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CRM Overview
- Introduction to CRM?
- Why CRM?
Introduction to Cloud Computing & Salesforce.com
- Introduction to CRM?
- Why CRM?
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)?
- What is Salesforce.com?
- Salesforce.com CRM Editions
- Salesforce.com Navigation – Overview
Salesforce Cloud Platform – Explained
- Sales Cloud2 Platform
- Force.com Platform
. App Force
. Site Force
. VM Force
Salesforce Application elements
- Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record
Personal Setup
- Managing Personal Information
- Password Reset
- User Management Overview
- Roles, Users, Profiles & Sharing
Salesforce Building Blocks
- Standard Objects
- Create custom Objects
- Create custom Fields
- Create custom Tabs
- Define dependent Pick lists o Customize page layouts
- Custom Application
Working with Standard Objects
- Campaigns
- Leads
- Accounts
- Contacts
- Opportunities
- Product
Relationship Types
- Master-detail Relationship
- Look-up Relationship
- Many-to-Many Relationship
- Create and managing the Roll-up summary fields
- Data Validation rules
- Create data validation rule
- Learn about custom field unique and duplicate properties
- Customize formula-fields
Workflow rules
- Define workflow
- Create Email template
- Set up workflow rules
- Set up workflow actions
Workflow Approval process
- Plan approvals using workflow
- Use the approval wizard – standard vs. jump start
- Create workflow approvals
Analytics – Reports & Dashboards
- Report Overview
- Create custom reports
- Using filters
- Using conditional highlighting
- Custom summary formulas
- Working with dashboards
Data Management
- Importing Overview
- Exporting Overview
- Import custom object records using the Data Loader
- Use mass delete
- Use storage
User Management
- Creating Users
- Creating Profiles
- Creating Roles
- Creating Groups
Security
- Managing the Users
- Set Organization Wide Defaults (OWD)
- Object-level Security
- Field-level Security
- Record-level Security
Record types
- What is Record type?
- How to create Record type?
- Managing Record types
- Sharing Rules
- Define Sharing rules
- Discuss about types of sharing rules
Monitoring Organization Data
- Debug logs and Email Logs
- Login History
- View Setup Audit Trail
- Discuss about Queue
- Outbound messages
- Schedule Jobs
- Apex Jobs
- Bulk Data Load Jobs
Force.com Platform Revisited
- Apex, Visual Force, Database.com & AppExchange
- How to install an AppExchange application
- AppExchange – Application Management
Working with Developer Console
Salesforce.com Certifications – Overview
- Salesforce.com Certified Administrator (ADM 201)
- Salesforce.com Certified Advanced Administrator (ADM 301)
Certification Practice Questions
Salesforce CRM Overview
Salesforce Architecture
- Cloud Computing Overview & Architecture
- Introduction to Force.com Platform (PaaS)
Advanced Configuration
- Application Elements (Tabs, App, Links, Home Page Component)
- Salesforce Building Blocks & Configuration
Object
Page Layouts
Related List
. Fields
. Buttons
. Formula Fields
. Relationships
. Workflow Rules & Approval Processes
Personal Customization
Introduction to oops concepts
Apex Development Building Blocks
- Apex Trigger
- Apex Classes
- Visual force Pages
- Developer console
- SOQL
- SOSL
- Developer Console
- Debugging
- System Log
Apex Triggers
- Trigger Events
- Bulk Trigger
- Order of Execution
Apex Programming
- Introduction to Apex
- Language Constructs
- Classes, Objects, and Interfaces
- Dynamic Apex
- Batch Apex
- SOQL & SOSL
- Email API
- Debugging
- Writing Apex Classes as Web Services
- Invoking Callouts Using Apex
- Deploying Apex
Apex Test Classes
Visual force Development
- Introduction to Apex
- Introduction to Visual force
- Standard Controllers
- Standard List Controllers
- Controllers and Controller Extensions
- Overriding Buttons, Links, and Tabs with Visual force
- Components
- Dynamic Visual force Bindings & Components
- Integrating Email with Visual force
- Visual force Charting
Best Practices
Certification Prep Work
-
- Mentoring for Certification Prep
- Intensively training to pass the Exams
- Salesforce CRM Admin 201
- Salesforce CRM Developer 401