Salesforce Certification Training in Charlotte - Administrator & App Builder

With Hands-on practice on latest Lightning version

3815 Learners

With our Salesforce training in Charlotte, you’ll gain certified, hands-on expertise in managing and developing apps for one of the most popular CRM products in the world. Our Salesforce training will prepare you to pass the two Salesforce exams and teach you the core administrative features of CRM. You’ll learn analytics and customization skills to tailor the system for your specific implementation and the declarative capabilities of the platform to create applications using the lightning version.

Salesforce Certification Course Overview

This Salesforce certification training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and App Builder. In this Salesforce training, you will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and create applications using Salesforce Lightning.

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Salesforce Training Key Features

78 hours of blended learning
Four industry projects with 28 case studies
Lifetime access to self-paced learning and class recordings
30 hours of hands-on practice with Salesforce Lightning

Skills Covered

Salesforce overview
Sales and service cloud
Quote templates
Salesforce objects
Field types
Validation and workflow rules
Lightning components
Security controls
Profiles, Chatter, reports, and dashboards
Data management
User interface
Application lifecycles

Training Options

Self-Paced Learning

$ 899

Lifetime access to high-quality self-paced e-learning content curated by industry experts
24x7 learner assistance and support

Blended Learning

$ 1,499

90 days of flexible access to online classes

Lifetime access to high-quality self-paced e-learning content and live class recordings
24x7 learner assistance and support

Classes starting in Charlotte from:-

14th Dec: Weekend Class

18th Jan: Weekend Class

Show all classes

Corporate Training

Customized to your team's needs

Blended learning delivery model (self-paced eLearning and/or instructor-led options)
Flexible pricing options
Enterprise grade Learning Management System (LMS)
Enterprise dashboards for individuals and teams
24x7 learner assistance and support

Salesforce Course Curriculum

Eligibility

This Salesforce certification training course is suitable for individuals looking to build a career in Salesforce, particularly for app builders, developers, system administrators, sales representatives, IT managers, and product managers.

Pre-requisites

There are no prerequisites for this Salesforce.com training course. But prior working experience as an administrator or a developer is beneficial.

Course Content

Salesforce Administrator & App Builder (Developer)
Preview
- Lesson 00 - Introduction to Salesforce
  09:56Preview
  - 0.1 Introduction to Salesforce
    09:56
- Lesson 01 - Salesforce Overview
  33:24Preview
  - 1.1 Salesforce
    01:02
  - 1.2 Salesforce Overview
    00:24
  - 1.3 Introduction to Salesforce
    01:19
  - 1.4 Salesforce Editions
    02:15
  - 1.5 Home Page Customization
    03:08
  - 1.6 User Management
    05:51
  - 1.7 Creating and Customizing Tabs
    02:50
  - 1.8 Creating an App
    03:33
  - 1.9 Uploading a Company Logo
    02:21
  - 1.10 Company Information Page
    02:28
  - 1.11 System Overview Page
    01:56
  - 1.12 Updating the Fiscal Year
    02:38
  - 1.13 Quiz
  - 1.14 Case Study
  - 1.15 Case study Demo
    02:52
  - 1.16 Key Takeaways
    00:22
  - 1.17 Conclusion
    00:25
- Lesson 02 - Sales Cloud
  01:42:29Preview
  - 2.1 Introduction to Sales Cloud
    01:06
  - 2.2 Sales Cloud
    00:25
  - 2.3 Leads Home Page
    03:18
  - 2.4 Creating List Views
    09:06
  - 2.5 Creating and Converting Leads
    08:12
  - 2.6 Creating Accounts
    03:30
  - 2.7 Creating Contacts
    01:38
  - 2.8 Creating Email Templates
    05:59
  - 2.9 Sending Individual Emails
    05:02
  - 2.10 Sending Mass Emails
    04:57
  - 2.11 Creating and Managing Price Books
    04:08
  - 2.12 Creating Products
    04:55
  - 2.13 Creating Opportunities
    07:10
  - 2.14 Creating Activities
    06:11
  - 2.15 Creating a Web-to-Lead Form
    05:04
  - 2.16 Creating a Lead Assignment Rule
    05:05
  - 2.17 Creating a Lead Queue
    05:33
  - 2.18 Creating an Auto-Response Rule
    03:05
  - 2.19 Creating Campaigns
    05:53
  - 2.20 Record Types
    08:00
  - 2.21 Quiz
  - 2.22 Case Study 1
  - 2.23 Case Study Demo 1
    01:47
  - 2.24 Case Study 2
  - 2.25 Case Study Demo 2
    01:36
  - 2.26 Key Takeaways
    00:19
  - 2.27 Conclusion
    00:30
- Lesson 03 - Quote Templates
  21:58Preview
  - 3.1 Introduction to Quote Templates
    01:32
  - 3.2 Quote Templates
    00:16
  - 3.3 Creating a Quote Record
    04:56
  - 3.4 Creating a Quote Template
    03:12
  - 3.5 Generating a Quote PDF
    02:09
  - 3.6 Emailing a Quote PDF
    01:23
  - 3.7 Modifying Quote Templates
    06:21
  - 3.8 Quiz
  - 3.9 Case Study
  - 3.10 Case Study Demo
    01:24
  - 3.11 Key Takeaways
    00:15
  - 3.12 Conclusion
    00:30
- Lesson 04 - Service Cloud
  55:27Preview
  - 4.1 Introduction to Service Cloud
    01:18
  - 4.2 Service Cloud
    00:24
  - 4.3 Creating Cases
    04:24
  - 4.4 Creating Case Assignment Rules
    07:34
  - 4.5 Creating Case Escalation Rules
    05:58
  - 4.6 Enabling Solutions
    03:08
  - 4.7 Creating Solutions
    01:58
  - 4.8 Attaching Solutions to Cases
    02:31
  - 4.9 Enabling Knowledge
    03:33
  - 4.10 Configuring Knowledge
    06:58
  - 4.11 Creating a Web-to-Case Form
    06:28
  - 4.12 Creating an Email-to-Case Address
    08:10
  - 4.13 Quiz
  - 4.14 Case Study 1
  - 4.15 Case Study 1 Demo
    01:03
  - 4.16 Case Study 2
  - 4.17 Case Study 2 Demo
    01:13
  - 4.18 Key take aways
    00:16
  - 4.19 Conclusion
    00:31
- Lesson 05 - Field Types
  01:06:09Preview
  - 5.1 Introduction to Field Types
    01:14
  - 5.2 Field Types
    00:19
  - 5.3 Modifying Standard Fields
    15:36
  - 5.4 Creating Auto-number Fields
    06:00
  - 5.5 Creating Formula Fields
    09:36
  - 5.6 Creating Roll-Up Summary Fields
    04:15
  - 5.7 Creating Lookup and Master Detail Fields
    04:25
  - 5.8 Creating Checkbox Fields
    01:10
  - 5.9 Creating Currency, Number, and Percent Fields
    02:48
  - 5.10 Creating Date Field and Date and Time Fields
    02:09
  - 5.11 Creating Phone and Email Fields
    02:33
  - 5.12 Creating Geolocation Fields
    01:04
  - 5.13 Creating Picklist and Multi-Select Picklist Fields
    03:19
  - 5.14 Creating Text and Text Area Fields
    03:06
  - 5.15 Creating Text Area Long and Text Area Rich Fields
    02:26
  - 5.16 Creating Encrypted Fields
    02:08
  - 5.17 Creating URL Fields
    01:00
  - 5.18 Quiz
  - 5.19 Case Study
  - 5.20 Case Study Demo
    02:13
  - 5.21 Key Takeaways
    00:19
  - 5.22 Conclusion
    00:29
- Lesson 06 - Salesforce Objects
  14:25Preview
  - 6.1 Introduction to Salesforce Objects
    00:49
  - 6.2 Salesforce Objects
    00:17
  - 6.3 Standard Object Components
    04:43
  - 6.4 Renaming Standard Objects
    01:39
  - 6.5 Modifying Standard Objects
    01:31
  - 6.6 Understanding External Objects
    01:51
  - 6.7 Creating Custom Objects
    01:18
  - 6.8 Quiz
  - 6.9 Case Study
  - 6.10 Case Study Demo
    01:35
  - 6.11 Key Takeaways
    00:16
  - 6.12 Conclusion
    00:26
- Lesson 07 - Creating Buttons, Links, and Actions
  12:10Preview
  - 7.1 Introduction to Creating Buttons, Links, and Actions
    00:57
  - 7.2 Creating Buttons, Links, and Actions
    00:13
  - 7.3 Creating New Records with Actions
    02:12
  - 7.4 Logging a Call with Actions
    01:24
  - 7.5 Updating a Record with Actions
    01:24
  - 7.6 Creating Custom Buttons
    02:14
  - 7.7 Creating Custom Links
    02:42
  - 7.8 Quiz
  - 7.9 Case Study
  - 7.10 Case Study Demo
    00:18
  - 7.11 Key Takeaways
    00:12
  - 7.12 Conclusion
    00:34
- Lesson 08 - Visual Workflow, Process Builder, and Schema Builder
  30:01Preview
  - 8.1 Introduction to Visual Workflow, Process Builder, and Schema Builder
    01:07
  - 8.2 Visual Workflow, Process Builder, and Schema Builder
    00:18
  - 8.3 Creating a Visual Flow
    18:03
  - 8.4 Modifying Existing Flows
    02:32
  - 8.5 Creating a Process in the Process Builder
    04:11
  - 8.6 Creating Fields in the Schema Builder
    02:42
  - 8.7 Quiz
  - 8.8 Case Study
  - 8.9 Case Study Demo
    00:26
  - 8.10 Key Takeaways
    00:14
  - 8.11 Conclusion
    00:28
- Lesson 09 - Validation Rules
  18:21Preview
  - 9.1 Introduction to Validation Rules
    00:44
  - 9.2 Validation Rules
    00:15
  - 9.3 Creating Validation Rules
    05:04
  - 9.4 Creating Formulas
    08:01
  - 9.5 Creating Error Messages
    03:00
  - 9.6 Quiz
  - 9.7 Case Study
  - 9.8 Case Study Demo
    00:38
  - 9.9 Key Takeaways
    00:16
  - 9.10 Conclusion
    00:23
- Lesson 10 - Workflow Rules
  16:01Preview
  - 10.1 Introduction to Workflow Rules
    01:26
  - 10.2 Workflow Rules
    00:15
  - 10.3 Creating a Workflow Rule
    03:36
  - 10.4 Creating a Workflow Rule Field Update
    02:32
  - 10.5 Creating a Workflow Rule Task Assignment
    02:19
  - 10.6 Creating a Workflow Rule Email Alert
    03:26
  - 10.7 Quiz
  - 10.8 Case Study 1
  - 10.9 Case Study Demo 1
    00:47
  - 10.10 Case Study 2
  - 10.11 Case Study Demo 2
    00:59
  - 10.12 Key Takeaways
    00:14
  - 10.13 Conclusion
    00:27
- Lesson 11 - Lightning Components
  11:27Preview
  - 11.1 Introduction to Lightning Components
    00:38
  - 11.2 Lightning Components
    00:14
  - 11.3 Installing Lightning Components
    04:17
  - 11.4 Lightning Component Capabilities
    01:39
  - 11.5 Lightning Components vs. Visualforce
    03:10
  - 11.6 Quiz
  - 11.7 Case Study
  - 11.8 Case Study Demo
    00:45
  - 11.9 Key Takeaways
    00:16
  - 11.10 Conclusion
    00:28
- Lesson 12 - Role Hierarchy
  18:01Preview
  - 12.1 Introduction to Role Hierarchy
    01:32
  - 12.2 Role Hierarchy
    00:18
  - 12.3 Viewing Role Hierarchy
    02:50
  - 12.4 Creating Roles
    03:05
  - 12.5 Enabling Field History
    02:16
  - 12.6 Creating Groups
    02:28
  - 12.7 Creating Permission Sets
    02:44
  - 12.8 Assigning Roles to Users
    01:26
  - 12.9 Quiz
  - 12.10 Case Study
  - 12.11 Case Study Demo
    00:30
  - 12.12 Key Takeaways
    00:17
  - 12.13 Conclusion
    00:35
- Lesson 13 - Security Controls
  01:07:33Preview
  - 13.1 Introduction to Security Controls
    01:27
  - 13.2 Security Controls
    00:22
  - 13.3 Viewing Object Security
    07:15
  - 13.4 Changing Default Record Access
    02:35
  - 13.5 Sharing Settings
    07:03
  - 13.6 Field Accessibility
    04:30
  - 13.7 Password Policies
    06:12
  - 13.8 Session Settings
    09:12
  - 13.9 Login Flows
    01:55
  - 13.10 Network Access
    02:32
  - 13.11 Activations
    02:35
  - 13.12 Session Management
    01:51
  - 13.13 Login Access Policies
    01:48
  - 13.14 Certificate and Key Management
    01:46
  - 13.15 Viewing Setup Audit Trail
    02:04
  - 13.16 Executing Expire All Passwords
    01:48
  - 13.17 Delegated Administration
    03:39
  - 13.18 Remote Site Settings
    02:43
  - 13.19 Named Credentials
    01:56
  - 13.20 File Upload and Download Security
    02:12
  - 13.21 Quiz
  - 13.22 Case Study
  - 13.23 Case Study Demo
    01:15
  - 13.24 Key Takeaways
    00:18
  - 13.25 Conclusion
    00:35
- Lesson 14 - Profiles
  43:47Preview
  - 14.1 Introduction to Profiles
    01:22
  - 14.2 Profiles
    00:26
  - 14.3 Standard Profiles Overview
    05:12
  - 14.4 Assigning Page Layouts
    04:09
  - 14.5 Field-Level Security
    04:31
  - 14.6 Custom App Settings and Access
    01:21
  - 14.7 Tab Settings
    02:52
  - 14.8 Record Type Settings
    05:31
  - 14.9 Administrative Permissions
    02:47
  - 14.10 General User Permissions
    01:45
  - 14.11 Standard Object Permissions
    02:39
  - 14.12 Custom Object Permissions
    01:11
  - 14.13 Password Policies and Session Timeout
    01:39
  - 14.14 Login Hours and IP Ranges
    03:34
  - 14.15 Enabling Apex and Visualforce Access
    02:36
  - 14.16 Quiz
  - 14.17 Case Study
  - 14.18 Case Study Demo
    01:14
  - 14.19 Key Takeaways
    00:24
  - 14.20 Conclusion
    00:34
- Lesson 15 - Chatter
  45:47Preview
  - 15.1 Introduction to Chatter
    01:25
  - 15.2 Chatter
    00:22
  - 15.3 Chatter Overview
    03:19
  - 15.4 Enabling Chatter
    02:10
  - 15.5 Enabling Chatter Feeds on Records
    04:08
  - 15.6 Configuring Chatter Groups
    02:44
  - 15.7 Creating Customer Groups
    03:01
  - 15.8 Creating a Free Customer Chatter User
    01:41
  - 15.9 Customizing Chatter Email Notifications
    03:48
  - 15.10 Configuring Salesforce to Salesforce
    02:31
  - 15.11 Accepting a Salesforce Connection
    02:11
  - 15.12 Sharing an Account via Salesforce to Salesforce
    01:08
  - 15.13 Enabling Ideas
    03:20
  - 15.14 Configuring Ideas Themes
    01:46
  - 15.15 Enabling Social Accounts
    02:10
  - 15.16 Enabling Libraries and Content
    01:05
  - 15.17 Customizing Libraries and Content
    01:47
  - 15.18 Uploading Documents to Libraries and Content
    02:40
  - 15.19 Configuring Salesforce1
    02:39
  - 15.20 Quiz
  - 15.21 Case Study
  - 15.22 Case Study Demo
    01:02
  - 15.23 Key Takeaways
    00:16
  - 15.24 Conclusion
    00:34
- Lesson 16 - Reports
  46:11Preview
  - 16.1 Introduction to Reports
    01:35
  - 16.2 Reports
    00:31
  - 16.3 Understanding Report Formats
    05:51
  - 16.4 Creating a Leads Report
    05:22
  - 16.5 Creating Contacts and Accounts Report
    03:06
  - 16.6 Creating an Opportunity Report
    06:04
  - 16.7 Adding Leads to a Campaign from a Report
    01:51
  - 16.8 Creating a Report Chart
    04:22
  - 16.9 Scheduling Reports
    03:34
  - 16.10 Creating a Campaign Report
    02:45
  - 16.11 Summarizing Report Data
    02:45
  - 16.12 Creating a Report Formula
    03:14
  - 16.13 Exporting Reports to Excel
    01:29
  - 16.14 Quiz
  - 16.15 Case Study 1
  - 16.16 Case Study 1 Demo
    01:18
  - 16.17 Case Study 2
  - 16.18 Case Study 2 Demo
    01:41
  - 16.19 Key Takeaways
    00:12
  - 16.20 Conclusion
    00:31
- Lesson 17 - Dashboards
  45:33Preview
  - 17.1 Introduction to Dashboards
    01:18
  - 17.2 Dashboards
    00:19
  - 17.3 Understanding Dashboard Components
    06:11
  - 17.4 Creating a Dashboard
    02:31
  - 17.5 Refreshing a Dashboard
    02:40
  - 17.6 Modifying Columns on Dashboards
    02:49
  - 17.7 Adding Filter to Dashboard
    04:14
  - 17.8 Managing Access to Reports
    05:47
  - 17.9 Adding a Report as a Dashboard Component
    09:25
  - 17.10 Setting Up Dynamic Dashboards
    02:43
  - 17.11 Enabling Dashboards for iPad
    01:01
  - 17.12 Modifying Report and Dashboard Interfaces
    03:06
  - 17.13 Activating the Report Builder on Profiles
    01:58
  - 17.14 Quiz
  - 17.15 Case Study
  - 17.16 Case Study Demo
    00:42
  - 17.17 Key Takeaways
    00:15
  - 17.18 Conclusion
    00:34
- Lesson 18 - Data Management
  46:14Preview
  - 18.1 Introduction to Data Management
    01:22
  - 18.2 Data Management
    00:16
  - 18.3 Importing Leads
    05:31
  - 18.4 Importing Contacts and Accounts
    02:06
  - 18.5 Using Mass Delete
    03:02
  - 18.6 Installing Data Loader
    01:55
  - 18.7 Importing Records with Data Loader
    03:04
  - 18.8 Updating Records with Data Loader
    02:32
  - 18.9 Deleting Records with Data Loader
    02:02
  - 18.10 Exporting Records with Data Loader
    02:04
  - 18.11 Adding a Field in the Schema Builder
    03:14
  - 18.12 Scheduling a Data Export
    04:47
  - 18.13 Creating and Using Sandbox
    03:38
  - 18.14 Mass Transferring Records
    02:23
  - 18.15 Reporting Snapshots
    04:16
  - 18.16 Working with Tags
    01:55
  - 18.17 Quiz
  - 18.18 Case Study
  - 18.19 Case Study Demo
    01:23
  - 18.20 Key Takeaways
    00:15
  - 18.21 Conclusion
    00:29
- Lesson 19 - AppExchange
  19:47Preview
  - 19.1 Introduction to AppExchange
    01:03
  - 19.2 AppExchange
    00:14
  - 19.3 AppExchange Overview
    03:37
  - 19.4 Finding and Selecting an App
    07:09
  - 19.5 Finding a Developer
    02:23
  - 19.6 Finding a Consultant
    03:52
  - 19.7 Quiz
  - 19.8 Case Study
  - 19.9 Case Study Demo
    00:52
  - 19.10 Key take aways
    00:12
  - 19.11 Conclusion
    00:25
- Lesson 20 - Communities
  18:46Preview
  - 20.1 Introduction to Communities
    01:45
  - 20.2 Communities
    00:21
  - 20.3 Creating a New Community
    01:46
  - 20.4 Topic Management
    01:31
  - 20.5 Recommendations Management
    01:50
  - 20.6 Reputation Management
    02:04
  - 20.7 Adding Members
    02:16
  - 20.8 Managing Tabs and Branding
    02:14
  - 20.9 Login and Registration
    01:47
  - 20.10 Community Preferences
    02:08
  - 20.11 Quiz
  - 20.12 Case Study
  - 20.13 Case Study Demo
    00:30
  - 20.14 Key Takeaways
    00:13
  - 20.15 Conclusion
    00:21
- Lesson 21 - Change Sets and Deployment
  13:11Preview
  - 21.1 Introduction to Change Sets and Deployment
    01:17
  - 21.2 Change Sets and Deployment
    00:16
  - 21.3 Outbound Change Sets
    03:04
  - 21.4 Inbound Change Sets
    03:17
  - 21.5 Deployment Settings
    01:00
  - 21.6 Deployment Status
    01:07
  - 21.7 Eclipse IDE
    01:26
  - 21.8 Quiz
  - 21.9 Case Study
  - 21.10 Case Study Demo
    01:08
  - 21.11 Key Takeaways
    00:13
  - 21.12 Conclusion
    00:23
- Lesson 22 - User Interface
  17:57Preview
  - 22.1 Introduction to User Interface
    00:44
  - 22.2 User Interface
    00:15
  - 22.3 User Interface General Options
    07:22
  - 22.4 User Interface Sidebar Options
    01:36
  - 22.5 User Interface Calendar Options
    03:07
  - 22.6 User Interface Name Settings
    01:12
  - 22.7 User Interface Setup Options
    02:41
  - 22.8 Quiz
  - 22.9 Case Study
  - 22.10 Case Study Demo
    00:19
  - 22.11 Key Takeaways
    00:20
  - 22.12 Conclusion
    00:21
- Lesson 23 - Application Lifecycles
  23:12Preview
  - 23.1 Introduction to Application Lifecycles
    00:59
  - 23.2 Application Lifecycles
    00:19
  - 23.3 Key Milestones and Considerations
    01:45
  - 23.4 Using Sandboxes for Development
    04:36
  - 23.5 Using Change Sets
    05:14
  - 23.6 Using Unmanaged Packages
    08:36
  - 23.7 Quiz
  - 23.8 Case Study
  - 23.9 Case Study Demo
    00:56
  - 23.10 Key Takeaways
    00:14
  - 23.11 Conclusion
    00:33
- Lesson 24 - Help and Training
  16:48Preview
  - 24.1 Introduction to Help and Training
    01:10
  - 24.2 Help and Training
    00:18
  - 24.3 Using Answers
    01:59
  - 24.4 Using Ideas
    02:17
  - 24.5 Searching for a Help Topic
    02:01
  - 24.6 Contacting Support
    01:38
  - 24.7 Trust Site
    03:05
  - 24.8 Known Issues
    01:59
  - 24.9 Quiz
  - 24.10 Case Study
  - 24.11 Case Study Demo
    01:20
  - 24.12 Key Takeaways
    00:17
  - 24.13 Conclusion
    00:44
- Live Projects
  01:17:54
  - Project Management App by Ben McCarthy
    01:17:54

Download Syllabus

Industry Project

Project 1
Implementing an EndtoEnd Recruitment Process
For a placement company in the US, track the jobs posted by recruiters as well as candidate responses.
Project 2
Implementing a Student Performance Tracking System
Develop the workflow for an Australian college who wants to track the performance of students and automatically alert an instructor if the student is failing.
Project 3
Implementing Customer Service Process Management
Boost the services of a UK-based mobile company by tracking customers who have reported problems with their mobile phones and the types of issues and make the system efficient.
Project 4
Capture Transactions Discounting and Track Business Entries
Use Salesforce to implement a process for capturing transactions and discounts and to track previous business entries in Salesforce for a US-based mobile company.

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Salesforce Exam & Certification

Salesforce Certification Training in Charlotte - Administrator & App Builder

How do I become a Certified Salesforce Administrator and Developer?
To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. This can be achieved by following these easy steps.

Step 1: Complete this Salesforce training course.
Step 2: Visit certification.salesforce.com and register to take both exams: Salesforce Administrator and Salesforce App Builder
Step 3: Pass the Salesforce exams to become certified.
What do I need to do to earn my Simplilearn certificate?
Online Classroom:
- You need to attend one complete batch.
- Complete one project and simulation test with a minimum score of 60 per cent.
Online Self-learning:
- Complete 85 per cent of the course.
- Complete one project and simulation test with a minimum score of 60 per cent.
What are the career benefits of this Salesforce training course?
According to Glassdoor, Salesforce jobs are increasing at a speed 1.5 times faster than similar roles, and there were 300,000+ Salesforce jobs available. Salesforce Certified Administrators earn an annual average salary of $87,000 but can go as high as $160,000 depending on their knowledge, skills, and experience.
How do I pass the Salesforce Exam?
The Salesforce Administrator exam is a 90-minute long exam comprising 60 single or multiple choice questions. The passing score for the exam is 65% (i.e you must answer 39 questions correctly).
Is this live Salesforce training, or will I watch pre-recorded videos?
If you enroll for self-paced e-learning, you will have access to pre-recorded videos. If you enroll for the online classroom Flexi Pass, you will have access to live training conducted online as well as the pre-recorded videos.
What if I miss a class?
Simplilearn provides recordings of each class so you can review them as needed before the next session. With Flexi-pass, Simplilearn gives you access to all classes for 90 days so that you have the flexibility to choose sessions as per your convenience.
Do you provide any practice tests as a part of this course?
Yes, we provide 1 practice test as part of our course to help you prepare for the actual certification exam. You can try this free Salesforce Admin & App Builder Exam Practice Test to understand the type of tests that are part of the course curriculum.

Salesforce Course Reviews

Amrita Ramesh Mukhi
New York City
I thank my trainer, Samir Whig, for coaching us so efficiently and answering our doubts patiently. Your teaching and guidance will be beneficial for my future career aspirations. Thank you.
Tracy Simacek
Account Advisor at Lands' End, Madison
I am enjoying the class and learning many different areas regarding the admin area. I'm currently an end user where I work and looking to be an admin to expand my career.
Ragunath Gunasekaran
Team lead at NTT DATA, Houston
I am able to grasp the concepts and the practical training in real time is very good.
James McCune
Implementation Coordinator - Uprise EHR @ VisionWeb, Austin
Amazing training! I am very happy with the format of classes that includes quizzes, lectures, breaks, and Q & A. The assignments are also good. All our doubts are getting cleared while keeping up with the Agenda. Kudos to Simplilearn.
Damo Achaiyan
OBIEE Consultant, Atlanta
The training is becoming more and more engaging and interactive. I have to convey that you have an excellent choice of tutors. Though I have prior experience in the field, I am learning a lot more from this course!
Chuck Scro
Salesforce Administrator at MTM Services, Raleigh
The training was very detailed. This is the perfect class to attend if you are totally new to Salesforce (like I am). I am learning a lot. Thank You!
Karen Johnson
Research Analyst at 3D Communications, Raleigh
The classes were really interactive, which is an effective way to learn.
Tyler Roehmholdt
Senior Marketing Technologist, Houston
Wonderful presentation format, love the examples and pace at which we are being taught.
Jordan Ryan
Application Systems Analyst at Tickets.com, New York City
I like being able to collaborate with other users under the guidance of an experienced trainer.
Rob Dolber
Supervisory Analyst at Bank of America, Bangalore
The interactive WebEx learning session tracking the Salesforce study guide has provided a well-defined roadmap for learning the certification subject-matter. Frequent, repetitive review of key subject-matter has been useful to burn key concepts into memory. Interaction with other classmates has been enjoyable.
Snehal Kathavale
eClerx, Bangalore
Training is very helpful with good examples.
Nishant Kumar
Technical Lead at GalaxE.Solutions, Bangalore
Excellent trainer and excellent experience.
Ashwin Padmanabh
Sr. Siebel Consultant | ARMO Consultants, Bangalore
The trainer was excellent. This was the best training session in my 10 years of experience. The trainer used real life cases, and the explanation provided was very helpful to understand.
Rashmi Tandon
ARK Infosolutions Pvt Ltd, Bangalore
The trainer was very good. I am happy I made the right decision. The approach of using real-life cases to explain each topic was great, and he dint rely a lot on PPT's.
Moulika Seepana
Software Engineer at Mindtree, Bangalore
The trainer explained all concepts very well. The entire course content was explained in detail. The trainer has a very strong grasp on the technical knowledge.

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Why Simplilearn

Simplilearn’s Blended Learning model brings classroom learningexperience online with its world-class LMS. It combines instructor-led training, self-paced learning and personalized mentoring to provide an immersive learning experience

Self-Paced Online Video
A 360-degree learning approach that you can adapt to your learning style
Live Virtual Classroom
Engage and learn more with these live and highly-interactive classes alongside your peers
24/7 Teaching Assistance
Keep engaged with integrated teaching assistance in your desktop and mobile learning
Online Practice Labs
Projects provide you with sample work to show prospective employers
Applied Projects
Real-world projects relevant to what you’re learning throughout the program
Learner Social Forums
A support team focused on helping you succeed alongside a peer community

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Salesforce Training FAQs

What are the course objectives?
This Salesforce certification training course in Charlotte is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and a Salesforce Platform App builder and ace both these certifications. Our Salesforce training will help you learn how to configure Salesforce, so you are able to collect, analyze and retrieve all of the vital information associated with your customer base. Moreover, you will use Force.com fundamentals to understand Salesforce online application development and the deployment of next-generation cloud apps. We offer practical hands-on learning that will ensure your job success, as well as the theoretical knowledge needed to pass both Salesforce certification exams(Administrator and Developer).
What skills will you learn from Salesforce Certification Training in Charlotte?
By the end of this Salesforce certification training course in Charlotte, you will be able to:
- Gain an overview of Salesforce
- Learn about Salesforce Objects and how to create, rename or modify objects
- Create different field types and validation rules
- Work on security controls
- Create, deploy, and implement workflows
- Manage data and reports
- Create, configure, and manage dashboards
- Get familiar with chatter, application lifecycle, visual workflow, schema builder
- Install lightning components
- Configure and manage Sales and Service Cloud
- Learn about the user interface, help and training, app exchange, and other important concepts
- Deploy applications and manage changes to the Force.com platform
- Develop new applications using the declarative interface and Force.com fundamentals
- Configure the user interface
Who should take Salesforce certification training course in Charlotte?
This Salesforce certification training course in Charlotte is suitable for individuals looking to build a career in Salesforce, particularly:
- App Builders
- Developers
- System Administrators
- Sales Representatives
- IT Managers
- Product Managers
What projects will I work on as part of the Salesforce Administrator and Platform App Builder certification training?
Simplilearn’s Salesforce Administrator and App Builder training offers participants the opportunity to work on live industry-based projects that span across unique industry needs.

Project 1: Implementing an end-to-end Recruitment Process

Project Scenario:
A placement company based in the United States wants to use Salesforce for implementing an end-to-end recruitment process. A team will be formed and you will use your practical knowledge from the course to track the jobs posted by recruiters as well as candidate responses.

Further goals of the team involve tracking the information on the candidates and capturing their experience details and work preferences. Most importantly, you will use Salesforce concepts in order to create an effective system, while also incorporating some automated business rules to ease the process.

Project 2: Implementing a Student Performance Tracking System for College Instructors

Project Scenario:
An Australia-based college wants to track the performance of its students and have it automatically update the instructor to alert the instructor if a student has a failing grade. With Salesforce’s Lightning platform feature, the college wants to use the Lightning Process Builder for tracking students’ performance. The end goal is that once the student information is created or updated, an alert message will be displayed on the instructor’s record connected to each student.

Project 3: Implementing Customer Service Process Management

Project Scenario:
A UK-based mobile company needs an application to help boost the service provided for its millions of customers. The company wants to track customers who have reported problems with their mobile phones along with the types of issues. Based on these findings, the company wants to streamline the process to give its customers quicker solutions. You will use your Salesforce knowledge to implement an efficient system that also provides more customer satisfaction.

Project 4: Implementing a Business Process to capture details of transactions, discounting and tracking business entries for a company

Project Scenario:
A US-based mobile company wants to use Salesforce to implement a process for discounting and tracking previous entries in Salesforce. The company has decided to track various business entries posted by clients/users using charts on the Salesforce mobile app. Leveraging the benefits of the Salesforce mobile platform, the company wants to capture the details of the transaction in the Salesforce system. Additionally, it wants to track various business entries by charts that can be provided to field-level users on mobile.
What types of jobs require Salesforce trained professionals?
Salesforce proficiency is one of the most desirable skills in today’s market, and the market is expected to grow in the foreseeable future. Salesforce is one of the primary technologies used by eCommerce businesses, and its applications make it a very valuable solution for digital marketing departments and a fundamental automation tool for sales teams. Salesforce administrator, Salesforce developer, Salesforce integration developer, Salesforce lightning developer, and SFDC developer are some of the jobs that require Salesforce Admin and Developer Certification.
What are the prerequisites for Salesforce training?
There are no such prerequisites for this Salesforce.com training course. But prior working experience as an administrator or a developer is beneficial.
What is the average salary for a Salesforce Developer/Salesforce Administrator in the US?
The average salary of Salesforce Developer/Salesforce Administrators in the US is around $87,626 per year (https://www.indeed.com/salaries/SalesForce-Administrator-Salaries)
What are other types of roles within the Salesforce domain available?
- Inside sales
- Outside sales
- Sales support
- Client services
- Lead generation/development
- Business development managers
- Account managers
Or
- Salesforce developer
- Salesforce administrator
- Salesforce architect
- Salesforce consultant
- Salesforce project manager
Which companies are hiring Salesforce Developer/Salesforce Administrator in the US?
1. Yale University
2. Amazon Web Services
3. Amazon services
4. Tableau
5. Walmart
6. US bank
What is Salesforce?
Salesforce is one of the most popular cloud-based customer relationship management (CRM) tools used to automate sales, customer service, and digital marketing activities. It was founded in March 1999, by Marc Benioff and has its headquarters at San Francisco. Salesforce enables people in the sales role to track their sales, reach out to customers to solve sales queries, and companies to manage cases and tasks.
What is LVC? Is it classroom training?
LVC or Live Virtual Classroom training for Salesforce is a live training conducted online via live streaming of a class. LVC is run by a Salesforce certified trainer with over 10 years of work experience that you can interact with during the sessions. In our Salesforce online training, you can raise questions or start discussions at any point during a class session. Moreover, the global audience in attendance can enrich your learning experience and career. Sessions attended by you and your classmates will be recorded and you will receive unlimited access to them for your own future reference.
What tools do I need to attend the training sessions?
The tools you’ll need to attend Salesforce training are:
- Windows: Windows XP SP3 or higher
- Mac: OSX 10.6 or higher
- Internet speed: Preferably 512 Kbps or higher
- Headset, speakers, and microphone: You’ll need headphones or speakers to hear instructions clearly, as well as a microphone to talk to others. You can use a headset with a built-in microphone, or separate speakers and microphone.
Are the Salesforce training and course material effective?
Yes, Our Salesforce Administrator and App Builder training course is designed to guarantee you’ll pass both the exams on your first attempt. With a hands-on learning approach, the training not only gives you the confidence to pass the exams but also helps you retain knowledge beyond the exams.
Can I cancel my enrollment? Will I get a refund?
Yes, you can cancel your enrollment if necessary. We will refund the course price after deducting an administration fee. To learn more, view our Refund Policy.
Who are the instructors and how are they selected?
All of our highly-qualified CS-Salesforce Administrator and App Builder trainers are Salesforce certified, with more than 15 years of experience in training and working professionally in the field. Each of them has gone through a rigorous selection process that includes profile screening, technical evaluation and live training demonstration before they are certified to train for us. We also ensure that only those trainers who maintain a high alumni rating continue to train for us.
What is Global Teaching Assistance?
Our teaching assistants are a dedicated team of subject matter experts here to help you get certified in your first attempt. They engage students proactively to ensure the course path is being followed and help you enrich your learning experience, from class onboarding to project mentoring and job assistance. Teaching Assistance is available during business hours.
What is covered under the 24/7 Support promise?
We offer 24/7 support through email, chat, and calls. We also have a dedicated team that provides on-demand assistance through our community forum. What’s more, you will have lifetime access to the community forum, even after completion of your course with us.
I’d like to learn more about this training program. Whom should I contact?
Contact us using the form on the right of any page on the Simplilearn website, or select the Live Chat link. Our customer service representatives will be happy to give you more details.

Find Salesforce Administrator & App Builder Certification Training in other cities

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Disclaimer
PMP, PMI, PMBOK, CAPM, PgMP, PfMP, ACP, PBA, RMP, SP, and OPM3 are registered marks of the Project Management Institute, Inc.

Salesforce Certification Training in Charlotte - Administrator & App Builder

With Hands-on practice on latest Lightning version

Salesforce Certification Course Overview

Salesforce Training Key Features

Skills Covered

Training Options

Self-Paced Learning

Blended Learning

Corporate Training

Salesforce Course Curriculum

Eligibility

Pre-requisites

Course Content

Salesforce Administrator & App Builder (Developer)

Lesson 00 - Introduction to Salesforce

0.1 Introduction to Salesforce

Lesson 01 - Salesforce Overview

1.1 Salesforce

1.2 Salesforce Overview

1.3 Introduction to Salesforce

1.4 Salesforce Editions

1.5 Home Page Customization

1.6 User Management

1.7 Creating and Customizing Tabs

1.8 Creating an App

1.9 Uploading a Company Logo

1.10 Company Information Page

1.11 System Overview Page

1.12 Updating the Fiscal Year

1.13 Quiz

1.14 Case Study

1.15 Case study Demo

1.16 Key Takeaways

1.17 Conclusion

Lesson 02 - Sales Cloud

2.1 Introduction to Sales Cloud

2.2 Sales Cloud

2.3 Leads Home Page

2.4 Creating List Views

2.5 Creating and Converting Leads

2.6 Creating Accounts

2.7 Creating Contacts

2.8 Creating Email Templates

2.9 Sending Individual Emails

2.10 Sending Mass Emails

2.11 Creating and Managing Price Books

2.12 Creating Products

2.13 Creating Opportunities

2.14 Creating Activities

2.15 Creating a Web-to-Lead Form

2.16 Creating a Lead Assignment Rule

2.17 Creating a Lead Queue

2.18 Creating an Auto-Response Rule

2.19 Creating Campaigns

2.20 Record Types

2.21 Quiz

2.22 Case Study 1

2.23 Case Study Demo 1

2.24 Case Study 2

2.25 Case Study Demo 2

2.26 Key Takeaways

2.27 Conclusion

Lesson 03 - Quote Templates

3.1 Introduction to Quote Templates

3.2 Quote Templates

3.3 Creating a Quote Record

3.4 Creating a Quote Template

3.5 Generating a Quote PDF

3.6 Emailing a Quote PDF

3.7 Modifying Quote Templates

3.8 Quiz

3.9 Case Study

3.10 Case Study Demo

3.11 Key Takeaways

3.12 Conclusion

Lesson 04 - Service Cloud

4.1 Introduction to Service Cloud

4.2 Service Cloud

4.3 Creating Cases

4.4 Creating Case Assignment Rules