Salesforce Introduction
  • Welcome, Course & Exam Breakdown
  • What is CRM?
  • Udemy Review System
  • Salesforce the Company
  • BONUS: Free Learning Content
Organizational & User Setup
  • Org & User Setup Learning Objectives
  • Creating a FREE Salesforce Org
  • Logging into Salesforce
  • Navigating the Salesforce User Interface
  • Lightning vs Classic Salesforce Interface
  • Lightning vs Classic Feature Compatibility
  • Salesforce Branding and UI Customization
  • Density Settings
  • User Navigation Bar Customization
  • Salesforce Themes and Branding
  • Lightning Chrome Extension
  • Classic User Interface Overview
  • Customising the Classic User Interface
  • Classic Homepage Customization
  • UI Customization for Admins
  • Company Profile
  • User Management
  • Organizational & User Setup
My First App
  • Learning Objectives
  • Understanding the Standard Object Model
  • Creating an App & Personalizing Salesforce
  • Creating Objects & Tabs
  • Creating Fields
  • Field Dependences
  • Creating Object Relationships
  • Traversing Relationships with Formulas and Summary Fields
  • Page Layout Customization
  • Field Histories
  • Record Types Part 1
  • Record Types Part 2
  • Common Issues with Record Types
  • Standard Fields & Deleting Fields
  • Chatter
  • Customising Search and Tab Layouts
  • List Views
  • My First App Questions
Workflow/Process Automation
  • Process Automation Overview & Learning Objectives
  • Workflow Rules & Actions
  • Validation Rules
  • Best Practice: The Importance of Validation Timing
  • Approval Processes
  • Process Builder Overview
  • Creating a Process Builder Process
  • Process Builder Actions
  • Process Builder in Practice
Salesforce Security
  • Learning Objectives
  • Salesforce Security Overview
  • Organizational Security Settings
  • Organizational Wide Defaults
  • Record Ownership
  • Role Hierarchies
  • Sharing rules
  • Manual Sharing
  • Object Permissions and Record Access
  • User Profiles & Permissions
  • Salesforce Security Section Questions
Analytics-Reports & Dashboards
  • Learning Objectives
  • Tabular Reports
  • Report Automation
  • Summary Reports
  • Matrix Reports
  • Report Charts & Formatting
  • Bucket Fields
  • Report Types
  • Report Type Layouts
  • Report Types Lab
  • Reports & Page Layouts
  • Dashboards
  • Report & Dashboard Security
  • Chatter & Dashboards
Data Management
  • Learning Objectives
  • Duplicate Management
  • Methods for Importing & Exporting Data
  • Salesforce IDs and External IDs
  • Data Loader
  • Import Wizard
  • Dataloader.io by Mulesoft
  • Considerations when importing data
  • Data Management Best Practice
  • Backing up Salesforce Data
  • Mass Action Functions
  • Salesforce Content
  • Document Folder & File Uploading Review
  • Data Management Section Questions
Sales & Marketing Applications
  • Learning Objectives
  • Sales Overview
  • Web to Lead