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Salesforce Administrator online tutor-led training course

Free server access, Class recordings, Certification guidance, Job & Interview assistance, Course Completion Certificate


Uplatz

Summary

Price
Save 50%
£400 inc VAT (was £800)
Offer ends 31 December 2019
Study method
Online with live classes
Duration
40 Hours, Part-time/Full-time
Qualification
No formal qualification
Additional info
  • Tutor is available to students
  • Certificate of completion available and is included in the price

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Overview

Uplatz offers in-depth and extensive training on Salesforce Administration. This is instructor-led online course.

This Salesforce Admin Training covers end-to-end topics to become a successful Salesforce Administrator and to clear the Salesforce Admin Certification.

A Salesforce administrator is a professional who performs the following key tasks in an organization:

  • Ownership of daily Salesforce tasks and maintenance
  • Configuration
  • Validate requirements for system configuration, reports and dashboards
  • Document best practice and operational procedures
  • Work with stakeholders to understand business needs and scope associated to requirements
  • Responsible for the Salesforce Platform
  • Day to day running of internal Salesforce system
  • Daily administrative tasks generating reports and dashboards, Configuration and Customization requirements

This project-based Salesforce Admin (includes basic to advanced) hands-on training from Uplatz is one of the most complete and comprehensive Salesforce Administrator courses available and covers the Salesforce admin concepts from end to end. The primary objective of the course is to make you a successful Salesforce Administrator capable of handling a Salesforce org all by yourself. This course will also prepare you to take up Salesforce Admin Certification.

This Salesforce Administrator course covers all the following topics necessary for an Admin (this is only a high-level topic list, the detailed syllabus is mentioned further down the page) -

  • Basics of CRM and Cloud Computing
  • Organization Administration
  • Designing the Data Model
  • Building the Data Model
  • Implementing Business Logics
  • Setting up User Interface
  • Customizing Standard Salesforce Application
  • Salesforce Security Model
  • Data Management
  • SFDC Audit
  • Automate Business Process
  • Reports and Dashboards
  • Salesforce Service Cloud
  • Portals and Sites
  • AppExchange
  • Key SFDC Admin Tasks
  • Interview Prep & Certification Guidance

Course media

Resources

  • Salesforce Certification - course syllabus - download

Description

Salesforce Admin Course Content

1. Salesforce Fundamentals

2. Company Profile, User SetUp & Login Process

3. Standard and Custom Objects

  • Relationship among objects
  • Big Objects


4. Fields

  • Field Usage & Types
  • Field Dependencies


5. Data Model

  • Object Relationships
  • Salesforce Data Model


6. Formulas & Validation Rules

7. Page Layouts

8. Record types


9. Security and Controls

  • Organization Level Security
  • Object level Security
  • Field level Security
  • Record level Security
  • Folder Level Security
  • Profiles
  • Permission sets
  • Roles and Role Hierarchy
  • Organization Wide Defaults
  • Sharing rules
  • criteria Based sharing
  • Manual sharing
  • Groups
  • Delegated Administration
  • Apex Managed Sharing
  • Queues, Teams
  • User Sharing and permissions
  • Custom permissions


10. Workflow Automation

  • Workflows
  • Process Builder
  • Flows
  • Approval Process


11. Data Management

  • Data Import Wizard
  • Data Loader


12. Analytics

  • Reports
  • Report Types
  • Custom Reports
  • Usage of Filters
  • Bucketing
  • Report Notifications
  • Historical Trending
  • Reporting Snapshots
  • Dashboards
  • Dashboard Components
  • Dynamic Dashboards


13. Sales Cloud

  • Lead Assignment Rules
  • Web-to-Lead
  • Lead AutoResponse Rules
  • Lead Conversion
  • Forecasting & Quotas
  • Price Books
  • Campaigns (Hierarchy, ROI, Influence)
  • Opportunity and Account Teams
  • Contact Roles


14. Service and Support Applications

  • Case Escalation Rules
  • Case Page Layouts & Status
  • Case Teams
  • Communities and Portals Overview
  • Case Feeds
  • Case Hierarchies
  • Web-to-Case
  • Email-to-Case
  • Case AutoResponse Rules
  • Solutions & Knowledge Management
  • Service Contracts, Entitlements & Milestones
  • Salesforce Console


15. Activity Management

  • Tasks & Events


16. Content and Folder Management

  • Salesforce CRM Content
  • Content Libraries
  • Documents, Notes & Attachments, SF Files

17. App Exchange

  • Managed & Unmanaged Packages
  • Native & Non-Native Packages


18. Chatter

19. Desktop and Mobile Administration

  • Salesforce1
  • Salesforce for Outlook

Who is this course for?

Anyone who wants to make a career in Salesforce and become a successful Salesforce professional

Requirements

Passion and determination to achieve your goals!

Career path

  • Salesforce Administrator
  • Salesforce Consultant
  • Salesforce Professional
  • Salesforce Developer

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