1.

CRM Introductions: Intro to CRM & Why CRM

2. Introductions to Cloud Computing & Salesforce.com
a. Cloud Computing – Overview
b. What is SAAS
c. What is PAA
d. What is IASS
e. What is Salesforce.com
f. Why Salesforce.com
g. Salesforc.com CRM Editions
h. Salesforce Architecture & Navigations – Overview
3. Personal Setup
a. Managing Personal Information
b. Company Information
c. Difference between Salesforce Classic & Lightning
4. Salesforce User Administration
a. Creating Users
b. Creating Roles
c. Creating Profiles
d. Creating Permission Sets
e. Creating Permission Set Groups
f. Creating Groups
5. Building New Salesforce Application
a. Build a custom Applications in Classic & Lightening
b. Create Custom Objects
c. Create Custom Fields
d. Create Custom Tabs
e. Define Dependent Pick list & Global Pick List
f. Customized page layouts in both Classic & Lightening
6. Discussion about Relationship Types
a. Master-Detail Relationship
b. Look-up Relationship
c. Many-to-Many Relationship
d. Hierarchical Relationship
e. Self-Relationship
7. Salesforce.com Sales Cloud – Part 1
a. Company Management
b. Leads Management – What is Lead, Web-to-Lead Configuration , How to convert leads?
8. Configure Formula Fields
9. Overview about the Workflow Rules
a. Define Workflow Rule
b. Set up Time-Dependent Workflow Rules
c. Set-up Time Based Workflow Rules
d. Create Email Templates
e. Configure Process Builder with Actions
10. Overview about the Process Builder
a. Define Process Builder
b. Types of Process Builder
c. Difference b/w Workflow Rule & Process Builder
 d. Setup new Process Builder with examples
11. Overview about the Approval Process
a. Plan approval using Workflow
b. Use the approval Wizard – Standard Vs Jump Start
c. Create Workflow approvals with examples
12. Matching Rules & Duplication Rules
13. Salesforce.com Sales Cloud – Part 2
a. Accounts & Contact Management
b. Products Management
c. Configure Data Loader
d. Price Book Management
e. Configure Multi-Currency
f. Map Products to Pricebooks
14. Salesforce.com Sales Cloud – Part 3
a. Opportunity Management
b. Opportunity Product Management
c. Quote Management
15. Roll-up Summary Fields
16. 16. Data Validation RulesOverv
17. Record Types
a. What is record type?
b. How to create page layouts?
c. How to create Record-type?
d. Managing Record types
18. Salesforce.com Service Cloud – Overview
a. Cases Management
b. How to Configure Lightening Service Console
c. Email-to-case & Web-to-case
d. What is Queue?
e. How to configure Case Teams?
f. Assignments Rules, Auto Response Rules & Escalation Rules
19. Knowledge Article Management
20. Overview About Quick Actions
a. Setup Object Specific Quick Actions
b. Setup Global Quick Actions
c. Setup Publisher Layouts
21. Overview about Flows
a. What is Flow
b. Different Types of Flows
c. Setup Flows with examples
22. Lightening Analytics
a. Create Custom Classic Reports
b. Create Custom Lightening Reports
c. Report Charts
d. Use advanced filters and Conditional Highlighting
e. Custom Report Types
f. Use Dashboards and Dynamic Dashboard
23. Overview about Data Utilities
 a. Data Import Wizards Overview
b. Data Export Overview
c. Import & Export Data using the Data Loader
d. Use Mass Delete
e. Use Storage
24. Overview about the Security
a. Managing the Users
b. Set Organisation-wide Defaults
c. Object-level Security
d. Field-level Security
e. Record-level Security
25. Use Sharing Rules
a. Define Sharing Rules
b. Discuss About types of Sharing Rules
26. Overview about the AppExchange
a. How to install an AppExchange Application
b. Managing AppExchange
c. Delete an Application
27. Salesforce Packages
a. Managed Package
b. Un Managed Package
28. Overview About Sandbox and Production Environments
29. Deployments Process
a. Inbound Change Sets
b. Outbound Change Sets
c. Deployments Flow