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Salesforce Admin and App Builder Course Details
Zx Academy's Salesforce certification course training is designed to ensure that the candidate learns the concepts of being an App Builder and Salesforce Administrator. In the Salesforce training at Zx Academy, the candidate can learn how to configure Salesforce to analyze, collect, and retrieve essential customer information and design applications by using Salesforce Lightning.
The industry experts curate the Salesforce Admin Certification course training by Zx Academy, and it will also help the candidate to prepare for the Platform App Builder (CRT 403) and Salesforce Admin Exam (ADM 201). In the Salesforce certification training at Zx Academy, the candidate can learn how to customize the application, including fields, page layouts, business processes, and tabs, maintain and import clean data, create a secure Salesforce environment, set up workflow automation, and create high-value dashboards and reports.
Highlights of Zx Academy Training:
- 24/7 Support throughout the training period
- Live online classes
- Training under industry experts
- Free study material
- Flexible timings to all our students
What will you learn in Salesforce Certification training?
After completion of the Salesforce Certification training, you will learn:
- Salesforce CRM and its features
- Data modeling and management
- Salesforce objects, field types, and validation rules
- Setup and user management
- Workflow automation
- Security and data access
- Lightning components installation
- Sales and service cloud configuration
Who should take this Salesforce Certification training?
The Salesforce Certification training course is beneficial for:
- Siebel and other CRM products professionals
- Functional consultants
- Developers who have worked in mainframe Java, and C#
What are the prerequisites for taking Salesforce Certification training?
There are no prerequisites for taking Salesforce Certification training.
Why should you go for Salesforce Certification training?
Salesforce is the widely used CRM software across the world. Because of Salesforce's extensive capabilities throughout the life cycle of marketing, sales, and customer relationships, there is a huge demand for Salesforce Admins and Salesforce Developers. Zx Academy's Salesforce Admin certification training course gives you all a wide hands-on experience in this CRM tool.
Salary Trends:
According to Glassdoor, the average salary of a Salesforce Developer is Rs.8,00,000 per annum.Are you excited about this?
Salesforce Admin and App Builder Curriculum
Exam Details
Learning Objective
Cloud Basics
Introduction to CRM
Salesforce Introduction
Salesforce Offerings
Creating a Salesforce Account
Summary
Demo - Creating a SF Acct App Setup
Org Introduction
User Setup
Create Users
Roles and Profiles
Customizing Profile and Users
Profile and Role Creation
Standard and Custom Objects
Creating Custom Objects
Tabs
Create Tabs
Fields
Create Fields
API Name
Global Picklist
Use Global Picklist in Objects
Field Dependencies
Data Types
Functions
Create Formula Fields
Validation Rules
Roll-up Summaries
Create Roll-up Summary Field
Object Relationships
Create Master Detail Relationship
Schema Builder
Data Access
Organization Wide Defaults (OWD)
Sharing Settings
Access Levels in OWD
Grant Access Using Hierarchies
Role and Role Hierarchy
Working with Role
Permission Sets
Sharing Rules
Application
Page Layouts
Summary
Introduction to Lightning App Builder
Events
Lightning Components and Console
Lightning Page Types
Create Lightning App Page
Create Lightning Home Page
Create Lightning Record Page
Process Automation
Workflow
Workflow Rules
Workflow Rules Limitations
Create Workflow rules
Configure Tasks for Workflow Rules
Configuring E-mail Alerts for Workflow Rules
Configuring Field Updates for Workflows
Асtivаting and Monitoring the Wоrkflоw Rule
Understanding Cross-object Field Updates
Email Templates
Creating Text Email Templates
Creating Custom HTML Email Templates
Groups
Public Group
Queues
Approval Process
Approval Process Terminology
Approval Process - Sections
Select Approval Options
Process Builder
Configure Process Builder
Summary
Flow - Building Blocks
Five Ways to Implement Flow
Triggers for Auto launched Flows
Create Sample Flow
Schedule Lightning Flows
Validation using Screen Flow
Summary
Salesforce Analytics
Data Loader Overview
Data Loader Installation
Data Loader Configuration
Data Import Wizard
Mass Delete Records
Difference between Data Loader and Import Wizard
Summary
Report Types
Create Custom Report Types
Bucket Fields
Reports
Types of Reports
Lightning Report Builder
Creating Charts
Create Joined Reports
Dashboards
Create Dashboards
Deployment Basics
Change Sets
Create Sandbox
Deploy Change Sets
Summary
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Projects on Salesforce Admin and App Builder
Contact Management Application:
Project Overview: Develop and deploy a simple Contact Management App to efficiently organize, track, and maintain contact records and their related data.
Requirements: Create a custom object called "Contact", including fields like Name, Email Address, Phone Number and Address. Construct an easily accessible tab for this object as well as designing a page layout to display relevant details.
Implement validation rules to ensure data accuracy (e.g., require an email format in an email field). Create a workflow rule when new contacts are created in order to automate specific actions (e.g. sending welcome emails).
Learning Objectives:
This project helps beginners learn how to create custom objects, fields, tabs, page layouts, validation rules and workflow rules in Salesforce.
Task Management App:
Project Overview: Construct a Task Management Application that helps users organize and track tasks that are essential for any business or organization.
Requirements:
Establish a custom object called Task with fields like Subject, Due Date, Priority and Status. Create an easy access tab for "Task". Develop a Visualforce page which enables users to add, edit or delete tasks as required.
Implement triggers to automate actions based on task status changes (e.g., notify team member when task complete). Create reports and dashboards to provide insights into task completion rates and priorities.
Learning Objectives:
This project introduces students to custom objects, Visualforce pages, triggers and reporting in Salesforce and helps them understand how to construct applications tailored specifically for individual business needs.
Project Resources
Salesforce Admin and App Builder Certification
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Faq’s for Salesforce Admin and App Builder
Previous knowledge or familiarity with Salesforce is helpful but not essential; these courses usually cater to beginners as well as individuals with various levels of experience.