Master Salesforce Admin With Jeet Singh

Salesforce Admin for Beginners to Experts
What you'll learn
Get started with Salesforce and CRM - Understand the Basics
Learn to build an App in Salesforce
Learn to work with bulk data in Salesforce using Data Loader, Import Wizard and Command Line Data Loader
Complete a Case study of a custom app development in Salesforce
Learn to manage Access and permissions f users in Salesforce
Requirements
No prior knowledge of programming or any other skill needed
Description
Salesforce is one of the most popular technologies in the Market today that can help you take your career to completely new heights. While a lot of people aspire to make a career in Salesforce, they often struggle to decide on how to get started on a successful career journey to becoming an Expert in Salesforce. Here is a the course to get you started and set up for a successful long run on Salesforce expert track. This course begins with the most basic fundamentals of Salesforce and covers all the important aspects of the day to day activities pf Salesforce administrators such as User Management, Data Management, Configurations, OOTB Customizations etc. In this course you will learn the followingGetting the Fundamentals ClearWhat is SalesforceOn-Premise v/s On-Cloud CRMRole of Salesforce AdministratorIntroduction to Salesforce EditionsCreate a Free Developer EditionPersonalize your Salesforce OrgWorking with Salesforce AppsWorking with Salesforce AppsIntroduction to Standard Salesforce Sales AppConverting Lead to OpportunityBuild an App in SalesforceUnderstand MVC FrameworkBusiness requirements for the AppSetting up Schema for the AppStart Building your AppUnderstanding Field TypesBuild Your App - Step by StepCustom App Development - Part 1Custom App Development - Part 2User Management in SalesforceIntroduction to Users in SalesforceUnderstanding System Administrator TasksUser Licenses in SalesforceUnderstanding more about User LicensesBasics of Profiles & Roles in SalesforceAdding Users in SalesforceFreezing or Deactivating Users in SalesforceUnderstanding Groups in SalesforceUnderstanding Queues in SalesforceUnderstanding types of User AccessProfiles in SalesforceProfiles - Sample ScenarioSetting up Profiles in SalesforcePermission Sets in SalesforceCreating & Assigning Permission Sets in SalesforceData Management in SalesforceOverview of Data ManagementData Management ToolsData Import WizardData LoaderData Loader v/s Import WizardSetting up Data LoaderInsert Records using Data LoaderUpdate Records using Data LoaderDelete Records using Data LoaderHard Delete Records using Data LoaderExport Records using Data LoaderExport All Records using Data LoaderUpsert Records using Data LoaderValidation RulesWorking with Validation RulesMore about Validation RulesWorkflow RulesWorkflow Rules OverviewExample of Workflow Rule - Part 1Example of Workflow Rule - Part 2Process BuilderIntroduction to Process BuilderProcess Builder v/s Workflow RuleExample of Process Builder - Part 1Example of Process Builder - Part 2Approval ProcessIntroduction to Approval ProcessExample of Approval Process - Part 1Example of Approval Process - Part 2Example of Approval Process - Part 3Approving / Rejecting Approval RequestsMulti-Step Approval ProcessApproval Process Limits
Overview
Section 1: Getting the Fundamentals Clear
Lecture 1 What is Salesforce
Lecture 2 On-Premise v/s On-Cloud CRM
Lecture 3 Role of Salesforce Administrator
Lecture 4 Introduction to Salesforce Editions
Lecture 5 Create a Free Developer Edition
Lecture 6 Personalize your Salesforce Org
Section 2: Working with Salesforce Apps
Lecture 7 Working with Salesforce Apps
Lecture 8 Introduction to Standard Salesforce Sales App
Lecture 9 Converting Lead to Opportunity
Section 3: Build an App in Salesforce
Lecture 10 Understand MVC Framework
Lecture 11 Business requirements for the App
Lecture 12 Setting up Schema for the App
Lecture 13 Start Building your App
Lecture 14 Understanding Field Types
Section 4: Build Your App - Step by Step
Lecture 15 Custom App Development - Part 1
Lecture 16 Custom App Development - Part 2
Section 5: User Management in Salesforce
Lecture 17 Introduction to Users in Salesforce
Lecture 18 Understanding System Administrator Tasks
Lecture 19 User Licenses in Salesforce
Lecture 20 Understanding more about User Licenses
Lecture 21 Basics of Profiles & Roles in Salesforce
Lecture 22 Adding Users in Salesforce
Lecture 23 Freezing or Deactivating Users in Salesforce
Lecture 24 Understanding Groups in Salesforce
Lecture 25 Understanding Queues in Salesforce
Lecture 26 Understanding types of User Access
Lecture 27 Profiles in Salesforce
Lecture 28 Profiles - Sample Scenario
Lecture 29 Setting up Profiles in Salesforce
Lecture 30 Permission Sets in Salesforce
Lecture 31 Creating & Assigning Permission Sets in Salesforce
Section 6: Data Management in Salesforce
Lecture 32 Overview of Data Management
Lecture 33 Data Management Tools
Lecture 34 Data Import Wizard
Lecture 35 Data Loader
Lecture 36 Data Loader v/s Import Wizard
Lecture 37 Setting up Data Loader
Lecture 38 Insert Records using Data Loader
Lecture 39 Update Records using Data Loader
Lecture 40 Delete Records using Data Loader
Lecture 41 Hard Delete Records using Data Loader
Lecture 42 Export Records using Data Loader
Lecture 43 Export All Records using Data Loader
Lecture 44 Upsert Records using Data Loader
Section 7: Validation Rules
Lecture 45 Working with Validation Rules
Lecture 46 More about Validation Rules
Section 8: Workflow Rules
Lecture 47 Workflow Rules Overview
Lecture 48 Example of Workflow Rule - Part 1
Lecture 49 Example of Workflow Rule - Part 2
Section 9: Process Builder
Lecture 50 Introduction to Process Builder
Lecture 51 Process Builder v/s Workflow Rule
Lecture 52 Example of Process Builder - Part 1
Lecture 53 Example of Process Builder - Part 2
Section 10: Approval Process
Lecture 54 Introduction to Approval Process
Lecture 55 Example of Approval Process - Part 1
Lecture 56 Example of Approval Process - Part 2
Lecture 57 Example of Approval Process - Part 3
Lecture 58 Approving / Rejecting Approval Requests
Lecture 59 Multi-Step Approval Process
Lecture 60 Approval Process Limits
Beginner to Intermediate Salesforce Professionals


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