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