Gedetailleerde cursusinhoud
Introduction
- How Salesforce Works
- Salesforce Applications
- Salesforce Organization
Data Access and Security
- Controlling Org Access
- Managing Who Views and Modifies Objects
- Unlocking Access to Records
- Sharing Access to Records
- Locking Down Individual Fields
User Management and Troubleshooting
- Creating New Users
- Troubleshoot Login, Record Access, and Field Visibility Issues
Customize Salesforce
- Thinking About Your Implementation
- Custom Fields, Picklists, Page Layouts, and Record Types
- Creating Email Templates
Automate Business Processes
- Validation Rules
- Assignment and Escalation Rules
- Web-to-Lead and Entitlements
- Lightning Process Builder and Workflow
- Approval Processes and Visual Workflow
Report On Your Data
- Reports Tab, Folders, and Formats
- Using the Report Builder
- Summarize Your Data
Using Reported Data
- Getting More Insight From Your Data
- Dashboards
- Your Analytics Strategy
Salesforce Everyday
- Chatter, Groups, and Communities
- Chatter Answers and Ideas
- Salesforce1
- Making Salesforce Part of Your Day
Data Management
- Data Migration Strategy
- Data Quality
Extending Salesforce
- Driving Salesforce Implementation
- Custom Objects, Apps, and the Salesforce AppExchange
- Build It Yourself
Wrap Up and Certification
- Certification Process and Resources