Salesforce Course Content - Part 1

Configuration:

 Introduction to Cloud Computing

• What is Cloud Computing?
• Types of Cloud Computing Services with examples
• Cloud Computing Architecture

Introduction to CRM

• What is CRM Process?
• Evolution of CRM
• Compare Salesforce.com CRM with other CRM products

Introduction to Salesforce

• What is Salesforce?
• Salesforce automation
• Salesforce Architecture
• Services provided by salesforce
• Advantages of Salesforce
• Employment opportunities with Salesforce

Production and Sandbox Environments

• Production Environment
• Types of Sandbox Environments
• Registering with Developer Organization
• Salesforce Terminology

Standard Salesforce Concepts

• Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
• Understanding Leads and Opportunities
• Adding A Lead
• Adding an Account
• Edit an Account Record
• Adding A Product to an Opportunity
• Adding A Task
• Send and Add an Email
• Logging A Call
• Document Tab
• Web to lead 
• Web to case
• Assignment Rules
• Auto response Rules
• Converting A Lead
• Adding an Opportunity
• Adding A Contact
• Creating A View
• Activity History
• Submitting A Case
• Campaigns Partner Roles Portals
• Communities

Creating a new Application

• Steps to create the Application
• Setting up the logo for Application

Creating an Object

•  Steps to create the Object
• Different options involved while creating the object

Creating a Tab

• Steps to create the tab
• Different options involved with the tab

Creating custom fields

• Different Data Types involved while creating custom fields
• Different options involved with custom fields
• Changing the Default Currency Type
• Field Dependencies

 Custom Validation Rules 

• Steps to configure custom validations
• Different formula functions involved with custom validations

Search Layouts, Inline Editing, Enhanced List Views and Record Ids

• Enable more columns at tab level, search results level and look up dialog Level
• Working with inline editing
• Working with enhanced list views
• Analyzing Record Ids of the components

Creating Relationships

• Different Types of Relationships
• Creating a junction object 
• Governor Limits in Salesforce

Page Layouts and Mini Page Layouts

• Different options available in page layout
• Steps to configure mini page layout
• Adding Related Lists to Layout

Record Types

• Steps to configure Record Types
• Creating Record Types for standard objects

Field History Tracking and Activities

• Steps to configure Field History Tracking
• Steps to enable and creating activates

Security in Salesforce

• Users in Salesforce and enabling Grant Login Access
• Profiles and Permission Sets
• Role Hierarchy
• OWD (Organization Wide Defaults)
• Manual Sharing and Sharing Rules
• Purpose of Grant Access using Hierarchies
• Purpose of View All, Modify All, View All Data and Modify All Data
• Apex Managed Sharing

Import Wizard and Data Loader

• Difference between Import Wizard and Data Loader
• Generating Security Token and Maintaining IP range using Trusted IP
• Data Loader Settings
• Data Loader Operations
• Purpose of External Id
• Purpose of Data Export

Workflow Rules

• Difference between evaluation criteria
• Difference between rule criteria
• Types of workflow actions
• Re-evaluation Criteria for Field Update
• Types of Email Templates
• Setting to enable Task Action
• Different scenarios with Workflow Rules

Approval Process

• Configuring Approval Process
• Different options available with Approval Process
• Creating custom hierarchy field
• Adding multiple steps to the approval process
• Purpose of Queues and steps to configure the Queue
• Difference between Queue and Public Group
• Working with the Queues
• Approving the records from Email

Process Builder

• Options involved with Process Builder
• Advantages over Workflow Rules
• Disadvantages over Workflow Rules
• Submitting the records for approval automatically

Reports and Dashboards

• Different types of Reports
• Scheduling the Reports
• Creating the Dashboard
• Different Components involved in Dashboard

Web to Lead and Web to Case

• Generating Web to Lead
• Generating Web to Case
• Rules on Leads and Cases
• Assignment Rules
• Auto Responsive Rules
• Escalation Rules