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