Our Courses

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Program Overview: 

This program is designed for candidates who have basic knowledge on computers. Its for new administrators and other groups that would benefit from deeming their  knowledge of Salesforce Lightning Experience, including end users, super users, IT  managers, Salesforce Testers and Salesforce Business Analysts.

You will learn customize salesforce application, including lightning record pages,  record types, page layouts, fields, objects, security in Lightning Experience User  Interface. Also covers the Analytics and Business Process Automation.

This program includes Training, Project, Certification, and Placement.

Course Materials

      ▪   Daily Class Notes 

      ▪   Daily Class Recorded Video 

      ▪   Exercises and Quizzes Resources 

      ▪   Trailhead ▪ Salesforce Help Document - Administrator

Program Content

1. Salesforce CRM Introduction and Architecture

       a.    Introduction to Cloud Computing 

       b.    Introduction to Salesforce CRM 

       c.    Salesforce MVC Architecture 

       d.    Salesforce Sandbox Types and Salesforce Subscriptions

 2. Setting Up Salesforce Environment and Other Prerequisites 

       a.    Registering Salesforce Developer Edition Account 

       b.    Registering / Signup the Trailhead Account (Free Learning Platform) 

       c.    Salesforce App and Trailhead Go App Installation 

       d.    Slack Installation

3. Salesforce Lightning User Interface (UI) Overview 

       a.    UI Navigation 

       b.    Company Information Page 

       c.    System Overview Page 

4. Business User: Sales Cloud Overview 

       a.    Introduction to Sales Cloud 

       b.    Sales Cloud Data Model 

       c.    Leads

                  i.     Leads Tab Overview 

                  ii.    Create List View 

                  iii.   Create and Converting Leads 

                  iv.   Creating Web-to-Lead Form

       d.    Creating Accounts, Contacts, Products, Opportunities and Campaigns 

       e.    Creating Activities 

       f.     Creating Email Templates 

       g.    Sending Emails from Contact Page

5. Business User: Service Cloud Overview 

       a.    Introduction to Service Cloud 

       b.    Service Cloud Data Model 

       c.    Cases

                  i.     Creating Cases 

                  ii.    Creating Queues 

                  iii.   Creating Case Assignment Rules 

                  iv.   Creating Case Escalation Rules 

                  v.    Creating Web-to-Case Form 

                  vi.   Creating an Email-to-Case Address

       d.  Enabling and Configuring Knowledge 

       e.  Solutions 

                  i.    Enabling Solutions 

                  ii.   Creating Solutions 

                  iii.  Attaching Solutions to Cases 

6. Working on Salesforce Data Model 

       a.    Design and discuss the salesforce data model 

       b.    Introduction to Salesforce Standard Object and Create Custom Objects 

                  i.    Create an Object with Schema Builder 

                  ii.   Create an Object with Spread Sheet 

                  iii.  Create an Object with Object Manager 

       c.    Create and Customize the Tabs 

       d.    Create and Customize the Application

7. Customize the Fields 

       a. Managing the Standard / OOTB Fields 

       b. Create a New Custom Fields 

                  i.      Auto-number fields 

                  ii.     Text, Text Area, Long Text Area, Rich Text Area 

                  iii.    Picklist, Multi-Select Picklist 

                  iv.    Check Box 

                  v.     Formula Fields 

                             1.   Simple Formula 

                             2.  Cross-Object Formula 

                  vi.     Currency, Number and Percent Fields 

                  vii.    Date Field and Date and Time Fields 

                  viii.   Phone and Email Fields 

                  ix.     Encrypted Fields 

                  x.      URL Fields

8. Relationships 

        a.    Create the Custom Relationship Fields in Salesforce 

        b.    Relationship Fields 

                  i.     Lookup 

                  ii.    Master-Detail 

                  iii.   Hierarchical 

                  iv.   Self 

        c.    Create the Junction Objects

9. UI Customization 

        a.    Create Page Layouts 

        b.    Page Layout Assignment 

        c.    Processes 

                  i.     Sales 

                  ii.    Support 

                  iii.   Service 

        d.    Create Record Types 

        e.    Record Type Customization 

        f.     Create Compact Layouts 

        g.   Create Search Layouts 

10. Lightning App Builder 

        a.    Introduction to Lightning App Builder 

        b.    Types 

                  i.     Lightning App Page 

                  ii.    Lightning Home Page 

                  iii.   Lightning Record Page 

                  iv.   Lightning Email Application Pane 

        c.    Lightning Pages Assignment 

        d.    Lightning Component Visibility 

        e.    Dynamic Forms 

        f.     Dynamic Actions

11. Organization Level Settings 

        a.    Setting Up and Managing Company Profile 

        b.    Create and Managing Holidays 

        c.    Company working Hours 

        d.    Language Settings 

        e.    Default / Corporate Currency 

        f.     Multi-Currency

12. Salesforce Entitlements 

        a.    Create a User record in Salesforce 

        b.    Create a Profile 

        c.    Create a Role 

        d.    Profile Assignment 

13. Creating Buttons, Links and Actions 

        a.    Introduction to Buttons, Links and Actions 

        b.    Creating New Actions 

                    i.    Create New Record 

                    ii.   Update Record 

                    iii.  Log a Call 

        c.    Create Custom Links 

        d.    Create Custom Buttons 

                    i.   Detail Page 

                    ii.  Related List

14. Data Validation 

        a.    Introduction to Validation Rules 

        b.    Creating Simple Validation Rules 

                  i.   Criteria / Formula 

                  ii.  Error Message 

        c.    Creating Advanced Validation Rules 

                   i.   Criteria / Formula 

                   ii.  Error Message 

15. Automation – Workflow Rules 

        a.    Introduction to Workflow Rules 

        b.    Creating a Workflow Rule 

        c.    Creating Workflow Actions 

                   i.    Field Update 

                   ii.   Create Task  

                   ii i.  Email Alert 

                   iv.  Outbound Message 

16. Automation – Process Builder 

        a.    Introduction to Process Builder 

        b.    Creating a Process Builder 

        c.    Creating Process Builder Actions 

                    i.    Field Update 

                    ii.   Create any record 

                    iii.  Email Alert 

                    iv.  Post to Chatter 

                    v.   Submit for Approval 

                    vi.  Invoke Quick Action 

17. Automation – Approval Process 

        a.    Introduction to Approval Process 

        b.    Creating an Approval Process 

        c.    Initial Actions 

        d.   Final and Rejection Actions

18. Automation – Salesforce Flow 

        a.    Introduction to Salesforce Flows 

        b.    Introduction to Salesforce Flow Types 

                     i.  Trigger-based flows 

                     ii. Screen Flows 

        c.    Comparison of Different Automation Tools – Use cases around each tool 

19. Security and Sharing 

        a.   Managing Security and Sharing in Salesforce 

        b.   Creating Role 

        c.   Role Hierarchy 

        d.   Creating Groups  

        e.   Security Check Level 

                     i.   Field Level 

                     ii.   App Level 

                     iii.  Record Level 

         f.    Record Access Settings 

                     i.    Manual Sharing 

                     ii.   Owner Based Sharing Rules 

                     iii.  Criteria Bases Sharing Rules 

                     iv.  Apex Managed Sharing 

20. Entitlements – Profiles 

         a.    Introduction to Profiles and Permission Sets 

         b.    Overview of Standard Profile Vs Custom Profile 

         c.    Create Permission Sets 

         d.    Difference between Profile and Permission Sets 

         e.    Page Layout Assignment 

         f.     Record Type Creation Access 

         g.    Field Level Security (FLS) 

         h.    Application / App Visibility Settings 

                     i.    Tab Visibility / Access Settings 

         j.     Objects (Standard and Custom) Access 

         k.    General and Administrative Permissions 

         l.     Password Policies 

         m.  Session Timeout 

         n.    Login Hours and IP Ranges 

         o.    Enabling Apex Classes, Visualforce Pages and Platform Events 

21. Session and Security Settings 

          a.   Password Policies 

          b.   Session Settings 

          c.   Network Access 

          d.   Login Access Policies 

          e.   Remote Site Settings 

          f.    Sharing Settings 

          g.   View Setup Audit Trial 

22. Managing Data 

          a.   Overview of Data Management 

          b.   Import Wizard 

          c.   Scheduling Data Export 

          d.   Report Export 

          e.   Mass Delete Records 

          f.    Data Loader 

                  i.   Insert, Update, Delete and Extract 

          g.  Comparison between different data management tools in salesforce

23. Release Management / Salesforce Devops 

          a.   Introduction to Release Management 

          b.   Creating Sandbox 

          c.   Refreshing Sandbox 

          d.   Sandbox Data Templates 

          e.   Deployment 

                  i.   Inbound Changesets 

                  ii.  Outbound Changesets 

          f.   Validate and Deploy the Changesets

24. Salesforce Support Help / Training Portal 

          a.   Introduction to Salesforce Help and Training Portal 

          b.   Help and Training Portal 

          c.   Post the Answers 

          d.   Submit or Vote or Comments on Ideas  

          e.   How to Submit Case to Salesforce Support Team? 

          f.    Status / Trust Site 

         g.    Release Notes 

         h.    Known Issues 

25. Packages 

         a.    Introduction to Packages 

         b.    Package Types 

                    i.    Managed 

                    ii.   Unmanaged 

                    iii.  Unlocked /Second Generation Packages 

          c.    AppExchange 

                    i.     Overview 

                    ii.    Find the Developers and Consultants 

                    iii.   Install the Package from AppExchange 

26. Salesforce Analytics – Reports 

          a.    Introduction to Salesforce Native Reports 

          b.    Creating Custom Salesforce Report Type 

          c.    Creating Salesforce Report 

          d.    Different types of Salesforce Reports 

                    i.     Tabular 

                    ii.    Summary 

                    iii.   Matrix 

                    iv.   Joined 

           e.    Creating Report Chart 

           f.     Creating Report Formulas 

           g.    Report Folders, Sub Folders and Sharing 

           h.    Report Subscriptions 

                    i.    Report Export and Export Options 

            j.   Creating Report Snapshot 

27. Salesforce Analytics – Dashboards 

            a.   Introduction to Salesforce Native Dashboards 

            b.   Different types of Dashboard Components 

            c.   Creating a Salesforce Dashboard 

            d.   Customizing the Dashboards 

                     i.    Adding Filters 

                     ii.   Dynamic Dashboards / Data Viewed As 

            e.   Dashboard Folders and Sharing 

             f.   Dashboards Subscription 

28. Chatter 

            a.    Introduction to Chatter 

            b.    Enabling Chatter and Chatter Feeds on Records 

            c.    Creating Chatter Groups 

            d.    Different types of Chatter Groups

29. Communities / Experience Cloud 

            a.    Introduction to Salesforce Community Cloud / Experience Cloud 

            b.    Creating a new Community 

            c.    Managing Tabs and Branding 

            d.    Login and Registration 

            e.    Community Preferences 

            f.     Experience Builder

30. Salesforce CPQ (Configure, Price, Quote) Overview  

            a.    Introduction to Salesforce CPQ 

            b.    Overview of Salesforce CPQ Managed Package 

            c.    Creating the Products, Bundling and Product Rules 

            d.    Creating the Pricing Methods and Discounting 

            e.    Creating the Price Rules 

            f.     Creating the Contracts and Renewals 

            g.    Creating or Generating the Quote Templates