Salesforce Administrator Certification Training

In-Person Classroom

Get trained in a traditional classroom setup with a certified instructors

2-days of guaranteed to run in-person training
Access to CP’s study guide designed by industry experts
Exam passing tips and tricks to assist in the exam
2 practice tests to gauge your learning post-training
Application assistance and support by certified staff

$ 2749

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Live Online Classroom

The perfect combination of Online and instructor-led training

2-days of assured instructor-led online live training
Access to CP’s study guide designed by industry experts
Exam passing tips and tricks to assist in the exam
2 practice tests to gauge your learning post-training
Recorded lesson video for post-training learning

$ 2499

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Online Self-Study

Study when you believe it is the best time to, with the self-study training

180 days of complete access to the complete course
Exam passing tips and tricks to assist in the exam
2 practice tests to gauge your learning post-training
Application assistance and support by certified staff
Chapter end quizzes and exercises in all modules

$ 899

Salesforce Administrator Certification Training

In this course you will learn how to customize your application & import clean data. It will also teach you how to create high value reports & dashboards and setup workflow automation.

Course Overview

Upskillscert Salesforce administrator training will make you an expert in all the concepts related to administration and declarative development options. It will also help you prepare to clear the Salesforce Certification examination at first attempt.

This Salesforce training certification at Upskillscert is suitable for all professionals who are passionate about CRM and cloud computing.

Course Agenda

1. Introduction

What people say about CP
Training types
Accreditations and Clients
About Certification Planner
Introduction to live training
About the tutorial

2. Salesforce Overview

Introduction to Salesforce
Salesforce Edition
Home Page Features Customization
User Management
Creating and Customizing Tabs
Creating an App
Uploading a Company Logo
Company Information Page
System Overview Page
Updating the Fiscal Year

3. Sales Cloud

Leads Home Page
Creating List Views
Creating and Converting Leads
Creating Accounts
Creating Contacts
Creating Email Templates
Four Sales Productivity Features
Sending Individual Emails
Sending Mass Emails
Creating and Managing Price Books
Creating Products
Creating Opportunities
Creating Activities
Creating a Web-to-Lead Form
Create a Lead Assignment Rule
Creating a Lead Queue
Creating an Auto-Response Rule
Creating Campaigns
Record Types

4. Quote Templates

Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Modifying Quote Templates

5. Service Cloud

Creating Cases
Creating Case Assignment Rules
Creating Case Escalation Rules
Enabling Solutions
Creating Solutions
Attaching Solutions to Cases
Enabling Knowledge
Configuring Knowledge
Creating a Web-to-Case Form
Create an Email-to-Case Address

6. AppExchange

AppExchange Overview
Finding and Selecting an App
Installing an App
Finding a Developer
Finding a Consultant

7. Reports

Understanding Report Formats
Tabular Reports
Summary Reports
Matrix Reports
Join Reports
Creating a Lead Report
Creating Contacts and Accounts Report
Creating an Opportunity Report
Adding Leads to a Campaign from a Report
Creating a Campaign Report
Summarizing Report Data
Creating a Report Formula
Exporting Reports to Excel
Date Filters
Bucket Fields
Custom Report Types

8. Dashboards

Understanding Dashboard Components
Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboard
Adding Filter to Dashboard
Managing Access to Reports
Adding a Report as a Dashboard Component
Setting Up Dynamic Dashboards
Enabling Dashboards for iPad
Modifying Report and Dashboard Interfaces
Activating the Report Builder on Profiles

9. Chatter

Chatter Overview
Enabling Chatter
Enabling Chatter Feeds on Records
Configuring Chatter Groups
Creating Customer Groups
Creating a Free Customer Chatter User
Customizing Chatter Email Notifications
Configuring Salesforce to Salesforce
Accepting a Salesforce Connection
Sharing an Account via Salesforce to Salesforce
Enabling Ideas
Configuring Idea Themes
Enabling Social Accounts
Enabling Libraries and Content
Customizing Libraries and Content
Uploading Documents to Libraries and Content
Configuring Salesforce1

10. Role Hierarchy

Viewing Role Hierarchy
Creating Roles
Enabling Field History
Creating Groups
Creating Permission Sets
Assigning Roles to Users

11. Security Controls

Viewing Object Security
Changing Default Record Access
Sharing Settings
Field Accessibility
Password Policies
Session Settings
Login Flows
Network Access
Activations
Session Management
Login Access Policies
Certificate and Key Management
Viewing Setup Audit Trail
Executing Expire All Passwords
Delegated Administrations
Remote Site Settings
Named Credentials
File Upload and Download Security

12. Profiles

Standard Profiles Overview
Assigning Page Layouts
Field-Level Security
Custom App Settings and Access
Tab Settings
Record Type Settings
Administrative Permissions
General User Permissions
Standard Object Permissions
Custom Object Permissions
Password Policies and Session Timeout
Login Hours and IP Ranges
Enabling Apex and Visualforce Access

13. Data Management

Importing Leads
Data Import Wizard
Importing Contacts and Accounts
Using Mass Delete
Installing Data Loader
Importing Records with Data Loader
Updating Records with Data Loader
Deleting Records with Data Loader
Exporting Records with Data Loader
Adding a Field in Schema Builder
Scheduling a Data Export
Creating and Using Sandbox
Mass Transferring Records
Reporting Snapshots
Working with Tags

14. Workflow Rules

Creating a Workflow Rule
Creating a Workflow Rule Field Update
Creating a Workflow Rule Task Assignment
Creating a Workflow Rule Email Alert
Outbound Message
Time-Dependent Workflow Action
Overview of the Approval Process
Components of an Approval Process

15. Change Sets and Deployment

Outbound Change Sets
Inbound Change Sets
Deployment Settings
Deployment Status
Eclipse IDE

16. Communities

Creating a New Community
Partner Portal
Communities
Topic Management
Recommendations Management
Reputation Management
Adding Members
Managing Tabs and Branding
Login and Registration
Community Preferences

17. Help and Training

Using Answers
Using Ideas
Searching for a Help Topic
Contacting Support
Trust Site
Known Issues

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Salesforce Administrator Certification Training

Administer Salesforce Like a Pro

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