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Salesforce Administrator (basic to advanced)

Learn about salesforce Admins work hard to fight inefficiency and champion productivity.
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Course Duration: 16 Hours
Preview Salesforce Administrator (basic to advanced) course
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A Salesforce Admin is a business leader, deeply knowledgeable about how their company operates, intertwined in making all departments successful through process automations, and thus, integral to running a smooth and lean business.

Salesforce Admins work hard to fight inefficiency and champion productivity. They create awesome tools on any device – like easy¬ to ¬use dashboards, intelligent workflows and apps for any project.

For prospective Admins, the salesforce administrator training and certification is often the first step. As a widely recognized and accepted representation of an Admin’s skills it has become a standard requirement when hiring an Admin.

As we all know that there has been an exponential growth in Salesforce technology for the last years, and hence new job opportunities and careers have become possible.  Job profiles like business analysts, consultants, Salesforce developers and Remote Salesforce Admins are these days very prevalent. These profiles are newer as compared to traditional IT profiles so explaining the roles and responsibilities to people outside of Salesforce is sometimes hard to explain, but at the same time we can’t deny that these profiles have made people and professionals successful.

To promote the efficiency and to increase the productivity, Remote Salesforce Administrator works really hard. They play a key role for tasks ranging from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups etc.

There is a high demand for Remote Salesforce Administrators in the market. As mostly all the businesses are now moving their CRM to Salesforce so these businesses would need Salesforce Admins or we can say Remote Salesforce admins. Salesforce admins have great potential to make the business grow.  And all the top companies are hiring certified Salesforce admins.

After completing this course you will be able to do declarative customization in Salesforce, build, and implement custom applications. You will master the concepts needed to become a Salesforce administrator and application builder.

 

Course/Topic - Salesforce Administrator (basic to advanced) - all lectures

  • In this lecture session we learn about signup process of salesforce and basic introduction of salesforce.

    • 22:22

  • In this session we learn about salesforce administrator data models and also cover some other modules of salesforce.

    • 1:01:11

  • In this lecture session we learn about data models and also cover types of objects in salesforce.

    • 40:00

  • In this lecture session we learn about what is field, how we use data fields in salesforce and how many types of data fields there are.

    • 36:55

  • In this lecture session we learn about salesforce and how many types of relationships that we can establish among objects.

    • 58:49

  • In this lecture session we learn about how we record the master data and how we establish relationships in Salesforce.

    • 40:00

  • In this lecture session we learn about new relationships and how we add credit cards in salesforce.

    • 31:18

  • In this lecture session we learn about reports in salesforce and also cover types of reports in salesforce.

    • 47:35

  • In this lecture session we learn about customer report types and also talk about tabular in salesforce.

    • 45:21

  • In this lecture session we learn about data management in salesforce and also talk about tools used for data import and export.

    • 54:25

  • In this lecture session we learn about salesforce fundamentals and also talk about marketing cloud and sales cloud.

    • 32:55

  • In this lecture session we learn about salesforce process automation and also talk about overview and tools in salesforce.

    • 27:57

  • In this lecture session we learn about workflow rules and regulation and also talk about automation processes.

    • 30:00

  • In this lecture session we learn about classic letters head and also talk about how we create a new account.

    • 41:28

  • In this lecture tutorial we learn about salesforce process automation and also talk about overview and approval process of salesforce.

    • 54:51

  • In this lecture session we learn about salesforce flow building and also talk about enduring questions and objectives.

    • 26:39

  • In this lecture session we learn about the process of building a workflow in salesforce.

    • 19:32

  • In this lecture session we learn about overview of automation process of salesforce and validation of salesforces.

    • 22:39

  • In this lecture session we learn about overview of salesforce process and WTC and WTL in salesforce.

    • 36:17

  • In this lecture session we learn about how Salesforce provides multiple automation tools to automate your organization's repetitive business processes: Workflow, Process Builder, and Flow Builder, Approvals and also talk about case auto setup in brief.

    • 22:09

  • In this lecture session we learn about salesforce. Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

    • 27:28

  • In this lecture session we learn about salesforce security model overview and also talk about features and importance of salesforce security model.

    • 22:03

  • In this lecture session learn about salesforce security model and also talk about object level security in salesforce security model.

    • 28:57

  • In this lecture session we learn about the salesforce security model and also talk about object level permission set and basic difference between permission set and profile.

    • 19:51

  • In this lecture session we learn about salesforce security model record level security (OWD role hierarchy and also talk about sharing rules and manual sharing features in salesforce.

    • 45:00

  • In this lecture session we learn about salesforce security model in record and also talk about features of record level security and sharing security model.

    • 43:53

  • In this lecture session we learn about salesforce field level security in salesforce security model and also talk about features and importance of field level security.

    • 23:22
Course Objectives Back to Top

• Learn how to use Salesforce Basics and its Tools.

• Learn how to use Salesforce Cloud and Force.com platform.

• Sales and Customer support fundamentals.

• Learn application customization, Data Validation, and Debugging.

• Learn how to design portals, Dashboards, and Report preparation.

• MVC architecture and SOQL.

 

Course Syllabus Back to Top

Salesforce Admin (basic to advance) - Course Syllabus

 Download Syllabus

• Types of Objects

o Standard Objects

o Custom Objects

• Types of Fields

o Standard Fields

o Custom Fields

• Types of Relationships

• Field Dependency

• Different types of Email templates

o Text

o HTML (using Letterhead)

o Custom (without using Letterhead)

• Visualforce

• Custom application

• Console application

 

Certification Back to Top

The Salesforce Administrator Certification ensures you know planning, production and measurement techniques needed to stand out from the competition. 

Salesforce Administrators work with stakeholders to define system requirements and customize the platform. To put it simply, they enable users to get the most out of Salesforce technology. A Salesforce Admin best understands how to make the platform work for their company's goals.

Salesforce admin for short—is an operational role. Salesforce admins work with stakeholders to define processes and customize the Salesforce Platform. They help their company's users get the most out of Salesforce by making the platform work for specific user needs.

A Salesforce admin doesn't require coding as part of his daily job because he/she will be working within a team so that the team will have developers, and consultants, who will take care of coding part, but the admin has to decide, and they could decide only if they have coding knowledge.

The reality is that most employers are looking for experience. But there are absolutely opportunities for you to build your experience (and your resume) before you land your first paid Salesforce admin role.

Uplatz online training guarantees the participants to successfully go through the  Salesforce Administrator Certification provided by Uplatz. Uplatz provides appropriate teaching and expertise training to equip the participants for implementing the learnt concepts in an organization.

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

Career & Jobs Back to Top

The Salesforce Administrator draws an average salary of $120,000 per year depending on their knowledge and hands-on experience.

Admin is a great place to start in Salesforce.highly-valued role in its own right, but it's also a great springboard into other careers within the ecosystem. Some of the best Developers and Architects around started out as great Admins.

All of this is because the large market growth means that jobs demanding Salesforce skills are growing fast across the board. According to an International Data Corporation study, the job demand is set to create 3.3 million jobs in the Salesforce ecosystem by 2022

The reality is that most employers are looking for experience. But there are absolutely opportunities for you to build your experience (and your resume) before you land your first paid Salesforce admin role

Salesforce Administrator.

SF Designer.

Senior Salesforce Administrator.

 

 

 

 

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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