Day 1 :
Day 1 Welcome and Introductions
Overview
General overview of Salesforce
Identity confirmation
Activating your Computer
Navigation
Admin Options
UI setup
Organization and administration
Setting your organization’s language & Locale
Currency management
Customization
Creating custom profiles
Creating custom fields
Defining dependent pick lists
Customizing lookup fields and formula fields
Customizing page layouts
Customizable standard related lists
Understanding record types and business processes
Field level security 2 Plug2learn.com
Day 2 :
Day 2 Review
Security & access
Managing and creating users
Setting organization wide defaults
Understanding record access
Understanding and creating the role hierarchy
Role transfer and mass transfer functionality
Understanding the sharing model
Manually sharing records
Setting up opportunity team selling and account teams
Folder access
Workflow
Defining workflow
Setting up workflow rule
Setting up workflow tasks and alerts
Review 3 Plug2learn.com
Day 3 :
Day 3 Workflow approvals
Planning approvals using workflow
Using the approval wizard – standard vs jump start
Creating workflow approvals
Data validation
Defining salesforce data validation
Create data validation rules
Explain custom field unique/duplicate properties
Data utilities
Import overview
Executing an initial import
Updating via import wizard
Importing solutions and custom object records using data loader
Using mass delete
Initiating weekly export
Understanding storage utilization (attachments, documents, and records)
Analytics
Creating custom reports
Advanced filters
Conditional highlighting
Custom summary formulas 4 Plug2learn.com
Day 4 :
Day 4 Analytics
Dashboards
Marketing administration
Terminology overview
Utilizing the integrated campaign builder
Lead assignment setup
Web to lead and auto response rules
Service and support administration
Case escalation
Solution categories and suggested solutions
Setting up the self service portal
Mass managing self service portal users
Salesforce console
Navigating the salesforce console
Creating a salesforce console
Extending salesforce
Custom objects
Custom tabs
Custom web tabs
Building a custom app 5 Plug2learn.com