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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