SALESFORCE Online Training

SalesForce Training Overview
Getting Around the App
• Understand the data model and navigation
• Find answers in Help & Training
Getting Your Organization Ready for Users
• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
Setting Up and Managing Users
• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Set up Chatter Free and Chatter external users
Security and Data Access
• Restrict logins
• Determine object access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Manage field-level security
Customization: Fields
• Administer standard fields
• Create new custom fields
• Create selection fields: picklists and lookups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality
Managing Data
• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with Data.com and social accounts and contacts
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records
Reports and Dashboards
• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards
Automation
• Manage email administration
• Set up workflow rules
• Automate leads and cases
Managing the Support Process
• Automate the support process
• Understand the Service Cloud console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards