salesdorce crm and development

Salesforce CRM

SESSION I:
Identity Confirmation
Activate your computer
Setting Up the User Interface
Set up the UI & search options
Organization Administration
Set your organization's language & locale
Manage currency Customization
Create custom profiles & custom fields
Define dependent picklists
Customize lookup fields & formula fields
Customize page layouts
Customize standard related lists
Learn about record types & business processes
Use field-level security Security & Access
Create & manage your users
Set organization-wide defaults
Learn about record access
Create the role hierarchy
Learn about the sharing model
Manually share records
Set up opportunity team selling & account teams
Learn about folder access Workflow
Define workflow
Set up workflow rules
Set up workflow tasks & alerts Workflow Approvals
Plan approvals using workflow
Use the approval wizard standard vs. jump-start
Create workflow approvals
Data Validation
Learn about Salesforce CRM data validation
Create data validation rules
Learn about custom fields & unique properties Data Utilities
Import records using the import wizards
Use mass delete
Use mass transfer
Learn about storage utilization
Analytics
Create custom reports
Use advanced filters
Use conditional highlighting
Use custom summary formulas
Create dashboards The AppExchange
Learn about the AppExchange
Install an app
Uninstall an app Marketing Administration
Use the integrated campaign builder
Learn about lead queue & lead assignment setup
Learn Web-to-lead & auto-response rules Service & Support Administration
Learn about cases & solutions
Set up case escalation rules
Identify solution categories & suggested solutions Salesforce Console
Navigate the Salesforce Console
Create a Salesforce Console Extending Salesforce CRM
Learn about custom objects
Learn about custom tabs
Learn about custom Web tabs
Build a custom app
SESSION II:
Designing Applications on Force.com
Learn about factors to consider when building a data model
Develop custom objects and fields, encrypted fields, field help, and field history tracking
Use master detail, lookup, and many-to-many relationships
Create a user interface for custom applications using the Custom Object tab, Page Layout, and
Customization options
Set field attributes on the page layout
Use the Custom Object queue and event-based workflow rules with field update actions
Develop custom formulas and validation rules Designing Applications for Multiple Users
Learn about factors to consider when designing applications for multiple users
Create profiles, understand what a profile controls (including data access), and customize
profiles to manage the user experience
Customize the user experience with record types and page layouts
Control access to records
Employ OWD, sharing rules and levels, roles, public groups, and manual share
Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
Apply OWDs, public groups, and manual sharing to create conditional access to data
Analyze suitability of FLS, page layouts, and record types to satisfy business requirements Implementing Business Processes
Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
Use validation rules to enforce conditional required behavior
Use functions to enforce data format and data consistency
Implement multistep approval workflows and escalations to automate business processes
Create parallel approval workflows and workflow approvals with dynamic approval routing
Use outbound messages as part of an approval workflow
Establish approval workflow criteria with crossobject formulas
Set up field history tracking to audit processes
Learn techniques to prevent or record data changes Managing Data
Learn when and how to use upsert
Use data management tools and the capabilities of API-based tools
nConfigure the Data Loader via command line
Encrypt passwords using encrypt.bat
Use the Data Loader to create mapping files and to upsert data Visualforce Pages Learn about the capabilities of the Visualforce frameworkIncorporate Visualforce pages into Salesforce Construct expression bindings and incorporate Salesforce into Visualforce pages with Visualforce tags Use Visualforce tags to create page layouts,input forms, output tables, custom components; Create partial page refreshes on JavaScript events Learn about the functionality that comes with Visualforce standard controllers Find out when Apex is required for creating custom controllers or extensions