CoursesCustomer Relationship Management (CRM)Salesforce Admin
CACR090

Salesforce Admin

Master Salesforce application management: configure settings, design models, implement logic, customize interfaces, ensure security, manage data, automate processes, and create reports. Propel your career with optimized Salesforce skills.

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duration

75 Days

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NEXT BATCH

Dec 11, 2024

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mode

Online

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payment options

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Programoverview

Program Overview

Master Salesforce administration: configure CRM, automate processes, and create reports. Gain hands-on experience with Data Import Wizard and Apex Data Loader, driving organizational success.

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Efficient management of Salesforce implementation

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User management and support for a seamless user experience

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Data management and analytics for informed decision-making

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Automation of repetitive tasks for increased productivity

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Eligiblility

For our Salesforce admin course, candidates need a bachelor's degree or equivalent, basic computer skills, analytical thinking, and effective communication. Prior Salesforce knowledge is helpful but not required.

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Why should you learn?

Upon completion, learners will proficiently manage Salesforce applications, from configuring settings to creating reports and dashboards, ensuring data security, and automating processes.

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Possible Job Roles

After completing the Salesforce Admin course, learners can pursue roles such as Salesforce Administrator, Salesforce Developer, Salesforce Consultant, CRM Manager, or Business Analyst.

Salary Range

3 to 12 Lakhs Per Annum

Course-modules

Course Modules

75 Days COURSE

6 hours, 30 minutes

Course Introduction

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Learn the fundamental concepts of ERP, CRM, and Cloud Computing. Dive into Salesforce CRM, exploring its editions and setting up a Dev Org. Understand the distinction between Production and Test environments. Configure personal and company settings in Salesforce and implement Chatter for effective communication and collaboration.
  • Overview of ERP & CRM.

  • Overview of cloud Computing

  • Salesforce CRM on demand

  • Salesforce Edition

  • Setting up Dev Org

  • SFDC- Personal Setup and Company Setup

  • PROD vs Test

  • Setup Chatter

6 hours

Designing & Building your Data Model

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This module focuses on designing and constructing a comprehensive data model within Salesforce. It begins with the initiation of a Salesforce application and proceeds to create app, object, and tab structures. Participants will also learn to define fields using various types, manage relationships like master-detail and lookup, and utilize the Schema Builder for effective data modeling.
  • SFCD Application – How to Start

  • Create App/Object / Tab

  • Create Field with various Field types

  • Master – Detail & Lookup

  • Many to Many relationships

  • Schema Builder

4 hours

Implementing Business Logic

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Explore the implementation of essential business logic in Salesforce with this module. Discover how to create formula fields and cross-object formulas for automated calculations. Learn to enforce data integrity using validation rules. Master the use of roll-up summary fields for aggregated data and field dependencies to manage dynamic field behavior based on specific conditions.
  • Formula fields & Cross object Formulas

  • Validation Rule

  • Roll up summery Fields

  • Field Dependency

3 hours

Configuration

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Configure and set up Salesforce CRM functionalities efficiently. Streamline processes and optimize workflows.
  • Company settings (fiscal year, business hours, currency)

  • User interface administration

  • User setup and management

2 hours

Object Manager & Lightning App Builder

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Object Manager & Lightning App Builder - Customize data structure & design user interfaces effortlessly.
  • Creating and customizing objects and fields

  • Building Lightning apps and pages

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Salesforce Security Model

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Delve into Salesforce's robust security model in this module. Learn to create and manage users, roles, public groups, and queues for streamlined access control. Explore profile creation and management, implementing field-level security, and utilizing permission sets. Discover how to control record visibility through organization-wide defaults, role hierarchies, and sharing rules, ensuring data security and privacy.
  • Salesforce Security Modal – An Overview

  • Create & Manage Profiles

  • Field Level Security

  • How to use Permission Set?

  • Control Record visibility using OWD

  • Control Record visibility using Role Hierarchy

  • Control Record visibility using Sharing Rule

1 day, 8 hours

Data Management

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This module offers a comprehensive exploration of Salesforce data management tools. Learn to efficiently import, update, and upsert data using the Data Import Wizard and Apex Data Loader. Discover how to export data and schedule exports for automated retrieval. Additionally, understand the importance of setting up search layouts for efficient data retrieval.
  • Tools for Data management. Which one to use?

  • Import/ Update/ Upsert data using Data Import Wizard

  • Import/ Update/ Upsert data using Apex Data Loader

  • Data Export & Schedule Export

  • Setting up Search Layout

2 hours

Workflow/Process Automation

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Automate repetitive tasks, streamline processes, and enhance efficiency within Salesforce Admin
  • Workflows and approval processes

  • Process Builder

3 hours, 40 minutes

Report & Dashboard

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This module provides a comprehensive overview of creating and utilizing reports and dashboards in Salesforce. Learn to convert business requirements into actionable insights using the Report Builder tool. Create tabular, summary, matrix, and joined reports, along with custom report types. Master dashboard creation, including dynamic filters and scheduling dashboard refreshes for real-time data analysis.
  • How to Convert Business Requirement to Report & Dashboard

  • How to Use Report Builder?

  • Create Tabular Report

  • Create Summary Report

  • Create Matrix Report

  • Create Joined Report

  • Create Custom Report type

  • How to Schedule Report?

  • Create Dashboard with Dashboard component for Matrix and summary Report

  • Create Dashboard with Dashboard component for Tabular and Joined Report

  • Set up Dynamic Dashboard Filters

  • Scheduling Dashboard Refresh

1 hour

Salesforce SALES Cloud

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This module provides a detailed exploration of Salesforce Sales Cloud. Understand its features and functionalities, with a focus on lead automation tools and campaign management. Learn how to leverage these tools effectively to drive sales and enhance customer relationships, setting the stage for sales success.
  • Overview of Sales Cloud

  • Explore lead automation and campaign management in Salesforce Sales Cloud

2 hours

Salesforce SERVICE Cloud

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The Salesforce Service Cloud module provides an overview of its capabilities, focusing on case management automation. It covers case creation, assignment, prioritization, tracking, and integration with Salesforce Knowledge. Students learn to automate case management tasks using rules, workflows, and macros, enhancing customer service efficiency.
  • Overview Of Service Cloud

  • Automate case management by creating an assignment rule to assign high-priority cases to senior agents based on priority field criteria.

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Certificate of Completion

Salesforce Admin Certification, providing hands-on experience in Salesforce settings, data models, business logic, interfaces, and data management.

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Program Cohorts

Dec 2024 Batch

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Admission Process at Cokonet

The course admission process at Cokonet involves streamlined procedures ensuring efficient enrollment for prospective students.

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Speak With our Career Counselor

Our career counselor will help you identify the suitable course for you.

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Complete Payment

Finalize the transaction securely, using the provided payment methods.

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Enroll in the chosen course, providing personal details and payment information.

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Financing & Support

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0% Interest Loans

Access 0% interest loans (6/9/12 Months EMI) for your education, ensuring affordability while you pursue your dreams.

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Pay in Installments

Ease your financial burden with our convenient installment payment options.

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Scholarships

We believe in supporting aspiring learners by providing financial aid to help them pursue their dreams.

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Laptop Support

Seamless assistance with our comprehensive laptop support services.

Salesforce Admin: Frequently Asked Questions (FAQs)

Explore our comprehensive FAQ to learn more about how this course can help you succeed in Salesforce administration.

Yes, this course is designed for beginners with no prior experience in Salesforce.