CoursesSalesforce Admin

CACR090

Salesforce Admin

Master Salesforce application management: configure settings, design models, implement logic, customize interfaces, ensure security, manage data, automate processes, and create reports. Propel your career with optimized Salesforce skills.

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75 null

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Program Overview

Master Salesforce administration: configure CRM, automate processes, and create reports. Gain hands-on experience with Data Import Wizard and Apex Data Loader, driving organizational success.

Efficient management of Salesforce implementation

User management and support for a seamless user experience

Data management and analytics for informed decision-making

Automation of repetitive tasks for increased productivity

Eligiblility

Why should you learn?

Possible Job Roles

Salary Range

Course Modules

75 null COURSE

6 hours, 30 minutes

Course Introduction

Learn the fundamental concepts of ERP, CRM, and Cloud Computing. Dive into Salesforce CRM, exploring its editions and setting up a Dev Org. Understand the distinction between Production and Test environments. Configure personal and company settings in Salesforce and implement Chatter for effective communication and collaboration.

Overview of ERP & CRM.
30 M
Overview of cloud Computing
1 H
Salesforce CRM on demand
30 M
Salesforce Edition
30 M
Setting up Dev Org
1 H
SFDC- Personal Setup and Company Setup
1 H
PROD vs Test
1 H
Setup Chatter
1 H

6 hours

Designing & Building your Data Model

This module focuses on designing and constructing a comprehensive data model within Salesforce. It begins with the initiation of a Salesforce application and proceeds to create app, object, and tab structures. Participants will also learn to define fields using various types, manage relationships like master-detail and lookup, and utilize the Schema Builder for effective data modeling.

SFCD Application – How to Start
1 H
Create App/Object / Tab
1 H
Create Field with various Field types
1 H
Master – Detail & Lookup
1 H
Many to Many relationships
1 H
Schema Builder
1 H

4 hours

Implementing Business Logic

Explore the implementation of essential business logic in Salesforce with this module. Discover how to create formula fields and cross-object formulas for automated calculations. Learn to enforce data integrity using validation rules. Master the use of roll-up summary fields for aggregated data and field dependencies to manage dynamic field behavior based on specific conditions.

Formula fields & Cross object Formulas
1 H
Validation Rule
1 H
Roll up summery Fields
1 H
Field Dependency
1 H

3 hours

Configuration

Configure and set up Salesforce CRM functionalities efficiently. Streamline processes and optimize workflows.

Company settings (fiscal year, business hours, currency)
1 H
User interface administration
1 H
User setup and management
1 H

2 hours

Object Manager & Lightning App Builder

Object Manager & Lightning App Builder - Customize data structure & design user interfaces effortlessly.

Creating and customizing objects and fields
1 H
Building Lightning apps and pages
1 H

0 minutes

Salesforce Security Model

Delve into Salesforce's robust security model in this module. Learn to create and manage users, roles, public groups, and queues for streamlined access control. Explore profile creation and management, implementing field-level security, and utilizing permission sets. Discover how to control record visibility through organization-wide defaults, role hierarchies, and sharing rules, ensuring data security and privacy.

Salesforce Security Modal – An Overview
Creation of User/Roles / Public Group/Queues H
Create & Manage Profiles
1 H
Field Level Security
1 H
How to use Permission Set?
1 H
Control Record visibility using OWD
1 H
Control Record visibility using Role Hierarchy
1 H
Control Record visibility using Sharing Rule
1 H

1 day, 8 hours

Data Management

This module offers a comprehensive exploration of Salesforce data management tools. Learn to efficiently import, update, and upsert data using the Data Import Wizard and Apex Data Loader. Discover how to export data and schedule exports for automated retrieval. Additionally, understand the importance of setting up search layouts for efficient data retrieval.

Tools for Data management. Which one to use?
30 M
Import/ Update/ Upsert data using Data Import Wizard
30 H
Import/ Update/ Upsert data using Apex Data Loader
30 M
Data Export & Schedule Export
30 M
Setting up Search Layout
30 M

2 hours

Workflow/Process Automation

Automate repetitive tasks, streamline processes, and enhance efficiency within Salesforce Admin

Workflows and approval processes
1 H
Process Builder
1 H

3 hours, 40 minutes

Report & Dashboard

This module provides a comprehensive overview of creating and utilizing reports and dashboards in Salesforce. Learn to convert business requirements into actionable insights using the Report Builder tool. Create tabular, summary, matrix, and joined reports, along with custom report types. Master dashboard creation, including dynamic filters and scheduling dashboard refreshes for real-time data analysis.

How to Convert Business Requirement to Report & Dashboard
20 M
How to Use Report Builder?
20 M
Create Tabular Report
20 M
Create Summary Report
20 M
Create Matrix Report
20 undefined
Create Joined Report
20 M
Create Custom Report type
20 M
How to Schedule Report?
20 M
Create Dashboard with Dashboard component for Matrix and summary Report
20 M
Create Dashboard with Dashboard component for Tabular and Joined Report
20 M
Set up Dynamic Dashboard Filters
20 M
Scheduling Dashboard Refresh
20 M

1 hour

Salesforce SALES Cloud

This module provides a detailed exploration of Salesforce Sales Cloud. Understand its features and functionalities, with a focus on lead automation tools and campaign management. Learn how to leverage these tools effectively to drive sales and enhance customer relationships, setting the stage for sales success.

Overview of Sales Cloud
1 H
Explore lead automation and campaign management in Salesforce Sales Cloud
1 undefined

2 hours

Salesforce SERVICE Cloud

The Salesforce Service Cloud module provides an overview of its capabilities, focusing on case management automation. It covers case creation, assignment, prioritization, tracking, and integration with Salesforce Knowledge. Students learn to automate case management tasks using rules, workflows, and macros, enhancing customer service efficiency.

Overview Of Service Cloud
1 H
Automate case management by creating an assignment rule to assign high-priority cases to senior agents based on priority field criteria.
1 H

BROCHURE

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Certificate of Completion

Salesforce Admin Certification, providing hands-on experience in Salesforce settings, data models, business logic, interfaces, and data management.

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Admission Process at Cokonet

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Step 1

Speak With our Career Counselor

Our career counselor will help you identify the suitable course for you.

Step 2

Complete Payment

Finalize the transaction securely, using the provided payment methods.

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Get Enrolled

Enroll in the chosen course, providing personal details and payment information.

Aswathy A

VP, Product

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0% Interest Loans

Access 0% interest loans (6/9/12 Months EMI) for your education, ensuring affordability while you pursue your dreams.

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Ease your financial burden with our convenient installment payment options.

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Course Suggestor

Salesforce Admin

Program Overview

Eligiblility

Why should you learn?

Possible Job Roles

Course Modules

Course Introduction

Overview of ERP & CRM.

Overview of cloud Computing

Salesforce CRM on demand

Salesforce Edition

Setting up Dev Org

SFDC- Personal Setup and Company Setup

PROD vs Test

Setup Chatter

Designing & Building your Data Model

SFCD Application – How to Start

Create App/Object / Tab

Create Field with various Field types

Master – Detail & Lookup

Many to Many relationships

Schema Builder

Implementing Business Logic

Formula fields & Cross object Formulas

Validation Rule

Roll up summery Fields

Field Dependency

Configuration

Company settings (fiscal year, business hours, currency)

User interface administration

User setup and management

Object Manager & Lightning App Builder

Creating and customizing objects and fields

Building Lightning apps and pages

Salesforce Security Model

Salesforce Security Modal – An Overview

Create & Manage Profiles

Field Level Security

How to use Permission Set?

Control Record visibility using OWD

Control Record visibility using Role Hierarchy

Control Record visibility using Sharing Rule

Data Management

Tools for Data management. Which one to use?

Import/ Update/ Upsert data using Data Import Wizard

Import/ Update/ Upsert data using Apex Data Loader

Data Export & Schedule Export

Setting up Search Layout

Workflow/Process Automation

Workflows and approval processes

Process Builder

Report & Dashboard

How to Convert Business Requirement to Report & Dashboard

How to Use Report Builder?

Create Tabular Report

Create Summary Report

Create Matrix Report

Create Joined Report

Create Custom Report type

How to Schedule Report?

Create Dashboard with Dashboard component for Matrix and summary Report

Create Dashboard with Dashboard component for Tabular and Joined Report

Set up Dynamic Dashboard Filters

Scheduling Dashboard Refresh

Salesforce SALES Cloud

Overview of Sales Cloud

Explore lead automation and campaign management in Salesforce Sales Cloud

Salesforce SERVICE Cloud

Overview Of Service Cloud

Automate case management by creating an assignment rule to assign high-priority cases to senior agents based on priority field criteria.

Get Brochure

Enquire this Program

Certificate of Completion

Program Cohorts

Admission Process at Cokonet

Speak With our Career Counselor

Complete Payment

Get Enrolled

Aswathy A

VP, Product