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
Table of contents
- Chapter 1 : Getting Started
-
Chapter 2 : Security
- Introduction
- Object Level Security
- Profiles
- Profile Examples
- Profile Recap
- Permission Set Screen Share
- Permission Set Examples
- Permission Set Recap
- Organization-Wide Default (OWD) Introduction
- Exploring Organization-Wide Default (OWD)
- Organization-Wide Default (OWD) Decision Making Process
- Organization-Wide Default (OWD) Exercise Part - 1
- Organization-Wide Default (OWD) Exercise Part - 2
- Organization-Wide Default Recap
- Role Hierarchy
- Sharing Rules Introduction
- Sharing Rules
- Manual Sharing
- Field-Level Security
- Security Closing
- User Introduction
- Creating a New User
- Editing Users
- Public Groups
-
Chapter 3 : Objects and Relationships
- Introduction to Objects, Fields, and Relationships
- Objects
- Create a Custom Object
- Custom Tab
- Adding Custom Fields Part - 1
- Adding Custom Fields Part - 2
- Adding Lookup Relationship
- Picklist
- Controlling Field
- Relationships Introduction
- Lookup Relationship versus Master Detail
- Master-detail Relationship
- Juntion Objects
- Relationship Outro
- Creating Parks and Recreation Data Model Introduction
- Creating Park and Recreation Data Model Part - 1
- Creating Park and Recreation Data Model Part - 2
- Creating Park and Recreation Data Model Part - 3
- Creating Park and Recreation Data Model Part - 4
- Creating Park and Recreation Data Model Outro
- Chapter 4 : User Interface (UI)
- Chapter 5 : Sales Cloud
- Chapter 6 : Service Cloud
-
Chapter 7 : Tools of the Trade! Automation
- Automation Introduction
- Validation Rules
- Workflow Rules
- Process Builder
- Approval Process Part - 1
- Approval Process Part - 2
- Flow Part - 1
- Flow Part - 2
- When to Use Automation Tool?
- Formula Fields
- Parks and Recreation Automation Suite Part - 1
- Parks and Recreation Automation Suite Part - 2
- Parks and Recreation Automation Suite Part - 3
- Parks and Recreation Automation Suite Part - 4
- Chapter 8 : Bringing it in! Working with Data
- Chapter 9 : Collaboration - Activity and Chatter
- Chapter 10 : Making Sense of Data! Building Reports and Dashboards
- Chapter 11 : AppExchange and Mobile
- Chapter 12 : BONUS
Product information
- Title: Salesforce Certified Admin - A Practical Test Guide
- Author(s):
- Release date: April 2019
- Publisher(s): Packt Publishing
- ISBN: 9781838640729
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