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