Getting Started
  • Course Update Status Notifications
  • Introduction to the Course
  • Securing a Practice Org
  • Database Terminology
  • Admin Setup Interface Navigation
  • Salesforce Admin Setup Interface Changes Over Time
  • Old Admin Setup Interface Navigation
  • Customizing User Interface Options
  • Setting Feature Usage: Homepage Layouts
  • Setting Feature Usage: Quotes & Tags
  • Setting Feature Usage: Chatter & Chat
  • Setting Feature Usage: Social Accounts and Contacts
  • Managing Users
  • New Lesson Winter 2016: the Lightning Experience set-up
  • The Salesforce.com Environment
  • Homework Answers for Section 1
Security
  • Overview of Security
  • Profiles and Permission Sets
  • System Access
  • Roles and Org-wide Defaults
  • Sharing Rules and Groups
  • Understanding Field Level Security
  • Security: Putting it All Together
  • Design a Security Solution
Customization To Fit Your Business Process
  • Creating Custom Fields
  • Special Fields: Lookup Fields
  • Special Fields: Rollup Summary Fields
  • Special Fields: Formula Fields
  • Special Fields: Picklists and Multi-select Picklists
  • Editing Picklists
  • Defining Picklist Dependencies
  • Special Fields: Master-Detail Fields
  • Sales Processes & Record Types
  • Sales Paths
  • Customizing Page Layouts
  • Customizing Page Layout Related Lists
  • Changing Standard Field Labels
  • Customizing to Fit
Reporting Analytics
  • Overview: Reports, List Views and Dashboards
  • Creating New Reports
  • Customizing Existing Reports
  • Scheduling Reports and Dashboards to Run
  • Creating Dashboards
  • Create a Report
  • Create a Dashboard
Communication
  • Understanding Different Types of Email Templates
  • Creating Letterhead
  • Creating HTML Email Templates
  • Mass Emailing
  • Creating Companywide Email Addresses
  • Chatter External Users and Groups
  • Setting up Content Deliveries
  • Understanding Communication
Automation
  • Workflow Rules
  • Process Builder
  • Validation Rules
  • Web-to-Lead Forms
  • Lead Assignment Rules
  • Auto-Response Rules
  • Everything an Admin needs to know about Visualforce
Conclusion
  • Salesforce.com on the Job
  • Presenting Your New Skills to Management
  • Where To Go From Here
  • Answers to all course quizzes - handout