Standard and Custom Objects Knowledge Area
- Course Introduction - Standard and Custom Objects Knowledge Area Overview
- General Housekeeping Items as We Get Started
- Standard Objects and Relationships
- Creating a Custom Object
- Granting Access Using Hierarchies
- Master-Detail Relationships
- Lookup Relationships
- Standard Fields
- Creating Custom Fields
- Customizing Page Layouts
- Deleting Custom Fields
- Changing Data Types on Fields and Data Loss
- Setting Field Dependencies
- Sample Exam Question #2
- Enabling Field History Tracking
- Customizing and Creating Page Layouts
- Setting and Assigning Field Level Security
- Page Layout Assignments
- Creating Record Types for Custom Objects
- Page Layout Assignments by Record Type
- Business Processes for Standard Objects
- Business Processes for Custom Objects
- Creating a Path to Support Business Processes
Sales and Marketing Applications
- Sales and Marketing Applications Introduction
- Primary Marketing Components of Salesforce Applications
- Leads Overview
- Leads Processes
- Creating Lead Record Types
- Creating New Lead Status Picklist Values
- Showing and Hiding Picklist Values by Record Type vs. Process
- Campaign Management Introduction
- Using a Path to Track Campaign Progress
- Adding Campaign Members to a Campaign
- Lead Conversion Process
- Web to Lead
- Campaign Hierarchy
- Primary Sales Components of Salesforce Applications
- Opportunity Stages and Sales Processes
- Opportunity Record Types
- Record Type and Page Layout Assignments and the Default Record Type
- Adding a Path to an Opportunity
- Paths vs. Sales Processes
- Adding Products to an Opportunity
- Creating a Pricebook
- Difference Between List Price and Sales Price on an Opportunity Product
- Product Scheduling - Revenue and Quantity
- Adding Scheduled Products to an Opportunity
- Salesforce CRM Content, Content Packs and Delivery
- Similar Opportunities
- Opportunity Teams
- Sample Exam Question #3
- Bonus Lesson: Coupons and Free Courses
