Salesforce Certification - Administrator and App Builder Course

Video description

This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning.

You will start by understanding exam details and the requirements. You will have an introduction to Salesforce and learn to create a Salesforce account. You will explore how to customize your profile and user as well as profile and role creation. You will be introduced to Salesforce data and how to create custom objects. Learn about access levels in OWD and permission sets.

Along the course, you will learn Lightning app builder and Lightning components, and learn to create a Lightning homepage and record page. You will learn to demonstrate how to create various Lightning pages and how to send an HTML email from a Lightning app. Explore the various types of reports and create a custom report type, joined reports, and dashboards.

By the end of this course, you will have understood the topics that will help you pass the certification exam.

What You Will Learn

  • Understanding cloud basics
  • Learn Salesforce offerings and introduction to Salesforce
  • Learn how to create a Salesforce account
  • Understand how to customize profiles and users
  • Learn to create a master-detail relationship
  • Learn to create a Lightning homepage


This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly app builders, developers, system administrators, sales representatives, IT managers, and product managers.

Learners need to possess an undergraduate degree or a high school diploma. Professional experience with the basic concepts and functions of Salesforce—such as navigating Salesforce; data management and security; and using Sales Cloud—would be an advantage before taking the course or the exam.

About The Author

Learnkart Technology Private Limited: Learnkart understands the importance of upskilling and its impact on you. They pride themselves in creating specialized e-learning courses that will not only prepare you for certification exams but also help you gain hands-on knowledge for real-world applications. Thousands of students have developed their skills with Learnkart through a variety of courses, such as PgMP, Risk Management Professional (RMP), speech recognition, Python, Amazon Web Services (AWS), and more. Learnkart regularly adds courses to its portfolio to lend more value to your learning experience.

Table of contents

  1. Chapter 1 : Introduction
    1. Salesforce Admin and App Builder Certification Course Introduction
    2. Exam Details
    3. Learning Objective
    4. Cloud Basics
    5. Introduction to CRM
    6. Salesforce Introduction
    7. Salesforce Offerings
    8. Creating a Salesforce Account
    9. Summary
    10. Demo - Creating an SF Acct App Setup
  2. Chapter 2 : User Setup
    1. Learning Objective
    2. Organization Introduction
    3. User Setup
    4. Create Users
    5. Roles and Profiles
    6. Summary
    7. Demo – Customizing Profile and Users
    8. Demo – Profile and Role Creation
  3. Chapter 3 : Salesforce Data
    1. Learning Objective
    2. Standard and Custom Objects
    3. Creating Custom Objects
    4. Tabs
    5. Create Tabs
    6. Fields
    7. Create Fields
    8. API Name
    9. Global Picklist
    10. Use Global Picklist in Objects
    11. Field Dependencies
    12. Data Types
    13. Functions
    14. Create Formula Fields
    15. Validation Rules
    16. Roll-Up Summaries
    17. Create Roll-Up Summary Field
    18. Object Relationships
    19. Create Master-Detail Relationship
    20. Schema Builder
    21. Summary
    22. Demo One - Creating Custom Objects and Fields
    23. Demo Two - Customizing Objects and Fields
    24. Demo Three - Creating Validation Rules and Field Relationships
  4. Chapter 4 : Security and Access
    1. Learning Objective
    2. Data Access
    3. Organization Wide Defaults (OWD)
    4. Sharing Settings
    5. Access Levels in OWD
    6. Grant Access Using Hierarchies
    7. Role and Role Hierarchy
    8. Working with Role
    9. Permission Sets
    10. Sharing Rules
    11. Summary
    12. Demo One - Working on OWD
    13. Demo Two - Permission Sets
    14. Demo – Security Deep Dive
  5. Chapter 5 : Page Layouts and Tabs
    1. Learning Objective
    2. Application
    3. Page Layouts
    4. Summary
    5. Demo one - Creating Record Types
    6. Demo Two - Creating Custom Page Layouts
    7. Demo Three - Creating a New Lightning Application
  6. Chapter 6 : Lightning App Builder
    1. Learning Objective
    2. Introduction to Lightning App Builder
    3. Events
    4. Lightning Components and Console
    5. Lightning Page Types
    6. Create Lightning App Page
    7. Create Lightning Home Page
    8. Create Lightning Record Page
    9. Best Practices for Building Lightning Pages
    10. Types of Components
    11. My Domain
    12. Custom Component
    13. Actions in Lightning Experience
    14. Object-Specific Quick Actions
    15. Adding Action to Objects Page Layout
    16. Summary
    17. Demo One - Creating Lightning Apps
    18. Demo Two - Creating Various Lightning Pages
    19. Demo Three - Adding Standard Components to Lightning Pages
  7. Chapter 7 : Workflow and Process Builder
    1. Learning Objective
    2. Process Automation
    3. Workflow
    4. Workflow Rules
    5. Workflow Rules Limitations
    6. Create Workflow rules
    7. Configure Tasks for Workflow Rules
    8. Configuring Email Alerts for Workflow Rules
    9. Configuring Field Updates for Workflows
    10. Асtivаting and Monitoring the Workflow Rule
    11. Understanding Cross-object Field Updates
    12. Email Templates
    13. Creating Text Email Templates
    14. Creating Custom HTML Email Templates
    15. Groups
    16. Public Group
    17. Queues
    18. Approval Process
    19. Approval Process Terminology
    20. Approval Process - Sections
    21. Select Approval Options
    22. Process Builder
    23. Configure Process Builder
    24. Summary
    25. Demo One - Three Process Automation
  8. Chapter 8 : Lightning Flows
    1. Learning Objective
    2. Lightning Flow Introduction
    3. Flow - Building Blocks
    4. Five Ways to Implement Flow
    5. Triggers for Autolaunched Flows
    6. Create Sample Flow
    7. Schedule Lightning Flows
    8. Validation Using Screen Flow
    9. Summary
    10. Demo One - Creating Lightning Flows
    11. Demo Two - Sending an HTML Email from a Lightning Flow
    12. Demo Three - Deploying Flows
  9. Chapter 9 : Data Management
    1. Learning Objective
    2. Salesforce Analytics
    3. Data Loader Overview
    4. Data Loader Installation
    5. Data Loader Configuration
    6. Data Import Wizard
    7. Mass Delete Records
    8. Difference Between Data Loader and Import Wizard
    9. Summary
    10. Demo One - Loading and Using Data Loader
    11. Demo Two - Exporting Data
    12. Demo Three - Importing Data from an External System
  10. Chapter 10 : Lightning Reports and Dashboards
    1. Learning Objective
    2. Report Types
    3. Create Custom Report Types
    4. Bucket Fields
    5. Reports
    6. Types of Reports
    7. Lightning Report Builder
    8. Creating Charts
    9. Create Joined Reports
    10. Dashboards
    11. Create Dashboards
    12. Exporting Reports
    13. Summary
    14. Demo one - Creating and Leveraging Lightning Reports
    15. Demo Two - Creating Dashboards
    16. Demo Three - Managing Reports Dashboards
  11. Chapter 11 : Deployments
    1. Learning Objective
    2. Deployment Basics
    3. Change Sets
    4. Create Sandbox
    5. Deploy Change Sets
    6. Summary
    7. Demo - Creating a Sandbox and Change Set for Deployment

Product information

  • Title: Salesforce Certification - Administrator and App Builder Course
  • Author(s): Learnkart Technology Private Limited
  • Release date: August 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781804612774