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Course Overview

Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on Salesforce which gives you the opportunity to interact with a Salesforce instructor and help you enhance yourself to meet the demands of the industry.

Learn from our instructors from the convenience of your home or office. Interact and learn live with trainers and other participants. Find more leads and close more deals Keep more customers with the business Enhance business growth Reduce manual work Delivers instant insights and recommendations. Extends and customizes as your business grows

Course Content

Salesforce CRM 

  • Describe the software-as-a-service (SaaS) model
  • List and describe the different Salesforce applications
  • List and describe the standard objects       

Identity Confirmation (setting login restrictions) 

  • Describe the Identity Confirmation feature
  • Describe the differences between logging in through the API versus the UI
  • Explain the concept of Login Hours and Login IP ranges
  • Add and delete an IP range
  • Describe the methods to allow access to the application      

Navigation – User Interface (UI) Settings

  • Identify specific areas of the Salesforce Home Tab
  • Configure Search settings for your organization
  • Customize the Tabs a user can access or select from Tab settings
  • Locate, identify, and explain the UI features an administrator controls        

Organization Administration

  • List what information is included in the Company Profile
  • List the places where Currency is specified
  • Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language
  • Describe the effect of enabling the Custom Fiscal Year setting
  • Create and manage letterheads and email templates


  • Describe a Profile
  • Explain what a Profile controls
  • List the Standard Profiles
  • List the features available for managing profiles
  • Evaluate when to create a Custom Profile
  • Explain the differences between a Custom Field and a Standard Field
  • List the different types of Custom Fields
  • Set up a Custom Field
  • Map Custom Lead Fields
  • Re-label a Standard Object
  • List objects for which you can enable Fields History Tracking
  • Define the dependencies when using a Dependent Picklist
  • Create and modify a Dependent Picklist
  • Describe the capabilities of Custom Lookup fields
  • Create and modify a Lookup Field
  • Describe the capabilities of Formula Fields
  • Create and modify a Formula Field
  • Describe Roll-up Summary Fields
  • Create and modify a Roll-up Summary Field
  • Describe the elements within a Page Layout
  • Create and modify a Page Layout
  • Create, customize, and print a List view
  • Customize a Related List
  • Describe how to use Record Types
  • Create and modify a Record Type
  • List the objects that require a business process
  • Explain how Field-Level Security affects page layouts and visibility
  • Set up Field-Level Security 

Security & Access

  • List the information captured on the User Record
  • Create and maintain User Records
  • Explain the Record Owner concept
  • Describe the elements of the Sharing model
  • Describe the scope and capabilities of Organization-Wide Defaults
  • Explain how access is granted through the Role Hierarchy
  • Set up Organization-Wide Defaults
  • Describe the use of Roles
  • Build a Role Hierarchy
  • Assign users to Roles
  • Mass-transfer records from one user to another
  • List the objects that may have Sharing Rules
  • Build Sharing Rules
  • Share records manually
  • Describe the use cases of Public Groups and where to use them
  • Compare and contrast Sales with Account teams
  • List the places to use Folders
  • Describe how Folder access differs from Record access
  • Create Folders to organize and provide access to data


  • Explain how Salesforce implements Workflow and when to use Salesforce Workflow
  • List and describe use cases for the four Workflow Actions
  • Explain the capabilities and settings of a Workflow Rule
  • Describe the differences between immediate and time-dependent Workflow actions
  • Set up a Workflow Rule and associated actions

Workflow Approval Processing

  • Define the basics of the Workflow Approval Process
  • Compare and contrast the Approval Processes versus Workflow
  • List the differences between the Jump Start Wizard and the Standard Approval Process Wizard
  • Explain how to route Approvals
  • Create, modify, and test the Approval Process
  • Identify the settings in creating Workflow Approval Processing    

Data Validation

  • Define Data Validation
  • List common use cases for Data Validation
  • Describe when Data Validation Rules are enforced
  • Create Data Validation Rules   

Data Utilities

  • Describe the function of an External ID
  • List and describe the different tools and use cases for data migration
  • Update existing data via import
  • Define when to use the Data Loader
  • List the functions of the Data Loader
  • Mass Update Records

Data Utilities (continued)

  • Mass Delete Records
  • Describe the capabilities of the Recycle Bin
  • Request and download a weekly export
  • Explain how Salesforce allocates storage


  • Describe the administrative restrictions on Standard Reports
  • Run a Standard Report
  • Create a Custom Report
  • Search for Custom Reports and Dashboards
  • Explain the differences among report types
  • Explain Custom Report Types
  • Create charts to display Report results
  • Use Advanced Filter criteria to narrow Report results
  • Create Custom Summary Formulas for Summary Reports
  • Choose settings for Conditional Highlighting
  • Describe the capabilities and purpose of a Dashboard
  • List Dashboard component types
  •  Create a Dashboard and add components to it
  •  Print and export Reports
  • Email and schedule Reports and Dashboard refresh
  • Define Running User and how it affects the Dashboard results 

 Marketing Administration

  •  Define a Campaign
  • Describe when to use Campaign Hierarchies
  • Create a Campaign targeting both existing customers and new Leads
  • List the features used to create an Automated Campaign
  • List the methods to associate Leads and Contacts to a Campaign
  • Describe how to use Lead Queues to manage Leads
  • Describe how to use a Lead Assignment Rule to assign and route Leads
  • Describe the use cases for Web-to-Lead
  • Describe the functionality of a Lead Auto-Response Rule
  • Build a Lead Queue, Assignment Rule, Web-to-Lead, and corresponding Auto-Response Rule
  • Measure Campaign results
  • Describe the process and effects of converting a Lead

 Service & Support Administration

  • Define a Case
  • Describe use cases for Case Hierarchies
  • Describe how to use Case Queues to manage Cases
  • Describe how to use a Case Assignment Rule to assign and route Cases
  • Describe use cases for Web-to-Case
  • Describe uses cases for Email-to-Case
  • Describe the functionality of the Case Escalation Rule
  • Describe the functionality of the Case Auto-Response Rule
  • Describe the functionality of the Business Hours

Service & Support Administration (continued)

  • Configure the settings and rules for Case processing, including Business Hours, Escalation Rules, and the use
  • of Email Templates
  • Define Solutions and how they can be associated with Cases
  • Build a Solution Category tree and assign Solutions to Categories
  • Define suggested solutions and explain where to use them
  • Describe what content is accessible via the Self-Service Portal
  • Describe the ways to access the Self-Service Portal
  • Build a Case Queue, Assignment Rule, Web-to-Case, and corresponding Auto-Response Rule
  • Describe use cases for Case Teams

Salesforce Console

  • Describe the functionality of the Salesforce Console
  • Describe the components of the Console Tab
  • Set up the Salesforce Console
  • Navigate within the Salesforce Console

Custom Objects, Applications, & Tabs

  • Describe a Custom Object
  • Describe the types of relationships that can exist between objects
  • Create a Custom Object
  • Describe a Custom Object Tab and a Web Tab
  • Create a Custom Object Tab
  • Create a Web Tab
  • Describe a Custom App
  • Create a Custom App

The AppExchange

  • Describe the AppExchange
  • Describe the characteristics of Managed Packages
  • Install a package
  • Uninstall a package       


  • Compare and contrast Tasks and Events
  • Manage Public Calendars and Resources
  • Identify and describe the Activity Settings
  • Describe the capabilities of Multiday Events

Advanced Configuration Options

  • Describe the Client Management feature
  • Describe the Territory Management feature
  • Describe Advanced Currency Management

Custom Development

  • Introduction to Visual Force
  • Creating Pages, Fields etc.,
  • Page Styles
  • Component ID's
  • Static Resources
  • Standard Controllers
  • Custom Controllers and Controller Extensions
  • Custom Components
  • Global  Variables, Functions and Expression Operators
  • Standard Component References
  • Triggers
  • Creating Own Domain
  • Usage of WebServices
  • Apex
  • What are the Apex Collections?
  • What is the Apex Casting?
  • Apex Limitations?
  • Governor Limits and how to overcome these limits?
  • Email Services
  • SOQL ( Object Query Language)
  • SOSl ( Object Search Language)

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


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