Certification Program for Salesforce Administration

Certification Program for Salesforce Administration

  • Domain : CSE
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A Quick Overview

Customers engage with companies through multiple channels. Keeping a track of all these gets difficult as the customer base grows. This is where a customer relationship management(CRM) software comes to the rescue. Among many other CRM softwares, Salesforce has become one of the most prominent for the capabilities that it offers. Through this 16 week program, Skill-Lync aims to make you capable at completely handling Salesforce. You will be given access to 5 hours of videos per week along with challenges to test you on the concepts taught. The participant will also be given a Capstone project to be completed within the duration of the program. The skills and concepts required to be a Salesforce Administrator will be covered along with a few additional hours of training on becoming a Salesforce Developer.


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Program Syllabus

1Introduction to Salesforce

  • Fundamentals of Cloud Computing
  • Customer Relationship Management Basics
  • Creating your first Salesforce org
  • Company Information
  • Salesforce Classic Vs Lightning Experience
  • Chatter 
  • Groups
  • Trailhead

2User Management

  • User Set Up
  • Profiles
  • Roles
  • Data Visibility and How Profiles and Roles Impact Access and Rights
  • Sharing Model
  • Creating a Custom Profile by Cloning a Profile
  • Permission Sets
  • OWD & Sharing Settings
  • Login History & IP Whitelisting

3Model your Salesforce Data

  • Conventional Database Tables Vs Objects
  • Standard and Custom Objects
  • Datatypes
  • Relational Data Modelling
  • Field Level History
  • Field Level Security
  • Field Assignments

4Customize the User Interface

  • App Manager & Tabs
  • Customizing Page Layouts using Record Types
  • List Views & Related Lists
  • Mini & Compact Page Layouts
  • Lightning App Builder
  • Lightning Page builder

5Aggregating & Validating Data

  • Formula field
  • Data Aggregation using Roll-up Summaries
  • Validation Rules
  • Duplicate Rules
  • Audit Logs & Field History Tracking

6Automating Business Process with Workflow, Email Template

  • What is a Business Process?
  • Automating Processes using
  • Workflow Rule
  • Action Type
  • Type of Action

7Automating Business Process with Process Builder, Flow, Approval Process

  • Process Builder
  • Flows
  • Email Templates
  • Approval Process

8Analytics – Reports & Dashboard

  • Reports and Dashboards Introduction
  • Creating and Customizing Reports
  • Creating Report Folders, Bucket Fields and Exporting Report Details
  • Reports and Dashboards Folder Management
  • Custom Report Types
  • Sharing Model Impact on Reports

9Data Management in Salesforce

  • Data Loader
  • Uploading Relational Data in Salesforce
  • Best Practices for Data Management
  • Data Optimizer 

10Various Cloud/Products Salesforce Offer and their features

  • Marketing Cloud
  • Sales Cloud
  • Commerce Cloud

11Various Cloud/Products Salesforce Offer and their features

  • Service Cloud
  • Community Cloud
  • Analytics Cloud
  • Einstein AI


Projects Overview

Human Resource Project

Highlights

During this program, the participant is required to complete a Human Resource Project. The participant has to:

  • Build a Custom App
  • Use Custom Objects and Fields
  • Setup Validation rules
  • Build Automation to Create/Update Emails
  • Build a New Hire pipeline with reports and dashboards
  • Client Skill Lync is starting with Training Batch and they need to start tracking the data in Salesforce on type of training, date, Trainee name, Status, Description of the course, Trainer Name
  • Build Human Resource Project
  • Build Custom App
    • Human Resource
  • Custom Objects
    • Interview
    • Onboarding
  • Fields
    • Interview Object fields that needs to be created are listed below
      • Status (Picklist (see the values below))
        • Shortlisted
        • Finalized
        • Rejected
        • Declined the Offer
        • Screening
      • Resume received date
      • Referred by
      • Tentative date of joining
      • Offer letter sent date
      • Candidate name (User Lookup field from contact object)
    • Onboarding Object fields that needs to be created are listed below
      • Start date (formula field to be pulled from Interview Object
      • Status (Picklist (see the values below))
        • Active
        • Inactive
        • Onhold
        • Completed
        • Rescinded Offer
      • Project start date
      • Project completed date
      • Date of Joining
      • Employee name   (User Lookup field from contact object)

Assignments in Trailhead:

  1. Reports & Dashboards for Lightning Experience (Step by step instructions are updated in the website)
  2. Admin Beginner (Step by step instructions are updated in the website)
  3. Build a Suggestion Box App (Step by step instructions are updated in the website)
  4. https://trailhead.salesforce.com/en/content/learn/trails/force_com_admin_beginner (Step by step instructions are updated in the website)

Certification

  • Top 5% of the class will get a merit certificate
  • Course completion certificates will be provided to all students
  • Build a professional portfolio
  • Automatically link your technical projects
  • E-verified profile that can be shared on LinkedIn

Flexible Course Fees

Choose the plan that’s right for you

Basic

2 Months Access

$92.82

Per month for 3 months

  • Access Duration : 2 Months
  • Mode of Delivery : Online
  • Project Portfolio : Available
  • Certification : Available
  • Email Support : Available
  • Forum Support : Available
Premium

Lifetime Access

$198.9

Per month for 3 months

  • Access Duration : Lifetime
  • Mode of Delivery : Online
  • Project Portfolio : Available
  • Certification : Available
  • Individual Video Support : 12/ Month
  • Group Video Support : 12/ Month
  • Email Support : Available
  • Forum Support : Available
  • Telephone Support : Available
  • Dedicated Support Engineer : Available

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