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On October 26, 2019, Posted by , With Comments Off on Admin
Introduction on Cloud Computing
  • IAAS (Infrastructure as a Service)
  • PAAS (Platform as a Service)
  • SAAS (Software as a Service)
  • Introduction on CRM
  • History of Salesforce
  • Introduction on Salesforce.Com
  • Understanding Salesforce environment
Pricing
  • Pricing
  • App logo
  • Global search
  • User menu
  • App menu
Tab bar
  • Recycle binSalesforce Database
  • Becoming Familiar with the Setup segments
  • Introducing Apps
  • Introducing Objects
Introducing Tabs
  • Introducing Fields
  • Introducing Relationships
  • Lookup Relationship
Master Detail Relationship
  • Roll-up Summary fields
  • Hierarchy Relationship
  • Self Relationship
  • Many to many Relationship
  • User Management
  • Introduction Users
  • User management process
User license
  • Features licenseSecurity and Sharing
  • IP Address restrictions
  • Activations
  • Audit Trials
Login hours
  • Forceful password expiry
  • Session details
  • Organization-Wide Defaults
  • Profile
  • Permission Sets
Roles
  • Sharing Rules
  • Manual Sharing
  • Field Level Permissions
  • Public Groups
  • Queues
  • Public Group Vs Queue – Comparative analysis Approvals Process
Planning for Approval processes
  • Creating an Approval process
  • Creating Approval steps
  • Multi step Approvals
  • Final approval action
  • Final rejection action
  • Working on recalling
  • Delegate process
  • Multiple approvers Vs Single approver
  • Using Custom Workflow Processes
Introducing Automation
  • Workflow rules
  • Update Record
  • Create Task
  • Automate Emails
  • Outbound Message
  • Time dependent workflows
  • Time triggersDeep dive into Evaluation criteria
  • Use case of evaluation criteria
  • Limitations of Workflow rules
  • Record update
Email alert
  • Workflow Vs Process Builder
  • Benefits of Process Builder
  • Record types
  • Record types with page layout
  • Record types with multiple page layout
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