+91 99120 10200 info@anvisto.com

Digital Marketing

Our Salesforce certification will enable you to clear Salesforce Certified Administrator (ADM 201) and Certified Platform App Builder certification exams (DEV 402). Master Salesforce Administration, App Builder, and SFDC, skills in this online Salesforce training course.

Digital Marketing

Overview

Anvisto offers both live instructor-led classroom training and self-paced online training for you to become a Salesforce Administrator or Consultant. You will be fully trained in handling the Salesforce instance, platform, database, application design, platform configuration, automation processes, project management, application development using Lightning, and more in this Salesforce course online.

Key Highlights

One-on-One with Industry

Placement Assistance

1:1 Mock Interview

 

Who Can Apply?

  • Salesforce Professionals, Software Administrators, App Builders
  • Developers, Analysts, IT Managers
  • Sales Managers, Executives, and any enthusiast who is willing to learn the Salesforce CRM can take up this certification etc.

Curriculum

Module 01 - Salesforce Fundamentals

1.1 Introduction to Salesforce
1.2 Overview of Salesforce, its Editions
1.3 Home Page Customization
1.4 User Management
1.5 Apps Creation
1.6 Core CRM Objects Capabilities
1.7 Declarative Customizations Boundaries
1.8 Programmatic Customizations Use Cases

Module 02 - Quote Templates – Preview, Create, and Activate

2.1 Introduction to Quote Templates
2.2 Quote record creation, its template, and quote PDF

Module 03 - Field Types and Salesforce Objects

3.1 Field types overview
3.2 Standard fields modification
3.3 Creation of auto-number, formula, roll-up summary, lookup & master-detail, and checkbox fields
3.4 Creation of number, currency, and percent fields
3.5 Creation of geolocation, phone, and email fields
3.6 Creation of date & time fields
3.7 Creation of text and text area fields
3.8 Creation of URL, encrypted fields, etc.
3.9 Salesforce objects introduction
3.10 Components, standard objects, and its modification
3.11 External objects and creation of custom objects

Module 04 - Creation of Custom Buttons, Link units, and Actions

4.1 Creation of buttons, links, and actions overview
4.2 Creation of new records with actions
4.3 Call logging with actions
4.4 Record updating
4.5 Creation of custom buttons and custom links, etc.

Module 05 - Salesforce Workflow, Schema Builder, and Process Builder

5.1 Overview of visual workflow, schema builder, and process builder
5.2 Creation of visual flow
5.3 Modification of the existing workflows
5.4 Creation of process
5.5 Field creation in the schema builder

Module 06 - Validation and Workflow Rules

6.1 Overview of validation rules, its creation
6.2 Creation of formulas
6.3 Creation of error messages
6.4 Overview of workflow rules
6.5 Creation of Workflow rule, Field update, Task assignment, Email alert

Module 07 - Creation of Role Hierarchy

7.1 Overview of the role hierarchy
7.2 Creating

  • Roles
  • Groups
  • Permission Sets

7.3 Enabling field history
7.4 Assigning Roles to Users

Module 08 - Security Data Security Model

8.1 Restricting logins
8.2 Object access determination
8.3 Record access configuration
8.4 Creation of role hierarchy
8.5 Record access exceptions

Module 09 - Salesforce User Profiles

9.1 Profiles introduction
9.2 Overview of standard profiles
9.3 Page layouts assigning
9.4 Settings

  • Custom app and its access
  • Tab
  • Record type

9.5 Permissions

  • Administrative
  • General user
  • Standard object
  • Custom object

9.6 Password guidelines
9.7 Session timeout, hours of log in, IP ranges
9.8 Field-level security
9.9 Access of Apex and Visualforce

Module 10 - Salesforce Reporting and Dashboards

10.1 Reports introduction
10.2 Report formats
10.3 Creation of:

  • Leads report
  • Creating contacts
  • Accounts report
  • Opportunity report
  • Charts
  • Scheduling report
  • Campaign report
  • Report formula

10.4 Using report to add the leads to campaign
10.5 Reports export to Excel
10.6 Dashboards introduction
10.7 Dashboard

  • Creation and refreshing dashboard
  • Modifying columns
  • Adding filter
  • Adding reports
  • Interfaces

10.8 Access management
10.9 Dynamic dashboards configuration
10.10 Report builder activation on profiles

Corporate Training 

We give Corporate Employees the Training They Need to Learn & Lead

Details

Flexible Timings

36 Hours Training

Certification

24/7 Support

Student Success Stories

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Name Goes Here

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Name Goes Here

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Name Goes Here

Frequently Asked Questions

Why should I enroll in this Data Science certification course?

We offer the best Data Science courses online for professionals who want to expand their knowledge base and start a career in this field. There are many reasons for choosing Intellipaat:

  • A personal mentor to track your progress
  • Immersive online instructor-led sessions conducted by SMEs
  • Extensive LMS, allowing you to view recorded sessions within 3 hours
  • Real-time exercises, assignments, and projects
  • 24/7 learning support
  • A large community of like-minded learners
  • Industry-recognized Intellipaat badge
  • Personalized job support
What will you learn in this best Data Scientist course?

We offer the best Data Science courses online for professionals who want to expand their knowledge base and start a career in this field. There are many reasons for choosing Intellipaat:

  • A personal mentor to track your progress
  • Immersive online instructor-led sessions conducted by SMEs
  • Extensive LMS, allowing you to view recorded sessions within 3 hours
  • Real-time exercises, assignments, and projects
  • 24/7 learning support
  • A large community of like-minded learners
  • Industry-recognized Intellipaat badge
  • Personalized job support
Can I repeat the classes?

We offer the best Data Science courses online for professionals who want to expand their knowledge base and start a career in this field. There are many reasons for choosing Intellipaat:

  • A personal mentor to track your progress
  • Immersive online instructor-led sessions conducted by SMEs
  • Extensive LMS, allowing you to view recorded sessions within 3 hours
  • Real-time exercises, assignments, and projects
  • 24/7 learning support
  • A large community of like-minded learners
  • Industry-recognized Intellipaat badge
  • Personalized job support
Do you offer live projects as assignments?

We offer the best Data Science courses online for professionals who want to expand their knowledge base and start a career in this field. There are many reasons for choosing Intellipaat:

  • A personal mentor to track your progress
  • Immersive online instructor-led sessions conducted by SMEs
  • Extensive LMS, allowing you to view recorded sessions within 3 hours
  • Real-time exercises, assignments, and projects
  • 24/7 learning support
  • A large community of like-minded learners
  • Industry-recognized Intellipaat badge
  • Personalized job support

Related Courses

agile transformation

Agile Transformation

Devops

Salesforce Bootcamp

Salesforce Bootcamp

anvisto white
Contact

Email: info@anvisto.com

Phone: +91 99120 10200

Location Plot no 229 (South), Huda Colony, Rambagh, Attapur, Hyderabad, Telangana, India 500048