Course Overview
Requirements
- No IT Background
Target audiences
- All Levels
Curriculum
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Resources & Materials
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0.Salesforce Overview
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1.Salesforce Overview, App Object & fields Creation
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2.Relationships(one to one)
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Review of Week 1
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3.Relationships(many to many) & Page Layouts
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4.List Views & Search Layouts & Record Types
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5.Record Types
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Review of Week 2
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6.Organisational setup / Fiscal Year, Holidays setup / Password policies
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7.Profile and Users Creation
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8.Permission Sets & OWD
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Review of Week 3
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9.Roles, Sharing Rules
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10.Email Templates & Types
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11.Automations-Workflow Rules & Evaluation Criteria & Time Based Workflow
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Review of Week 4
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12.Automations - Process Builders
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13.Automations - Approval Process
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14.Validation Rules, Web to Lead
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Review of Week 5
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15.Dataloader
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16.Dataloader 2
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17.Dataloader 3
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Review of Week 6
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18.Sales cloud
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19.Service Cloud
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20.Duplicate & Assignment Rules
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Review of Week 7
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21.Automations (Flows)
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22.Flows & Notifications
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23. Reports & Dashboards
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24. Review of Week 8
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25. Custom Buttons, Lightning Record page
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26. Review session 1
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27. Review session 2
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28. Review of Week 9
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29. Project Task Setup 1
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30. Project Task Setup 2
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31. Project Task Setup 3
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32. Project Task Setup 4
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33. Project Task Setup 5
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34. Project Task Setup 6
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35. Project Task Setup 7
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36. CV-Interview Preparation
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37. Project Task Setup 8