Salesforce Certification
Course Syllabus
Module 1: Salesforce.com Introduction
Cloud Computing & its Models.
What is Salesforce.com?
Evolution and Products
Different Editions in Salesforce.com
How to sign up for Developer Edition.
Module 2: Getting Your Organization Ready for Users
Set up the company profile
Configure the user interface
Configure search settings
Set up Chatter
Module 3: Security and Data Access
Restrict logins
Determine object access
Set up record access
Manage record access with the role hierarchy
Deal with record access exceptions
Manage field-level security
Module 4: Managing Data (Duration-3hrs)
Data Loader v/s Import wizards
Import new records using import wizards
Update existing records with the data loader
Upsert operation, Export and Export All
Mass transfer records between users
Back up data with a weekly export
Mass delete records
Module 5: Automation
Manage Email Administration
Set up workflow rules and Approval Processes
Automate Leads and Cases
Module 6: Getting Around the App
Understand the data model and navigation
Find answers in Help & Training
Rollup summary & Cross object formula.
Module 7: Setting Up and Managing Users
Manage user profiles
Create and manage users
Troubleshoot user login issues
Set up Chatter Free and Chatter external users.
Module 8: Customization: Fields (Duration-3hrs)
Administer standard fields
Create new custom fields
Create selection fields: picklists and lookups
Create Formula Fields
Work with Page Layouts
Work with Record Types and Business Processes
Maintain Data Quality
Module 9: Reports and Dashboards
Run and modify reports
Create new reports with the report builder
Filter reports
Summarize Report Data
Bucket Fields in Reports
Print, Export, Scheduling and Email Reports
Build Dashboards
Adding Dashboards in Home Page
Module 10: More Administration
Queues
Public Groups
