A1. We have multiple payment options: 1) Book your course on our webiste by clicking on Buy this course button on top right of this course page 2) Pay via Invoice using any credit or debit card 3) Pay to our UK or India bank account 4) If your HR or employer is making the payment, then we can send them an invoice to pay.

Q2. Will I get certificate?
A2. Yes, you will receive course completion certificate from Uplatz confirming that you have completed this course with Uplatz. Once you complete your learning please submit this for to request for your certificate https://training.uplatz.com/certificate-request.php

Q3. How long is the course access?
A3. All our video courses comes with lifetime access. Once you purchase a video course with Uplatz you have lifetime access to the course i.e. forever. You can access your course any time via our website and/or mobile app and learn at your own convenience.

Q4. Are the videos downloadable?
A4. Video courses cannot be downloaded, but you have lifetime access to any video course you purchase on our website. You will be able to play the videos on our our website and mobile app.

Q5. Do you take exam? Do I need to pass exam? How to book exam?
A5. We do not take exam as part of the our training programs whether it is video course or live online class. These courses are professional courses and are offered to upskill and move on in the career ladder. However if there is an associated exam to the subject you are learning with us then you need to contact the relevant examination authority for booking your exam.

Q6. Can I get study material with the course?
A6. The study material might or might not be available for this course. Please note that though we strive to provide you the best materials but we cannot guarantee the exact study material that is mentioned anywhere within the lecture videos. Please submit study material request using the form https://training.uplatz.com/study-material-request.php

Q7. What is your refund policy?
A7. Please refer to our Refund policy mentioned on our website, here is the link to Uplatz refund policy https://training.uplatz.com/refund-and-cancellation-policy.php

Q8. Do you provide any discounts?
A8. We run promotions and discounts from time to time, we suggest you to register on our website so you can receive our emails related to promotions and offers.

Q9. What are overview courses?
A9. Overview courses are 1-2 hours short to help you decide if you want to go for the full course on that particular subject. Uplatz overview courses are either free or minimally charged such as GBP 1 / USD 2 / EUR 2 / INR 100

Q10. What are individual courses?
A10. Individual courses are simply our video courses available on Uplatz website and app across more than 300 technologies. Each course varies in duration from 5 hours uptop 150 hours. Check all our courses here https://training.uplatz.com/online-it-courses.php?search=individual

Q11. What are bundle courses?
A11. Bundle courses offered by Uplatz are combo of 2 or more video courses. We have Bundle up the similar technologies together in Bundles so offer you better value in pricing and give you an enhaced learning experience. Check all Bundle courses here https://training.uplatz.com/online-it-courses.php?search=bundle

Q12. What are Career Path programs?
A12. Career Path programs are our comprehensive learning package of video course. These are combined in a way by keeping in mind the career you would like to aim after doing career path program. Career path programs ranges from 100 hours to 600 hours and covers wide variety of courses for you to become an expert on those technologies. Check all Career Path Programs here https://training.uplatz.com/online-it-courses.php?career_path_courses=done

Q13. What are Learning Path programs?
A13. Learning Path programs are dedicated courses designed by SAP professionals to start and enhance their career in an SAP domain. It covers from basic to advance level of all courses across each business function. These programs are available across SAP finance, SAP Logistics, SAP HR, SAP succcessfactors, SAP Technical, SAP Sales, SAP S/4HANA and many more Check all Learning path here https://training.uplatz.com/online-it-courses.php?learning_path_courses=done

Q14. What are Premium Career tracks?
A14. Premium Career tracks are programs consisting of video courses that lead to skills required by C-suite executives such as CEO, CTO, CFO, and so on. These programs will help you gain knowledge and acumen to become a senior management executive.

Q15. How unlimited subscription works?
A15. Uplatz offers 2 types of unlimited subscription, Monthly and Yearly. Our monthly subscription give you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews each month. Minimum committment is for 1 year, you can cancel anytime after 1 year of enrolment. Our yearly subscription gives you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews every year. Minimum committment is for 1 year, you can cancel the plan anytime after 1 year. Check our monthly and yearly subscription here https://training.uplatz.com/online-it-courses.php?search=subscription

Q16. Do you provide software access with video course?
A16. Software access can be purchased seperately at an additional cost. The cost varies from course to course but is generally in between GBP 20 to GBP 40 per month.

Q17. Does your course guarantee a job?
A17. Our course is designed to provide you with a solid foundation in the subject and equip you with valuable skills. While the course is a significant step toward your career goals, its important to note that the job market can vary, and some positions might require additional certifications or experience. Remember that the job landscape is constantly evolving. We encourage you to continue learning and stay updated on industry trends even after completing the course. Many successful professionals combine formal education with ongoing self-improvement to excel in their careers. We are here to support you in your journey!

Q18. Do you provide placement services?
A18. While our course is designed to provide you with a comprehensive understanding of the subject, we currently do not offer placement services as part of the course package. Our main focus is on delivering high-quality education and equipping you with essential skills in this field. However, we understand that finding job opportunities is a crucial aspect of your career journey. We recommend exploring various avenues to enhance your job search:
a) Career Counseling: Seek guidance from career counselors who can provide personalized advice and help you tailor your job search strategy.
b) Networking: Attend industry events, workshops, and conferences to build connections with professionals in your field. Networking can often lead to job referrals and valuable insights.
c) Online Professional Network: Leverage platforms like LinkedIn, a reputable online professional network, to explore job opportunities that resonate with your skills and interests.
d) Online Job Platforms: Investigate prominent online job platforms in your region and submit applications for suitable positions considering both your prior experience and the newly acquired knowledge. e.g in UK the major job platforms are Reed, Indeed, CV library, Total Jobs, Linkedin.
While we may not offer placement services, we are here to support you in other ways. If you have any questions about the industry, job search strategies, or interview preparation, please dont hesitate to reach out. Remember that taking an active role in your job search process can lead to valuable experiences and opportunities.

Q19. How do I enrol in Uplatz video courses?
A19. To enroll, click on "Buy This Course," You will see this option at the top of the page.
a) Choose your payment method.
b) Stripe for any Credit or debit card from anywhere in the world.
c) PayPal for payments via PayPal account.
d) Choose PayUmoney if you are based in India.
e) Start learning: After payment, your course will be added to your profile in the student dashboard under "Video Courses".

Q20. How do I access my course after payment?
A20. Once you have made the payment on our website, you can access your course by clicking on the "My Courses" option in the main menu or by navigating to your profile, then the student dashboard, and finally selecting "Video Courses".

Q21. Can I get help from a tutor if I have doubts while learning from a video course?
A21. Tutor support is not available for our video course. If you believe you require assistance from a tutor, we recommend considering our live class option. Please contact our team for the most up-to-date availability. The pricing for live classes typically begins at USD 999 and may vary.
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