Lesson List
CRM Overview
Introduction to CRM?
Why CRM?
Introduction to Cloud Computing & Salesforce.com
Cloud Computing – Overview
What is Software-as-a-Service (SaaS)?
What is Platform-as-a-Service (PaaS)?
What is Infrastructure-as-a-Service (IaaS)?
What is Salesforce.com?
Salesforce.com CRM Editions
Salesforce.com Navigation – Overview
Sales Cloud – Terminology
Campaigns
Leads
Accounts
Contacts
Opportunities
Forecast
Contracts
Cases
Solutions
Products
Chatter
Salesforce Cloud Platform – Explained
Sales Cloud2 Platform
Force.com Platform
• App Force
• Site Force
• VM Force
• Heroku
• ISV Force
Personal Setup
Managing Personal Information
Password Reset
User Management Overview
Roles, Users, Profiles & Sharing
Salesforce Building Blocks
Standard Objects
Create custom Objects
Create custom Fields
Create custom Tabs
Define dependent Pick lists o Customize page layouts
Custom Application
Working with Standard Objects
Campaigns
Leads
Accounts
Contacts
Opportunities
Product
Relationship Types
Master-detail Relationship
Look-up Relationship
Many-to-Many Relationship
Create and managing the Roll-up summary fields
Data Validation Rules
• Create data validation rule
• Learn about custom field unique and duplicate properties
Customize formula-fields
Workflow Rules
Define workflow
Create Email template
Set up workflow rules
Set up workflow actions
Workflow Approval Process
Plan approvals using workflow
Create workflow approvals
Analytics – Reports & Dashboards
Report Overview
Create custom reports
Using filters
Using conditional highlighting
Custom summary formulas
Working with dashboards
Data Management
Importing Overview
Exporting Overview
Import custom object records using the Data Loader
Use mass delete
Use storage
User Management
Creating Users
Creating Profiles
Creating Roles
Creating Groups
Security
Managing the Users
Set Organization Wide Defaults (OWD)
Object-level Security
Field-level Security
Record-level Security
Record Types
What is Record type?
How to create Record type?
Managing Record types
Sharing Rules
Define Sharing rules
Discuss about types of sharing rules
Monitoring Organization Data
Debug logs and Email Logs
Login History
View Setup Audit Trail
Discuss about Queue
Outbound messages
Schedule Jobs
Apex Jobs
Bulk Data Load Jobs
Force.com Platform Revisited
Apex, Visual Force, Database.com & AppExchange
How to install an AppExchange application
AppExchange – Application Management
Salesforce.com Certifications – Overview
Salesforce.com Certified Administrator (ADM 201)
Salesforce.com Certified Advanced Administrator (ADM 301)
Certification Practice Questions
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• Learn about custom field unique and duplicate properties
Complete Lesson
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