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Salesforce

Course Content

  • SalesforceSalesforce Overview
  • Introduction To Salesforce
  • Home Page Customization
  • User Management
  • Creating And Customizing Tabs
  • Uploading A Company Logo
  • Company Information Page
  • System Overview Page

  • Introduction To Sales Cloud
  • Sales Cloud
  • Leads Home Page
  • Creating List Views
  • Creating And Converting Leads
  • Creating Accounts and Contacts
  • Creating Email Templates
  • Creating Products
  • Creating Opportunities
  • Creating Activities
  • Creating A Lead Queue
  • Creating An Auto-Response Rule
  • Creating Campaigns

  • Introduction To Quote Templates
  • Quote Templates
  • Creating A Quote Record ,Template
  • Generating A Quote PDF
  • Modifying Quote Templates

  • Introduction To Service Cloud
  • Service Cloud
  • Creating Cases
  • Creating Case Assignment Rules
  • Creating Case Escalation Rules
  • Attaching Solutions To Cases
  • Creating A Web-To-Case Form
  • Creating An Email-To-Case Address

  • Introduction To AppExchange
  • Finding And Selecting An App
  • Finding A Developer,Consultant

  • Introduction To Reports
  • Understanding Report Formats
  • Creating A Leads Report
  • Adding Leads To A Campaign From A Report
  • Scheduling Reports
  • Creating A Campaign Report

Execution palette

  • Introduction To Dashboards
  • Creating A Dashboard
  • Refreshing A Dashboard
  • Modifying Columns On Dashboards
  • Adding Filter To Dashboard
  • Managing Access To Reports
  • Adding A Report As A Dashboard Component
  • Setting Up Dynamic Dashboards
  • Enabling Dashboards For IPad
  • Modifying Report And Dashboard Interfaces
  • Activating The Report Builder On Profiles

  • Introduction To Chatter
  • Enabling Chatter
  • Enabling Chatter Feeds On Records
  • Creating A Free Customer Chatter User
  • Customizing Chatter Email Notifications
  • Configuring Salesforce To Salesforce
  • Accepting A Salesforce Connection
  • Sharing An Account Via Salesforce To Salesforce
  • Enabling Ideas
  • Configuring Ideas Themes
  • Enabling Social Accounts

  • Introduction To Role Hierarchy
  • Creating Groups
  • Creating Permission Sets
  • Assigning Roles To Users

  • Introduction To Security Controls
  • Security Controls
  • Sharing Settings
  • Field Accessibility
  • Password Policies
  • Session Settings
  • Login Flows
  • Network Access
  • Activations
  • Session Management
  • Login Access Policies
  • Certificate And Key Management
  • Viewing Setup Audit Trail
  • Executing Expire All Passwords

  • Introduction To Profiles
  • Standard Profiles Overview
  • Assigning Page Layouts
  • Field-Level Security
  • Custom App Settings And Access
  • Tab Settings
  • Record Type Settings
  • Administrative Permissions
  • General User Permissions
  • Standard Object Permissions
  • Custom Object Permissions
  • Password Policies And Session Timeout
  • Login Hours And IP Ranges
  • Enabling Apex And Visualforce Access

  • Introduction To Data Management
  • Importing Leads
  • Importing Contacts And Accounts
  • Using Mass Delete
  • Installing Data Loader
  • Importing Records With Data Loader
  • Updating Records With Data Loader
  • Deleting Records With Data Loader
  • Exporting Records With Data Loader
  • Adding A Field In The Schema Builder
  • Scheduling A Data Export
  • Creating And Using Sandbox
  • Mass Transferring Records
  • Reporting Snapshots
  • Working With Tags

  • Introduction To Workflow Rules
  • Creating A Workflow Rule
  • Creating A Workflow Rule Field Update
  • Creating A Workflow Rule Task Assignment
  • Creating A Workflow Rule Email Alert

  • Introduction To Change Sets And Deployment
  • Change Sets And Deployment
  • Outbound Change Sets
  • Inbound Change Sets
  • Deployment Settings
  • Deployment Status
  • Eclipse IDE

  • Introduction To Communities
  • Creating A New Community
  • Topic Management
  • Recommendations Management
  • Reputation Management
  • Adding Members
  • Managing Tabs And Branding
  • Login And Registration
  • Community Preferences

  • Introduction To Help And Training
  • Help And Training
  • Using Answers
  • Using Ideas
  • Searching For A Help Topic
  • Contacting Support
  • Trust Site
  • Known Issues