Salesforce Online Training in india
Identity
Confirmation
•
Activate
your computer
•
Setting
Up the User Interface
•
Set
up the UI & search options
•
Organization
Administration
•
Set
your organization’s language & locale • Manage currency
Customization
• Create custom profiles & custom
fields
•
Define
dependent picklists
• Customize lookup fields
& formula fields
• Customize page layouts
• Customize standard
related lists
• Learn
about record types & business processes
• Use field-level security
Security & Access
• Create & manage your users
• Set organization-wide
defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Set up opportunity team
selling & account teams •
Learn about folder access
Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
Workflow Approvals
• Plan approvals using workflow
• Use the approval wizard – standard vs.
jump-start • Create workflow approvals
•
Data
Validation
•
Learn
about Salesforce CRM data validation
• Create data validation
rules
• Learn about custom fields & unique properties Data Utilities
• Import records using the import
wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization
•
Analytics
•
Create
custom reports
• Use advanced filters
• Use conditional
highlighting
• Use custom summary formulas
• Create dashboards
The
AppExchange
•
Learn about the AppExchange
• Install an app
• Uninstall an app
Marketing
Administration
•
Use the integrated campaign builder
• Learn about lead queue
& lead assignment setup • Learn Web-to-lead & auto-response rules
Service & Support Administration
• Learn about cases & solutions
• Set up case escalation rules
• Identify solution categories & suggested solutions Salesforce Console
• Navigate the Salesforce Console
• Create a Salesforce Console
Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom Web tabs
• Build a custom app
TRACK II :
Designing Applications on
Force.com
•
Learn
about factors to consider when building a data model
•
Develop
custom objects and fields, encrypted fields, field help, and field history
tracking
•
Use
master detail, lookup, and many-to-many relationships
•
Create
a user interface for custom applications using the Custom Object tab, Page
Layout, and
•
Customization
options
•
Set
field attributes on the page layout
•
Use
the Custom Object queue and event-based workflow rules with field update
actions
•
Develop
custom formulas and validation rules
Designing Applications for Multiple Users
•
Learn
about factors to consider when designing applications for multiple users
•
Create
profiles, understand what a profile controls (including data access), and
customize
•
profiles
to manage the user experience
•
Customize
the user experience with record types and page layouts
•
Control
access to records
•
Employ
OWD, sharing rules and levels, roles, public groups, and manual share
•
Apply
profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive
data
•
Apply
OWDs, public groups, and manual sharing to create conditional access to data
•
Analyze
suitability of FLS, page layouts, and record types to satisfy business
requirements
Implementing Business Processes
•
Use the
vlookup, regex, ischanged, isnew, and priorvalue functions to build business
processes
•
Use
validation rules to enforce conditional required behavior
•
Use
functions to enforce data format and data consistency
•
Implement
multistep approval workflows and escalations to automate business
processes
•
Create
parallel approval workflows and workflow approvals with dynamic approval
routing
•
Use
outbound messages as part of an approval workflow
•
Establish
approval workflow criteria with crossobject formulas
•
Set
up field history tracking to audit processes
•
Learn
techniques to prevent or record data changes
Managing Data
•
Learn
when and how to use upsert
•
Use
data management tools and the capabilities of API-based tools
•
Configure
the Data Loader via command line
•
Encrypt
passwords using encrypt.bat 
