Includes |
Live Salesforce Training |
Competitors |
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 |