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Salesforce Administration

Salesforce Introduction
Session 1: Context Setting Session (Demo)
Preview
Session 2: Preliminary Session (Demo)
Preview
Session 3: What is Salesforce, What is CRM, SaaS Based CRM, Signing Up Enterprise Edition Account
Preview
Session 4: Create Enterprise Account In Salesforce
Preview
Session 5: UI Introduction, Building Block of Salesforce- Apps, Tabs, Objects, Fields, Records
Preview
Session 6: Salesforce Releases, Editions and Experiences, Classic Vs Lighting Experience
Data Model: Objects and Relationships
Session 7: Create Custom Object, Fields, Tab and App, Customize View
Session 8: Picklists, Global and Local Picklist, Field Dependency
Session 9: Introduction to Data Model, Schema Builder, Relationship among objects
Session10: Implementing One To Many Relationship in Salesforce
Session 11: Implementing M-D Relationship - all scenarios
Session 12: Requirement with workaround, Junction Object
Session 13: Implementing Lookup Filter, Different between Lookup Dialog customization and Lerookup Filter
Session 14: Formula Fields - Simple Formula, Advanced Formula
Session 15: Rollup Summary Fields
Page Customization
Session 16: Page Layout Customization, Users and Profiles
Session 17: Page Layout Customization - Rearranging, Hiding, Read Only, Required Customizations
User Management: Profiles and Permission Sets
Session 18: Permission and Sharing Canvas, Record Ownership, Users and Profiles
Session 19: Different scenarios for Profile Settings
Records Sharing
Session 20: OrgWideDefaults
Session 21: Permission Sets Introduced - What and Why
Session 22: Permission Sets Concluded - Use Case Implementation
Session 23: Sharing Rules - Special Task Force to handle Premium Leads
Session 24: Manual Sharing
Interview Milestone
Session 25: Interview Milestone
Multi User access of Records
Session 26: Record Types
Session 27: Field Accessibility and Visibility
Session 28: Roles and Hierarchy - Defining Org Strucuture
Session 29: Roles and Hierarchy - Grant Using Hierarchies setting, Roles used in Sharing Rules
Session 30: Roles and Hierarcies Activities Discussion, Queue Introduced
Session 31: Queue Implementation, Differntiating Queue and Public Group
Data Management with Data Loader
Session 32: DataLoader Installation, Export, Insert Operation using Data Loader
Session 33: Insert And Update using Data Loader
Session 34: Queue Restrictions for Assinable Objects, Upsert, Delete Operations with Data Loader
Session 35: Hard Delete Operation Using Data Loader
Session 36: Installing Data Loader on Mac OS
Reports and Dashboards
Session 37: Introduction to Reports, Report Formats, Report Operations, Building Account List Report
Session 38: Filters, Field Filter, Cross Filters, Filter Logic, Multi Object Reports
Session 39: Report - Problems in Last Session Reports, Summary Reports and Matrix Reports
Session 40: Dashboards

Session 26: Record Types

Salesforce Administration Multi User access of Records
By: Sam J
1 hour 15 minutes
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