Salesforce - Dev & Admin Online Training.

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Salesforce CRM Overview 3%

  1. Describe the software-as-a-service (SaaS) model
  2. List and describe the different Salesforce applications
  3. List and describe the standard objects

Identity Confirmation (setting login restrictions) 2%

  1. Describe the Identity Confirmation feature
  2. Describe the differences between logging in through the API versus the UI
  3. Explain the concept of Login Hours and Login IP ranges
  4. Add and delete an IP range
  5. Describe the methods to allow access to the application

Navigation – User Interface (UI) Settings 3%

  1. Identify specific areas of the Salesforce Home Tab
  2. Configure Search settings for your organization
  3. Customize the Tabs a user can access or select from Tab settings
  4. Locate, identify, and explain the UI features an administrator controls

Organization Administration 5%

  1. List what information is included in the Company Profile
  2. List the places where Currency is specified
  3. Describe the effect of changing your company’s default Time Zone, Currency, Locale, and Language
  4. Describe the effect of enabling the Custom Fiscal Year setting
  5. Create and manage letterheads and email templates

Customization 17%

  1. Describe a Profile
  2. Explain what a Profile controls
  3. List the Standard Profiles
  4. List the features available for managing profiles
  5. Evaluate when to create a Custom Profile
  6. Explain the differences between a Custom Field and a Standard Field
  7. List the different types of Custom Fields
  8. Set up a Custom Field
  9. Map Custom Lead Fields
  10. Re-label a Standard Object
  11. List objects for which you can enable Fields History Tracking
  12. Define the dependencies when using a Dependent Picklist
  13. Create and modify a Dependent Picklist
  14. Describe the capabilities of Custom Lookup fields
  15. Create and modify a Lookup Field
  16. Describe the capabilities of Formula Fields
  17. Create and modify a Formula Field
  18. Describe Roll-up Summary Fields
  19. Create and modify a Roll-up Summary Field
  20. Describe the elements within a Page Layout
  21. Create and modify a Page Layout
  22. Create, customize, and print a List view
  23. Customize a Related List
  24. Describe how to use Record Types
  25. Create and modify a Record Type
  26. List the objects that require a business process
  27. Explain how Field-Level Security affects page layouts and visibility
  28. Set up Field-Level Security

Security & Access 13%

  1. List the information captured on the User Record
  2. Create and maintain User Records
  3. Explain the Record Owner concept
  4. Describe the elements of the Sharing model
  5. Describe the scope and capabilities of Organization-Wide Defaults
  6. Explain how access is granted through the Role Hierarchy
  7. Set up Organization-Wide Defaults
  8. Describe the use of Roles
  9. Build a Role Hierarchy
  10. Assign users to Roles
  11. Mass-transfer records from one user to another
  12. List the objects that may have Sharing Rules
  13. Build Sharing Rules
  14. Share records manually
  15. Describe the use cases of Public Groups and where to use them
  16. Compare and contrast Sales with Account teams
  17. List the places to use Folders
  18. Describe how Folder access differs from Record access
  19. Create Folders to organize and provide access to data

Workflow 5%

  1. Explain how Salesforce implements Workflow and when to use Salesforce Workflow
  2. List and describe use cases for the four Workflow Actions
  3. Explain the capabilities and settings of a Workflow Rule
  4. Describe the differences between immediate and time-dependent Workflow actions
  5. Set up a Workflow Rule and associated actions

Workflow Approval Processing 3%

  1. Define the basics of the Workflow Approval Process
  2. Compare and contrast the Approval Processes versus Workflow
  3. List the differences between the Jump Start Wizard and the Standard Approval Process Wizard
  4. Explain how to route Approvals
  5. Create, modify, and test the Approval Process
  6. Identify the settings in creating Workflow Approval Processing

Data Validation 3%

  1. Define Data Validation
  2. List common use cases for Data Validation
  3. Describe when Data Validation Rules are enforced
  4. Create Data Validation Rules

Data Utilities 5%

  1. Describe the function of an External ID
  2. List and describe the different tools and use cases for data migration
  3. Update existing data via import
  4. Define when to use the Data Loader
  5. List the functions of the Data Loader
  6. Mass Update Records

Data Utilities (continued) 5%

  1. Mass Delete Records
  2. Describe the capabilities of the Recycle Bin
  3. Request and download a weekly export
  4. Explain how Salesforce allocates storage

Analytics 13%

  1. Describe the administrative restrictions on Standard Reports
  2. Run a Standard Report
  3. Create a Custom Report
  4. Search for Custom Reports and Dashboards
  5. Explain the differences among report types
  6. Explain Custom Report Types
  7. Create charts to display Report results
  8. Use Advanced Filter criteria to narrow Report results
  9. Create Custom Summary Formulas for Summary Reports
  10. Choose settings for Conditional Highlighting
  11. Describe the capabilities and purpose of a Dashboard
  12. List Dashboard component types
  13. Create a Dashboard and add components to it
  14. Print and export Reports
  15. Email and schedule Reports and Dashboard refresh
  16. Define Running User and how it affects the Dashboard results

Marketing Administration 5%

  1. Define a Campaign
  2. Describe when to use Campaign Hierarchies
  3. Create a Campaign targeting both existing customers and new Leads
  4. List the features used to create an Automated Campaign
  5. List the methods to associate Leads and Contacts to a Campaign
  6. Describe how to use Lead Queues to manage Leads
  7. Describe how to use a Lead Assignment Rule to assign and route Leads
  8. Describe the use cases for Web-to-Lead
  9. Describe the functionality of a Lead Auto-Response Rule
  10. Build a Lead Queue, Assignment Rule, Web-to-Lead, and corresponding Auto-Response Rule
  11. Measure Campaign results
  12. Describe the process and effects of converting a Lead

Service & Support Administration 5%

  1. Define a Case
  2. Describe use cases for Case Hierarchies
  3. Describe how to use Case Queues to manage Cases
  4. Describe how to use a Case Assignment Rule to assign and route Cases
  5. Describe use cases for Web-to-Case
  6. Describe uses cases for Email-to-Case
  7. Describe the functionality of the Case Escalation Rule
  8. Describe the functionality of the Case Auto-Response Rule
  9. Describe the functionality of the Business Hours

Service & Support Administration (continued) 5%

  1. Configure the settings and rules for Case processing, including Business Hours, Escalation Rules, and the use
  2. of Email Templates
  3. Define Solutions and how they can be associated with Cases
  4. Build a Solution Category tree and assign Solutions to Categories
  5. Define suggested solutions and explain where to use them
  6. Describe what content is accessible via the Self-Service Portal
  7. Describe the ways to access the Self-Service Portal
  8. Build a Case Queue, Assignment Rule, Web-to-Case, and corresponding Auto-Response Rule
  9. Describe use cases for Case Teams

Salesforce Console 2%

  1. Describe the functionality of the Salesforce Console
  2. Describe the components of the Console Tab
  3. Set up the Salesforce Console
  4. Navigate within the Salesforce Console

Custom Objects, Applications, & Tabs 7%

  1. Describe a Custom Object
  2. Describe the types of relationships that can exist between objects
  3. Create a Custom Object
  4. Describe a Custom Object Tab and a Web Tab
  5. Create a Custom Object Tab
  6. Create a Web Tab
  7. Describe a Custom App
  8. Create a Custom App

The AppExchange 2%

  1. Describe the AppExchange
  2. Describe the characteristics of Managed Packages
  3. Install a package
  4. Uninstall a package

Activities 2%

  1. Compare and contrast Tasks and Events
  2. Manage Public Calendars and Resources
  3. Identify and describe the Activity Settings
  4. Describe the capabilities of Multiday Events

Advanced Configuration Options 5%

Describe the Client Management feature

Describe the Territory Management feature

Describe Advanced Currency Management

Custom Development

Introduction to Visual Force

Creating Pages, Fields etc.,

Page Styles

Component ID’s

Static Resources

Standard Controllers

Custom Controllers and Controller Extensions

Custom Components

Global Variables, Functions and Expression Operators

Standard Component References


Creating Own Domain

Usage of WebServices


What are the Apex Collections?

What is the Apex Casting?

Apex Limitations?

Governor Limits and how to overcome these limits?

Email Services

SOQL ( Object Query Language)

SOSl ( Object Search Language)