FUNDAMENTALS OF SALESFORCE APPLICATION

- Basic of CRM and Salesforce functionalities

- Navigation within Salesforce Application and Terminology

- Salesforce Classification and Licenses, Edisons, Limits

- Classic v/s Lightning

​

USER MANAGEMENT & SECURITY

- User Administration, Roles, Profiles

- Permission Sets

- Sharing Rules

- OWD

- Company Settings

- Groups, Teams

​

Sales Cloud

- Standard Objects and processes

- Account, Contact, Opportunity, Quote, Order, Price Book, Products, Activities

- Forecast Management

- Territory Management

- Lead Conversion

​

Service Cloud

- Standard Objects and processes

- Contact Center Architecture

- Case, Knowledge, Solution

- Queue & Team

- Email to Case, Web to Case

- Assignment Rules

- Escalation Rules

- Auto Response

- Entitlements 

- Macro

- Omni Channel

 

Marketing Cloud

- Campaign Management

- Lead Management

- Web to Lead Creation

​

Automation

- Workflow Rules

- Workflow Actions

- Process Builder

- Flow

​

App Development

- Custom Objects and Custom Fields

- Types of fields

- Page Layout

- Lightning Page Layout

- Master/Child Relationship

- Page Assignment

- Tabs and App Creation

- Roll-up Summary

- Global Pick List

- Global Action

- Formula Fields

- Record Types

- Validation Rules

​

Data Management

- Data Import, Export and Delete

- Data Import Wizard and Data Loader

- Data Mapping and validations

​

Reports and Dashboard

- Report Types

- Classic and Lightning Reports

- Static and Dynamic Dashboards

​