Salesforce Certification Training Admin 201 and App Builder
You will learn to master admin and app builder skills easily with Upskillscert salesforce admin and app builder certification training.
Course Overview
: Upskillscert offers both live instructor-led classroom training and self-paced online training for you to become a Salesforce Administrator. Salesforce Developer training for App Builder and Administrator is specifically designed to give you hands-on experience in Salesforce CRM and its features.
Course Agenda
- History of computin
- Service & deployment model in cloud
- Benefit & edition of SFDC
- Types of sandboxes and their features
- How to sign-up for developer environment of Salesforce
- User licenses & license types
- Introduction to student master app
- How to create app, object and tabs
- How to look at standard objects such as accounts, opportunities and contacts
- Create Custom Objects and understand properties in the Object definition section
- Customize standard objects
- Create Master Detail Relationship between two objects
- Create a lookup relationship between two objects
- Create a many-to-many relationship between objects
- Create lookup filters to restrict number of records in a relationship
- view the objects created in Schema Builder
- Delete few custom field and understand the implications
- Create different field types in the student app
- Create Custom Objects and understand properties in the Object Definition section
- Customize standard objects
- Create Master Detail Relationship between two objects
- Create a lookup relationship between two objects
- Create a many-to-many relationship between objects
- Create lookup filters to restrict number of records in a relationship
- View the objects created in Schema Builder
- Delete few custom field and understand the implications
- Create different field types in the student app
- Introduction to Organization wide defaults
- Introduction to Role and Role Hierarchy
- Introduction to record sharing – Criteria based, Apex and Manual.
- Identify need for different business processes for different departments and leveraging record types and page layout, Need for formula fields and different types of functions, Different ways to enforce data quality, Perform basic field level validations
- Workflow features and options
- Approval features and options
- Limitations and considerations for using workflow and approvals
- Introduction to Process builder
- Compare Workflow, Approval and Process Builder features.
- Capture cases from website and email
- Customize case process, Solutions, Communities and Salesforce Knowledge
- Data Handling and Processing Overview
- Exporting data and regular backup
- Importance of record IDs
- installing Apex Data loader
- Use the Import Wizard and Data Loader
- compare the features, Update , Upsert operations, Delete and Hard Delete records
- Transfer record ownership
- Execute a report with and without modifications
- Create a tabular report, summary and matrix report
- Add a chart and few other features like highlighting
- Create a custom report type and store in a folder
- User filters in reports
- Create a dashboard
- Customizable parts of the SF1 app
- Security and customisable settings
- Navigation menu, Compact layouts and Mobile cards
- Basic admin activities on Salesforce A
- Outlook and SF synch up
- Activity management – Tasks, Events and Open activities
- Creating and tracking tasks and events
- Folders and Document templates
- AppExchange
- Chatter groups, feeds, people, Files, Follow records, people, groups Topics and Files
- Global action types-Create, Log a call, Custom VF page, Custom canvas, Publisher layout, Global an Object specific actions
- Learning Objectives : In this module, you will Understand the building blocks of the Apex language, different data types, and data retrieval options in apex
- Topics :Class, Methods, Data types, Collections, Anonymous blocks, SOQL and SOSL
- Learning Objectives : In this module, you will understand exception handling techniques, unit testing options and requirements, and debugging and troubleshooting
- Topics : Exception handling, Unit testing and Test methods, Debugging
- Learning Objectives : In this module, you will understand various database operation options available, apex triggers, and the best practices and governor limits
- Topics : DMLs and Database operations,Triggers, Bulkification
- Learning Objectives : In this module, you will understand VisualForce and limitations of page layouts, understand scenarios to go for VisualForce instead of declarative options and page layouts
- Topics : Introduction to VisualForce, Scenarios to use VisualForce
- Learning Objectives : In this module, you will understand standard and custom controllers, how to leverage VisualForce and Apex to meet your requirements
- Topics : Introduction to custom and standard controllers, How to leverage apex and VisualForce (VF)
- Learning Objectives : In this module, you will understand various integration options available in SFDC
- Topics : Introduction to integration different options (Theory only ), REST, SOAP, XML, JSON, BULK API, Streaming API, Chatter API, Salesforce to Salesforce
