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 Model
4. Cloud Computing Services (SaaS, PaaS, IaaS) ?
5. IaaS Cloud Service Providers ?
6. PaaS Cloud Service Providers ?
7. SaaS Cloud Service Providers ?

Introduction to Salesforce.com

1. What is Customer Relationship Management?
2. Salesforce : Customer Relationship Management software
3. Creation of Salesforce developer Account.
4. Components of Salesforce.
5. Different types of Data Types and field types
6. How to create custom objects.
7. How to create custom fields.
8. How to create custom Tabs.
9. How to create Custom views.

Creation of Different Custom fields

1. How to create Picklist.
2. Field Dependencies
3. What is a Formula field.
4. How to create Formula field.
5. What is a Validation Rule.
6. How to create a validation rule.
7. Relationships in salesforce.
8. How to create Master-Detail relationship.
9. How to create Roll-Up Summary fields.
10. How to create new view in salesforce.

Service Cloud Topics in Salesforce CRM.

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.

Salesforce Security Tutorials 

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.

Salesforce Tutorials :- Single Sign On (SSO)

1. What is Single Sign On.
2. What is SAML 2.o
3. Single Sign On using SAML.

Salesforce Tutorials :- Data Loaders

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.

Data Analytics with Reports and Dash Boards

1. Introduction to reports and Dashboards.
2. Report Types and folder creation for Reports and Dashboards.
3. Creating custom reports.

Implementing Business Processes.

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.

Salesforce Chatter Tutorial

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.

Productive Tools 

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.

Salesforce Tutorials :- Outlook E-mail Integration

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