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
Audience
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
- Chapter 1 : Introduction
- Chapter 2 : User Setup
-
Chapter 3 : Salesforce Data
- Learning Objective
- Standard and Custom Objects
- Creating Custom Objects
- Tabs
- Create Tabs
- Fields
- Create Fields
- API Name
- Global Picklist
- Use Global Picklist in Objects
- Field Dependencies
- Data Types
- Functions
- Create Formula Fields
- Validation Rules
- Roll-Up Summaries
- Create Roll-Up Summary Field
- Object Relationships
- Create Master-Detail Relationship
- Schema Builder
- Summary
- Demo One - Creating Custom Objects and Fields
- Demo Two - Customizing Objects and Fields
- Demo Three - Creating Validation Rules and Field Relationships
- Chapter 4 : Security and Access
- Chapter 5 : Page Layouts and Tabs
-
Chapter 6 : Lightning App Builder
- Learning Objective
- Introduction to Lightning App Builder
- Events
- Lightning Components and Console
- Lightning Page Types
- Create Lightning App Page
- Create Lightning Home Page
- Create Lightning Record Page
- Best Practices for Building Lightning Pages
- Types of Components
- My Domain
- Custom Component
- Actions in Lightning Experience
- Object-Specific Quick Actions
- Adding Action to Objects Page Layout
- Summary
- Demo One - Creating Lightning Apps
- Demo Two - Creating Various Lightning Pages
- Demo Three - Adding Standard Components to Lightning Pages
-
Chapter 7 : Workflow and Process Builder
- Learning Objective
- Process Automation
- Workflow
- Workflow Rules
- Workflow Rules Limitations
- Create Workflow rules
- Configure Tasks for Workflow Rules
- Configuring Email Alerts for Workflow Rules
- Configuring Field Updates for Workflows
- Асtivаting and Monitoring the Workflow Rule
- Understanding Cross-object Field Updates
- Email Templates
- Creating Text Email Templates
- Creating Custom HTML Email Templates
- Groups
- Public Group
- Queues
- Approval Process
- Approval Process Terminology
- Approval Process - Sections
- Select Approval Options
- Process Builder
- Configure Process Builder
- Summary
- Demo One - Three Process Automation
-
Chapter 8 : Lightning Flows
- Learning Objective
- Lightning Flow Introduction
- Flow - Building Blocks
- Five Ways to Implement Flow
- Triggers for Autolaunched Flows
- Create Sample Flow
- Schedule Lightning Flows
- Validation Using Screen Flow
- Summary
- Demo One - Creating Lightning Flows
- Demo Two - Sending an HTML Email from a Lightning Flow
- Demo Three - Deploying Flows
-
Chapter 9 : Data Management
- Learning Objective
- Salesforce Analytics
- Data Loader Overview
- Data Loader Installation
- Data Loader Configuration
- Data Import Wizard
- Mass Delete Records
- Difference Between Data Loader and Import Wizard
- Summary
- Demo One - Loading and Using Data Loader
- Demo Two - Exporting Data
- Demo Three - Importing Data from an External System
-
Chapter 10 : Lightning Reports and Dashboards
- Learning Objective
- Report Types
- Create Custom Report Types
- Bucket Fields
- Reports
- Types of Reports
- Lightning Report Builder
- Creating Charts
- Create Joined Reports
- Dashboards
- Create Dashboards
- Exporting Reports
- Summary
- Demo one - Creating and Leveraging Lightning Reports
- Demo Two - Creating Dashboards
- Demo Three - Managing Reports Dashboards
- Chapter 11 : Deployments
Product information
- Title: Salesforce Certification - Administrator and App Builder Course
- Author(s):
- Release date: August 2022
- Publisher(s): Packt Publishing
- ISBN: 9781804612774
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