LESSON 1: CRM Introduction
- Introduction to CRM
- Why CRM
LESSON 2: Introduction to Cloud Computing & Salesforce.com
- Cloud computing overview
- What is Software-as-a-Service (SaaS)?
- What is Platform-as-a-Service (PaaS)?
- What is Infrastructure-as-a-Service (IaaS)?
- Connect to the Database, ODBC, OLEDB
- What is Salesforce.com?
- Salesforce.com CRM Editions
- Salesforce.com Architecture & Navigation - Overview
LESSON 3: Personal Setup
- Managing Personal Information
- Company Information
Section 4: Salesforce User Administration
- Creating Users
- Creating Roles
- Creating Profiles
- Creating Permission Sets
- Creating Groups
Section 5: Salesforce Automation (SFA)
- Build a custom Application
- Create custom Objects
- Create custom Fields
- Create custom Tabs and Types of Tabs
- Define dependent Pick lists & Global Pick lists
- Custom Buttons & Links
- Customize Page Layouts
Section 6: Discuss about Relationship Types
- Master-detail Relationship
- Look-up Relationship
- Many-to-Many Relationship
- Hierarchical Relationship
- Self Relationship
Section 7: Standard SDFC Features
- Salesforce CRM Content Management
- What is Content Management?
- Why do we need to manage content?
- Salesforce Knowledge Management
- Salesforce Mobile Administration
Section 8: Salesforce.com Sales Cloud - Overview (with small projects)
- Leads Management
- What is Lead and how to create lead?
- How to convert leads?
- Opportunity Management
- Opportunity Products Management
- Products Management
- Price Book Management
- Quote Management
Section 9: Salesforce.com Marketing Cloud - Overview
- Campaigns Management
- What is campaign?
- How to create campaign?
- What is lead?
- Web-to-Lead and Lead Conversion
Section 10: Salesforce.com Service Cloud Overview
- Cases Management
- What is Case?
- Email-to-Case and Web-to-Case
- How to manage Cases & Queues?
- Assignment Rules, Auto Response Rule and Escalation Rules
- Solutions Management
Section 11: Overview about the Workflow Rules & Process Builder
- Define Workflow
- Create Email Templates
- Setup Workflow Rules
- Setup Workflow Actions
Section 12: Overview about the Approval Process
- Plan Approvals using Workflow
- Use the Approval Wizard - Standard vs. Jumpstart
- Create Workflow Approvals
Section 13: Customize Formula-fields & Roll-up Summary Fields?
Section 14: Data Validation Rules
Section 15: Record Types
- What is Record Type?
- How to Create Record Type?
- Managing Record Types
Section 16: Using Analytics
- Create Custom Reports
- Use Advanced Filters
- Use Conditional Highlighting
- Use Custom Summary Formulas
- Use Dashboards and Dynamic Dashboards
- Custom Report Types
Section 17: Overview about the Data Utilities
- Data Import Wizard Overview
- Data Exporting Overview
- Import and Export Data using the Data Loader
- Use Mass Delete
- Use Storage
Section 18: Overview about the Security
- Managing the Users
- Set Organization-wide Defaults
- Object-level Security
- Field-level Security
- Record-level Security
Section 19: Use Sharing Rules
- Define Sharing Rules
- Discuss about Types of Sharing Rules
Section 20: How to Monitor Our Organization
- Debug Logs and Email Logs
- View Setup Audit Trail
- Outbound Messages
- Schedule Jobs
- Apex Jobs
- Builk Data Load Jobs
Section 21: Overview about the AppExchange
- How to install an AppExchange Application
- Managing AppExchange
- Delete an Application
Section 22: Salesforce Packages
- Managed Package
- Unmanaged Package
Section 23: Deployment Process
- Inbound Change Sets
- Outbound Change Sets
Section 24: Overview about the Sandbox and Production Environments
Section 25: ADM201 and DEV401 Certification Practice Questions