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Salesforce
Course Content
Section 1:Salesforce Overview
SalesforceSalesforce Overview
Introduction To Salesforce
Home Page Customization
User Management
Creating And Customizing Tabs
Uploading A Company Logo
Company Information Page
System Overview Page
Section 2: Sales Cloud
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
Section 3:Quote Templates
Introduction To Quote Templates
Quote Templates
Creating A Quote Record ,Template
Generating A Quote PDF
Modifying Quote Templates
Section 4:Service Cloud
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
Section 5:AppExchange
Introduction To AppExchange
Finding And Selecting An App
Finding A Developer,Consultant
Section 6:Reports
Introduction To Reports
Understanding Report Formats
Creating A Leads Report
Adding Leads To A Campaign From A Report
Scheduling Reports
Creating A Campaign Report
Section 7:Dashboards
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
Section 8:Chatter
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
Section 9:Role Hierarchy
Introduction To Role Hierarchy
Creating Groups
Creating Permission Sets
Assigning Roles To Users
Section 10:Security Controls
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
Section 11:Profiles
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
Section 12:Data Management
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
Section 13:Workflow Rules
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
Section 14:Change Sets And Deployment
Introduction To Change Sets And Deployment
Change Sets And Deployment
Outbound Change Sets
Inbound Change Sets
Deployment Settings
Deployment Status
Eclipse IDE
Section 15:Communities
Introduction To Communities
Creating A New Community
Topic Management
Recommendations Management
Reputation Management
Adding Members
Managing Tabs And Branding
Login And Registration
Community Preferences
Section 16:Help And Training
Introduction To Help And Training
Help And Training
Using Answers
Using Ideas
Searching For A Help Topic
Contacting Support
Trust Site
Known Issues
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