Salesforce

· Introduction to the Course

· Intro to the Salesforce Environment

· Working in a Developer Org

· Company Information

Defining Company Information, Locale Settings and Currencies

· Users

How to create or update a User, Delegated Admin, Guest Admin

· Role and Role Hierarchy

Defining record access via a hierarchy of roles

Exercise: Create a Role Hierarchy

· Org Wide Defaults (OWDs) How to set record access defaults per object

· Record Access via Sharing

Defining record access via Sharing rules ie. exceptions to the OWDs and Role Hierarchy based on Owner, Public Group or other criteria; Manual sharing

· Sharing Teams

Defining record access via preset teams

· Profiles

Standard Profiles, Custom Profiles, Object Permissions

· Object Permissions

Defining access to objects using Create, Read, Edit or Delete options

· Field Level Security

Defining read and edit access to fields

· User Security Controls

Defining access to Salesforce via specific IP address or times; using Two Factor Authentication

· Permissions Sets and Permission Set Groups

How to grant specific permissions via a Permission Set; What’s the difference between a Permission Set and a Permission Set Group?

· Homework: Certified Admin Exam questions; Complete trails 19 and 20 on Preparing your Org for Users and Permission Set Groups

• · Sales features in Salesforce

  What are the features of Sales Cloud designed to help Sales people?

  · Leads

  Course Curriculum Page 3 What is a Lead? Lead Conversion; Lead Sources; Lead Status; Lead Queue; Lead Assignment; Web to Lead

  · Accounts & Contacts

  What are Accounts & Contacts? How to log interactions with customers; Account Hierarchies; Account Teams

  · Homework: Read article about Enhancing the Account object; Read articles about Person Accounts; Complete trails 21, 22 and 23 on Sales Cloud Basics, Leads and Opportunities and Lead to Cash features in Salesforce

· Opportunities

Using Opportunities in the Sales Process; Opportunity fields; Opportunity Stages; Exercise on Stages · Record Types

How to separate business processes on the same object using Record Types; How Record Type can be linked to Page Layout; When is a Record Type needed and when not?

· Page Layout and Assignment

Creating and Editing Page Layouts; Assigning Page Layouts; Path Bar and Guidance for Success; Productivity Tools Article: Customizing Opportunity Stages

· Reports & Dashboards

How to create Reports and Dashboards; Adding Buckets and Formulas to reports; Adding Conditional Formatting; Subscribing to a Report; Dashboard Components and Dashboard Filters; Exercise on Reports charts

· Customizing an Object

Creating and Updating fields; Creating and using Tabs; Field dependencies; Relationships; Lookup Filters; Lookup Filter exercise

· Standard vs Custom Objects

What are Standard Objects and what are Custom Objects? When should you use a Custom object?

· Advanced Object Customization

Learn about Formula Fields and functions; Rollup Summaries; Data Quality Tools ; System validation and Validation Rules

· More Advanced Object Customizations

Using Chatter; Feed Tracking vs. Field History Tracking; Business Processes; Salesforce Apps; Exercise on Custom Apps; Quick Actions;

· Cases

What is Service Cloud and how is it used? How are Cases created and managed? Cases Record Types and Support Process; Case Automations including Web to Case and Email to Case; Case Queues; Case Assignment; Case Escalation; Case Teams

· User Interface (UI)

What are the following UI components and how are they used? Compact Layout, Lightning Page; Accordion; Activity Timeline; Chatter; Highlights panel; List View; Record Detail; Related Lists; Report Chart; rich Text; Tabs; Other components; Home page specific components; Kanban and Split View

· Mobile Configuration

The Salesforce Mobile App and Customizations

· Data Management Tools

Data Import Wizard; Data Loader; Mass Transfer and Mass Delete; Data Import Best Practice; Backups

· Automation Tools 1

Getting to Know and Use Process Builder; Step by Step exercise in Process Builder

· Automation Tools 2

Salesforce Flows; Flow Types and Features; Step by Step exercise in Screen Flow

· Automation Tools 3

What are the difference between Process Builder and Flow? When should you use each tool?

· Approval Process

What is an Approval Process? Step by Step exercise building an Approval Process

· AppExchange

What is the AppExchange? How to use AppExchange; Managed vs Unmanaged packages

· Einstein AI

Salesforce Einstein AI for Sales; Einstein Activity Capture; Einstein Automated Contacts; Einstein Lead Scoring; Einstein Opportunity Scoring; Einstein Opportunity Insights

· Salesforce Admin Certification

The road to certification; Exam preparation resourcesforce