Getting Started
  • Course Introduction
  • Overview of ERP and CRM
  • Overview of Cloud Computing
  • Salesforce CRM : #1 On-Demand
  • Salesforce Editions
  • Setting up a lifetime access practice Developer Org
  • SFDC - Personal Setup and Company Setup
  • PROD vs TEST
  • Setup Chatter
  • Section 1 - Quiz
  • Section 1 - Work Exercises and Reference Materials
Designing your Data Model
  • Understanding the Sales Process - A Case Study
  • Analyzing a functional requirement
  • Converting functional requirement into technical specifications
  • Section 2 - Quiz
  • Section 2 - Work Exercises and Reference Materials
Building your Data Model
  • SFDC Application - How to Start
  • Create App/Objects/Tabs
  • Create Fields with various field types
  • Master-Detail and Lookup
  • Many to Many Relationship
  • Schema Builder
  • Setup Salesforce1 App
  • Section 3 - Quiz
  • Section 3 - Work Exercises and Reference Materials
Implementing Business Logics
  • Formula Fields and Cross Object Formulas
  • Validation Rules
  • Roll Up Summary Fields
  • Field Dependencies
  • Section 4 - Quiz
  • Section 4 - Work Exercises and Reference Materials
Setting up User Interface
  • Page Types and Page Elements
  • Page Layouts
  • Home Page Layouts and Home Page Components
  • List Views
  • Rate and Review the Course
  • Section 5 - Quiz
  • Section 5 - Work Exercises and Reference Materials
Customizing Standard Salesforce Application
  • How to Customize standard salesforce application
  • Section 6 - Work Exercises and Reference Materials
Salesforce Security Model
  • Salesforce Security Model - An Overview
  • Creation of Users/Roles/Public Groups/Queues
  • Create and Manage Profiles
  • Field Level Security
  • How to use Permission Sets?
  • Control Record Visibility using OWD
  • Control Record Visibility using Role Hierarchy
  • Control Record Visibility using Sharing Rules
  • Configure Record Types
  • Section 7 - Quiz
  • Section 7 - Work Exercises and Reference Materials
Data Management
  • Tools for Data Management. Which one to use?
  • Import/Update/Upsert data using Data Import Wizard
  • Import/Update/Upsert/Export data using Apex Data Loader
  • Data Export and Scheduled Export
  • Setting up Search Layouts
  • Section 8 - Quiz
  • Section 8 - Work Exercises and Reference Materials
SFDC Audit
  • Field History Tracking
  • Setup Audit Trail
  • Section 9 - Work Exercises and Reference Materials
Automate Business Process
  • Email Templates in Salesforce
  • Create Workflow Rules with Rule Criteria
  • Configure Immediate and Time Dependent Workflow Rule Actions
  • Configure Approval Process
  • Configure multiple steps and multiple approvers to the approval process
  • Assignment Rules for Leads and Cases
  • Rate and Review the Course
  • Section 10 - Quiz
  • Section 10 - Reference Materials & Work Exercises
Reports and Dashboards
  • Convert business requirements to Reports and Dashboards
  • How to use report builder?
  • Create Tabular Reports
  • Create Summary Reports
  • Create Matrix Reports
  • Create Joined Reports
  • Create custom report types
  • How to schedule reports?
  • Create Dashboards with Dashboard Components for Matrix and Summary Reports
  • Create Dashboards with Dashboard Components for Tabular and Joined Reports
  • Setup Dynamic Dashboard Filters
  • Scheduling Dashboard Refresh
  • Section 11 - Quiz
  • Section 11 - Reference Materials & Work Exercises
Salesforce Service Cloud
  • Salesforce Service Cloud - An overview
  • Create Service Cloud Console
  • Configure Agent Console in Salesforce
  • Section 12 - Reference Materials & Work Exercises