Edition
Enterprise
Professional
Navigation
Setting up company profile
Setting up currencies
Understanding Salesforce licenses
Configuring the user interface
Configuring search settings
Managing users
Managing user profiles
Using and defining permission sets
Understanding public groups and queues
Restricting login access
Troubleshooting login issues
Organization wide sharing settings
Setting up record access
Creating Role Hierarchies
Dealing with Record Access exceptions
Managing field level security
Customizing the user homepage
Administering standard fields
Creating new custom fields
Creating selection fields: picklists and lookups
Creating formula fields
Working with page layouts
Working with record types and business processes
Maintaining data quality with validation rules
Defining, customizing, and using examples of custom objects
Understanding lookup vs master-detail relationships
Creating a many-to-many relationships
Understanding the sales lifecycle
Creating and understanding Views
Leveraging standard lead generation options
Converting leads
Automating sales with products and quotes
Better ROI tracking with campaign tracking
Using sales, account, and support teams
Case generation options
Upgrading to case feeds
Solving problems with solutions
Creating escalation rules
Discussion of knowledge articles
Storage for documents files and libraries
Migrating records with the Data Loader
Using Import Wizards
Mass Transfer
Backing up data
Mass delete and recycle bin
Running and modifying reports
Creating new reports with the report builder
Understanding joint reports
Working with report filters
Summarizing with formulas and visual summaries
Printing exporting and emailing reports
Building dashboards
Creating workflow rules to automate tasks, emails, and field updates
Automating leads and cases
Creating queues and assignment rules
Creating auto-response rules and web forms
Using chatter
Email administration and email templates
Tracking tasks and events