Admin
Introduction on Cloud Computing
- IAAS (Infrastructure as a Service)
- PAAS (Platform as a Service)
- SAAS (Software as a Service)
- Introduction on CRM
- History of Salesforce
- Introduction on Salesforce.Com
- Understanding Salesforce environment
Pricing
- Pricing
- App logo
- Global search
- User menu
- App menu
Tab bar
- Recycle binSalesforce Database
- Becoming Familiar with the Setup segments
- Introducing Apps
- Introducing Objects
Introducing Tabs
- Introducing Fields
- Introducing Relationships
- Lookup Relationship
Master Detail Relationship
- Roll-up Summary fields
- Hierarchy Relationship
- Self Relationship
- Many to many Relationship
- User Management
- Introduction Users
- User management process
User license
- Features licenseSecurity and Sharing
- IP Address restrictions
- Activations
- Audit Trials
Login hours
- Forceful password expiry
- Session details
- Organization-Wide Defaults
- Profile
- Permission Sets
Roles
- Sharing Rules
- Manual Sharing
- Field Level Permissions
- Public Groups
- Queues
- Public Group Vs Queue – Comparative analysis Approvals Process
Planning for Approval processes
- Creating an Approval process
- Creating Approval steps
- Multi step Approvals
- Final approval action
- Final rejection action
- Working on recalling
- Delegate process
- Multiple approvers Vs Single approver
- Using Custom Workflow Processes
Introducing Automation
- Workflow rules
- Update Record
- Create Task
- Automate Emails
- Outbound Message
- Time dependent workflows
- Time triggersDeep dive into Evaluation criteria
- Use case of evaluation criteria
- Limitations of Workflow rules
- Record update
Email alert
- Workflow Vs Process Builder
- Benefits of Process Builder
- Record types
- Record types with page layout
- Record types with multiple page layout
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