Professional Documents
Culture Documents
Salesforce Admin Training
Salesforce Admin Training
Introduction to Salesforce
Salesforce Overview
- Salesforce Editions
- Home Page Components
- User Management and User Settings
- User Interface Setup ( Sidebar , Calender )
- User Management
- Creating App with Company Logo
- Company Profile
- System Overview
Configuration
Creating Activities
List Views
Queues & Groups
Standard Objects and Custom Objects
- Creating and Customizing Tabs
Data Types
Automation Rules
Validation Rules
Buttons , Links , Actions
Communication Templates
Workflow Rules , Process Builder , Visual Flow
Approval Process
Salesforce to Salesforce
Profile Management
- Administrative Permission
- General User Permissions
- Standard and Custom Object Permissions
- Login IP ranges
Permission Sets
Sales Cloud
Introduction to Sales Cloud
Campaigns and ROI
What is Lead Management ( Lead Lifecycle )
Creating & Converting Lead ( Lead Conversion )
Web to Lead
Lead Assignment & Lead Settings
Lead Auto Response Rules
Account Management & Opportunities
Sales Cloud
Creating Products , Pricebooks & Pricing
Forecasting
Quote Management
- Creating Quote records
- Quote Templates
- Quote to PDF Generation and Emailing Quote to Customer
Contracts
Orders
Service Cloud
Introduction to Service Cloud
Case Management ( Case Lifecycle ) [ Console]
Web to Case
Email 2 Case Management
- Setting Up E2C
- How E2C helps in Case Management
Case Assignemnt Rules
Case Escalation Rules
Salesforce Admin Training Line Items
Service Cloud
Solution Management
- Creating Solutions
- Associate Solution to Cases
Knowledge Management
- Configuring , Creating KB's ad Publishing
- Using KB in Case Management
Service Cloud
Live Agent
Call Center
Content Management
Files, attachments, Documents and Content
Reports
How to Create Tabular , Sumary , Joined , Matrix Reports
Report Scheduling and Export
Formulaes in Reports
Custom Reports
Reports Access Control
Dashboards
Dashboard Components
Dashboard Refresh
How to Create Dashboards
Salesforce Admin Training Line Items
Chatter Collaboration
- Overview
- Chatter Groups
- Using Chatter to Collaborate with Users and Customers
Communities
Overview, Creating a community
Appexchange