Lesson 1: Getting Started with Salesforce
o Understanding the basics of Salesforce CRM and Salesforce Administration.
Lesson 2: Salesforce Editions and Features
o The various Salesforce Editions – Professional, Enterprise, Unlimited, and Developer Editions.
Lesson 3: Typical Salesforce Project Life Cycle
o The various stages of a Salesforce Project Life Cycle
o creating applications
o creating the first object and fields
o working on invoice object and line items objects
o creating relationships between objects and understanding the significance.
Lesson 4: Workflow Creation
o Creating workflow for various tasks like deducting stock from inventory
o understanding the validation rule for verifying stock availability, field dependencies, making field mandatory and field dependencies
o lock child record based on parent
o colored field based on picklist
o assign Record Types and Page Layouts in Enhanced Profile User Interface.
Lesson 5: CRM Overview
o Understand the basics of CRM
o the concept of cloud computing in CRM
o introduction to Salesforce Developer Community
o standard business objects and custom business objects
o Salesforce relationships and Salesforce Data Model.
Lesson 6: Salesforce Admin Processes
o The various tasks associated with a Salesforce Admin like customization
o development, user maintenance, designing and managing ongoing development, communicating new releases and enhancement, maintenance, analytics, reports and dashboard activities.
Lesson 7: Introduction Salesforce Security
o Introduction to Salesforce security, key issues, and best practices.
Lesson 8: User Creation, Login and access management
o Process of creating new users, freezing inactive users.
o Providing the right access to the right personnel
o system admin login access.
Lesson 9: Profiles
o Designing the user profiles depending on the job role and description.
Lesson 10: Organization Wide Default
o Setting up baseline access for records, it determining which persons in the hierarchy have access to objects
o the various OWD permission settings, Private, Public Read, Public Read/Write, Public Read/Write/Transfer.
Lesson 11: OWD & Profiles
o Restricting object visibility with Profiles, restricting data in objects with OWD.
Lesson 12: Roles and Permissions
o Ensuring the right roles and permissions go hand in hand with the right level of access, visibility and restrictions.