Salesforce Certification - Administrator and App Builder Course

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