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)?

1

Salesforce.com CRM Editions

2

Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant

3

Salesforce Editions / Pricing

1

Salesforce Certifications

2

Certified Force.com Developer(401)

3

Certified Administration (201)

4

Certified Advanced Force.com Developer(501), etc.,

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

1

Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,

2

Custom object Tabs

3

Web Tabs

4

Visual force Tabs

1

Limitations

2

Field Creation and its Relationships. Different Datatypes

3

Standard Data types

4

Read only Data types

1

Lookup Vs. Master – Detail Relationship

2

Limitations

3

Required, External Id, Default Value and Unique fields

1

Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

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

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

1

Controlling field/Dependent field?

2

Making dependent pick list fields

3

Limitations

1

Define workflow

2

Create Email template

3

Set up workflow rules

4

Set up workflow actions

1

Plan approvals using workflow

2

Use the approval wizard – standard vs. jump start

3

Create workflow approvals

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

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

1

Managing Personal Information

2

Password Reset

3

User Management Overview

4

Roles, Users, Profiles

1

Creating Users

2

User Licenses Overview

3

Understanding Record Ownership and Access

4

Role Hierarchy

5

Profiles

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