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Copyright Intellipaat. All rights reserved.
Copyright Intellipaat. All rights reserved.
01
Introduction to Salesforce
as a CRM
02
Who is a Salesforce
Admin?
03
Who is a Salesforce App
Builder?
04
How to become a Salesforce
Admin & App Builder?
Agenda
05
Salesforce Certification
Details & Marks Distribution
06 Learning Resources
Copyright Intellipaat. All rights reserved.
Introduction to Salesforce as a CRM
Copyright Intellipaat. All rights reserved.
What is CRM?
Customers Data Customers Relationship Employee Management Customer Service
Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and
potential customer, manage employee & customer’s data, and maintain a decent customer service.
Copyright Intellipaat. All rights reserved.
Types of CRM
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
Copyright Intellipaat. All rights reserved.
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
Types of CRM
Copyright Intellipaat. All rights reserved.
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
Types of CRM
Copyright Intellipaat. All rights reserved.
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
Types of CRM
Copyright Intellipaat. All rights reserved.
Strategic CRM
Operational CRM
Analytical CRM
Collaborative
CRM
Types of CRM
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Customer Service
Analytics
Automation
Application
Development
Commerce
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Customer Service
Analytics
Automation
Application
Development
Commerce
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Customer Service
Analytics
Automation
Application
Development
Commerce
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Customer Service
Analytics
Automation
Application
Development
Commerce
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Customer Service
Analytics
Automation
Application
Development
Commerce
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Copyright Intellipaat. All rights reserved.
Salesforce as a CRM
Salesforce is a company that provides CRM (Customer Relationship Management) service.
Customer Service
Analytics
Automation
Application
Development
Commerce
Copyright Intellipaat. All rights reserved.
Who is a Salesforce Administrator?
Copyright Intellipaat. All rights reserved.
Salesforce Administrator
Salesforce Administrator
Create new user profile
Monitor access level
Import new leads and contacts
Run duplication tools
Check for updates from Salesforce.com
Manage users, customers, and employees
Tasks of Administrator:
Salesforce administrators are the gatekeepers of their employer's sales and marketing data.
Copyright Intellipaat. All rights reserved.
Who is a Salesforce App Builder?
Copyright Intellipaat. All rights reserved.
Salesforce App Builder
Salesforce App Builder
Create custom pages
Configures Salesforce Lightning Apps
Provides Business Logic and Automation
Create declarative customization capabilities for
Salesforce Lightning Platform
Create application to provide reporting services
Tasks of App Builder:
The Salesforce App Builder creates and configures the application for the organization
Copyright Intellipaat. All rights reserved.
How to become a Salesforce Admin & App
Builder?
Copyright Intellipaat. All rights reserved.
How to become a Salesforce Admin & App
Builder
Salesforce Admin & App Builder
Thorough Knowledge of Salesforce Platform
Experience of Real-Time implementation
Knowledge of working of a Businesses
Manage employees using Salesforce
Create and Customize Salesforce App
Certified Candidate
Demands of Industry:
Copyright Intellipaat. All rights reserved.
Salesforce Certification Details for Admin
& App Builder
Copyright Intellipaat. All rights reserved.
Salesforce Admin Certification
Salesforce Administrator
‱ Managing users data and security
‱ Maintaining and customizing Sales Cloud and Service Cloud
apps
‱ Building reports, dashboards, and workflows
Must have thorough
knowledge of:
Passing Percentage: 65% (39/60)
Retake Fees: $100
Time for Completion: 105 Min
No. of Questions: 60 MCQ
Exam Fees: $200
Copyright Intellipaat. All rights reserved.
Salesforce App Builder
‱ Creating applications for Mobile and and Lightning Platform
‱ Configuring Salesforce Lightning Platform & Apps
‱ Implementing the changes in the application efficiently
Must have thorough
knowledge of:
Passing Percentage: 63% (38/60)
Retake Fees: $100
Time for Completion: 105 Min
No. of Questions: 60 MCQ
Exam Fees: $200
Salesforce App Builder Certification
Copyright Intellipaat. All rights reserved.
Marks Distribution for Salesforce
Admin & App Builder Exam
Copyright Intellipaat. All rights reserved.
Marks Distribution for Admin
Organizational Setup
User Setup
Security and Access
Standard and Custom Objects
Sales and Marketing Application
Service and Support Applications
Activity Management and Collaboration
Data Management
Analytics—Reports and Dashboards
Workflow/Process Automation
Desktop and Mobile Administration
AppExchange
3%
7%
13%
14%
14%
13%
3%
10%
10%
8%
3%
2%
Copyright Intellipaat. All rights reserved.
Salesforce Fundamentals
Data Modeling and Management
Security
Business Logic and Process Automation
Social
User Interface
Reporting
Mobile
App Deployment
8%
20%
10%
27%
3%
14%
5%
5%
8%
Marks Distribution for App Builder
Copyright Intellipaat. All rights reserved.
How to clear Salesforce Certification
exam?
Copyright Intellipaat. All rights reserved.
How to clear Salesforce Certification
exam?
Salesforce Administrator
Master the basics of Salesforce Platform
Prepare according to syllabus
Invest ample amount of time on real-time
implementation
Focus the area that contains more weightage
Try to attempt mock tests for practice
Test yourself and try to improve your weaker
areas
Tips:
Copyright Intellipaat. All rights reserved.
Learning Resources
Copyright Intellipaat. All rights reserved.
Copyright Intellipaat. All rights reserved.
Copyright Intellipaat. All rights reserved.
India : +91-7847955955
US : 1-800-216-8930 (TOLL FREE)
sales@intellipaat.com
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Salesforce Admin & App Builder

  • 1. Copyright Intellipaat. All rights reserved.
  • 2. Copyright Intellipaat. All rights reserved. 01 Introduction to Salesforce as a CRM 02 Who is a Salesforce Admin? 03 Who is a Salesforce App Builder? 04 How to become a Salesforce Admin & App Builder? Agenda 05 Salesforce Certification Details & Marks Distribution 06 Learning Resources
  • 3. Copyright Intellipaat. All rights reserved. Introduction to Salesforce as a CRM
  • 4. Copyright Intellipaat. All rights reserved. What is CRM? Customers Data Customers Relationship Employee Management Customer Service Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and potential customer, manage employee & customer’s data, and maintain a decent customer service.
  • 5. Copyright Intellipaat. All rights reserved. Types of CRM Strategic CRM Operational CRM Analytical CRM Collaborative CRM
  • 6. Copyright Intellipaat. All rights reserved. Strategic CRM Operational CRM Analytical CRM Collaborative CRM Types of CRM
  • 7. Copyright Intellipaat. All rights reserved. Strategic CRM Operational CRM Analytical CRM Collaborative CRM Types of CRM
  • 8. Copyright Intellipaat. All rights reserved. Strategic CRM Operational CRM Analytical CRM Collaborative CRM Types of CRM
  • 9. Copyright Intellipaat. All rights reserved. Strategic CRM Operational CRM Analytical CRM Collaborative CRM Types of CRM
  • 10. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Customer Service Analytics Automation Application Development Commerce Salesforce is a company that provides CRM (Customer Relationship Management) service.
  • 11. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Customer Service Analytics Automation Application Development Commerce Salesforce is a company that provides CRM (Customer Relationship Management) service.
  • 12. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Customer Service Analytics Automation Application Development Commerce Salesforce is a company that provides CRM (Customer Relationship Management) service.
  • 13. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Customer Service Analytics Automation Application Development Commerce Salesforce is a company that provides CRM (Customer Relationship Management) service.
  • 14. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Customer Service Analytics Automation Application Development Commerce Salesforce is a company that provides CRM (Customer Relationship Management) service.
  • 15. Copyright Intellipaat. All rights reserved. Salesforce as a CRM Salesforce is a company that provides CRM (Customer Relationship Management) service. Customer Service Analytics Automation Application Development Commerce
  • 16. Copyright Intellipaat. All rights reserved. Who is a Salesforce Administrator?
  • 17. Copyright Intellipaat. All rights reserved. Salesforce Administrator Salesforce Administrator Create new user profile Monitor access level Import new leads and contacts Run duplication tools Check for updates from Salesforce.com Manage users, customers, and employees Tasks of Administrator: Salesforce administrators are the gatekeepers of their employer's sales and marketing data.
  • 18. Copyright Intellipaat. All rights reserved. Who is a Salesforce App Builder?
  • 19. Copyright Intellipaat. All rights reserved. Salesforce App Builder Salesforce App Builder Create custom pages Configures Salesforce Lightning Apps Provides Business Logic and Automation Create declarative customization capabilities for Salesforce Lightning Platform Create application to provide reporting services Tasks of App Builder: The Salesforce App Builder creates and configures the application for the organization
  • 20. Copyright Intellipaat. All rights reserved. How to become a Salesforce Admin & App Builder?
  • 21. Copyright Intellipaat. All rights reserved. How to become a Salesforce Admin & App Builder Salesforce Admin & App Builder Thorough Knowledge of Salesforce Platform Experience of Real-Time implementation Knowledge of working of a Businesses Manage employees using Salesforce Create and Customize Salesforce App Certified Candidate Demands of Industry:
  • 22. Copyright Intellipaat. All rights reserved. Salesforce Certification Details for Admin & App Builder
  • 23. Copyright Intellipaat. All rights reserved. Salesforce Admin Certification Salesforce Administrator ‱ Managing users data and security ‱ Maintaining and customizing Sales Cloud and Service Cloud apps ‱ Building reports, dashboards, and workflows Must have thorough knowledge of: Passing Percentage: 65% (39/60) Retake Fees: $100 Time for Completion: 105 Min No. of Questions: 60 MCQ Exam Fees: $200
  • 24. Copyright Intellipaat. All rights reserved. Salesforce App Builder ‱ Creating applications for Mobile and and Lightning Platform ‱ Configuring Salesforce Lightning Platform & Apps ‱ Implementing the changes in the application efficiently Must have thorough knowledge of: Passing Percentage: 63% (38/60) Retake Fees: $100 Time for Completion: 105 Min No. of Questions: 60 MCQ Exam Fees: $200 Salesforce App Builder Certification
  • 25. Copyright Intellipaat. All rights reserved. Marks Distribution for Salesforce Admin & App Builder Exam
  • 26. Copyright Intellipaat. All rights reserved. Marks Distribution for Admin Organizational Setup User Setup Security and Access Standard and Custom Objects Sales and Marketing Application Service and Support Applications Activity Management and Collaboration Data Management Analytics—Reports and Dashboards Workflow/Process Automation Desktop and Mobile Administration AppExchange 3% 7% 13% 14% 14% 13% 3% 10% 10% 8% 3% 2%
  • 27. Copyright Intellipaat. All rights reserved. Salesforce Fundamentals Data Modeling and Management Security Business Logic and Process Automation Social User Interface Reporting Mobile App Deployment 8% 20% 10% 27% 3% 14% 5% 5% 8% Marks Distribution for App Builder
  • 28. Copyright Intellipaat. All rights reserved. How to clear Salesforce Certification exam?
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