Getting Started

 

CRM and ERP

 

Cloud Computing

 

Salesforce Career Paths and Certifications

 

Leverage Trailhead

 

Understand the Advanced Administrator Exam guide

 

Salesforce Editions and Pricing

 

Setup your own Developer Edition Account!

 

Get an overview of Salesforce Standard Data Model

 

 

Extending Custom Objects and Applications  Custom Objects and Considerations

 

Section Overview

 

Extending Custom Objects and Applications  Introduction

 

Understanding the Enterprise data model – Field of Education

 

Creating Custom Objects and Tabs

 

Creating Custom Objects thro Schema Builder

 

Exploring Fields and Field Types

 

More about Text Field Types

 

Picklists and Multi-Select Picklists

 

Field Dependencies and Considerations

 

Considerations while converting Field Types

Preview

 

 

Extending Custom Objects and Applications  Relationships and Considerations

 

Object Relationships – Overview

 

Lookup Relationship – Overview

 

Considerations while using Lookup Relationship

 

Master-Detail Relationship – Overview

 

Considerations while using M-D Relationship

 

Relationship Conversion  Lookup to MD and vice-versa

 

Many-to-Many Relationship – Overview

 

Considerations while using Many-to-Many Relationship

 

Self Relationship

 

Hierarchial Relationhip

 

 

Extending Custom Objects and Applications  External Objects and Relationships

 

Configuring External Data Source and External Objects

 

Experimenting on the External Objects

 

Indirect Lookup Relationship

 

External Lookup Relationship

Preview

 

Considerations while using External Objects

 

 

Security and Access  Object Level Access

 

Section Overview

 

Security and Access – Overview

 

Managing Profiles

 

Profiles – Considerations

 

Permission Sets

 

Salesforce Licenses – User Licenses, Permission Set Licenses and Feature License

 

 

Security and Access  Record Level Access

 

OWD

 

OWD – Considerations

 

Role Hierarchy

 

Role Hierarchy – Considerations

 

Sharing Rules  Owner-based Sharing Rules

 

Sharing Rules  Criteria-based Sharing Rules

 

Manual Sharing

 

Manual User Record Sharing

 

Sharing Rules – Considerations

 

Manager Groups

 

Standard Report Visibility

 

Community and Portal User Visibility

 

Access to Record Types

 

Why someone is able to see a record?

 

 

Security and Access  Field Level Access

 

Field Level Security

 

 

Security and Access  Delegated Administration

 

Delegated Administration

 

 

Security and Access  Enterprise Territory Management

 

Enterprise Territory Management – Introduction

 

Enabling Enterprise Territory Management

 

Building a Territory Model

 

Creating Territory and Territory Hierarchy

 

Assigning Accounts to Territories

 

Assigning Users to Territories

 

Colloborate with Territory Models using Chatter

 

Activating Territory Model

 

Running Opportunity Territory Assignment Filter

 

 

Process Automation  Overview

 

Section Overview

 

Automation Tools in Salesforce – Overview

 

 

Process Automation  Troubleshoot an Approved Process

 

Approval Process – A quick recap

 

Troubleshoot an Approval Process

 

Considerations while using Approval Processes

 

 

Process Automation  Lightning Process Builder

 

Lightning Process Builder – Introduction

 

Using Process Builder to auto-create a record

 

Using Process Builder to auto-create child records

 

Using Process Builder to Update Child records

 

Using Process Builder to Execute Time-Dependent Actions

 

Using Process Builder to Send Email Alerts

 

Using Process Builder to Auto Submit Records for Approval

 

Using Process Builder to Configure Nested IF-ELSE conditions

 

Using Process Builder to Build and Use Invocable Process

 

Using Process Builder to Post to Chatter

 

Using Process Builder to perform Quick Actions

 

Process Builder Version Control Mechanism

 

 

Process Automation  When to use which tool?

 

Lightning Flow Builder

 

Automation Tool Combinations

 

Choose the Right Automation Tool

 

 

Data Management  Overview

 

Section Overview

 

Data Management Tools – Introduction

 

How to use Data Import Wizard?

 

How to use Apex Data Loader?

 

 

Data Management  Proactive Measures for Good Data Quality

 

Evaluating Incoming Data Sources

 

Enforce Data Entry Standards and Procedures

 

Use Validation Rules to enforce data entry standards

 

Considerations when mass importing records

 

Duplicate Management  Matching Rules

Preview

 

Duplicate Management  Duplicate Rules

 

Assign a Data Steward

 

 

Data Management  Reactive Measures for Data Quality Maintenance

 

Data Quality Reports and Dashboards

 

Merging Duplicate Accounts

 

Merging Duplicate Contacts

 

Merging Duplicate Leads

 

Mass Deleting Records

 

 

Data Management  Best Practices

 

Optimize your Data Visibility Structure

 

Data Skew

 

 

Data Management  Data Enrichment

 

Data Enrichment – Introduction

 

Using Salesforce Data.com for data enrichment

 

Third Party Apps

 

Social Accounts, Contacts and Leads

 

 

Data Management  Data Archival

 

What is Data Archival and how to handle it?

 

Various tools and options for archiving data – Part

 

Various tools and options for archiving data – Part

 

 

Auditing and Monitoring  Overview

 

Section Overview

 

What is Auditing and Monitoring?

 

 

Auditing and Monitoring  Auditing

 

Auditing using Record Modification Fields

 

Auditing using Login History

 

Auditing using Email Logs

 

Auditing using Email Logs  Considerations

 

Auditing using Field History Tracking

 

Auditing using Field Audit Trail

 

Auditing using Setup Audit Trail

 

Auditing using Login Forensics

 

 

Auditing and Monitoring  Monitoring

 

Monitoring  Security Health Check

 

Monitoring  System Overview

 

Monitoring  Storage Usage

 

Monitoring  Debug Logs – Configuration

 

Monitoring  Debug Logs – Testing

 

Monitoring  Jobs

 

Monitoring  Outbound messages

 

Monitoring  Time-Based Workflows

 

Monitoring  API Usage Notifications

 

 

Content Management

 

Section Overview

 

What is Content Management?

 

Using Attachments to maintain files

 

Using Documents to maintain files

 

Salesforce Knowledge

 

Add Google Docs to Salesforce

 

Salesforce Files

 

 

Content Management  Salesforce CRM Content

 

Salesforce CRM Content  Introduction and Setup

 

Salesforce CRM Content  Creating and Managing Libraries

 

Salesforce CRM Content  Configuring Record Types to Libraries

 

Salesforce CRM Content  Creating and Managing Content Packs

 

Salesforce CRM Content  Content Versioning

 

Salesforce CRM Content  Content Delivery

 

 

Change Management  Overview

 

Section Overview

 

What is Change Management??

 

Benefits of Change Management

 

Key Stages of Change Management

 

Development Methodology Options

 

Develop a Change Management Strategy

 

 

Change Management  Managing Sandboxes

 

Sandboxes and Sandbox Environment types

 

How to create a Sandbox?

 

Establish a deployment connection between Production and Sandbox

 

How to delete a Sandbox?

 

How to do a Sandbox Refresh?

 

 

Change Management  Metadata Export

 

What is Metadata and Metadata Export?

 

Metadata Export using Force.com IDE

 

Force.com CLI and Automated Metadata Export

 

 

Change Management  Metadata Deployment

 

Salesforce Metadata Deployment – Overview

 

Salesforce Packages

 

Deployment of Metadata using Change Sets – Outbound

 

Deployment of Metadata using Change Sets – Inbound

 

Best Practices while using Change Sets

 

Deployment of Metadata using Force.com IDE

 

Deployment of Metadata using Snapshot

 

 

Sales Cloud Applications  Campaign Management

 

Section Overview

 

Executing a successful marketing campaign

 

Creating a new campaign

 

Setting up Campaign Hierarchy

 

 

Sales Cloud Applications  Lead Management

 

Steps for Effective Lead Management

 

Creating a new Lead

 

Lead Conversion Process

 

 

Sales Cloud Applications  Account and Contact Management

 

Account and Account Hierarchy

 

Configuring Account Team

 

Understanding Person Accounts

 

Account Contact Relationship – Contacts to Multiple Accounts

 

 

Sales Cloud Applications  Product Management

 

Create Products, Price Books and Price Book Entries

 

 

Sales Cloud Applications  Opportunity Management

 

Opportunity and Opportunity Products

 

Opportunity Product Scheduling – Quantity Scheduling and Revenue Scheduling

 

Opportunity Teams

 

 

Sales Cloud Applications  Quote Management

 

Enable Quotes

 

Create Quotes

 

Generate Quote PDF

 

Email Quote to Customer

 

Sync Quote to Opportunity

 

 

Sales Cloud Applications  Collaborative Forecasts

 

Colloborative Forecasting – Enable Forecasts

 

Adding Forecast Types

 

Configure Default Forecast Display

 

Enable Forecast Adjustments

 

Enable Cumulative Forecast Rollups

 

Enable Colloborative Forecast Users

 

Understanding Colloborative Forecast Hierarchy

 

View and Analyze Forecasts

 

 

Service Cloud Applications  Case Management

 

Creating a new case

 

Email-to-Case functionality

 

Case Assignment Rules

 

Case Escalation Rules

 

 

Service cloud Applications  Entitlement Management

 

Entitlement Management – Introduction

 

Enable Entitlement Management

 

Create Milestone

 

Create Entitlement Process

 

Add milestone to entitlement process

 

Add milestone actions

 

Activate Entitlement Process

 

 

Service Cloud Applications  Interaction between Support Agents and Customers

 

Configure Service Cloud Console App

 

Configure Agent Console Tab

 

Case Feed

 

 

Service Cloud Applications  Knowledge Management

 

Enabling Salesforce Knowledge

 

Configure Data Categories and Data Category Assignments

 

Configure Knowledge Validation Status

 

Configure Knowledge Article Actions

 

Create Article Types

 

Create and Publish Articles

 

 

Analytics,Reports and Dashboards

 

Understand Analytics using Reports and Dashboards

 

How to use Report Builder

 

Create and Use Tabular Reports

 

Create and Use Summary Reports

 

Create and Use Matrix Reports

 

Create and Use Joined Reports

 

Create Custom Report Types

 

Report Scheduling

 

Create Dashboards with Dashboard Components for Matrix and Summary Reports

 

Create Dashboards with Dashboard Components for Tabular and Joined Reports

 

Setup Dynamic Dashboard Filters

 

Scheduling Dashboard Refresh