Course Content
Identity Confirmation
- Activate your computer
- Setting Up the User Interface
- Set up the UI & search options
- Organization Administration
- Set your organization’s language & locale
- Manage currency
Customization
- Create custom profiles & custom fields
- Define dependent picklists
- Customize lookup fields & formula fields
- Customize page layouts
- Customize standard related lists
- Learn about record types & business processes
- Use field-level security
Security & Access
- Create & manage your users
- Set organization-wide defaults
- Learn about record access
- Create the role hierarchy
- Learn about the sharing model
- Manually share records
- Set up opportunity team selling & account teams
- Learn about folder access
Workflow
- Define workflow
- Set up workflow rules
- Set up workflow tasks & alerts
Workflow Approvals
- Plan approvals using workflow
- Use the approval wizard – standard vs. jump-start
- Create workflow approvals
Data Validation
- Learn about Salesforce CRM data validation
- Create data validation rules
- Learn about custom fields & unique properties
Data Utilities
- Import records using the import wizards
- Use mass delete
- Use mass transfer
- Learn about storage utilization
Analytics
- Create custom reports
- Use advanced filters
- Use conditional highlighting
- Use custom summary formulas
- Create dashboards
The AppExchange
- Learn about the AppExchange
- Install an app
- Uninstall an app
Marketing Administration
- Use the integrated campaign builder
- Learn about lead queue & lead assignment setup
- Learn Web-to-lead & auto-response rules
Service & Support Administration
- Learn about cases & solutions
- Set up case escalation rules
- Identify solution categories & suggested solutions
Salesforce Console
- Navigate the Salesforce Console
- Create a Salesforce Console
Extending Salesforce CRM
- Learn about custom objects
- Learn about custom tabs
- Learn about custom Web tabs
- Build a custom app
