Certificate in Salesforce Administration and AI

Certificate in Salesforce Administration and AI

Develop the strongest foundation in Salesforce AI, get certified, gain hands-on project experience, and find your dream job

Next Cohort

25 October 2024

Program Duration

60 Hours

Implementation Partner

Programming in Python

This course is a concise yet comprehensive program tailored for B.Tech/MCA/BCA/M.Tech students and corporate professionals. Covering Python fundamentals, control flow, functions, file handling, and object-oriented concepts, participants gain hands-on experience to code, analyze data, and develop applications efficiently. No prior experience required, making it ideal for beginners and experienced programmers alike.

Program USPs at a Glance

Get to Know Our Program, Essential Facts for
Your Consideration

Key Information for Your Evaluation

50+

Hours

25

Lectures

5+

Mini Projects

3x

Salesforce Certifications

saasguru learners work at

Our Alumni Work At

Course Curriculum

  • CRM Introduction and Essentials
  • PaaS & SaaS Models
  • Salesforce Overview
  • Salesforce Architecture
  • Salesforce Admin Certification Overview
  • Understand Salesforce Admin Role and Responsibilities.
  • Day in life of a Salesforce Admin
  • Company Information
  • Fiscal Year
  • Currency Management
  • Business Hours and Holidays
  • Manage Users
  • Salesforce Licensing
  • Organization and Data Access Overview
  • Login Hours, IP Restrictions, and Session Settings
  • Password Policies
  • Salesforce Auditing
  • Salesforce Identity and MFA
  • Standard and Custom Objects
  • Standard and Custom Fields
  • Object Relationships
  • Formula and Roll-up Summary Fields
  • Salesforce Lightning Apps and Tabs
  • Home Page Customization
  • Page Layouts and Record Types
  • Business Processes and Path
  • App Builder overview and Dynamic Forms
  • List Views
  • UI Settings and Search Results
  • Lightning Actions – object and global
  • Profiles and Permission Sets
  • Object and Field Level Security
  • OWD Settings
  • Role Hierarchy
  • Sharing Rules
  • Manual Sharing
  • Standard Sales Process and Objects Overview
  • Sale Productivity Features
  • Team Selling and Sharing Impact
  • Einstein Lead & Opportunity Scoring
  • Standard Service Process and Objects Overview
  • Service Console
  • Case Automations
  • Service Channels
  • Salesforce Reports, Custom Reports and Report Types
  • Report Builder Features
  • Salesforce Dashboards, Features and Components
  • Reports and Dashboards Sharing
  • Data Import Tools and Considerations
  • Data Export Tools and Considerations
  • Data Quality Tools and Considerations
  • Validation Rules
  • Duplicate and Matching Rules
  • Order of Execution
  • Workflows
  • Process Builder
  • Approval Process
  • Salesforce Flows
  • Which Automation Tool to Use?
  • Order of Execution
  • Flow Basics
  • Flow Builder
  • Flow Types
  • Flow Testing , Debugging and Deployment
  • Advance Flows
  • User Interface Customizations
  • Custom Buttons, Links and Actions
  • Declarative Options for LWC
  • Custom Lightning Components
  • Application Lifecycle
  • Changeset Deployment
  • Unmanaged and Managed Packages
  • Deployment Plan

  • Instructor-Guided Project Execution
  • Hands-On Lab Delivery
  • Understanding Project Requirements
  • Brainstorming for Solutions
  • Guided Video Solution Support
  • Automated Build Validation
  • Real-World Use Case Development

  • Salesforce Admin vs a Business Analyst
  • Salesforce BA Career Path
  • Roles and Responsibilities of a BA
  • Skillset of a good Business Analyst – Soft Skills and Salesforce Skills
  • Tools used by a Business Analyst
  • What is CRM?
  • Customer 360
  • Salesforce Clouds Overview
  • Einstein Copilot and Prompt Builder
  • AI Tools and Prompts for Business Case
  • AI Tools and Prompts for Prototyping
  •  Overview of SDLC
  • Waterfall
  • Scrum Agile
  • Rapid Application Development
  • Prototyping
  • Importance of understanding business objective
  • Business Case Creation
  • Identify Stakeholders and assign responsibilities
  • Sandboxes & Deployments
  • Salesforce Environment Best Practices
  • What is Requirement Elicitation and its stages
  • AI Tools and Prompts for Document Assessment
  • Documenting SMART requirements
  • Elicitation techniques
    • Brainstorming
    • Interviewing
    • Surveys
    • Mind Maps
  • Interfaces and data mapping
  • Business Use Case Overview
  • Stage 1 Initiation
  • Stakeholder management
  • Approval process
  • AI Tools and Prompts for Document Assessment
  • Actors and System
  • Salesforce tools to analyze the As-Is
  • Hands-on exercise
  • BA tools to analyze and capture the As-Is process
  • Introduction to Mural Service Design
  • User Journey vs Service Design
  • Best Practices – As-Is process documentation
  • Use Salesforce Surveys
  • AI Tools and Prompts for Process Flow Diagrams
  • Salesforce Surveys – Product Showcase
  • Future State Process Mapping
  • Salesoforce and LucidChart
  • Hands-on exercise
  • Managing Complex business processes
  • Feature List
  • Stakeholders Sign-off
  • AI Tools and Prompts for creating User Stories
  • User Story Creation
  • Hand-on Exercise/Trivia
  • JIRA walkthrough
  • Product Backlog Creation
  • Requirement Prioritization
  • Key Consideration while creating u/s
  • AI Tools and Prompts for creating UAT Plan
  • Types of Testing
  • UAT Plan
  • UAT Strategies for orgs with Large Data
  • Release Readiness
  • Intro to Agile Accelerator
  • Change Set Development Model
  • Git and GitHub Basics
  • Product Showcase

  • Hands-on Project Execution Overview Session
  • Initiate Phase Kick-off”
  • Initiation Phase Deliverables Validation
  • Discovery Workshop with Mock Customer
  • Discovery Workshop Deliverables Validation
  • To-Be State Phase Kick-off
  • To-Be Phase Deliverables Validation
  • Develop User Stories Phase Kick-off
  • User Stories Support Session
  • Playback Readiness Session
  • Project Playback

Application Process

The application process consists of three simple steps. An offer of admission will be made to the selected candidates and accepted by the candidates by paying the admission fee.

STEP 1

Application Intake

Register your interest by filling out the online application form.

STEP 2

Scholarship Test

60-minute online Test to identify top candidates for scholarships ( up to 50%) 

STEP 3

Admission Invite

If selected, you will receive an offer for the upcoming cohort. Pay the fee to secure your seat

Certification Benfits

Prerequisites

Admission Closes on 5 March 

Skills Covered

Leading Industry Professionals for Expert Guidance

Izzy Navarrete
Izzy Navarrete
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Problem solver with a knack for getting to the bottom of any situation. I have over 13 years of experience in customer service, sales, and hospitality services. Although successful in my hospitality career, I have realized the aspects of my work I find most rewarding are all in tech-related functions and found an interest in Salesforce. I achieved being certified as a Salesforce Consultant and have since become 4X Salesforce Certified.
Himanshu Matharu
Himanshu Matharu
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I am a Senior Salesforce Technical Consultant experienced in creating efficient technological solutions and emphasizing teamwork in project roles. I am an adept Salesforce developer with a passion for tackling complex challenges. No problem is too intricate when it comes to finding solutions, and I prioritize teamwork in project roles. My main focus is on delivering required functionality while considering technical debt and complexity.
Prateek Kataria
Prateek Kataria
Read More
An ardent Salesforce enthusiast with over 12 years of industry experience and 20X Salesforce certifications. Currently serving as the Chief Product Officer (CPO) at saasguru. I shape saasguru's product strategy by seamlessly connecting customer requirements with our objectives and goals. My mission is to craft exceptional products that consistently add value to our business and end-users, enhancing overall customer outcomes.
Amit Choudhary
Amit Choudhary
Read More
Amit is the Co-Founder and CEO of saasguru, an Ed Tech platform focused on SaaS certification preparation. He's also an early-stage investor in Ed Tech startups and previously co-founded SaaSfocus, which became the largest boutique Salesforce Consulting company in the APAC region before being acquired by Cognizant. With over 20 years of experience in global IT outsourcing and consulting, Amit has a successful track record in leading Digital Transformation and complex outsourcing projects across various industries and technologies. He's a highly motivated and results-driven business leader.

Why E&ICT Academy, IIT Kanpur?

Sample Certificate

Certifications with Global Recognition

Boost your professional credentials with certifications from a renowned institute.

Hands-on Learning

Practical, real-world applications for every course.

Industry-Relevant Courses

Programs designed with current industry needs in mind.

Application Process

The application process consists of three simple steps. An offer of admission will be made to the selected candidates and accepted by the candidates by paying the admission fee.

STEP 1

Application Intake

Register your interest by filling out the online application form.

STEP 2

Assessment Test

30-minute online test to evaluate your skills and match you to the best Bootcamp programs.

STEP 3

Admission Invite

If selected, you will receive an offer for the upcoming cohort. Pay the fee to secure your seat

Course Fee

TOTAL PROGRAM FEE

₹ 35,000+GST

Key Program Highlights

  • Total Lectures : 15
  • Skill Level: Beginner
  • Assessments: Weekly
  • Certificate: Yes

Data Science Course Fee

Best Suited For

Important Dates

22nd September, 2022 (Thursday)

  • Online portal for application opens

18th November, 2022 (Friday)

  • Online portal for application closes

18th November, 2022 (Friday)

  • Receipt of letters of recommendation by Referees closes

23rd November, 2022 (Wednesday)

  • Last date of receipt of physical applications

26th November, 2022 (Saturday)

  • Shortlisting candidates for written test

11th December, 2022 (Sunday) (tentative)

  • Written test at 4 locations (Delhi, Calcutta, Mumbai, Chennai)

14th December, 2022 (Wednesday)

  • Shortlisted candidates for personal interview

1st January, 2023 (Sunday)

  • Personal interview at IIT Kanpur

03rd January, 2023 (Tuesday)

  • Selected candidates for admission

Apply Now

FAQs

Yes, absolutely! Upon completing the Certificate in Salesforce Administration and AI, you will receive two prestigious certifications: one from IFACET – IIT Kanpur and another from saasguru.

These certifications will enhance your resume, validate your skills to potential employers, make you job-ready, and give you a competitive edge in the job market.

Yes, 100% placement support is provided to all students who meet the eligibility criteria.

No

 The Certificate in Salesforce Administration and AI program offered by E&ICT Academy, IIT Kanpur, is a comprehensive, outcome-driven training initiative designed to bridge the gap between academia and industry. Tailored for both aspiring professionals and experienced practitioners, the program provides hands-on experience and specialized knowledge in Salesforce. Whether you are beginning your career or looking to enhance your skills, this program offers a valuable opportunity to advance your expertise and achieve your professional goals in the Salesforce ecosystem.

 If you happen to miss an online Salesforce class, don’t worry. You can easily catch up by accessing exclusive session recordings. Links to these recordings will be provided after each session, ensuring that you stay on track with the course syllabus and continue your learning journey seamlessly.

Every learner will be a part of our exclusive Slack Learner Community, which will be guided by some of the best industry experts. Your queries will be addressed through this group.

At the moment, all our training courses are online. We will very soon come up with offline-based Salesforce training calendars. Please follow our social media pages to hear from us.

The training material will be made available for a lifetime for our learners once they have enrolled for the course.

The training program fee does not include the cost of Salesforce's authorized certification. Learners are required to pay the certification exam fees separately to Salesforce

Please click on the Book a free consultation to schedule a time with our program experts to understand more about the program and career prospects.

For information on refunds and cancellations, please review the official refund policy of E&ICT Academy, IIT Kanpur.

This is a remotely proctored video-based assessment test. You will need a laptop or desktop equipped with a camera and a stable internet connection to take the test. You will be required to show a valid ID proof (e.g., Aadhar card) for system verification. Please note that if any unfair means are detected during the test, your candidature will be disqualified.

The assessment test consists of 30 multiple-choice questions covering Quantitative Aptitude, Logical Reasoning, and Verbal Ability. You will have a total of 30 minutes to complete the test. Each correct answer is awarded +4 marks, and there is no negative marking for incorrect answers.

To access the assessment test link, you need to apply for a Salesforce Program by IIT Kanpur. Once you have applied for the program, we will send the assessment test link to your registered email address along with detailed instructions. Please read the instructions carefully before starting the test.

If you have any questions or concerns related to the assessment test, please feel free to reach out to us at courses_sg@ifacet.iitk.ac.in or support@saasguru.co

Implementation Partner