SALESFORCE CRM
SESSION I:
Identity Confirmation
· Activate your computer
· Setting Up the User Interface
· Set up the UI & search options
· Organization Administration
· Set your organization's language & locale
· Manage currency Customization
· Create custom profiles & custom fields
· Define dependent picklists
· Customize lookup fields & formula fields
· Customize page layouts
· Customize standard related lists
· Learn about record types & business processes
· Use field-level security Security & Access
· Create & manage your users
· Set organization-wide defaults
· Learn about record access
· Create the role hierarchy
· Learn about the sharing model
· Manually share records
· Set up opportunity team selling & account teams
· Learn about folder access Workflow
· Define workflow
· Set up workflow rules
· Set up workflow tasks & alerts Workflow Approvals
· Plan approvals using workflow
· Use the approval wizard – standard vs. jump-start
· Create workflow approvals
· Data Validation
· Learn about Salesforce CRM data validation
· Create data validation rules
· Learn about custom fields & unique properties Data Utilities
· Import records using the import wizards
· Use mass delete
· Use mass transfer
· Learn about storage utilization
· Analytics
· Create custom reports
· Use advanced filters
· Use conditional highlighting
· Use custom summary formulas
· Create dashboards The AppExchange
· Learn about the AppExchange
· Install an app
· Uninstall an app Marketing Administration
· Use the integrated campaign builder
· Learn about lead queue & lead assignment setup
· Learn Web-to-lead & auto-response rules Service & Support Administration
· Learn about cases & solutions
· Set up case escalation rules
· Identify solution categories & suggested solutions Salesforce Console
· Navigate the Salesforce Console
· Create a Salesforce Console Extending Salesforce CRM
· Learn about custom objects
· Learn about custom tabs
· Learn about custom Web tabs
· Build a custom app
SESSION II:
Designing Applications On Force.Com
· Learn about factors to consider when building a data model
· Develop custom objects and fields, encrypted fields, field help, and field history tracking
· Use master detail, lookup, and many-to-many relationships
· Create a user interface for custom applications using the Custom Object tab, Page Layout, and
· Customization options
· Set field attributes on the page layout
· Use the Custom Object queue and event-based workflow rules with field update actions
· Develop custom formulas and validation rules Designing Applications for Multiple Users
·
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