What you'll learn

Salesforce Associate Exam Preparation

Introduction to Salesforce

Salesforce Ecosystem

Salesforce Trailhead

Salesforce Customer 360

Salesforce Products & Solutions

Salesforce careers and roles

Salesforce Lightning navigation

User Creation

Salesforce Data Model

Salesforce objects & fields

Salesforce relationships

Creating custom fields

Validation rules

Salesforce security

Reports & Dashboards

Creating report folders

Report formulas

 

Requirements

No Prerequisites

 

Description

Take your Salesforce career to the next level. The Salesforce Associate certification will give you the skills and confidence you need to tackle the most complex and important tasks in the complex Salesforce ecosystem. You'll gain a good understanding of both Salesforce platform fundamentals and advanced topics, such as how to manage data, design reports, and analyze data insights.This is the ideal Salesforce Certification to start your Salesforce Journey. The Salesforce Associate exam validates a candidate's understanding of some Salesforce basics, such as the interface and basic CRM concepts. Passing the exam is a great first step for those who want to use the Salesforce platform in their career, or who want to be more efficient on the Sales or Service side.The Salesforce Certified Associate exam is for individuals who want to demonstrate knowledge, skills, or experience in the following areas:How the CRM platform solves the challenge of connecting departments and customer dataTypes of business challenges that can be solved by Salesforce Customer 360Key Salesforce platform termsFundamental functionality in the current version of Salesforce at the foundational level, such as requirements gathering, reporting, security, sharing, customization, and data management.Exam outline:Salesforce EcosystemNavigationData ModelReports & DashboardsThis course provides information for the certification exam, practical training and additional resources, and a complete list of exam objectives—all with the intent of helping you achieve a passing score.

 

Overview

Section 1: Introduction

 

Lecture 1 Introduction

 

Lecture 2 Exam Outline

 

Lecture 3 What is Salesforce?

 

Lecture 4 Sign up for free practice org

 

Section 2: Salesforce Ecosystem

 

Lecture 5 Trailhead

 

Lecture 6 Trailblazer Community

 

Lecture 7 Trailhead Playgrounds

 

Lecture 8 Types of orgs

 

Lecture 9 Multitenant environment

 

Lecture 10 Salesforce Customer 360

 

Lecture 11 Sales Cloud

 

Lecture 12 Service Cloud

 

Lecture 13 Marketing Cloud

 

Lecture 14 Experience Cloud

 

Lecture 15 Commerce Cloud

 

Lecture 16 Einstein Analytics

 

Lecture 17 Mulesoft

 

Lecture 18 Health Cloud

 

Lecture 19 Slack for Collaboration

 

Lecture 20 Trust site

 

Lecture 21 Salesforce careers and roles

 

Section 3: Navigation

 

Lecture 22 Logging to Salesforce

 

Lecture 23 App Launcher

 

Lecture 24 Recycle bin

 

Lecture 25 Sandbox

 

Lecture 26 Salesforce Setup

 

Lecture 27 Personal Settings

 

Lecture 28 Company Settings

 

Lecture 29 User creation

 

Lecture 30 Login history

 

Lecture 31 Search

 

Lecture 32 List Views

 

Lecture 33 Lightning Page Customization with app builder

 

Lecture 34 Activity Timeline

 

Lecture 35 Favorites

 

Lecture 36 Chatter

 

Section 4: Data Model

 

Lecture 37 What are objects?

 

Lecture 38 Accounts

 

Lecture 39 Contacts

 

Lecture 40 Opportunities

 

Lecture 41 Cases

 

Lecture 42 Leads

 

Lecture 43 What are Fields?

 

Lecture 44 Custom Fields

 

Lecture 45 Picklist Fields

 

Lecture 46 Dependent Picklist

 

Lecture 47 Rollup Summary Fields

 

Lecture 48 Formula fields

 

Lecture 49 Page Layouts

 

Lecture 50 Dynamic forms

 

Lecture 51 Salesforce Object Relationships

 

Lecture 52 Lookup & Master Detail Relationship

 

Lecture 53 Schema Builder

 

Lecture 54 What are Record Types?

 

Lecture 55 Process & record types

 

Lecture 56 What are Validation Rules?

 

Lecture 57 Creating Validation rule

 

Lecture 58 Salesforce Security

 

Lecture 59 Profiles

 

Lecture 60 Field Level Security

 

Section 5: Reports & Dashboards

 

Lecture 61 Salesforce Reports & Dashboards

 

Lecture 62 Report Types

 

Lecture 63 Creating Report

 

Lecture 64 Creating Report Folders

 

Lecture 65 Export Report

 

Lecture 66 Creating a Summary Report

 

Lecture 67 Create Matrix report

 

Lecture 68 Report Summary Formulas

 

Lecture 69 Row level Formulas

 

Lecture 70 Report Considerations

 

Lecture 71 Subscribing to Report

 

Lecture 72 Creating Dashboard

 

Section 6: Conclusion

 

Lecture 73 Conclusion

 

Section 7: Bonus

 

Lecture 74 Bonus Lecture

 

New Salesforce Learners,Students who wants to pass Salesforce Associate Certification Exam