Salesforce Administrator and App Builder

(Developer) ADM & DEV 402 - Course Agenda

Module 1: ADM 201 & App Builder DEV 402

Overview & Org Settings

 Salesforce Organization creation

 Understand Salesforce & Organization setting

 Licensing

Fundamentals of Salesforce

 Declarative customization Vs Programmatic customization

 User Setup

Understanding Salesforce Structure

 Application Creation

 Object Creation

 Scope and Benefits of external objects / ID

Module 2: ADM 201 & App Builder DEV 402

 Fields Creation-Deletion & Types

 Dependent Fields

 Field Tracking

 Formula Fields

Validation Rule

 Standard Validation

 Custom Validation

Business process with Standard Objects

 CRM objects & Relationship Model

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Module 3: ADM 201 & App Builder DEV 402

 Sales Process

 Service Process

 Sales Productivity Feature

Security Settings

 Network Security measures & Audit

 Organization Wide Defaults

 Profiles

Module 4: ADM 201 & App Builder DEV 402

 Permission Set

 Role Hierarchy & Roles

 Sharing Rules

 Manual Sharing

UI with Business Logic

 Page Layout

Module 5: ADM 201 & App Builder DEV 402

 Record Type

 Custom buttons

 Custom links

 Actions

 List View

Reports

 Join Reports

 Tabular report

Module 6: ADM 201 & App Builder DEV 402

 Summary Report

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  Matrix Report

 Date Filters

 Bucket Fields

 Custom Report Types

 Report Scheduling & Sharing Concepts

Dashboards

 Using Dashboards

Module 7: ADM 201 & App Builder DEV 402

 Folders access & Scope to Store

Data Management

 Data Loader

Module 8: ADM 201 & App Builder DEV 402

 Data Import

 Data Export

Relationship

 Lookup Relationship

 Master Detail Relationship

 Rollup Summary Fields

 Many to many Relationship

Module 9: ADM 201 & App Builder DEV 402

 Hierarchical Relationship

 Schema Builder

Salesforce Automation

 Workflow Rules

 Actions in Workflow

 Time dependent Actions

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Module 10: ADM 201 & App Builder DEV 402

 Approval Process

 Field updates and recursion

Salesforce Apps

 AppExchange

Module 11: ADM 201

Campaign Management

 Campaigns

 Campaign Members

 Campaign Influence

Team Management

 Queues

 Public Group

Salesforce Standard Object

 Account Teams

 Opportunity Teams

 Product and Price Book

 Solution Management

 Ideas

Module 12: ADM 201

 Answers

 Knowledge

 Activity Management

 Content

Case activities

 Case Teams

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  Case Assignment Rules

 Escalation Rules

Lead activities

 Lead Conversion

 Web to Lead

Module 13: ADM 201

 Lead Assignment Rules

 Lead Auto-Response Rules

Mobile

 Features of SalesforceA & Salesforce1 Features

Miscellaneous

 Communities

 Salesforce and Outlook

 Chatter

Module 14: App Builder DEV 402

Lightning in Salesforce

 Declarative options for Lightning Components

 Visual Workflow

 Lightning Process Builder

Module 15: App Builder DEV 402

App Deployment

 Milestones & Considerations in application lifecycle

 Sandbox & Types

 Considerations using various types of sandboxes

 Change sets & Types

 Types of Packages

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  Deployment & Best Practice

Module 16: App Builder DEV 402

Salesforce getting Social

 What is Social?

 Features

Salesforce Mobile & Apps

 Declarative customization in Salesforce1

 Global and object-specific actions in Salesforce1

 Action layouts in Salesforce1

Module 17: ADM 201 & App Builder DEV 402

 Project

For information on the course, visit: http://www.simplilearn.com/virtualization-and-cloud-computing/salesforce-administrator-and-

developer-training

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