Salesforce Fundamentals

Section 1

Module 1- Salesforce Fundamentals

1

2

Overview of Salesforce, its Editions

3

Home Page Customization

Core CRM objects Capabilities

Section 2

Module 2- Field Types and Salesforce Objects

1

Field types overview, Standard fields modification

2

Field types overview, Standard fields modification Creation of auto-number, formula, roll-up summary, lookup

3

Creation of number, currency, and percent fields

4

Creation of geolocation, phone, and email fields

5

Creation of date & time fields

6

Creation of text and text area fields

7

Salesforce objects introduction

8

Components, standard objects, and their modification

9

External objects and creation of custom objects

Section 3

Module 3- Creation of Custom Buttons

Section 4

Link Units

Section 5

and Actions

1

Creation of buttons, links, and actions overview

2

Creation of new records with actions

3

Call logging with actions

4

Creation of custom buttons and custom links, etc.

Section 6

Module 4 - Salesforce Workflow

Section 7

Schema Builder

Section 8

and Process Builder

1

Salesforce Workflow, Schema Builder, and Process Builder

2

Creation of visual flow

3

Modification of the existing workflows

4

Creation of process

5

Field creation in the schema builder

Section 9

Module 5 - Validation and Workflow Rules

1

Overview of validation rules, their creation

2

Creation of formulas

3

Creation of error messages

4

Overview of workflow rules

5

Creation of Workflow rule, Field update, Task assignment, Email alert

Section 10

Module 6 - Creation of Role Hierarchy

1

Overview of the role hierarchy

2

Creating, Enabling field history

3

Assigning Roles to Users

Section 11

Module 7 - Security Data Security Model

1

Restricting logins

2

Object access determination

3

Record access configuration

4

Creation of role hierarchy

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Course sections

Module 1- Salesforce Fundamentals

Module 2- Field Types and Salesforce Objects

Module 3- Creation of Custom Buttons

Link Units

and Actions

Module 4 - Salesforce Workflow

Schema Builder

and Process Builder

Module 5 - Validation and Workflow Rules

Module 6 - Creation of Role Hierarchy

Module 7 - Security Data Security Model

Questions

Module 1- Salesforce Fundamentals

Salesforce Fundamentals

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