Salesforce

Getting Around The App

• Understand the data model and navigation
• Find answers in Help & Training

Getting Your Organization Ready For Users

• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter

Setting Up And Managing Users

• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand Salesforce capabilities
• Set up Chatter Free and Chatter external users
• Understand Salesforce1 settings

Security And Data Access

• Restrict logins
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security

Customization: Fields

• Administer standard fields
• Create new custom fields
• Create selection fields: picklists and lookups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality

Managing Data

• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with Data.com and social accounts and contacts
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records

Reports And Dashboards

• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards

Automation

• Manage email administration
• Set up workflow rules and Process Builder
• Automate leads and cases

Managing The Support Process*

• Automate the support process
• Understand the the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards

What You Will Learn

• When you complete this course, you’ll be able to: Customize your application, including page layouts, fields, tabs, and business processes
• Create a secure Salesforce environment
• Maintain and import clean data
• Create high-value reports and dashboards
• Set up workflow automation

Building Applications With Force.Com

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Designing Applications On Force.Com

• Learn about factors to consider when building a data model
• Develop custom objects and fields
• Create and customize page layouts and publisher actions
• Create master-detail, lookup, and many-tomany relationships
• Create custom applications
• Use custom object queues and event-based workflow rules with field update actions

Designing Applications For Multiple Users

• Learn about factors to consider when designing applications for multiple users
• Create and customize profiles to manage the user experience
• Create and customize permission sets to manage the user experience
• Employ organization-wide defaults (OWDs), sharing rules, roles, role hierarchy, public groups, and manual sharing to control access to records
• Analyze suitability of field-level security, page layouts, and record types to satisfy business requirements

Implementing Business Processes

• Use validation rules to enforce conditional required behavior
• Use functions to enforce data format and data consistency
• Create parallel approval processes and approval processes with dynamic approval routing to automate business processes
• Establish approval process criteria with cross-object formulas
• Set up field history tracking to audit processes
• Learn techniques to prevent or record data changes
• Create and deploy a flow using Visual Workflow

Managing Data

• Learn when and how to export, delete, insert, update, and upsert data
• Use the Data Import Wizard and Data loader to manage data

Visualforce Pages: Enhancing The User Interface

• Learn about the capabilities of Visualforce pages
• Create Visualforce pages to modify the user interface
• Learn about the functionality that comes with Visualforcepage standard controllers
• Create templates that can be applied to multiple Visualforcepages
• Learn about incorporating Visualforce into a page layout
• Learn about incorporating JavaScript and Ajax with Visualforce
• Learn about exposing Visualforce to the Internet
• Learn about incorporating Visualforce into Salesforce1