Salesforce Basic Track - For Beginners
- This track is designed for anyone who is very new to salesforce.
- You will learn about the big picture of salesforce and its history.
- You will work through the various features of the platform with interesting challenges.
- A series of engrossing stories and hands-on implementation to cover basics of implementation.
Introduction
- Story about SAAS, IAAS and PAAS
- What is Salesforce?
- How did it evolve to be the #1 CRM ?
- Story about App Exchange
- Why you should learn Salesforce?
- What are the career options?
Core Features
- Customer 360
- Different cloud solutions on the platform
- Organizational Setup
- User Setup
- Custom Apps
- Objects & Relationships
- Security and Access
Sales CLOUD
- Sales Process
- Lead, Account, Contact, Opportunity
- Campaign Management
- Products and Price books
- Hands-on Use cases
Service CLOUD
- Case Management
- Call Center
- Service Console
- Knowledge base
- Hands-on use cases
Activity and Data Management
- Tasks, Events and Calendar
- CRUD Data tools
- Data loader, Data import wizard
- Data Quality and Data modeling
- Hands-on use cases
Reports and Dashboards
- Report types, format, summarization, filters, charts, scheduling
- Custom report types
- Dashboard creation – components, sourcing, scheduling
Process Automation
- Automation solution options – Workflow, process builder
- Approval process, Escalation process
Custom Development
- Intro to Apex, Lightning components
- Salesforce Mobile App
- App Exchange apps
Final Hands-on Exercise
- An implementation that covers all of what was discussed in this track