Salesforce Administrator – 201 and App Builder

Aspiring Salesforce Administrators and App Builders
CRM professionals and consultants
Project managers and business analysts working with CRM platforms
Developers and system administrators looking to move into Salesforce roles
Fresh graduates or professionals seeking a career in Salesforce ecosystem

No mandatory prerequisites
Prior experience with any CRM system, development, or administration is helpful but not required
Learners must complete the 4-day training program before attempting the exams
Register for the certification exams directly on the Salesforce website
Select the required exam (Administrator or App Builder), date, and exam mode (online or onsite – both proctored)
Review exam guidelines before the test
Exams are closed-book and no reference material is allowed
Passing scores:
Administrator (ADM-201): 65%
Platform App Builder: 63%
A stable internet connection is required for online training and online proctored exams

4 days of intensive instructor-led classroom or live online training
Downloadable courseware (lifetime single-user access after download)
Practical labs and hands-on exercises
Practice tests and revision notes
35 contact hours / PDU certificate from Certification Guide
Support during exam preparation

Description

This hands-on Salesforce training program by Certification Guide prepares you to manage, configure, and build applications on the Salesforce platform and successfully clear both certification exams—Salesforce Certified Administrator (ADM-201) and Salesforce Certified Platform App Builder. The course covers administration, data management, security, automation, reporting, and application development using Lightning and declarative tools on the Salesforce platform.

Course Agenda

Introduction to Salesforce

Introduction to Salesforce

Lesson 01 – Salesforce Overview

Salesforce Salesforce Overview
Introduction to Salesforce
Salesforce Editions
Home Page Customization
User Management
Creating and Customizing Tabs
Creating an App
Uploading a Company Logo
Company Information Page
System Overview Page
Updating the Fiscal Year
Quiz
Case Study
Case study Demo
Key Takeaways
Conclusion

Lesson 02 – Sales Cloud

Introduction to Sales Cloud
Sales Cloud
Leads Home Page
Creating List Views
Creating and Converting Leads
Creating Accounts
Creating Contacts
Creating Email Templates
Sending Individual Emails
Sending Mass Emails
Creating and Managing Price Books
Creating Products
Creating Opportunities
Creating Activities
Creating a Web-to-Lead Form
Creating a Lead Assignment Rule
Creating a Lead Queue
Sending Mass Emails
Creating an Auto-Response Rule
Creating Campaigns
Record Types
Quiz
Case Study 1
Case Study Demo
Case Study 2
Case Study Demo 2
Key Takeaways
Conclusion

Lesson 03 – Quote Templates

Introduction to Quote Templates
Quote Templates
Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Modifying Quote Templates
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 04 – Service Cloud

Introduction to Service Cloud
Service Cloud
Creating Cases
Creating Case Assignment Rules
Creating Case Escalation Rules
Enabling Solutions
Creating Solutions
Attaching Solutions to Cases
Enabling Knowledge
Configuring Knowledge
Creating a Web-to-Case Form
Creating an Email-to-Case Address
Quiz
Case Study 1
Case Study 1 Demo
Case Study 2
Case Study 2 Demo
Key takeaways
Conclusion

Lesson 05 – Field Types

Introduction to Field Types
Field Types
Modifying Standard Fields
Creating Auto-number Fields
Creating Formula Fields
Creating Roll-Up Summary Fields
Creating Lookup and Master Detail Fields
Creating Checkbox Fields
Creating Currency, Number, and Percent Fields
Creating Date Field and Date and Time Fields
Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields
Creating Picklist and Multi-Select Picklist Fields
Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields
Creating Encrypted Fields
Creating URL Fields
Quiz
Case Study
Case Study Demo
Key takeaways
Conclusion

Lesson 06 – Salesforce Objects

Introduction to Salesforce Objects
Salesforce Objects
Standard Object Components
Renaming Standard Objects
Modifying Standard Objects
Understanding External Objects
Creating Custom Objects
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 08 – Visual Workflow, Process Builder, and Schema Builder

Introduction to Visual Workflow, Process Builder, and Schema Builder
Visual Workflow, Process Builder, and Schema Builder
Creating a Visual Flow
Modifying Existing Flows
Creating a Process in the Process Builder
Creating Fields in the Schema Builder Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 09 – Validation Rules

Introduction to Validation Rules
Validation Rules
Creating Validation Rules
Creating Formulas
Creating Error Messages
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 10 – Workflow Rules

Introduction to Workflow Rules
Workflow Rules
Creating a Workflow Rule
Creating a Workflow Rule Field Update
Creating a Workflow Rule Task Assignment
Creating a Workflow Rule Email Alert
Quiz
Case Study 1
Case Study Demo
Case Study 2
Case Study Demo
Key Takeaways
Conclusion

Lesson 11 – Lightning Components

Introduction to Lightning Components
Lightning Components
Installing Lightning Components
Lightning Component Capabilities
Lightning Components vs. Visualforce
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 12 – Role Hierarchy

Introduction to Role Hierarchy
Role Hierarchy
Viewing Role Hierarchy
Creating Roles
Enabling Field History
Creating Groups
Creating Permission Sets
Assigning Roles to Users
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 13 – Security Controls

Introduction to Security Controls
Security Controls
Viewing Object Security
Changing Default Record Access
Sharing Settings
Field Accessibility
Password Policies
Session Settings
Login Flows
Network Access
Activations
Session Management
Login Access Policies
Certificate and Key Management
Viewing Setup Audit Trail
Executing Expire All Passwords
Delegated Administration
Remote Site Settings
Named Credentials
File Upload and Download Security
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 14 – Profiles

Introduction to Profiles
Profiles
Standard Profiles Overview
Assigning Page Layouts
Field-Level Security
Custom App Settings and Access
Tab Settings
Record Type Settings
Administrative Permissions
General User Permissions
Standard Object Permissions
Custom Object Permissions
Password Policies and Session Timeout
Login Hours and IP Ranges
Enabling Apex and Visualforce Access
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 15 – Chatter

Introduction to Chatter
Chatter
Chatter Overview
Enabling Chatter
Enabling Chatter Feeds on Records
Configuring Chatter Groups
Creating Customer Groups
Creating a Free Customer Chatter User
Customizing Chatter Email Notifications
Configuring Salesforce to Salesforce
Accepting a Salesforce Connection
Sharing an Account via Salesforce to Salesforce
Enabling Ideas
Configuring Ideas Themes
Enabling Social Accounts
Enabling Libraries and Content
Customizing Libraries and Content
Uploading Documents to Libraries and Content
Configuring Salesforce
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 16 – Reports

Introduction to Reports
Reports
Understanding Report Formats
Creating a Leads Report
Creating Contacts and Accounts Report
Creating an Opportunity Report
Adding Leads to a Campaign from a Report
Creating a Report Chart
Scheduling Reports
Creating a Campaign Report
Summarizing Report Data
Creating a Report Formula
Exporting Reports to Excel
Quiz
Case Study 1
Case Study 1 Demo
Case Study 2
Case Study 2 Demo
Key Takeaways
Conclusion

Lesson 17 – Dashboards

Introduction to Dashboards
Dashboards
Understanding Dashboard Components
Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboards
Adding Filter to Dashboard
Managing Access to Reports
Adding a Report as a Dashboard Component
Setting Up Dynamic Dashboards
Enabling Dashboards for iPad
Modifying Report and Dashboard Interfaces
Activating the Report Builder on Profiles
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 18 – Data Management

Introduction to Data Management
Data Management
Importing Leads
Importing Contacts and Accounts
Using Mass Delete
Installing Data Loader
Importing Records with Data Loader
Updating Records with Data Loader
Deleting Records with Data Loader
Exporting Records with Data Loader
Adding a Field in the Schema Builder
Scheduling a Data Export
Creating and Using Sandbox
Mass Transferring Records
Reporting Snapshots
Working with Tags
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 19 – AppExchange

Introduction to AppExchange
AppExchange
AppExchange Overview
Finding and Selecting an App
Finding a Developer
Finding a Consultant
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 20 – Communities

Introduction to Communities
Communities
Creating a New Community
Topic Management
Recommendations Management
Reputation Management
Adding Members
Managing Tabs and Branding
Login and Registration
Community Preferences
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 21 – Change Sets and Deployment

Introduction to Change Sets and Deployment
Change Sets and Deployment
Outbound Change Sets
Inbound Change Sets
Deployment Settings
Deployment Status
Eclipse IDE
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 22 – User Interface

Introduction to User Interface
User Interface
User Interface General Options
User Interface Sidebar Options
User Interface Calendar Options
User Interface Name Settings
User Interface Setup Options
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 23 – Application Lifecycles

Introduction to Application Lifecycles
Application Lifecycles
Key Milestones and Considerations
Using Sandboxes for Development
Using Change Sets
Using Unmanaged Packages
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Lesson 24 – Help and Training

Introduction to Help and Training
Help and Training
Using Answers
Using Ideas
Searching for a Help Topic
Contacting Support
Trust Site
Known Issues
Quiz
Case Study
Case Study Demo
Key Takeaways
Conclusion

Salesforce Administrator – 201 and App Builder

Who Should Enroll

Requirements

Material Includes

Description

Course Agenda

Introduction to Salesforce

Introduction to Salesforce

Lesson 01 – Salesforce Overview

Salesforce Salesforce Overview

Introduction to Salesforce

Salesforce Editions

Home Page Customization

User Management

Creating and Customizing Tabs

Creating an App

Uploading a Company Logo

Company Information Page

System Overview Page

Updating the Fiscal Year

Quiz

Case Study

Case study Demo

Key Takeaways

Conclusion

Lesson 02 – Sales Cloud

Introduction to Sales Cloud

Sales Cloud

Leads Home Page

Creating List Views

Creating and Converting Leads

Creating Accounts

Creating Contacts

Creating Email Templates

Sending Individual Emails

Sending Mass Emails

Creating and Managing Price Books

Creating Products

Creating Opportunities

Creating Activities

Creating a Web-to-Lead Form

Creating a Lead Assignment Rule

Creating a Lead Queue

Sending Mass Emails

Creating an Auto-Response Rule

Creating Campaigns

Record Types

Quiz

Case Study 1

Case Study Demo

Case Study 2

Case Study Demo 2

Key Takeaways

Conclusion

Lesson 03 – Quote Templates

Introduction to Quote Templates

Quote Templates

Creating a Quote Record

Creating a Quote Template

Generating a Quote PDF

Emailing a Quote PDF

Modifying Quote Templates

Quiz

Case Study

Case Study Demo

Key Takeaways

Conclusion

Lesson 04 – Service Cloud

Introduction to Service Cloud

Service Cloud

Creating Cases

Creating Case Assignment Rules

Creating Case Escalation Rules

Enabling Solutions

Creating Solutions

Attaching Solutions to Cases

Enabling Knowledge

Configuring Knowledge

Creating a Web-to-Case Form

Creating an Email-to-Case Address