SALESFORCE
Introduction
Salesforce.com , Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Introduction
- What is Cloud Computing
- Advantages
- Layers – Client, Application(Software as a Service (SaaS)), Platform (platform as a service (PaaS)), InfraStructure(infrastructure as a service" (IaaS)), Server
- Deployment Models – Public cloud Community Cloud, Hybrid Cloud, Private Cloud
Introduction to SalesForce
- What is salesforce.com
- Advantages
- Products and Services
- Customer Relationship Management(CRM) – Salesforce CRM and other CRM
- The Sales Cloud
- The Service Cloud
- Chatter
- AppExchange
- Configuration
- Web services
- Mobile support
Personal Setup
- Personal Information
- Change Password
- Reset my security Token
- Change My Display
- Grant Login Access
- Calendar Access
- Reminders
- Email Settings
Designing Applications
- Creating new application
- Creating Custom objects
- Creating Tabs – Custom Tabs, Web tabs
- Adding text ,Currency,Checkbox,Date fields
- Creating Picklists
- Field Dependencies
- Encrypted fields, field help, and field history tracking
- Use master detail, lookup, and many-to-many Relationships
- Custom button and links Creation
- Rollup Summary field
- Develop custom formulas .
- Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
- Validation Rules – Creating rule by applying formulas
- Paye Layouts – Page Layout Editor,Grouping fields into New Section, adding space between Fields, Editing Field properties
- Search Layouts
- Workflows
- Introducing Workflow Rules and work flow actions
- Email Alerts – Email templates
- Tasks
- Field Updates – Queues and Time Dependent Workflow Actions
- Creating an approval Process
- Create an Email template for approvals
- Create an Approval Process
- Create a Custom Profile
- Create User
- Test the Approval Process
Reports
- Introducing Reports and Custom Reports
- Create a tabular Report
- Create a Summary Report – Adding Summary fields and adding Columns and Filters
- Create Matrix Report
- Exporting Reports
- Dashboards – Creating and Editing Dashboards, Adding Dashboard SnapShots to Home Page, Creating Additional Reports
- Creating Custom Report Types
Sharing and Security
- Creating User Accounts
- Controlling Access to Data
- Controlling Access to Objects
- Introducing Profiles
- Standard Profiles
- Custom Profiles Controlling Access to Fields
- Introducing Field Level Security
- Accessing Field-Level Security Settings
- Controlling Access to Records
- Introducing Organization-Wide Defaults
- Introducing Role Hierarchies
- Company Roles and Profiles
- Sharing Rules
- Manual Sharing
- Displaying Field values and Page Layouts according to Profiles
- Overriding Sharing with Object Level Permissions
- Administration Groups – Managing Groups(Public and Personal)
- Login History
- Password Policies
- User session Settings
- Set Trusted Ip range
Administration Setup – Mobile, Desktop and Email administration
- Mobile Administration:
- Configuring Mobile user
- User Settings
- Desktop Administration
- Configuring for outlook
- Offline Briefcase configuration
- Email Administration
- Testing Deliverability Deliverability Settings
- Setting Organization-Wide addresses
- Compliance BCC
- Setting Email Footers
- Company Profile and Monitoring
- Editing Company Information
- Settings Fiscal Year
- Settings Business Hours and Holis
- Language Settings
- Debug Logs
- Email Log files
Managing
- Importing data to Salesforce.com from external Sources
- Import Custom objects
- Data Export
- Mass Transfer Records
- Mass Delete Records
- Mass Transfer Approval
- Mass Update addresses
- Data Loader
- Data loader Overview
- When to use Data Loader
- Installing and Configuring data Loader
- Use Data Loader to create mapping files and upsert data
- Running Batch Processes
- Command Line Quick start
- Dataloader.io