SalesForce
Module 1 : Salesforce Overview
- Learning Objectives
- Introduction to Salesforce
- Salesforce Editions
- Home page Customization
- User Management
- Creating and Customizing Tabs
- Creating an App
- Uploading a Company Logo
- Company Information Page
- System Overview Page
- Updating the Fiscal Year
- Case study
- Key Takeaways
Module 2 : Salesforce Objects
- Learning Objectives
- Standard Object Components
- Renaming Standard Objects
- Modifying Standard Objects
- Understanding External Objects
- Creating Custom Objects
- Case study
- Key Takeaways
Module 3 : Field Types
- Learning Objectives
- Modifying Standard Fields
- Creating Auto-Number Fields
- Creating Formula Fields
- Creating Roll-Up Summary Fields
- Creating Lookup and Master-Detail Fields
- Creating Checkbox Fields
- Creating Currency, Number, and Percent Fields
- Creating Date Fields and Date and Time Fields
- Creating Phone and Email Fields
- Creating Geolocation Fields
- Creating Picklist and Multi-Select Picklist Fields
- Creating Text and Text Area Fields
- Creating Text Area Long and Text Area Rich Fields
- Considerations for Field Type Change
- Field Deleting Implications
- Creating Encrypted Fields
- Creating URL Fields
- Case study
- Key Takeaways
Module 4 : Validation Rules
- Learning Objective
- Creating Validation Rules
- Creating Formulas
- Creating Error Messages
- Case study
- Key Takeaways
Module 5 : Security Controls
- Learning Objective
- Viewing Object Security
- Changing Default Record Access
- Sharing Settings
- Field Accessibility
- Password Policies
- Session Settings
- Login Flows
- Network Access
- Activations
- Session Management
- Login Access Policies
- Certificate and Key Management
- Viewing Setup Audit Trail
- Executing Expire All Passwords
- Delegated Administrations
- Remote Site Settings
- Named Credentials
- File Upload and Download Security
- Case Study
- Key Takeaways
Module 6 : Profiles
- Learning Objective
- Overview of Standard Profiles
- Assigning Page Layouts
- Field-Level Security
- Custom App Settings and Access
- Tab Settings
- Record Type Settings
- Administrative Permissions
- General User Permissions
- Standard Object Permissions
- Custom Object Permissions
- Password Policies and Session Timeout
- Login Hours and IP Ranges
- Enabling Apex and Visualforce Access
- Case Study
- Key Takeaways
Module 7 : Role Hierarchy
- Learning Objective
- Viewing Role Hierarchy
- Creating Roles
- Enabling Field History
- Creating Groups
- Creating Permission Sets
- Assigning Roles to Users
- Case Study
- Key Takeaways
Module 8 : Workflow Rules
- Learning Objective
- Creating a Workflow Rule
- Creating a Workflow Rule Field Update
- Creating a Workflow Rule Task Assignment
- Creating a Workflow Rule Email Alert
- Outbound Message
- Time-Dependent Workflow Action
- Time-Dependent Workflow Action – Considerations
- Overview of Approval Process
- Components of an Approval Process
- Case Study
- Key Takeaways
Module 9 : Data Management
- Learning Objective
- Importing Leads
- Data Import Wizard
- Importing Contacts and Accounts
- Using Mass Delete
- Installing Data Loader
- Installing Data Loader
- Importing Records with Data Loader
- Updating Records with Data Loader
- Deleting Records with Data Loader
- Exporting Records with Data Loader
- Adding a Field in the Schema Builder
- Scheduling a Data Export
- Creating and Using Sandbox
- Mass Transferring Records
- Reporting Snapshots
- Working with Tags
- Case Study
- Key Takeaways
Module 10 : Reports
- Learning Objective
- Understanding Report Formats
- Tabular Reports
- Summary Reports
- Matrix Reports
- Join Reports
- Creating Leads Report
- Creating Contacts and Accounts Report
- Creating an Opportunity Report
- Adding Leads to a Campaign from a Report
- Creating a Report Chart
- Scheduling Reports
- Creating a Campaign Report
- Summarizing Report Data
- Creating a Report Formula
- Exporting Reports to Excel
- Date Filters
- Bucket Fields
- Custom Report Types
- Case Study 1
- Case Study 2
- Key Takeaways
Module 11 : Dashboards
- Learning Objective
- Understanding Dashboard Components
- Creating a Dashboard
- Refreshing a Dashboard
- Modifying Columns on Dashboards
- Adding Filters to a Dashboard
- Managing Access to Reports
- Adding a Report as a Dashboard Component
- Setting Up Dynamic Dashboards
- Enabling Dashboards for iPad
- Modifying Report and Dashboard Interfaces
- Activating the Report Builder on Profiles
- Case Study
- Key Takeaways
Module 12 : Chatter
- Learning Objective
- Chatter Overview
- Enabling Chatter
- Enabling Chatter Feeds on Records
- Configuring Chatter Groups
- Creating Customer Groups
- Creating a Free Customer Chatter User
- Customizing Chatter Email Notifications
Configuring Salesforce to Salesforce - Accepting a Salesforce Connection
- Sharing an Account via Salesforce to Salesforce
- Enabling Ideas
- Configuring Idea Themes
- Enabling Social Accounts
- Enabling Libraries and Content
- Customizing Libraries and Content
- Uploading Documents to Libraries and Content
- Configuring Salesforce1
- Case Study
- Key Takeaways
Module 13 : Change Sets and Deployment
- Learning Objective
- Outbound Change Sets
- Inbound Change Sets
- Deployment Settings
- Deployment Status
- Eclipse IDE
- Case Study
- Key Takeaways
Module 14 : Application Lifecycle
- Learning Objective
- Key Milestones and Considerations
- Using Sandboxes for Development
- Using Change Sets
- Using Unmanaged Packages
- Case Study
- Key Takeaways
Module 15 : Visual Workflow, Process Builder, and Schema Builder
- Learning Objective
- Creating a Visual Flow
- Modifying Existing Flows
- Creating a Process in the Process Builder
- Creating Fields in the Schema Builder
- Case Study
- Key Takeaways
Module 16 : Lightning Components
- Learning Objective
Installing Lightning Components - Lightning Component Capabilities
- Lightning Components vs. Visualforce
- Case Study
- Key Takeaways
Module 17 : Creating Buttons, Links, and Actions
- Learning Objective
Global Action - Object Specific Action
- Object Specific Action – Types
- Action Layout in Salesforce1
- Creating New Records with Actions
- Logging a Call with Actions
- Updating a Record with Actions
- Creating Custom Buttons
- Creating Custom Links
- Case Study
- Key Takeaways
Module 18 : Sales Cloud
- Learning Objective
- Leads Home Page
- Creating List Views
- Creating and Converting Leads
- Creating Accounts
- Creating Contacts
- Creating Email Templates
- Four Sales Productivity Features
- Sending Individual Emails
Sending Mass Emails - Creating and Managing Price Books
- Creating Products
- Creating Opportunities
- Creating Activities
- Creating a Web-to-Lead Form
- Creating a Lead Assignment Rule
- Creating a Lead Queue
- Creating an Auto-Response Rule
- Creating Campaigns
- Record Types
- Case Study 1
- Case Study 2
- Key Takeaways
Module 19 : Quote Templates
- Creating a Quote Record
- Creating a Quote Template
- Generating a Quote PDF
- Emailing a Quote PDF
- Modifying Quote Templates
- Case Study
- Key Takeaways
Module 20 : Service Cloud
- Learning Objective
- Creating Cases
- Creating Case Assignment Rules
- Creating Case Escalation Rules
- Enabling Solutions
- Creating Solutions
- Attaching Solutions to Cases
- Enabling Knowledge
- Configuring Knowledge
- Creating a Web-to-Case Form
- Create an Email-to-Case Address
- Case Study 1
- Case Study 2
- Key Takeaways
Module 21 : – Communities
- Creating a New Community
- Partner Portal
- Customer Portal
- Communities
- Topic Management
Reputation Management - Adding Members
- Managing Tabs and Branding
- Login and Registration
- Community Preferences
- Case Study
Key Takeaways
Module 22 : User Interface
- Learning Objective
- User Interface General Options
- User Interface Sidebar Options
- User Interface Calendar Options
- User Interface Name Settings
- User Interface Setup Options
- Case Study
- Key Takeaways
Module 23 : Help and Training
- Using Answers
- Using Ideas
- Searching for a Help Topic
- Contacting Support
- Trust Site
- Known Issues
- Case Study
- Key Takeaways
Module 24 : AppExchange
- Learning Objective
- AppExchange Overview
- Finding and Selecting an App
- Finding a Developer
- Finding a Consultant
- Case Study
- Key Takeaways
Module 25 : Other Important Concepts
- Learning Objective
- SalesforceA
- SalesforceA – Actions
- Salesforce and Outlook – Integration
- Many-to-Many Relationship
- Many-to-Many Relationship — Example
- Self Relationship
- Hierarchy Relationship