About Salesforce Service Cloud Course
Salesforce Admin and App Builder training is designed to empower individuals with the skills and knowledge necessary to effectively manage and customize Salesforce implementations. Salesforce Admins play a pivotal role in configuring and maintaining the Salesforce platform to align with an organization’s business processes. They learn to create and manage users, set up security and data access controls, build and customize reports and dashboards, and perform routine administrative tasks critical to the smooth functioning of Salesforce. Moreover, Salesforce Admins gain insights into best practices for optimizing the user experience and ensuring data integrity, making them central figures in driving efficiency and productivity within their organizations.
On the other hand, Salesforce App Builder training equips individuals with the expertise to design and create custom applications on the Salesforce platform without needing extensive coding skills. App Builders leverage the power of declarative tools and components to build user-friendly and tailored solutions. They learn to use Lightning App Builder to create custom pages, Lightning components to add functionality, and Salesforce automation tools to streamline business processes. This training enables them to bridge the gap between business needs and technology solutions, allowing organizations to rapidly respond to changing requirements and stay competitive in a dynamic business landscape. In essence, Salesforce Admin and App Builder training are essential for those seeking to become proficient in harnessing the full potential of Salesforce to drive digital transformation within their organizations
Salesforce Service Cloud Course Content
Week 1-2: Introduction to Salesforce and Setup
- Week 1: Introduction to Salesforce
- What is Salesforce?
- Salesforce Ecosystem Overview
- Role of Admin and App Builder
- Week 2: Setting Up Your Salesforce Environment
- Signing up for a Developer Org
- Tour of Salesforce Setup
- Navigating Salesforce Interface
Week 3-4: Salesforce Basics and Data Management
- Week 3: Salesforce Objects and Data Modeling
- Standard vs. Custom Objects
- Creating Custom Objects and Fields
- Week 4: Data Import and Management
- Data Import Wizard
- Data Validation Rules
- Record Types and Page Layouts
Week 5-6: User and Security Management
- Week 5: User Management
- User Creation and Profiles
- Permission Sets and Role Hierarchy
- Week 6: Security and Access Control
- Object-level and Field-level Security
- Sharing Rules and Record Ownership
Week 7-8: Automation and Workflow
- Week 7: Workflow Rules and Process Builder
- Creating Workflow Rules
- Using Process Builder for Automation
- Week 8: Approval Processes and Validation Rules
- Creating Approval Processes
- Implementing Validation Rules
Week 9-10: Reports and Dashboards
- Week 9: Creating Reports
- Building Reports and Dashboards
- Report Types and Custom Report Types
- Week 10: Advanced Reporting and Dashboard Features
- Cross-object Reporting
- Dashboard Components
Week 11-12: Salesforce App Builder
- Week 11: Lightning Platform Fundamentals
- Introduction to Lightning Components
- Lightning App Builder
- Week 12: Building Custom Applications
- Building Lightning Pages
- Creating Custom Lightning Components
- Deploying Apps to AppExchange
Final Week: Project and Certification Preparation
- Project Phase:
- Participants work on a real-world Salesforce project
- Instructor support and guidance
- Certification Preparation:
- Exam format and tips
- Practice exams and mock interviews
- Review of key course topics
Course Materials:
- Salesforce Trailhead modules and resources
- Online documentation and Salesforce help guides
- Textbooks and recommended readings
- Sample datasets for hands-on practice
Assessment and Certification:
- Weekly quizzes and assignments
- Mid-term and final exams
- Course project completion
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