Salesforce Administartor And AppBuilder
Lesson 00 – Introduction to Salesforce
0.1 Introduction to Salesforce
Lesson 01 – Salesforce Overview
- Salesforce
- Salesforce Overview
- Introduction to Salesforce
- Salesforce Editions
- Home Page Customization
- User Management
- Creating and Customizing Tabs
- Creating an App
- Uploading a Company Logo
- Company Information Page
- System Overview Page
- Updating the Fiscal Year
Lesson 02 – Sales Cloud
- Introduction to Sales Cloud
- Sales Cloud
- Leads Home Page
- Creating List Views
Creating and Converting Leads
- Creating Accounts
- Creating Contacts
- Creating Email Templates
- Sending Individual Emails
- Sending Mass Emails
- Creating and Managing Price Books
- Creating Products
- Creating Opportunities
- Creating Activities
- Creating a Web-to-Lead Form
- Creating a Lead Assignment Rule
- Creating a Lead Queue
- Creating an Auto-Response Rule
- Creating Campaigns
- Record Types
Lesson 03 – Quote Templates
- Introduction to Quote Templates
- Quote Templates
- Creating a Quote Record
- Creating a Quote Template
- Generating a Quote PDF
- Emailing a Quote PDF
- Modifying Quote Templates
Lesson 05 – Field Types
- Introduction to Field Types
- Field Types
Modifying Standard Fields
- Creating Auto-number Fields
- Creating Formula Fields
- Creating Roll-Up Summary Fields
- Creating Lookup and Master Detail Fields
- Creating Checkbox Fields
- Creating Currency, Number, and Percent Fields
- Creating Date Field and Date and Time Fields
- Creating Phone and Email Fields
- Creating Geolocation Fields
- Creating Picklist and Multi-Select Picklist Fields
- Creating Text and Text Area Fields
- Creating Text Area Long and Text Area Rich Fields
- Creating Encrypted Fields
- Creating URL Fields
Lesson 06 – Salesforce Objects
- Introduction to Salesforce Objects
- Salesforce Objects
- Standard Object Components
- Renaming Standard Objects
- Modifying Standard Objects
- Understanding External Objects
- Creating Custom Objects
Lesson 07 – Creating Buttons, Links, and Actions
Introduction to Creating Buttons, Links, and Actions
- Creating Buttons, Links, and Actions
- Chatter Overview
- Enabling Chatter
- Enabling Chatter Feeds on Records
- Configuring Chatter Groups
- Creating Customer Groups
- Creating a Free Customer Chatter User
- Customizing Chatter Email Notifications
- Configuring Salesforce to Salesforce
- Accepting a Salesforce Connection
- Sharing an Account via Salesforce to Salesforce
- Enabling Ideas
- Configuring Ideas Themes
- Enabling Social Accounts
- Enabling Libraries and Content
- Customizing Libraries and Content
- Uploading Documents to Libraries and Content
Lesson 16 – Reports
- Introduction to Reports
- Reports
- Understanding Report Formats
- Creating a Leads Report
- Creating Contacts and Accounts Report
- Creating an Opportunity Report
- Adding Leads to a Campaign from a Report
- Creating a Report Chart
- Scheduling Reports
- Creating a Campaign Repors
- Summarizing Report Data
- Creating a Report Formula
- Exporting Reports to Excel
Lesson 17 – Dashboards
- Introduction to Dashboards
- Dashboards
- Understanding Dashboard Components
- Creating a Dashboard
- Refreshing a Dashboard
- Modifying Columns on Dashboards
- Adding Filter to Dashboard
- Managing Access to Reports
- Adding a Report as a Dashboard Component
- Setting Up Dynamic Dashboards
- Activating the Report Builder on Profiles
Lesson 18 – Data Management
- Introduction to Data Management
- Data Management
- Importing Leads
- Importing Contacts and Accounts
- Using Mass Delete
- Installing Data Loader
- Importing Records with Data Loader
- Updating Records with Data Loader
- Deleting Records with Data Loader
- Exporting Records with Data Loader
- Adding a Field in the Schema Builder
- Scheduling a Data Export
- Creating and Using Sandbox
- Mass Transferring Records
- Reporting Snapshots
- Working with Tags
Change Sets and Deployments
- Introduction to Change Sets and Deployment
- Change Sets and Deployment
- Outbound Change Sets
- Inbound Change Sets
- Deployment Settings
- Deployment Status
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