Salesforce Administrator Course and Program

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Module 1: Introduction to Salesforce

• What is Salesforce? Why Salesforce?, Salesforce Architecture, Features of Salesforce, Salesforce Products
• Dive into the world of Salesforce: what it is, its core functionalities, and its impact on businesses.
• Trailhead Account Setup, Developer Edition Org Setup,
• Explore Salesforce fundamentals, architecture, editions, and career paths to kickstart your journey in the Salesforce ecosystem follow the below link:

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YouTube – KSM1313Live

• What is Salesforce? Why Salesforce? Intro session
• Salesforce Lightning – Basic Navigation

Module 2: Object Manager and Lightning App Builder (20%)

• Mastering standard object architecture and relationships (parent/child, master-detail, lookup, junction)
• Creating, deleting, and customizing fields and page layouts across standard and custom objects
  • Exercise Customize a Salesforce Object >> Link
• Building user-centric Lightning apps for streamlined navigation and experience
• Unleashing the power of Lightning components and templates
• Salesforce Demo

YouTube – KSM1313Live

Module 3: Configuration and Setup (20%)

• Overview of Security, Setting up user profiles, permissions, and sharing models
• Implementing robust data security and access controls, Data Security Model
• Optimizing system performance and data integrity
• Object Level Security, Field Level Security
• Profile, Permission Set, Permission Set Group”
• Tailoring settings and features to specific organizational needs

YouTube – KSM1313Live

• Data Security in Salesforce – Training Session – Organization – Objects – Fields – Records
• Data Security 2 – Salesforce Profile and Permissions Sets – Sales and Support Operation

Module 4: Sales and Marketing Applications (12%)

• Streamlining case management, knowledge base creation, and self-service portals
• Implementing escalation processes and approval workflows
• Enhancing customer satisfaction with proactive outreach and personalized support
• Leveraging chatbots and AI-powered features for improved efficiency

Bonus Module: CV Kick-Off / Interview

• CV – Templates Review
• Open Discussion
• Other Websites or Trailhead Practice

Career Path

• Trailblazer Community Group Meetings, Join groups to meet and collaborate with Trailblazers, based on location, role, or interests.
• Career Paths – Learn in-demand skills for free, connect with experts, and transform your career with Salesforce. Link
• Choose the Role – BLAZE NEW TRAILS IN YOUR CAREER

YouTube – KSM1313Live

• Switch to Salesforce – New Career
• Salesforce Functional Consultant Vs Business Analyst – What’s the difference?

Module 5: Productivity and Collaboration (7%)

• Master the art of communication and collaboration with Chatter
• Secure file sharing, document management, and team calendars
• Utilize tasks, projects, and collaborative tools for seamless team coordination
• Boosting organizational productivity and knowledge sharing
• Use Case 2

Module 6: Data and Analytics Management (14%)

• Designing insightful reports and dashboards with visual data insights
  • Small Project Exercise to create Reports & Dashboards on Opportunity
• Leveraging data for informed decision-making and performance optimization
• Deep dive into analytics tools and techniques for advanced data manipulation
• Maintaining data accuracy and integrity through effective governance practices

YouTube – KSM1313Live

• Chapter 1 – Salesforce Reporting and Dashboard – Report Requirements – Reporting users
• Chapter 2 – Salesforce Reporting – Report Requirements – Reporting users – Solution

Module 7: Flows/Workflow/Process Automation (16%)

• Flow 1 Building powerful flows to automate repetitive tasks and complex processes
• Flow 2 Mastering process builders and flows for advanced automation scenarios
• Validation – Implementing custom validation rules for enhanced control
• Optimizing organizational efficiency and minimizing manual work

Bonus Module: AppExchange Exploration

• Navigate the AppExchange to discover and evaluate potential solutions
• Identify apps that address specific business needs and challenges
• Install, configure, and integrate AppExchange solutions with your Salesforce instance
• Explore best practices for app management and governance
• Use Case 3

YouTube – KSM1313Live

• Creditsafe – Salesforce App Exchange – Credit Scores – Create Leads

Project Work

• Apply your acquired knowledge to a realistic project simulating a business scenario
  • Build Your Personal Portfolio on Salesforce > Click Project Scenario
• Work in teams to design, configure, and automate processes within a dedicated Salesforce environment
• Present your project results and demonstrate your skills and understanding
• Each module will include

Clear explanations with real-world examples and case studies
Hands-on exercises, labs, and practice scenarios
Instructor-led discussions, Q&A sessions, and personalized feedback
Access to online resources, support materials, and a dedicated Salesforce community