Salesforce Admin 201 Certification Training

BY
Edureka

Course is specially crafted to help you master topics like Salesforce building blocks, Data and Security models, Automation, Sales Cloud and Reports.

Mode

Online

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
Frequency of Classes Weekdays, Weekends

Course overview

The Salesforce Admin 201 Certification Training course by Edureka is a five-week course designed to introduce the participants to the fundamental concepts of administration and declarative development options. The participants will learn about the capabilities of Salesforce1 along with the sync and installation options in Salesforce for Outlook.

The course enables the participant to understand the data and security models. Moreover, the Salesforce Admin 201 Certification Training syllabus also covers Master Sales Cloud, Service Cloud and Business Process Automation modules.

The Salesforce Admin 201 Certification Training course also teaches you to differentiate between the building blocks of Salesforce. Modules on Reports and Dashboards in addition to SDFC Security Model Objects and the Security Model Mind Map area also covered in the course.

Moreover, the curriculum for Salesforce Admin 201 Certification Training course includes modules which describe SalesforceA, Salesforce1, Chatter and Social features. Upon completion of the Salesforce Admin 201 Certification Training programme, you will become an expert in the administration and declarative development options. 

The highlights

  • Live virtual course
  • Instructor-led Sessions
  • Chapter-based assignments
  • Lifetime Access to the LMS
  • Real-life Case Studies
  • Completion certificate from Edureka
  • 24x7 Expert Support

Program offerings

  • Salesforce
  • Adm 201 certification from edureka
  • Instructor-led sessions
  • Live classes
  • Real-life case studies
  • Online forums
  • Weekend classes

Course and certificate fees

certificate availability

Yes

certificate providing authority

Edureka

Who it is for

The Salesforce Admin 201 Certification Training course is a perfect fit for professionals who are passionate about CRM and cloud computing. Also, the course is highly suitable for individuals such as:

  • Siebel and CRM products professionals
  • Experienced professionals who wish to make their career in this leading Cloud Computing platform
  • Starters who wish to get a jump start in their careers in Cloud computing
  • Functional consultants who wish to switch to Salesforce
  • Lateral developers who have experience in Java, mainframe, and C# and enjoy a boost in their career from the legacy platform.

Eligibility criteria

There are no prerequisites to join the Salesforce Admin 201 Certification Training programme. But any work experience as an Administrator, a Developer, or a Functional Consultant will be handy.

Certificate Completion

A Certificate will be issued to candidates upon successful completion of the project.

What you will learn

Knowledge of cloud computing

Once you complete the Salesforce Admin 201 Certification Training course by Edureka, you will learn the following skills:

  • Understand cloud computing concepts and deployment models in the cloud
  • Learn Standard and Custom Objects, Fields and Datatypes in addition to search layouts
  • Business Process Automation, its workflow rules and introduction to Lighting Process Builder
  • Concepts to identify tools and use cases for data management
  • Know about the use cases for AppExchange applications and activity management – Tasks, Events and Open activities

The syllabus

Introduction to Cloud Computing and SFDC

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

Building Blocks of Force.com Platform

  • 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

  • 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

  • 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
  • Activations
  • Page layout assignment
  • Tab setting
  • Field level security

SFDC Security Model Object, Record and Field Level Features

  • 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
  • Queue
  • Public group Vs Queue

Business Logic

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

Business Process Automation

  • 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

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

Introduction to Service Cloud

  • 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
  • Channels
  • Case Resolution – Solutions
  • Case Resolution Using Knowledge
  • Communities Basics
  • Communities Setup and Administration
  • Communities – Ideas and Answers

Data Handling and Processing

  • Data Handling and Processing Overview
  • Exporting data and Regular Backup
  • External ID and Unique Fields
  • Import
  • 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

  • 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

  • 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

  • Activity management - Tasks, Events, and Open activities
  • Creating and tracking tasks and events
  • Folders and Document templates
  • AppExchange

Chatter, Global Action and Publisher Layout

  • 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

Admission details

Candidates who want to apply for Salesforce Admin 201 Certification Training course by Edureka should follow these steps:

  • Go to the official website of Edureka: https://www.edureka.co/
  • Look for the “Salesforce Admin 201 Certification Training” webpage on the website.
  • On the bottom right hand side of the course page, you will find the “Enrol Now” button. Click on the button and you will be asked to fill your email and phone number.
  • Now, you need to select a weekend batch. You can either skip batch selection or choose the already existing weekend batches from the menu.
  • Once you have selected the batch, pay the applicable fee.

Filling the form

Candidates aspiring for Salesforce Admin 201 Certification Training programme need to fill the personal contact details like name and phone number. Once you have filled the details, you need to choose a weekend batch. Upon selection, you can make the payment and submit the application form successfully.

How it helps

The Salesforce Admin 201 Certification Training course by Edureka contains modules related to cloud computing models and different building blocks of Salesforce. The certification course will also prepare you for the Salesforce Certification (SDFC Admin 201 Certification)

Once you finish the Salesforce Admin 201 Certification Training programme, you will be well versed with Salesforce CRM and find lucrative job opportunities easily. 

FAQs

What are the prerequisites for the Salesforce Admin 201 Certification Training course?

Anyone who is looking to understand cloud computing and Salesforce in CRM can take the course.

What is the Salesforce Admin 201 Certification Training programme?

The Salesforce Admin 201 Certification Training course by Edureka is a professional course on the basic concepts related to Administration and declarative development options. 

What to do if I have queries once I complete the certification course?

You can access the support team which is available for lifetime and 24x7. The team will help you to resolve queries, during and after the course.

How soon after signing up, can I get access to the learning content?

Once your enrollment is successful, you will have access to the LMS for a lifetime. Candidates will have complete access to PPTs, assignments, previous class recordings and assignments. Also, candidates can get in touch with the 24x7 customer support team and start learning right away.

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