The course covers the following learning outcomes and goals:
- Understanding Cloud Computing and Salesforce
- Modeling Data in Salesforce
- Customizing the User Interface
- Aggregating & Validating Salesforce Data
- Automating Business Processes using Process Builder, Workflow, and Flow
- Managing Data Access and Auditing Salesforce Data
- Data Management and Analysis in Salesforce
Individual skills or tools taught include:
- Schema Builder
- App Builder
- Process Builder
- Workflow Rules
- Approval Processes
- Data Loader
- Reports and Dashboards
The teaching method of the course includes a combination of lectures, hands-on exercises, and real-world examples.
The intended audience for this course is individuals interested in becoming Salesforce Administrators or those looking to enhance their skills in Salesforce administration.
Overview
Syllabus
Ep 1 - Introduction to Salesforce | Salesforce Classic Vs Lightning Experience | What is Salesforce.
Ep 2 – Model your Salesforce Data | Relational Data Model | Dependent picklist | Schema Builder.
Ep 3 - Customize the Salesforce User Interface | App Builder | Record Types | Page Layouts | Compact.
Ep 4 - Aggregating & Validating Data | Formula field | Roll-up Summaries | Duplicate Rules.
Ep 5– Automating Business Processes with Workflow Rule, Process Builder | Email Templates.
Ep 6 – Automating Business Processes with Flow | Assignment Rules | Lightning Flow | Flow Builder.
Ep 7- Approval Process | delegated Approver.
Ep 8 – Managing Data Access in Salesforce | Profiles | Permission Sets | Role | FLS.
Ep 9 – Who Sees What in Salesforce OWD & Sharing Settings | Profiles Vs Roles | Record Sharing.
Ep 10 – Audit & Troubleshoot Salesforce Data | Debug Logs | Email Logs | Login History & IP.
Ep 11– Data Management in Salesforce | Dataloader Vs import wizard | Uploading Relational Data.
Ep 12 – Reports & Dashboards | Custom Report Types | Share and Schedule.
Become an Order of Execution Hero.
Sharing and Visibility With Salesforce.
Sandbox Design Strategies for Enterprise Implementations.
Formulas & Admin Life Hacks with Steve Molis.
Salesforce Lightning flow | Flow Builder.
Outbound Message Salesforce.
Taught by
Salesforce Apex Hours
