Learn how to manage customers and your business team using the Salesforce features
Key Features
- Learn how to set up a user-friendly Salesforce environment
- Gain skills required to pass the Salesforce admin (ADM201) certification exam
- Understand how to automate complex business scenarios with the latest Salesforce tools
Book Description
Discover how Salesforce unifies company departments and customers, offering customization and flexibility as the leading CRM tool. This course equips you with the skills needed to become a certified Salesforce admin.
The course starts by highlighting the learning objectives and explains the setup process of the developer sandbox. Next, you will learn to create your first Salesforce application and learn how to implement security using profiles, roles, and sharing settings. Moving along, you will get grips with the Salesforce data model and understand object relationships. Next, you will learn to grasp the techniques required to create and modify the user interface and understand the role of sales and service clouds in the Salesforce. Later, you will learn to automate complex business scenarios and efficiently manage data. Finally, you will learn to create appealing reports and dashboards and understand how to use activity management to build a communication bridge for users and customers.
By the end of this course, you will have the knowledge required to pass the Salesforce admin (ADM201) certification exam and develop the skills to manage the Salesforce without any hassles.
What you will learn
- Distinguish between lighting and classic interface
- Design and build custom Salesforce applications
- Manipulate objects, fields, and relationships in Salesforce
- Enforce security across users, roles and permissions
- Discover how to import and export Salesforce data
- Find out when to use AppExchange in Salesforce
Who this book is for
This course is designed for absolute beginners or experienced professionals who want to acquire Salesforce skills and want to prepare for the Salesforce admin (ADM201) certification exam. There are no prerequisites to start this course.