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Bodhi IT

 4.5 (5 Reviews)

Course Duration

45 hour

Course Description

Salesforce Admin Certification online training by Bodhi IT will help you to become an expert by mastering topics such as identify different Salesforce building blocks, Data model, Security model, Automation options, Sales Cloud, and Service Cloud modules, Reports, and Dashboard.

Projects

  1. To test your knowledge after training, you will be required to work on projects that have real-time use cases. This will also ensure hands-on expertise in real-time concepts.
  2. These projects are completely in-line with the modules mentioned in the curriculum.

Salesforce Admin Curriculum

Introduction to Cloud Computing and SFDC

Learning Objectives: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models.

Topics:

  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Force.com Platform
  • Declarative & Programmatic Options in Force.com
  • Meta-data Driven Architecture
  • Multi-tenant
  • Business and IT benefits
  • Use of SF1

Building Blocks of Force.com Platform

Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in SFDC.

Topics:

  • Sign-up for a Free Environment / Org
  • Adding company logo
  • Benefits of a System overview
  • Salesforce Key Building Blocks
  • Editions and Different Environments Available
  • MVC Pattern
  • Student App
  • Student App Master Basic Data Model
  • Student Master and Marks/Grades
  • Student Master of Basic Security Model
  • Student Master Reports
  • Student Master Application Scope

SFDC Data model, Objects, Relationships and Fields

Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.

Topics:

  • Create Custom Objects and understand various properties in the Object definition section
  • Customize standard objects
  • Field and Data Types
  • Custom Field Prosperities
  • Field Dependencies
  • Types of Relationship Fields
  • Search Layouts

SFDC Security Model and Its Features

Learning Objectives: Understand different levels – Org-level, Object level, Record level, Org-level –

Profile and Permission sets Login hours, network level and Object Level – Profile and Permission sets.

Topics:

  • Security Model Mind Map
  • System Level or Org Level Security
  • User Administration and Troubleshooting
  • Permission Sets
  • Profile and Permissions Sets
  • Password Policy
  • IP Address security
  • Login hours
  • Session settings
  • Activations
  • Page layout assignment
  • Tab setting
  • Field level security

SFDC Security Model Object, Record and Field Level Features

Learning Objectives: Learn organization-wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

Topics:

  • Security Model Mind Map
  • Record Level and Object Level
  • Organization wide defaults
  • Organization wide defaults – Student App
  • Role and Role Hierarchy
  • Criteria Based Sharing
  • Different ways to gain Record Level Access
  • Public Group
  • Queue
  • Public group Vs Queue

Business Logic

Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

Topics:

  • Business Logic Mind Map
  • Different Options to Implement Business Logic
  • Functions
  • Formula
  • Validation Rules
  • Rollup Summary Fields
  • Record Types and Page Layouts

Business Process Automation

Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder.

Topics:

  • Business Process Automation
  • Business Requirements – Workflow Rules
  • Workflow – Actions (Time When Action Takes Place)
  • Workflow – Actions
  • Workflow – Considerations
  • Approvals – Introduction
  • Approvals – How to Create A Process
  • Approvals – Actions
  • Approvals – How and What Can Approvers Do

Introduction to Sales Cloud

Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

Topics:

  • Sales Cloud
  • Sales Process
  • Sales Productivity Features
  • Lead Management
  • Lead auto-response
  • Lead assignment
  • Web to lead
  • Accounts and Contacts Management
  • Opportunities
  • Campaign Management
  • Price Book, Products, Price Book Entries

Introduction to Service Cloud

Learning Objectives: Learn the capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities, and the capabilities of SalesForce Knowledge.

Topics:

  • Service Cloud
  • Case Management
  • Typical Service and Support Process
  • Automation – Web2Case and Auto-Response
  • Automation – Email2Case
  • Automation – Assignment Rules
  • Automation – Escalation Rules
  • Email Templates in Case Management
  • Channels
  • Case Resolution – Solutions
  • Case Resolution Using Knowledge
  • Communities Basics
  • Communities Setup and Administration
  • Communities – Ideas and Answers

Data Handling and Processing

Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.

Topics:

  • Data Handling and Processing Overview
  • Exporting data and Regular Backup
  • External ID and Unique Fields
  • Import
  • Install Apex Data Loader
  • Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations,
  • Delete and Hard Delete records,
  • Transfer record ownership

Reports and Dashboards

Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.

Topics:

  • Execute a report with and without modifications
  • Create a tabular report, summary and matrix report
  • Report and Security
  • Report Builder and Standard Reports Available
  • Add a chart and a few other features like highlighting
  • Create a custom report type and store in a folder
  • User filters in reports
  • Create a dashboard
  • Bucket field
  • Tabular Report significance
  • Summary report significance
  • Matrix report significance
  • Joined report significance
  • Dynamic dashboard

Salesforce 1, Lightning App Builder, Salesforce A, Outlook

Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

Topics:

  • Customizable parts of the SF1 app
  • Security and customizable settings
  • Navigation menu
  • Compact layouts and Mobile cards
  • Basic admin activities on Salesforce A
  • Outlook and SF synch up

Activity Management, AppExchange, Content and Folder Management

Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

Topics:

  • Activity management – Tasks, Events, and Open activities
  • Creating and tracking tasks and events
  • Folders and Document templates
  • AppExchange

Chatter, Global Action and Publisher Layout

Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.

Topics:

  • Chatter groups feed, people
  • Files, Follow records, people
  • Groups Topics and Files
  • Global action types-Create
  • Log a call, Custom VF page
  • Custom canvas, Publisher layout
  • Global and Object-specific actions

Projects

What are the system requirements for our Salesforce Certification Training?

Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

How will I execute the practicals?

For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

Which case studies will be a part of this Salesforce Certification Course?

Objective: Create an app for Event Management that takes care of – Event Registrations, Confirmations, Cancellations, Speaker associations, and other event-related activities.

Users of the System:

  • Event Management Team
  • Event Manager
  • Attendees and Public
  • Speakers

Requirements:

  • A public facing page where announcements related to different events are displayed
  • Event should have information like – topic/ name, location, start date & time, end date & time, speaker, type of event (webinar/ workshop/ seminar/ conference), event subject (IT/ Management/ HR/ Operations/ Motivational/ Well-being/ Other), and image
  • Attendees can self-register with their name, email and mobile number; they can express interest in a specific area for events
  • Attendees are informed by email on upcoming events for their area of interest
  • Event management team will confirm attendees’ registration after they receive payment
  • Screen to capture information about payment received from attendees
  • Display speaker profile on the public facing page (speakers should be shown with events)
  • Event management team should be able to create, edit/ update, cancel events
  • Any cancellation of event will require Event Manager’s approval
  • Event management team should be able to add speakers (include their contact details and skills)
  • Event management team should be able to map speaker/s for an event

Event Manager should be able to see the following reports:

  • Cancelled Events with Speaker information
  • Events Completed with Speaker information
  • All empanelled speakers
  • Events sent for cancellation approval
  • Attendees registering on site
  • Events with confirmed attendees
  • Event Manager should have access to a dashboard covering key reports
  • Confirmed attendees and Speaker/s should be notified about – any (date/ time/ location related) changes to their events

 

Optional requirements:

  • All confirmed attendees should get an email with feedback link after the event
  • Attendees should be able to rate the event and the speaker on the scale of 1 to 5 (5 being highest)
  • Show event wise and speaker wise feedback scores to Event manager

    Salesforce Admin Curriculum

    Learning Objectives: Get to know about Cloud computing concepts, SAAS, PAAS, IAAS – Service model, Public, Private, Community, and Hybrid Cloud models.

    Topics:

    • Service and Deployment models in the Cloud
    • Market situation
    • Cloud Ownership
    • Introduction to SF1 and Force.com Platform
    • Declarative & Programmatic Options in Force.com
    • Meta-data Driven Architecture
    • Multi-tenant
    • Business and IT benefits
    • Use of SF1

    Learning Objectives: Learn to build a custom app on Force.com platform, different licenses in SFDC.

    Topics:

    • Sign-up for a Free Environment / Org
    • Adding company logo
    • Benefits of a System overview
    • Salesforce Key Building Blocks
    • Editions and Different Environments Available
    • MVC Pattern
    • Student App
    • Student App Master Basic Data Model
    • Student Master and Marks/Grades
    • Student Master of Basic Security Model
    • Student Master Reports
    • Student Master Application Scope

    Learning Objectives: This module presents to you the understanding of Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explains the implications of deleting fields.

    Topics:

    • Create Custom Objects and understand various properties in the Object definition section
    • Customize standard objects
    • Field and Data Types
    • Custom Field Prosperities
    • Field Dependencies
    • Types of Relationship Fields
    • Search Layouts

    Learning Objectives: Understand different levels – Org-level, Object level, Record level, Org-level –

    Profile and Permission sets Login hours, network level and Object Level – Profile and Permission sets.

    Topics:

    • Security Model Mind Map
    • System Level or Org Level Security
    • User Administration and Troubleshooting
    • Permission Sets
    • Profile and Permissions Sets
    • Password Policy
    • IP Address security
    • Login hours
    • Session settings
    • Activations
    • Page layout assignment
    • Tab setting
    • Field level security

    Learning Objectives: Learn organization-wide defaults, Role, and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

    Topics:

    • Security Model Mind Map
    • Record Level and Object Level
    • Organization wide defaults
    • Organization wide defaults – Student App
    • Role and Role Hierarchy
    • Criteria Based Sharing
    • Different ways to gain Record Level Access
    • Public Group
    • Queue
    • Public group Vs Queue

    Learning Objectives: Learn to work on custom and standard objects; Enforcing Data quality, Integrity and Validation rules.

    Topics:

    • Business Logic Mind Map
    • Different Options to Implement Business Logic
    • Functions
    • Formula
    • Validation Rules
    • Rollup Summary Fields
    • Record Types and Page Layouts

    Learning Objectives: This module will help you in learning Capabilities and use cases for the approval process and Introduction to Lightning Process builder.

    Topics:

    • Business Process Automation
    • Business Requirements – Workflow Rules
    • Workflow – Actions (Time When Action Takes Place)
    • Workflow – Actions
    • Workflow – Considerations
    • Approvals – Introduction
    • Approvals – How to Create A Process
    • Approvals – Actions
    • Approvals – How and What Can Approvers Do

    Learning Objectives: This module will explain the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

    Topics:

    • Sales Cloud
    • Sales Process
    • Sales Productivity Features
    • Lead Management
    • Lead auto-response
    • Lead assignment
    • Web to lead
    • Accounts and Contacts Management
    • Opportunities
    • Campaign Management
    • Price Book, Products, Price Book Entries

    Learning Objectives: Learn the capabilities of case management, given a scenario, identify how to automate case management. Capabilities of solution management, the basic capabilities of Communities, and the capabilities of SalesForce Knowledge.

    Topics:

    • Service Cloud
    • Case Management
    • Typical Service and Support Process
    • Automation – Web2Case and Auto-Response
    • Automation – Email2Case
    • Automation – Assignment Rules
    • Automation – Escalation Rules
    • Email Templates in Case Management
    • Channels
    • Case Resolution – Solutions
    • Case Resolution Using Knowledge
    • Communities Basics
    • Communities Setup and Administration
    • Communities – Ideas and Answers

    Learning Objectives: This module introduces you to the concept of identifying tools and use cases for managing data. Capabilities and implications of the data validation tools and the different ways to back up data.

    Topics:

    • Data Handling and Processing Overview
    • Exporting data and Regular Backup
    • External ID and Unique Fields
    • Import
    • Install Apex Data Loader
    • Use the Import Wizard and Data Loader and compare the features, Update, Upsert operations,
    • Delete and Hard Delete records,
    • Transfer record ownership

    Learning Objectives: Create or customize a report, know the impact of the sharing model on reports, and options available when creating and modifying dashboards.

    Topics:

    • Execute a report with and without modifications
    • Create a tabular report, summary and matrix report
    • Report and Security
    • Report Builder and Standard Reports Available
    • Add a chart and a few other features like highlighting
    • Create a custom report type and store in a folder
    • User filters in reports
    • Create a dashboard
    • Bucket field
    • Tabular Report significance
    • Summary report significance
    • Matrix report significance
    • Joined report significance
    • Dynamic dashboard

    Learning Objectives: Learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

    Topics:

    • Customizable parts of the SF1 app
    • Security and customizable settings
    • Navigation menu
    • Compact layouts and Mobile cards
    • Basic admin activities on Salesforce A
    • Outlook and SF synch up

    Learning Objectives: In this module, you should learn use cases for AppExchange applications, and describe the capabilities of Salesforce Content, and activity management.

    Topics:

    • Activity management – Tasks, Events, and Open activities
    • Creating and tracking tasks and events
    • Folders and Document templates
    • AppExchange

    Learning Objectives: Know about the Global action and publisher layouts and the features of Chatter in this module.

    Topics:

    • Chatter groups feed, people
    • Files, Follow records, people
    • Groups Topics and Files
    • Global action types-Create
    • Log a call, Custom VF page
    • Custom canvas, Publisher layout
    • Global and Object-specific actions

    What are the system requirements for our Salesforce Certification Training?

    Participants are expected to have a PC with minimum 2GB RAM and a latest browser and internet connection. Windows or Mac is recommended Basic Adobe reader and Office tools or Google Docs will be handy.

    How will I execute the practicals?

    For executing the practicals, participants will be enabled to create a life-time free SFDC development environment on the Cloud. There are few simple tools that need to installed for specific topics which comprise around 10% of the total course and will be provided in that module.

    Which case studies will be a part of this Salesforce Certification Course?

    Objective: Create an app for Event Management that takes care of – Event Registrations, Confirmations, Cancellations, Speaker associations, and other event-related activities.

    Users of the System:

    • Event Management Team
    • Event Manager
    • Attendees and Public
    • Speakers

    Requirements:

    • A public facing page where announcements related to different events are displayed
    • Event should have information like – topic/ name, location, start date & time, end date & time, speaker, type of event (webinar/ workshop/ seminar/ conference), event subject (IT/ Management/ HR/ Operations/ Motivational/ Well-being/ Other), and image
    • Attendees can self-register with their name, email and mobile number; they can express interest in a specific area for events
    • Attendees are informed by email on upcoming events for their area of interest
    • Event management team will confirm attendees’ registration after they receive payment
    • Screen to capture information about payment received from attendees
    • Display speaker profile on the public facing page (speakers should be shown with events)
    • Event management team should be able to create, edit/ update, cancel events
    • Any cancellation of event will require Event Manager’s approval
    • Event management team should be able to add speakers (include their contact details and skills)
    • Event management team should be able to map speaker/s for an event

    Event Manager should be able to see the following reports:

    • Cancelled Events with Speaker information
    • Events Completed with Speaker information
    • All empanelled speakers
    • Events sent for cancellation approval
    • Attendees registering on site
    • Events with confirmed attendees
    • Event Manager should have access to a dashboard covering key reports
    • Confirmed attendees and Speaker/s should be notified about – any (date/ time/ location related) changes to their events

     

    Optional requirements:

    • All confirmed attendees should get an email with feedback link after the event
    • Attendees should be able to rate the event and the speaker on the scale of 1 to 5 (5 being highest)
    • Show event wise and speaker wise feedback scores to Event manager

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Course Features

  • Students Limited
  • Certificate Yes
  • Skill Advance
  • Category Cloud

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    Training Features

    Live Online Training

    Live online training session will be given by our trainers and are available to answer your queries.

    Time flexibility

    We conduct classes in most of the day. We are flexible to train you according to your schedule.

    Real time scenario

    All of our trainers are come from different industry they are experts in explaining scenarios that are happening in real time.

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