Salesforce Admin 201 Certification Training

Salesforce Admin 201 Certification Training

Course Description

Salesforce Admin Certification online training by Skill Higher will help you to become an expert by mastering topics such as identify different Salesforce building blocks, Data model, Security model, Automation options, Sales Cloud and Service Cloud modules, Reports and Dashboard.

Why this course ?

Salesforce continued to dominate the CRM market in 2016, with 19.7 percent of the market – Gartner

Intel, Schneider Electric, VMware, Zendesk, HubSpot, Tableau and many Fortune 500 companies are using Salesforce.

Average Salary of SalesForce Administrator is $89,720 –


  • Introduction to Cloud Computing and SFDC

    Learning Objectives: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models.


    Service and Deployment models in the Cloud
    Market situation
    Cloud Ownership
    Introduction to SF1 and Platform
    Declarative & Programmatic Options in
    Meta-data Driven Architecture
    Business and IT benefits
    Use of SF1

  • Building Blocks of Platform

    Learning Objectives: Learn to build a custom app on platform, different licenses in SFDC.


    Sign-up for a Free Environment / Org
    Adding company logo
    Benefits of System overview
    Salesforce Key Building Blocks
    Editions and Different Environments Available
    MVC Pattern
    Student App
    Student App Master Basic Data Model
    Student Master and Marks/Grades
    Student Master Basic Security Model
    Student Master Reports
    Student Master Application Scope

  • SFDC Data model, Objects, Relationships and Fields

    Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.


    Create Custom Objects and understand various properties in the Object definition section
    Customize standard objects
    Field and Data Types
    Custom Field Prosperities
    Field Dependencies
    Types of Relationship Fields
    Search Layouts

  • SFDC Security Model and Its Features

    Learning Objectives: Understand different levels – Org-level, Object level, Record level, Org-level – Profile and Permission sets Login hours, network level and Object Level – Profile and Permission sets.


    Security Model Mind Map
    System Level or Org Level Security
    User Administration and Troubleshooting
    Permission Sets
    Profile and Permissions Sets
    Password Policy
    IP Address security
    Login hours
    Session settings
    Page layout assignment
    Tab setting
    Field level security

  • SFDC Security Model Object, Record and Field Level Features

    Learning Objectives: Learn organization wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.


    Security Model Mind Map
    Record Level and Object Level
    Organization wide defaults
    Organization wide defaults – Student App
    Role and Role Hierarchy
    Criteria Based Sharing
    Different ways to gain Record Level Access
    Public Group
    Public group Vs Queue

  • Business Logic

    Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.


    Business Logic Mind Map
    Different Options to Implement Business Logic
    Validation Rules
    Rollup Summary Fields
    Record Types and Page Layouts

  • Business Process Automation

    Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder.


    Business Process Automation
    Business Requirements – Workflow Rules
    Workflow – Actions (Time When Action Takes Place)
    Workflow – Actions
    Workflow – Considerations
    Approvals – Introduction
    Approvals – How to Create A Process
    Approvals – Actions
    Approvals – How and What Can Approvers Do

  • Introduction to Sales Cloud

    Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.


    Sales Cloud
    Sales Process
    Sales Productivity Features
    Lead Management
    Lead auto response
    Lead assignment
    Web to lead
    Accounts and Contacts Management
    Campaign Management
    Price Book, Products, Price Book Entries

  • Introduction to Service Cloud

    Learning Objectives: Learn capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities and the capabilities of Sales Force Knowledge.


    Service Cloud
    Case Management
    Typical Service and Support Process
    Automation – Web2Case and Auto-Response
    Automation – Email2Case
    Automation – Assignment Rules
    Automation – Escalation Rules
    Email Templates in Case Management
    Case Resolution – Solutions
    Case Resolution Using Knowledge
    Communities Basics
    Communities Setup and Administration
    Communities – Ideas and Answers

  • Data Handling and Processing

    Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.


    Data Handling and Processing Overview
    Exporting data and Regular Backup
    External ID and Unique Fields
    Install Apex Data Loader
    Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
    Transfer record ownership

  • Reports and Dashboards

    Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.


    Execute a report with and without modifications
    Create a tabular report, summary and matrix report
    Report and Security
    Report Builder and Standard Reports Available
    Add a chart and a few other features like highlighting
    Create a custom report type and store in a folder
    User filters in reports
    Create a dashboard
    Bucket field
    Tabular Report significance
    Summary report significance
    Matrix report significance
    Joined report significance
    Dynamic dashboard

  • Salesforce 1, Lightning App Builder, Salesforce A, Outlook

    Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.


    Customizable parts of the SF1 app
    Security and customizable settings
    Navigation menu
    Compact layouts and Mobile cards
    Basic admin activities on Salesforce A
    Outlook and SF synch up

  • Activity Management, AppExchange, Content and Folder Management

    Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.


    Activity management – Tasks, Events, and Open activities
    Creating and tracking tasks and events
    Folders and Document templates

  • Chatter, Global Action and Publisher Layout

    Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.


    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

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