Description

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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