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Salesforce Basics


Salesforce Basics 

Introduction to Cloud Computing
  1. What is Cloud Computing ?
  2. Cloud Computing : Characteristics
  3. Cloud Computing Models - Deployment Model and Service Mode
Introduction to Salesforce.com---
  1. What is Customer Relationship Management?
  2. Salesforce : Customer Relationship Management software
  3. Salesforce : Login and Salesforce Developer Account
  4. Salesforce : User Interface 
  5. Data Types and field types
  6. Creating custom objects.
  7. Creating Custom Fields
  8. What are custom object tabs: 
  9. Custom List Views 
Creation of Different Custom field 
  1. Field Dependencies on Picklist
  2. Formula Fields--- pending
  3. What is a Validation Rule.
  4. How to create a validation rule.
  5. Object Relationships in salesforce.
  6. How to Create Look-up Relationship or How to create Master-Detail relationship.
  7. How to create Roll-Up Summary fields.
  8. Page Layouts and Record Types
  9. Customizing Standard Relatedlist
  10. Business Process
  11. Learn about record types and business process
  12. Field Level Security 
  13. What are Governor Limits?
  1. How to create New Lead in salesforce.
  2. How to convert Lead to opportunity.
  3. Creating web-to-lead forms in salesforce.
  4. How to create new Account.
  5. How to create New Contact.
  6. How to create new opportunity.
  7. Adding product and price book to an opportunity.
  8. How to create Activities.
  9. How to modify a Quote Template.
  10. How to generate a Quote in salesforce.
  11. How to E-mail a Quote.
  12. How to create a lead Assignment Rule.
  13. How to create a Lead Queue.
  1. Security model overview
  2. How to create profiles.
  3. Creation of Role Hierarchy.
  4. Creating profiles and user licences.
  5. Field Level Security,organization Wide Default settings.
  1. What is Single Sign On.
  2. What is SAML 2.o
  3. Single Sign On using SAML.
  1. Data Loader overview.
  2. How to Insert records using Data Loader.
  3. How to Update records using Data Loader.
  4. How to Update and insert records using UPSERT in Data Loader.
  5. How to Delete records using Data Loader.
  6. How to export records from salesforce using Data Loader.
  1. Introduction to reports and Dashboards.
  2. Report Types and folder creation for Reports and Dashboards.
  3. Creating custom reports.
  1. Workflow rules in salesforce CRM.
  2. How to create Workflow rules in salesforce CRM.
  3. Task creation in Workflow Rules.
  4. Field update in Salesforce CRM.
  5. Approval Processes in salesforce CRM.
  6. Approval processes in salesforce with an example.

Salesforce Tutorials of Marketing Administration

  1. Salesforce Campaign management & Marketing Administration Overview.
  2. How to plan new campaign in salesforce.
  3. How to configure campaign settings in salesforce.
  4. How to create new campaign in Salesforce CRM.
  1. What is Salesforce Chatter and it’s Benefits.
  2. Different types of Chatter Objects.
  3. Salesforce Chatter features and it’s settings.
  4. Additional Salesforce Chatter Features.
  5. How to Enable Feed Tracking and Creating new groups.
  6. Salesforce file storage through Chatter.
  1. Converting a 15-digit Salesforce opportunity ID to 18 digit using formula field.
  2. Generating help pages for custom objects using visualforce and a PDF Document.
  1. Setting up Salesforce for Outlook Configuration.
  2. Installing the Salesforce for Outlook software on a local machine.
  3. Configuring the Salesforce for Outlook software on a local machine
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How to create a validation rule in Salesforce

Validation rule is a filter or a criteria that validates the data that is pushed into an application and verifies if the data that has been entered is in accordance to the set standards. Example : Let's say, there is a field that is used to enter the Age of a Student. But per the organization rule, no student should be allowed to join the course if the age is not more than 25 years. So here you may write a validation rule saying that the Age field should not be more than 25. In case the age entered is more than 25, then the record is not allowed to be saved. You would see an error when you enter the age more than 25. Let me give you another example.  Say that there's a field to enter the Product code. And per the rule of the organization, the Product code should always start with PR. In case you enter any code other than the one that begins with PR, you would encounter an error. The benefits of Validation rules is that you can improve the quality of the data that is go...
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