Sales Force

Sales Force Training Outline

Introduction
Navigating in Salesforce

Logging into Salesforce
Using search
Parent-child object relationships
Configuring personal settings
Understanding apps and tabs
Using the schema builder

Understand and Configure Global Settings

Company profile
UI
Calendar
Chatter
Setting up activities
Using list views

Setting Up New Users

Managing users
Managing profiles
Managing licenses
Understanding login security
Troubleshooting login issues

Security and Data Access

Setting object access
Setting record access
Creating a role hierarchy
Record access exceptions
Managing field level security
Design and configure a data access model

Standard and Custom Object Customizations

Customize standard objects and fields
Creating custom objects and custom fields
Creating formula fields
Page layouts
Record types
Business processes
Design and configure a business scenario

Maintaining Data Integrity

Required fields
Matching and duplicate rules
Validation rules
History tracking

Data importing and Exporting

Import using the data import wizard
Import using dataloader.io

Reports and Dashboards

Folders and security
Create reports using standard report types
Create reports using custom report types
Create dashboards

Emailing from Salesforce

Sending emails with tracking code
Mass emailing
Workflow
Process Builder

Chatter

Understand Chatter
Understand use cases for Chatter
Configure Chatter invites

Salesforce Mobile

Understand the capabilities
Know how to configure
Understand SalesforceA
Use Quick Actions
Conclusion

Advanced Salesforce Training Outline

Introduction
Object Relationships

Recognizing the need to create a custom object
Lookup or master-detail?
Rollup summary fields

Advanced Reporting

Custom Report Types
Custom Summary Formulas
Bucket Fields

Salesforce Automation

Workflow
Process Builder
Approval Processes
Flow

Support Processes

Queues
Assignment Rules
Auto-Response Rules
Escalation Rules
Web to Case
Email to Case
Support Settings

Final Project

Design, configure, and customize a full business scenario in Salesforce
Review student solutions

Sandboxes

Types of Sandboxes
Creating and Refreshing Sandboxes
Metadata vs. Data
Change Sets

Using the AppExchange

Using the AppExchange
How to assess apps
Unmanaged and Managed Apps

Know When to Code

Understanding declarative limits
Evaluate customization priorities
Typical coding scenarios

System Administrator Certification Discussion

Requirements
Exam study Resources
Preparation
Conclusion

Salesforce Training Outline