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

    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
    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

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About BitraNet Inc

Bitranet Inc is a fast growing US based IT Software development & Staff augmentation firm, We also have development centers in Schaumburg (Chicago), IL and Hyderabad, India. Bitranet established in 1996