Curriculum For This Course

Getting Started

8Lectures

Time 01:02:00

Extending Custom Objects and Applications : Custom Objects and Considerations

10Lectures

Time 01:06:00

Extending Custom Objects and Applications : Relationships and Considerations

10Lectures

Time 01:06:00

Extending Custom Objects and Applications : External Objects and Relationships

5Lectures

Time 00:48:00

Security and Access : Object Level Access

6Lectures

Time 01:01:00

Security and Access : Record Level Access

14Lectures

Time 01:58:00

Security and Access : Field Level Access

1Lectures

Time 00:09:00

Security and Access : Delegated Administration

1Lectures

Time 00:13:00

Security and Access : Enterprise Territory Management

9Lectures

Time 00:48:00

Process Automation : Overview

2Lectures

Time 00:09:00

Process Automation : Troubleshoot an Approved Process

3Lectures

Time 00:40:00

Process Automation : Lightning Process Builder

12Lectures

Time 01:55:00

Process Automation : When to use which tool?

3Lectures

Time 00:17:00

Data Management : Overview

4Lectures

Time 00:35:00

Data Management : Proactive Measures for Good Data Quality

7Lectures

Time 00:51:00

Data Management : Reactive Measures for Data Quality Maintenance

5Lectures

Time 00:45:00

Data Management : Best Practices

2Lectures

Time 00:11:00

Data Management : Data Enrichment

4Lectures

Time 00:30:00

Data Management : Data Archival

3Lectures

Time 00:40:00

Auditing and Monitoring : Overview

2Lectures

Time 00:04:00

Auditing and Monitoring : Auditing

8Lectures

Time 00:56:00

Auditing and Monitoring : Monitoring

9Lectures

Time 01:17:00

Content Management

7Lectures

Time 00:41:00

Content Management : Salesforce CRM Content

6Lectures

Time 00:58:00

Change Management : Overview

6Lectures

Time 00:19:00

Change Management : Managing Sandboxes

5Lectures

Time 00:36:00

Change Management : Metadata Export

3Lectures

Time 00:27:00

Change Management : Metadata Deployment

7Lectures

Time 01:09:00

Sales Cloud Applications : Campaign Management

4Lectures

Time 00:29:00

Sales Cloud Applications : Lead Management

3Lectures

Time 00:15:00

Sales Cloud Applications : Account and Contact Management

4Lectures

Time 00:39:00

Sales Cloud Applications : Product Management

1Lectures

Time 00:07:00

Sales Cloud Applications : Opportunity Management

3Lectures

Time 00:27:00

Sales Cloud Applications : Quote Management

5Lectures

Time 00:19:00

Sales Cloud Applications : Collaborative Forecasts

8Lectures

Time 00:48:00

Service Cloud Applications : Case Management

4Lectures

Time 00:41:00

Service cloud Applications : Entitlement Management

7Lectures

Time 00:39:00

Service Cloud Applications : Interaction between Support Agents and Customers

3Lectures

Time 00:26:00

Service Cloud Applications : Knowledge Management

6Lectures

Time 00:23:00

Analytics,Reports and Dashboards

12Lectures

Time 01:36:00

Getting Started
	1. CRM and ERP	9:00
	2. Cloud Computing	13:00
	3. Salesforce Career Paths and Certifications	10:00
	4. Leverage Trailhead	8:00
	5. Understand the Advanced Administrator Exam guide	11:00
	6. Salesforce Editions and Pricing	4:00
	7. Setup your own Developer Edition Account!	4:00
	8. Get an overview of Salesforce Standard Data Model	3:00

Extending Custom Objects and Applications : Custom Objects and Considerations
	1. Section Overview	3:00
	2. Extending Custom Objects and Applications : Introduction	4:00
	3. Understanding the Enterprise data model - Field of Education	7:00
	4. Creating Custom Objects and Tabs	5:00
	5. Creating Custom Objects thro Schema Builder	4:00
	6. Exploring Fields and Field Types	8:00
	7. More about Text Field Types	10:00
	8. Picklists and Multi-Select Picklists	8:00
	9. Field Dependencies and Considerations	10:00
	10. Considerations while converting Field Types	7:00

Extending Custom Objects and Applications : Relationships and Considerations
	1. Object Relationships - Overview	4:00
	2. Lookup Relationship - Overview	12:00
	3. Considerations while using Lookup Relationship	9:00
	4. Master-Detail Relationship - Overview	8:00
	5. Considerations while using M-D Relationship	9:00
	6. Relationship Conversion : Lookup to MD and vice-versa	3:00
	7. Many-to-Many Relationship - Overview	7:00
	8. Considerations while using Many-to-Many Relationship	3:00
	9. Self Relationship	7:00
	10. Hierarchial Relationhip	4:00

Extending Custom Objects and Applications : External Objects and Relationships
	1. Configuring External Data Source and External Objects	13:00
	2. Experimenting on the External Objects	5:00
	3. Indirect Lookup Relationship	16:00
	4. External Lookup Relationship	7:00
	5. Considerations while using External Objects	7:00

Security and Access : Object Level Access
	1. Section Overview	2:00
	2. Security and Access - Overview	5:00
	3. Managing Profiles	15:00
	4. Profiles - Considerations	11:00
	5. Permission Sets	15:00
	6. Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License	13:00

Security and Access : Record Level Access
	1. OWD	22:00
	2. OWD - Considerations	10:00
	3. Role Hierarchy	16:00
	4. Role Hierarchy - Considerations	3:00
	5. Sharing Rules : Owner-based Sharing Rules	14:00
	6. Sharing Rules : Criteria-based Sharing Rules	5:00
	7. Manual Sharing	9:00
	8. Manual User Record Sharing	5:00
	9. Sharing Rules - Considerations	10:00
	10. Manager Groups	16:00
	11. Standard Report Visibility	1:00
	12. Community and Portal User Visibility	2:00
	13. Access to Record Types	2:00
	14. Why someone is able to see a record?	3:00

Security and Access : Field Level Access
	1. Field Level Security	9:00

Security and Access : Delegated Administration
	1. Delegated Administration	13:00

Security and Access : Enterprise Territory Management
	1. Enterprise Territory Management - Introduction	12:00
	2. Enabling Enterprise Territory Management	7:00
	3. Building a Territory Model	6:00
	4. Creating Territory and Territory Hierarchy	7:00
	5. Assigning Accounts to Territories	8:00
	6. Assigning Users to Territories	1:00
	7. Colloborate with Territory Models using Chatter	2:00
	8. Activating Territory Model	2:00
	9. Running Opportunity Territory Assignment Filter	3:00

Process Automation : Overview
	1. Section Overview	1:00
	2. Automation Tools in Salesforce - Overview	8:00

Process Automation : Troubleshoot an Approved Process
	1. Approval Process - A quick recap	6:00
	2. Troubleshoot an Approval Process	23:00
	3. Considerations while using Approval Processes	11:00

Process Automation : Lightning Process Builder
	1. Lightning Process Builder - Introduction	4:00
	2. Using Process Builder to auto-create a record	10:00
	3. Using Process Builder to auto-create child records	12:00
	4. Using Process Builder to Update Child records	8:00
	5. Using Process Builder to Execute Time-Dependent Actions	11:00
	6. Using Process Builder to Send Email Alerts	5:00
	7. Using Process Builder to Auto Submit Records for Approval	12:00
	8. Using Process Builder to Configure Nested IF-ELSE conditions	8:00
	9. Using Process Builder to Build and Use Invocable Process	20:00
	10. Using Process Builder to Post to Chatter	13:00
	11. Using Process Builder to perform Quick Actions	6:00
	12. Process Builder Version Control Mechanism	6:00

Process Automation : When to use which tool?
	1. Lightning Flow Builder	7:00
	2. Automation Tool Combinations	3:00
	3. Choose the Right Automation Tool	7:00

Data Management : Overview
	1. Section Overview	2:00
	2. Data Management Tools - Introduction	5:00
	3. How to use Data Import Wizard?	16:00
	4. How to use Apex Data Loader?	12:00

Data Management : Proactive Measures for Good Data Quality
	1. Evaluating Incoming Data Sources	6:00
	2. Enforce Data Entry Standards and Procedures	11:00
	3. Use Validation Rules to enforce data entry standards	7:00
	4. Considerations when mass importing records	5:00
	5. Duplicate Management : Matching Rules	10:00
	6. Duplicate Management : Duplicate Rules	10:00
	7. Assign a Data Steward	2:00

Data Management : Reactive Measures for Data Quality Maintenance
	1. Data Quality Reports and Dashboards	14:00
	2. Merging Duplicate Accounts	11:00
	3. Merging Duplicate Contacts	5:00
	4. Merging Duplicate Leads	4:00
	5. Mass Deleting Records	11:00

Data Management : Best Practices
	1. Optimize your Data Visibility Structure	8:00
	2. Data Skew	3:00

Data Management : Data Enrichment
	1. Data Enrichment - Introduction	7:00
	2. Using Salesforce Data.com for data enrichment	14:00
	3. Third Party Apps	3:00
	4. Social Accounts, Contacts and Leads	6:00

Data Management : Data Archival
	1. What is Data Archival and how to handle it?	21:00
	2. Various tools and options for archiving data - Part 1	8:00
	3. Various tools and options for archiving data - Part 2	11:00

Auditing and Monitoring : Overview
	1. Section Overview	2:00
	2. What is Auditing and Monitoring?	2:00

Auditing and Monitoring : Auditing
	1. Auditing using Record Modification Fields	2:00
	2. Auditing using Login History	5:00
	3. Auditing using Email Logs	7:00
	4. Auditing using Email Logs : Considerations	2:00
	5. Auditing using Field History Tracking	10:00
	6. Auditing using Field Audit Trail	21:00
	7. Auditing using Setup Audit Trail	2:00
	8. Auditing using Login Forensics	7:00

Auditing and Monitoring : Monitoring
	1. Monitoring : Security Health Check	11:00
	2. Monitoring : System Overview	3:00
	3. Monitoring : Storage Usage	6:00
	4. Monitoring : Debug Logs - Configuration	16:00
	5. Monitoring : Debug Logs - Testing	10:00
	6. Monitoring : Jobs	9:00
	7. Monitoring : Outbound messages	5:00
	8. Monitoring : Time-Based Workflows	14:00
	9. Monitoring : API Usage Notifications	3:00

Content Management
	1. Section Overview	1:00
	2. What is Content Management?	5:00
	3. Using Attachments to maintain files	6:00
	4. Using Documents to maintain files	17:00
	5. Salesforce Knowledge	1:00
	6. Add Google Docs to Salesforce	7:00
	7. Salesforce Files	4:00

Content Management : Salesforce CRM Content
	1. Salesforce CRM Content : Introduction and Setup	6:00
	2. Salesforce CRM Content : Creating and Managing Libraries	20:00
	3. Salesforce CRM Content : Configuring Record Types to Libraries	11:00
	4. Salesforce CRM Content : Creating and Managing Content Packs	3:00
	5. Salesforce CRM Content : Content Versioning	9:00
	6. Salesforce CRM Content : Content Delivery	9:00

Change Management : Overview
	1. Section Overview	2:00
	2. What is Change Management??	1:00
	3. Benefits of Change Management	1:00
	4. Key Stages of Change Management	10:00
	5. Development Methodology Options	3:00
	6. Develop a Change Management Strategy	2:00

Change Management : Managing Sandboxes
	1. Sandboxes and Sandbox Environment types	7:00
	2. How to create a Sandbox?	9:00
	3. Establish a deployment connection between Production and Sandbox	4:00
	4. How to delete a Sandbox?	2:00
	5. How to do a Sandbox Refresh?	14:00

Change Management : Metadata Export
	1. What is Metadata and Metadata Export?	3:00
	2. Metadata Export using Force.com IDE	6:00
	3. Force.com CLI and Automated Metadata Export	18:00

Change Management : Metadata Deployment
	1. Salesforce Metadata Deployment - Overview	3:00
	2. Salesforce Packages	11:00
	3. Deployment of Metadata using Change Sets - Outbound	15:00
	4. Deployment of Metadata using Change Sets - Inbound	9:00
	5. Best Practices while using Change Sets	8:00
	6. Deployment of Metadata using Force.com IDE	12:00
	7. Deployment of Metadata using Snapshot	11:00

Sales Cloud Applications : Campaign Management
	1. Section Overview	2:00
	2. Executing a successful marketing campaign	9:00
	3. Creating a new campaign	6:00
	4. Setting up Campaign Hierarchy	12:00

Sales Cloud Applications : Lead Management
	1. Steps for Effective Lead Management	10:00
	2. Creating a new Lead	1:00
	3. Lead Conversion Process	4:00

Sales Cloud Applications : Account and Contact Management
	1. Account and Account Hierarchy	6:00
	2. Configuring Account Team	20:00
	3. Understanding Person Accounts	6:00
	4. Account Contact Relationship - Contacts to Multiple Accounts	7:00

Sales Cloud Applications : Product Management
	1. Create Products, Price Books and Price Book Entries	7:00

Sales Cloud Applications : Opportunity Management
	1. Opportunity and Opportunity Products	10:00
	2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling	10:00
	3. Opportunity Teams	7:00

Sales Cloud Applications : Quote Management
	1. Enable Quotes	5:00
	2. Create Quotes	4:00
	3. Generate Quote PDF	2:00
	4. Email Quote to Customer	2:00
	5. Sync Quote to Opportunity	6:00

Sales Cloud Applications : Collaborative Forecasts
	1. Colloborative Forecasting - Enable Forecasts	4:00
	2. Adding Forecast Types	6:00
	3. Configure Default Forecast Display	2:00
	4. Enable Forecast Adjustments	4:00
	5. Enable Cumulative Forecast Rollups	8:00
	6. Enable Colloborative Forecast Users	1:00
	7. Understanding Colloborative Forecast Hierarchy	4:00
	8. View and Analyze Forecasts	19:00

Service Cloud Applications : Case Management
	1. Creating a new case	4:00
	2. Email-to-Case functionality	11:00
	3. Case Assignment Rules	10:00
	4. Case Escalation Rules	16:00

Service cloud Applications : Entitlement Management
	1. Entitlement Management - Introduction	8:00
	2. Enable Entitlement Management	9:00
	3. Create Milestone	4:00
	4. Create Entitlement Process	4:00
	5. Add milestone to entitlement process	4:00
	6. Add milestone actions	8:00
	7. Activate Entitlement Process	2:00

Service Cloud Applications : Interaction between Support Agents and Customers
	1. Configure Service Cloud Console App	12:00
	2. Configure Agent Console Tab	11:00
	3. Case Feed	3:00

Service Cloud Applications : Knowledge Management
	1. Enabling Salesforce Knowledge	3:00
	2. Configure Data Categories and Data Category Assignments	6:00
	3. Configure Knowledge Validation Status	2:00
	4. Configure Knowledge Article Actions	4:00
	5. Create Article Types	5:00
	6. Create and Publish Articles	3:00

Analytics,Reports and Dashboards
	1. Understand Analytics using Reports and Dashboards	7:00
	2. How to use Report Builder	14:00
	3. Create and Use Tabular Reports	5:00
	4. Create and Use Summary Reports	9:00
	5. Create and Use Matrix Reports	6:00
	6. Create and Use Joined Reports	6:00
	7. Create Custom Report Types	10:00
	8. Report Scheduling	6:00
	9. Create Dashboards with Dashboard Components for Matrix and Summary Reports	14:00
	10. Create Dashboards with Dashboard Components for Tabular and Joined Reports	8:00
	11. Setup Dynamic Dashboard Filters	6:00
	12. Scheduling Dashboard Refresh	5:00

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