Salesforce Platform App Builder Training in Crewe

Salesforce Platform App Builder Certification Training Course Outline

Module 1: Introduction to Salesforce

• What is Salesforce?
• Home Page Customisation
• User Management and App Creation
• Core CRM Objects in the Salesforce Schema
• Declarative Customisations Boundaries
• Use Cases for Programmatic Customisation

Module 2: Data Modelling and Management

• Introduction to Data Management
• Understand Record Access, User Interface, And Reporting
• Importing
  • Leads
  • Contacts
  • Accounts
• What is Salesforce Data Loader?
• Features of Salesforce Data Loader
• Install Salesforce Data Loader on Windows
• Mass Delete and Records
• Determine the Appropriate Data Model
• Addition of Field to Schema Builder

Module 3: Security

• Restricting Logins
• Object Access Determination
• Creating Custom Profile
• Creation of Role Hierarchy
• Record Access Exceptions
• Record Access Configuration

Module 4: Social

• Use Cases for Social Features
• Setting Up Social Accounts and Contacts

Module 5: User Interface

• User Interface
• General Options
• Sidebar Options
• Calendar Settings
• Name Settings
• Setup Options and Other Settings

Module 6: Reporting

• Create a Report
• Describe the Features and Capabilities of Report
• Create a Dashboard
• Describe the Features and Capabilities of Dashboard
• Report Type Reference

Module 7: Mobile

• Salesforce Mobile App Introduction
• Create App and Navigation
• Configuring Salesforce Mobile for Organisation
• Data Security
• Deployment Tools

Who should attend this Salesforce Platform App Builder Certification Training?

This Salesforce Platform App Builder Training Course is designed for individuals who want to enhance their skills and expertise in developing applications using the Salesforce platform. This Salesforce Platform App Builder Course can benefit a wide range of professionals, including:

• Aspiring Developers
• Salesforce Administrators
• Business Analysts
• IT Professionals
• App Builders
• CRM Consultants

Prerequisites of the Salesforce Platform App Builder Certification Training Course

There are no formal prerequisites for this Salesforce Platform App Builder Training Course.

Salesforce Platform App Builder Training Course Overview

In the evolving landscape of customer relationship management (CRM), the Salesforce Platform App Builder stands out as a pivotal tool. This training dives into the intricacies of Salesforce, a leading CRM platform, highlighting its relevance in managing customer interactions and data efficiently in today’s digital age.

Understanding Salesforce is essential for professionals in sales, marketing, and customer service roles. It's particularly crucial for those aspiring to harness the power of CRM technologies to streamline business processes and enhance customer experiences. A CRM Course in Salesforce equips professionals with the skills to effectively utilise this versatile platform.

The Knowledge Academy's 1-day Salesforce Platform App Builder Training offers a concise yet comprehensive learning experience. Delegates will gain hands-on knowledge about building custom applications on the Salesforce platform, enabling them to tailor CRM solutions to their organisation's specific needs.

Course Objectives

• To understand the core functionalities of the Salesforce Platform.
• To learn how to customise and deploy applications using Salesforce.
• To gain skills in managing Salesforce environments effectively.
• To explore ways to enhance user experience through tailored CRM solutions.
• To develop an understanding of data management within Salesforce.
• To learn how to troubleshoot common issues in Salesforce applications

Upon completion of this CRM Training, delegates will possess a solid foundation in Salesforce App Building, equipping them to contribute significantly to their organisation’s CRM strategies. They will be prepared to create bespoke solutions, optimising customer interactions and business processes.

What’s included in this Salesforce Platform App Builder Certification Training Course?

• World-Class Training Sessions from Experienced Instructors
• Salesforce Platform App Builder Certificate
• Digital Delegate Pack