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.
duration
75 Days
NEXT BATCH
Dec 11, 2024
mode
Online
payment options
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.
Efficient management of Salesforce implementation
User management and support for a seamless user experience
Data management and analytics for informed decision-making
Automation of repetitive tasks for increased productivity
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.
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.
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
75 Days COURSE
6 hours, 30 minutes
Course Introduction
+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
+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
+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
+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
+Object Manager & Lightning App Builder - Customize data structure & design user interfaces effortlessly.
Creating and customizing objects and fields
Building Lightning apps and pages
0 minutes
Salesforce Security Model
+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
+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
+Automate repetitive tasks, streamline processes, and enhance efficiency within Salesforce Admin
Workflows and approval processes
Process Builder
3 hours, 40 minutes
Report & Dashboard
+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
+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
+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.
Certificate of Completion
Salesforce Admin Certification, providing hands-on experience in Salesforce settings, data models, business logic, interfaces, and data management.
Admission Process at Cokonet
The course admission process at Cokonet involves streamlined procedures ensuring efficient enrollment for prospective students.
Step 1Speak With our Career Counselor
Our career counselor will help you identify the suitable course for you.
Step 2Complete Payment
Finalize the transaction securely, using the provided payment methods.
Step 3Get Enrolled
Enroll in the chosen course, providing personal details and payment information.
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Financing & Support
0% Interest Loans
Access 0% interest loans (6/9/12 Months EMI) for your education, ensuring affordability while you pursue your dreams.
Pay in Installments
Ease your financial burden with our convenient installment payment options.
Scholarships
We believe in supporting aspiring learners by providing financial aid to help them pursue their dreams.
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.
Salesforce Admin ensures user proficiency by creating friendly interfaces, providing training materials, and offering ongoing support.
While certification is not always mandatory, it is highly valued by employers as it demonstrates expertise and commitment to the Salesforce platform, improving job prospects.
Yes, hands-on experience is crucial for gaining proficiency in Salesforce Admin tasks. You can gain experience through projects, internships, or volunteering opportunities.
Yes, you can specialize in areas like security, automation, reporting, or data management by gaining advanced knowledge and experience in these areas.
