SalesForce Fundamentals

Course details

Course Objectives
At the end of this course, you will be able to: Describe Salesforce products and solutions. Ask discovery questions to identify specific business needs within your company Make informed decisions about which Salesforce solutions meet your business needs Help your business understand Salesforce design decisions, implications, and best practices Identify and leverage sources of additional information and support
Course Outline
1 - Welcome
Overview of Salesforce architecture, objects, and navigation Tour of the application Identify key roles within your company
2 - Data Access & Security
Control who can view and modify information Decide who can view and change individual records Dealing with record access exceptions Support team selling with territory management
3 - Customization
Capture specific information by adding custom fields Control how data is captured using pick lists Streamline data entry with page layouts Meet different business scenarios using record types Secure information at the field level
4 - Automation
Ensure data integrity using validation rules Route requests to the right person using assignment rules Improve customer satisfaction with escalation rules Automate lead capture using web-to-lead Increase quality and efficiency with work flow rules Reduce delays and bottlenecks with approval processes Enforce business processes with visual work flow
5 - Reports & Dashboards
Find and run the right report Gain insight into wins and losses with custom reports Analyze data with matrix reports Use dashboards to share key metrics with teams
6 - Collaboration
Collaborate using Chatter Collaborate with internal and external groups Create environments for customer and partner engagement using Communities Salesforce tools expand the reach of your Communities
7 - Data Migration & Integration
Migrate data to collect and synchronize information Improve data quality and quantity with Integrate systems to automate and streamline your business
8 - Extending Salesforce
Capture additional data using custom objects and tabs Create a unique and specific workspace with a custom application Make use of existing AppExchange resources Build outside the box with programmatic tools: Visualforce and Apex
9 - Additional Resources
Share with key roles within your company Engage in community resources and help sites Explore your training options Updated on 22 January, 2018