Salesforce administration

Administration Essentials:

• Security Confirmation
• Activate your computer

Navigation

• Set up Admin options & UI

Organization Administration

• Set your organization’s language & locale
• Manage currency

Customization

• Create custom fields
• Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists
• 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
• Learn about folder access

• Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields required & unique properties
• Learn about role transfer & mass transfer functionality

Data Utilities

• Importing 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

• 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

Building Applications with Force.com & Visualforce

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