Course Content:
Sales force Administrator & Developer CONTENT:
Sales force Overview
Introduction to Sales force
Sales force Editions, Home Page Customization
User Management, Creating and Customizing Tabs, Creating an App
Uploading a Company Logo, Company Information Page, System Overview Page
Updating the Fiscal Year
Sales Cloud
Introduction to Sales Cloud
Leads Home Page , Creating List Views, Creating and Converting Leads
Creating Accounts, Creating Contacts, Creating Email Templates
Sending Individual Emails, Sending Mass Emails, Creating and Managing Price Books
Creating Products, Creating Opportunities, Creating Activities, Creating a Web-to-Lead Form
Creating a Lead Assignment Rule, Creating a Lead Queue
Creating an Auto-Response Rule, Creating campaigns, Record Types
Quote Templates
Introduction to Quote Templates
Creating a Quote Record, Quote Template, Generating , Emailing a Quote PDF
Modifying Quote Templates.
Service Cloud
Introduction to Service Cloud Creating cases, Creating case Assignment Rules, Creating case Escalation Rules Enabling Solutions, Creating Solutions, Attaching Solutions to Cases Enabling Knowledge, Configuring Knowledge, Creating a Web-to-Case Form Creating Email-to-case Address
Field Types
Introduction to Field Types Modifying Standard Fields, Creating Auto-number Fields, Creating Formula Fields Creating Roll-Up Summary Fields, Lookup, Master Detail Fields, Checkbox Fields Creating Currency, Number, Percent, Date, Date and Time, Phone and Email Fields Creating Geolation,Picklist , Multi-Select Picklist , Text, Text Area Creating Text Area Long , Text Area Rich Fields, Encrypted Fields, URL fields
Sales force Objects
Introduction to Sales force Objects Standard Object Components,Renaming,Modifying Standard Objects Understanding External Objects, Creating Custom Objects.
Creating Buttons, Links, and ActionsM
Creating Buttons, Links and Actions Creating New Records with Actions, Logging a Call with Actions Updating a Record with Actions, Creating Custom Buttons, Creating Custom Links.
Visual Workflow, Process Builder, and Schema Builder
Introduction to Visual Workflow, Process Builder and Schema Builder Creating a Visual Flow, Modifying Existing Flows Creating a Process in the Process Builder, Creating Fields in the Schema Builder
Validation Rules
Introduction to Validation Rules Creating Validation Rules, Creating Formulas, Error Messages
Workflow Rules
Creating a Workflow Rule, Workflow Rule Field Update, Workflow Rule Task Assignment Creating a Workflow Rule Email Alert
Lightning Components
Installing Lightning components, Lightning Component Capabilities Lightning Components vs.Visualforce
Role History
Viewing Role History, Creating Roles, Enabling Field History, Creating Groups Creating Permission Sets, Assigning Roles to Users.
Security Controls
Introduction to Security Controls Viewing Object Security ,Changing Default Record Access Sharing Settings, Field Accessibility, Password Policies, Session Settings, Login Flows Network Access, Activations, Session Management, Login Access Polices Certificate and Key Management, Viewing Setup Audit Trial, Executing expire all Passwords Delegated Administration, Remote Site Settings, Named Credentials File Upload and Download Security
Profiles
Standard Profiles Overview, Assigning Page Layouts, Field-Level Security Custom App Settings and Access, Tab Settings, Record Type Settings Administrative Permissions, General User Permissions, Standard Object Permissions Custom Object Permissions, Password Policies and Session Timeout Login Hours and IPRange,Enabling Apex and Visual force Access.
Chatter
Chatter Overview, Enabling Chatter, Chatter Feeds on Records Configuring Chatter Groups, Creating Customer Groups, Free Customer Chatter User Customizing Chatter Email Notifications, Configuring Sales force to Sales force Accepting Salesforce Connection, Sharing an Account via Sales force to Salesforce Enabling Ideas, Configuring Idea Themes, Enabling Social Accounts Libraries and Content
Reports
Understanding Report Formats, Creating a Leads Report, Contacts and Accounts Report Creating an Opportunity Report, Adding leads to a Campaign from a Report Creating Reporting Chart, Scheduling Reports, Creating a Campaign Report Summarizing Report Data, Creating a Report Formula, Exporting Reports to Excel.
Dashboards
Understanding Dashboard Components, Creating, Refreshing a Dashboard Modifying Columns on Dashboards, Adding Filter to Dashboard, Managing Access to Reports Adding a Report as a Dashboard Component, Setting up Dynamic Dashboards Enabling Dashboards for iPod, Modifying Report and Dashboard Interfaces Activating the Report Builder on Profiles.
Data Management
AppExchange
Communities
Change Sets and Deployment
User Interface
Application Lifecycles
PROJECTS:
Developing a Billing System Application Developing and Inventory Management Application Developing an Insurance Policy suggesting Application
