Salesforce Certified Admin - A Practical Test Guide

Salesforce Certified Admin - A Practical Test Guide

by Eduonix Learning Solutions
Released April 2019
Publisher(s): Packt Publishing
ISBN: 9781838640729

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Video description

Learn how to manage customers and your business team using the Salesforce features

About This Video

  • Learn how to set up a user-friendly Salesforce environment
  • Gain skills required to pass the Salesforce admin (ADM201) certification exam
  • Understand how to automate complex business scenarios with the latest Salesforce tools

In Detail

With Salesforce, you can bring all the departments of your company and customers under one roof. Salesforce is easy to use, easy to customize, flexible, and mobile-friendly. All these qualities have made Salesforce - the number one customer relationship management (CRM) tool. This course will teach you all the methods and techniques of the Salesforce that are required to become a certified admin.

The course starts by highlighting the learning objectives and explains the setup process of the developer sandbox. Next, you will learn to create your first Salesforce application and learn how to implement security using profiles, roles, and sharing settings. Moving along, you will get grips with the Salesforce data model and understand object relationships. Next, you will learn to grasp the techniques required to create and modify the user interface and understand the role of sales and service clouds in the Salesforce. Later, you will learn to automate complex business scenarios and efficiently manage data. Finally, you will learn to create appealing reports and dashboards and understand how to use activity management to build a communication bridge for users and customers.

By the end of this course, you will have the knowledge required to pass the Salesforce admin (ADM201) certification exam and develop the skills to manage the Salesforce without any hassles.

Audience

This course is designed for absolute beginners or experienced professionals who want to acquire Salesforce skills and want to prepare for the Salesforce admin (ADM201) certification exam. There are no prerequisites to start this course.

Publisher resources

Download Example Code

Table of contents

  1. Chapter 1 : Getting Started
    1. Introduction
    2. Setting up a Developer Sandbox
    3. Lightning User Interface (UI) versus Classic
    4. Exploring the Setup Menu
    5. Creating Your First Application
    6. Homework
  2. Chapter 2 : Security
    1. Introduction
    2. Object Level Security
    3. Profiles
    4. Profile Examples
    5. Profile Recap
    6. Permission Set Screen Share
    7. Permission Set Examples
    8. Permission Set Recap
    9. Organization-Wide Default (OWD) Introduction
    10. Exploring Organization-Wide Default (OWD)
    11. Organization-Wide Default (OWD) Decision Making Process
    12. Organization-Wide Default (OWD) Exercise Part - 1
    13. Organization-Wide Default (OWD) Exercise Part - 2
    14. Organization-Wide Default Recap
    15. Role Hierarchy
    16. Sharing Rules Introduction
    17. Sharing Rules
    18. Manual Sharing
    19. Field-Level Security
    20. Security Closing
    21. User Introduction
    22. Creating a New User
    23. Editing Users
    24. Public Groups
  3. Chapter 3 : Objects and Relationships
    1. Introduction to Objects, Fields, and Relationships
    2. Objects
    3. Create a Custom Object
    4. Custom Tab
    5. Adding Custom Fields Part - 1
    6. Adding Custom Fields Part - 2
    7. Adding Lookup Relationship
    8. Picklist
    9. Controlling Field
    10. Relationships Introduction
    11. Lookup Relationship versus Master Detail
    12. Master-detail Relationship
    13. Juntion Objects
    14. Relationship Outro
    15. Creating Parks and Recreation Data Model Introduction
    16. Creating Park and Recreation Data Model Part - 1
    17. Creating Park and Recreation Data Model Part - 2
    18. Creating Park and Recreation Data Model Part - 3
    19. Creating Park and Recreation Data Model Part - 4
    20. Creating Park and Recreation Data Model Outro
  4. Chapter 4 : User Interface (UI)
    1. User Interface (UI) Introduction
    2. Page Layouts
    3. Lightning Record Pages
    4. Search Layout
    5. Compact Layout
    6. Record Types
    7. Global and Quick Actions
    8. Additional User Interface (UI) Settings
    9. User Interface (UI) Outro
  5. Chapter 5 : Sales Cloud
    1. Sales Cloud Introduction
    2. What is a Lead?
    3. Lead Assignment Rules
    4. Web-to-lead
    5. Lead Status
    6. Lead Mapping
    7. Opportunity Management
    8. Campaign Management
    9. Campaign Influence
    10. Products and Price Book
  6. Chapter 6 : Service Cloud
    1. Service Cloud Introduction
    2. The Service Console
    3. What is a Case?
    4. Service Setup
    5. Case Assignment
    6. Email-to-case
    7. Case Auto-response
    8. Case Escalation
    9. Web-to-case
    10. Service Cloud Outro
  7. Chapter 7 : Tools of the Trade! Automation
    1. Automation Introduction
    2. Validation Rules
    3. Workflow Rules
    4. Process Builder
    5. Approval Process Part - 1
    6. Approval Process Part - 2
    7. Flow Part - 1
    8. Flow Part - 2
    9. When to Use Automation Tool?
    10. Formula Fields
    11. Parks and Recreation Automation Suite Part - 1
    12. Parks and Recreation Automation Suite Part - 2
    13. Parks and Recreation Automation Suite Part - 3
    14. Parks and Recreation Automation Suite Part - 4
  8. Chapter 8 : Bringing it in! Working with Data
    1. Data Management Introduction and the Import Wizard
    2. Data Import Wizard Part - 1
    3. Data Import Wizard Part - 2
    4. Data Loader
    5. Data Exporting and Considerations
    6. Duplicate and Matching Rules
  9. Chapter 9 : Collaboration - Activity and Chatter
    1. Collaboration Introduction
    2. Activities
    3. Activity Options
    4. Chatter
  10. Chapter 10 : Making Sense of Data! Building Reports and Dashboards
    1. Reports and Dashboards Introduction
    2. Reports
    3. Report Examples
    4. Report Formula Fields
    5. Matrix Reports
    6. Dashboards
    7. Reports and Dashboards Take Away
  11. Chapter 11 : AppExchange and Mobile
    1. AppExchange Introduction
    2. AppExchange
    3. When to Use AppExchange?
  12. Chapter 12 : BONUS
    1. Create a Recruiting Application Introduction
    2. Creating a Recruiting Application Part - 1
    3. Creating a Recruiting Application Part - 2
    4. Creating a Recruiting Application Part - 3
    5. Creating a Recruiting Application Part - 4
    6. Creating a Recruiting Application Part - 5

Product information

  • Title: Salesforce Certified Admin - A Practical Test Guide
  • Author(s): Eduonix Learning Solutions
  • Release date: April 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781838640729