Salesforce Platform Training Overview
This Salesforce® and Salesforce Platform (formerly known as Force.com®) for Technology Leaders training course introduces executives to the wide range of features and capabilities of the Salesforce and Salesforce Platform.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- The Salesforce Platform architecture and the Salesforce object model
- Basic user and license administration
- Security in Salesforce
- Configuration in Salesforce
- Automation in Salesforce, including the use of Workflow Rules, Approval Processes, and the Process Builder
- Custom applications on the Salesforce Platform using the declarative interface
- When to use Apex, Visualforce and Lightning Components
- Managing and importing data
- Analytic tools including Lightning Reports, Lightning Dashboards, and list views
Prerequisites
No prior experience is presumed.
Outline
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Agenda & Course Overview
Salesforce.com Overview
- Major Clouds
- Platform Overview
- General User Interface
- Lightning Experience vs Salesforce Classic
- Object Model
- Search
- Force.com Architecture
- Model, View, Controller
- Apex, Visual Force
- Lightning Components
- Uses of the Platform
Software Development Lifecycle
Project Management Strategies
Licensing
Organization Settings
- Locale, Language, Time Zone
- Fiscal Year
- Multi-Currency / Advanced Multi-Currency
System Security
- Users
- Network Security / Activation
- Login History
- Profiles
- Permission Sets
- Delegated Administration
Record Security
- Record Ownership / Full Access
- Organization-Wide Defaults
- Role Hierarchy & Roles
- Sharing Rules
- Manual Sharing
- Account Teams
- Opportunity Teams
- Queues
- Case Teams
- Apex Sharing
- Territory Management
Customization
- Custom Fields
- Picklists
- Controlling & Dependent Picklists
- Formula Fields
Field Level Security
Sales Cloud
- Opportunities
- Products & Price Books
- Product Schedules
- Quotes
Sales Productivity Tools
Field History
Service Cloud
- Cases
- Solutions
- Knowledge
- Case Assignment Rules
- Case Auto-Response Rules
- Email to Case
- Web to Case
- Live Agent
- Escalation Rules
- Entitlements
- Service Contracts
- ITIL
Ideas
Salesforce Questions
Chatter
Object Relationships
Lookup & Master Detail Fields
Rollup Summary Fields
Lookup Field Filters
Custom Objects
Custom Tabs
Custom Apps
Setup Audit Trail
Home Page Configuration
Automation
Debugging
Data Validation
Workflow
- Workflow Actions
- Email Templates
- Time Based Workflow
Approval Processes
Process Builder
Lightning Flow
Salesforce Record Id’s
Data Loader
Mass Transfer
External Id’s
Mass Delete
Weekly Data Export
Data Migration Best Practices
Marketing Cloud
- Marketing Relationships
- Leads
- Lead Conversion
- Web to Lead
- Lead Assignment Rules
- Lead Auto-Response Rules
- Campaigns
- Campaign Members
- Campaign Influence
Social Contacts
Social Listening
Social Hub
Salesforce for Twitter and Facebook
List Views
Reports Overview
- Reports Security
- Report Folders
- Reports Terminology
- Tabular Reports
- Summary Reports
- Matrix Reports
- Join Report
- Dates
- Report Filters
- Report Charts
- Bucket Fields
- Custom Summary Fields
- Custom Report Types
- Scheduling Reports
Dashboard Overview
- Pre-built Dashboards
- Running User
- Scheduling Dashboards
Content
Salesforce Communities
Force.com Sites
Performance Optimization
Deployment & Change Management
- Metadata API
- Packages
- Change Sets
User Adoption
Session Wrap-up
Conclusion
Training Materials
All Salesforce and Force.com training students will receive comprehensive courseware.
Software Requirements
Salesforce is web-based and attendees only need an Internet connection and modern web browser for training. Salesforce recommends Chrome.
