School For Training
Salesforce Admin
Back to Dashboard

Hey there, great course, right? Do you like this course?

All of the most interesting lessons further. In order to continue you just need to purchase it

START COURSE

Course sections

Section 1
Introduction to CRM
1
Why CRM?
2
Introduction to Cloud Computing
3
Cloud Computing – Overview
4
What is Software-as-a-Service (SAAS)?
5
What is Platform-as-a-Service (PAAS)?
6
What is Infrastructure-as-a-Service (IAAS)?
Section 2
What is Salesforce.com?
1
Salesforce.com CRM Editions
2
Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
3
Salesforce Editions / Pricing
Section 3
Salesforce.com Navigation – Overview
1
Salesforce Certifications
2
Certified Force.com Developer(401)
3
Certified Administration (201)
4
Certified Advanced Force.com Developer(501), etc.,
Section 4
Database Introduction
1
Database Model – Object Creation
2
Salesforce Building Blocks
3
Standard Objects
4
Create custom Objects
5
CRM functionality in Salesforce and use of standard objects
6
Custom Objects Vs. Standard Objects
7
Create custom Fields
8
Create Custom Tabs
Section 5
Types of Tab
1
Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
2
Custom object Tabs
3
Web Tabs
4
Visual force Tabs
Section 6
Custom Application
1
Limitations
2
Field Creation and its Relationships. Different Datatypes
3
Standard Data types
4
Read only Data types
Section 7
Relational Data types
1
Lookup Vs. Master – Detail Relationship
2
Limitations
3
Required, External Id, Default Value and Unique fields
Section 8
Salesforce Application elements
1
Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record
Section 9
Page Layouts
1
Defining Page layouts
2
Field order changes
3
Adding custom buttons and links
4
Defining required and read only fields
5
Adding related list
Section 10
Record Types
1
To create and maintain record types for your organization.
2
Display different page layouts and picklist values based on record types.
3
Uses of Record Types
Section 11
Field Dependencies
1
Controlling field/Dependent field?
2
Making dependent pick list fields
3
Limitations
Section 12
Validation Rules
1
Defining Salesforce Data Validation
2
Creating Custom Validation Rules
3
Validation Vs. Trigger
Section 13
Workflow rules
1
Define workflow
2
Create Email template
3
Set up workflow rules
4
Set up workflow actions
Section 14
Workflow Approval process
1
Plan approvals using workflow
2
Use the approval wizard – standard vs. jump start
3
Create workflow approvals
Section 15
Email Templates
1
Email Templates – Sending Single emails and Mass emails.
2
Types of Templates – HTML (Using Letter Head) , Custom HTML (without using letter head), Visual force Email Templates
Section 16
Data Management
1
Import Wizard Vs Data Loader
2
Importing Overview
3
Exporting Overview
4
Import custom object records using the Data Loader
5
Use mass delete
6
Use storage
Section 17
Personal Setup
1
Managing Personal Information
2
Password Reset
3
User Management Overview
4
Roles, Users, Profiles
Section 18
User Roles and Profiles
1
Creating Users
2
User Licenses Overview
3
Understanding Record Ownership and Access
4
Role Hierarchy
5
Profiles
Section 19
Security
1
Managing the Users
2
Set Organization Wide Defaults (OWD)
3
Object-level Security
4
Field-level Security
5
Record-level Security
6
Sharing Rules
Section 20
Reports

Introduction to CRM

What is Software-as-a-Service (SAAS)?

Lesson is locked. Please Buy course to proceed.

Introduction to CRM Cloud Computing – Overview
Completed
Introduction to CRM What is Platform-as-a-Service (PAAS)?
Get Widget
Get Widget