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Introduction
Listing the features of Oracle Database 11g
Lesson 01
1.0 Salesforce Overview
1.1 Introduction to Salesforce
1.2 Salesforce Overview
1.3 Introduction to Salesforce
1.4 Salesforce Editions
1.5 Home Page Customization
1.6 User Management
1.7 Creating and Customizing Tabs
1.8 Creating an App
1.9 Uploading a Company Logo
1.10 Company Information Page
1.11 System Overview Page
1.12 Updating the Fiscal Year
1.13 Quiz
1.14 Case Study
1.15 Case Study Demo
1.16 Key Takeaways
1.17 Conclusion
- Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, dashboard and report folders access, email folder access, Territory Management).
- Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
- Given a scenario determine the implications of user authentication.
- Compare and contrast the capabilities of a complex business model. (Person accounts, Account, Contacts, and Contact to multiple Accounts.)
Lesson 02
2.0 Sales Cloud
2.1 Introduction to Sales Cloud
2.2 Sales Cloud
2.3 Leads Home Page
2.4 Creating List Views
2.5 Creating and Converting Leads
2.6 Creating Accounts
2.7 Creating Contacts
2.8 Creating Email Templates
2.9 Sending Individual Emails
2.10 Sending Mass Emails
2.11 Creating and Managing Price Books
2.12 Creating Product
2.13 Creating Opportunities
2.14 Creating Activities
2.15 Creating a Web-to-Lead Form
2.16 Creating a Lead Assignment Rule
2.17 Creating a Lead Queue
2.18 Creating an Auto-Response Rule
2.19 Creating Campaigns
2.20 Record Types
2.21 Conclusion
- Given a scenario, determine the appropriate solution to enhance or extend objects. (master-detail, lookup, junction object, related list, record type, schema builder, and object creator).
- Given a scenario, determine the appropriate solution to enhance or extend the UI/UX with applications. (app manager, lightning app builder, dynamic forms, standard lightning page components, console, and lightning page analyze button.)
- Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
- Explain how to ensure sensitive data is setup to support a business/legal/compliance use case in production and sandbox environments.
- Explain how to review and troubleshoot security settings including pending updates that may change system access.
- Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes
- Distinguish and understand the implications and capabilities of Forecasting and Territory Management
- Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
- Explain how to create and maintain service entitlements and entitlement processes.
- Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
- Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.
- Explain the tools and best practices for assessing, improving and enriching data quality. (data types, validation, managing duplicates, enriching, archiving).
- Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters).
- Understand methods to connect to, access, backup/restore, or archive data outside of the Salesforce platform. (big objects, data warehouse, external objects, data lakes, third-party solutions, and Salesforce Connect).
- Given a scenario, identify the appropriate tools and methods for importing data into Salesforce. (data import wizard, data loader, and external ID).
- Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
- Describe the capabilities and best practices for using change sets to move metadata between environments.
- Given a complex scenario, determine the solution using the best tool, or combination of tools to solve a business problem
- Given a scenario identify the appropriate tool or method for troubleshooting declarative automation.
- Given a scenario, explain the capabilities and limitations of each declarative automation tool.
- Understand the implications of the order of execution when using automation tools.
Lesson 03
3.0 Quote Templates
3.1 Introduction to Quote Templates
3.2 Quote Templates
3.3 Creating a Quote Record
3.4 Creating a Quote Template
3.5 Generating a Quote PDf
3.6 Emailing a Quote PDF
3.7 Modifying Quote Templates
3.8 Conclusion
Lesson 04
4.0 Service Cloud
4.1 Introduction to Service Cloud
4.2 Service Cloud
4.3 Creating Cases
4.4 Creating Case Assignment Rules
4.5 Creating Case Escalation Rules
4.6 Enabling Solutions
4.7 Creating Solutions
4.8 Attaching Solutions to Cases
4.9 Enabling Knowledge
4.10 Configuring Knowledge
4.11 Creating a Web-to-Case Form
4.12 Creating an Email-to-Case Address
4.13 Conclusion
Lesson 05
5.0 AppExchange
5.1 Introduction to AppExchange
5.2 AppExchange
5.3 AppExchange Overview
5.4 Finding and Selecting an App
5.5 Finding a Developer
5.6 Finding a Consultant
5.7 Conclusion
Lesson 06
6.0 Reports
6.1 Introduction to Reports
6.2 Reports
6.3 Understanding Report Formats
6.4 Creating a Leads Report
6.5 Creating Contacts and Accounts Report
6.6 Creating an Opportunity Report
6.7 Adding Leads to a Campaign from a Report
6.8 Creating a Report Chart
6.9 Scheduling Reports
6.10 Creating a Campaign Report
6.11 Summarizing Report
6.12 Creating a Report Formula
6.13 Exporting Reports to Excel
6.14 Conclusion
Lesson 07
7.0 Dashboards
7.1 Introduction to Dashboards
7.2 Dashboards
7.3 Understanding Dashboard Components
7.4 Creating a Dashboard
7.5 Refreshing a Dashboard
7.6 Modifying Columns on Dashboards
7.7 Adding Filter to Dashboard
7.8 Managing Access to Reports
7.9 Adding a Report as a Dashboard Component
7.10 Setting Up Dynamic Dashboards
7.11 Enabling Dashboards for iPad
7.12 Modifying Report and Dashboard Interfaces
7.13 Activating the Report Builder on Profiles
7.14 Conclusion
Lesson 08
8.0 Chatter and Salesforce to Salesforce Configuration
8.1 Introduction to Chatter
8.2 Chatter
8.3 Chatter Overview
8.4 Enabling Chatter
8.5 Enabling Chatter Feeds on Records
8.6 Configuring Chatter Groups
8.7 Creating Customer Groups
8.8 Creating a Free Customer Chatter User
8.9 Customizing Chatter Email Notifications
8.10 Configuring Salesforce to Salesforce
8.11 Accepting a Salesforce Connection
8.12 Sharing an Account via Salesforce to Salesforce
8.13 Enabling Ideas
8.14 Configuring Ideas Themes
8.15 Enabling Social Accounts
8.16 Enabling Libraries and Content
8.17 Customizing Libraries and Content
8.18 Uploading Documents to Libraries and Content
8.19 Configuring Salesforce
8.20 Conclusion
Lesson 09
9.0 Role Hierarchy
9.1 Introduction to Role Hierarchy
9.2 Role Hierarchy
9.3 Viewing Role Hierarchy
9.4 Creating Roles
9.5 Enabling Field History
9.6 Creating Groups
9.7 Creating Permission Sets
9.8 Assigning Roles to Users
9.9 Conclusion
Lesson 10
10.0 Security Controls
10.1 Introduction to Security Control
10.2 Security Control
10.3 Viewing Object Security
10.4 Changing Default Record Access
10.5 Sharing Settings
10.6 Field Accessibility
10.7 Password Policies
10.8 Session Settings
10.9 Login Flows
10.10 Network Access
10.11 Activations
10.12 Session Management
10.13 Login Access Policies
10.14 Certificate and Key Management
10.15 Viewing Setup Audit Trail
10.16 Executing Expire All Passwords
10.17 Delegated Administration
10.18 Remote Site Settings
10.19 Named Credentials
10.20 File Upload and Download Security
10.21 Conclusion
Lesson 11
11.0 Profiles
11.1 Introduction to Profiles
11.2 Profiles
11.3 Standard Profiles Overview
11.4 Assigning Page Layouts
11.5 Field-Level Security
11.6 Custom App Settings and Access
11.7 Tab Settings
11.8 Record Type Settings
11.9 Administrative Permission
11.10 General User Permissions
11.11 Standard Object Permissions
11.12 Custom Object Permissions
11.13 Password Policies and Session Timeout
11.14 Login Hours and IP Ranges
11.15 Enabling Apex and Visualforce Access
11.16 Quiz
11.17 Case Study
11.18 Case Study Demo
11.19 Key Takeaways
11.20 Conclusion
Lesson 12
12.0 Data Management
12.1 Introduction to Data Management
12.2 Data Management
12.3 Importing Leads
12.4 Importing Contacts and Accounts
12.5 Using Mass Delete
12.6 Installing Data Loader
12.7 Importing Records with Data Loader
12.8 Updating Records with Data Loader
12.9 Deleting Records with Data Loader
12.10 Exporting Records with Data Loader
12.11 Adding a Field in the Schema Builder
12.12 Scheduling a Data Export
12.13 Creating and Using Sandbox
12.14 Mass Transferring Records
12.15 Reporting Snapshots
12.16 Working with Tags
12.17 Conclusion
Lesson 13
13.0 Workflow Rules
13.1 Introduction to Workflow Rules
13.2 Workflow Rules
13.3 Creating a Workflow Rule
13.4 Creating a Workflow Rule Field Update
13.5 Creating a Workflow Rule Task Assignment
13.6 Creating a Workflow Rule Email Alert
13.7 Quiz
13.8 Case Study 1
13.9 Case Study Demo
13.10 Case Study 2
13.11 Case Study Demo
13.12 Key Takeaways
13.13 Conclusion
Lesson 14
14.0 Change Set and Deployment
14.1 Introduction to Change Sets and Deployment
14.2 Change Sets and Deployment
14.3 Outbound Change Sets
14.4 Inbound Change Sets
14.5 Deployment Settings
14.6 Deployment Status
14.7 Eclipse IDE
14.8 Quiz
14.9 Case Study
14.10 Case Study Demo
14.11 Key Takeaways
14.12 Conclusion
