Salesforce Training in Houston

This module covers SFDC fundamentals, including:

• Importance of Salesforce CRM
• Salesforce editions
• Building apps
• Salesforce architecture

This module deals with quote templates, quote records, and quote PDFs.

• Introduction to Customer Relationships
• Introduction to Quote Templates
• Creating a Quote Record and Its Template
• Quote PDF

This module discusses sales cloud concepts such as creating list views, generating leads, creating user accounts and campaigns, and record types.

• Salesforce Sales Cloud Basics
• Creating List Views and Email Leads
• Generating and Converting Leads
• Creating Accounts and Contacts
• Sending Personal and Group Emails
• Creating Campaigns and Activities
• Creating Opportunities and Products
• Creating Web-to-Lead Form and Lead Assignment Rule

This module covers topics such as creating cases and solutions, case escalation, and assignment rules.

• Service Cloud Basics
• Creating Cases and Case Assignment Rules
• Case Escalation Rules
• Creating and Activating Solutions
• Setting and Enabling Knowledge
• Creating Web-to-Case Form and Email-to-Case Address

This module includes the creation of objects and fields, altering objects, custom objects, and field dependencies.

• Creating Objects
• Standard Object Components
• Altering and Renaming Standard Objects
• External Objects and Custom Objects
• Field Types and Dependencies
• Adding Fields in Objects
• Rollup Summary Field
• Creating Lookup and Master-Detail Fields
• Creating Various Field Types (Date, Email, Phone, Currency, Geolocation, etc.)
• Standard and Formula Fields

A detailed overview of system-level security, permission sets, and IP address security.

• Organization-level or System-level Security
• Profile and Permission Sets
• Administering Users and Troubleshooting
• Security Settings and Tab Settings
• Password Policies and IP Address Security
• Field Level Security and Activations
• Role Hierarchy Creation
• Record Level and Object-level Security
• Public Group and Queue

This module covers creating custom links, buttons, and global actions.

• Creating Links, Buttons, and Actions
• Creating Custom Links and Custom Buttons
• Creating and Updating Records with Actions
• Logging a Call through Actions
• Global Action and Object-Specific Action

This module provides knowledge on user management, hierarchy relationships, and many-to-many relationships.

• Hierarchy Relationship
• Many-to-Many Relationship
• User Management
• Self Relationship

A detailed overview of creating different reports, dashboards, and access management in reports.

• Creating Tabular, Matrix, and Summary Reports
• Importance of Report Types
• Report Builder and Report Formulas
• Report Security and Access Management
• Creating Leads Report, Opportunity Report, Campaign Report
• Using Filters in Reports
• Creating Dashboards and Customizing Components

This module includes Chatter concepts like enabling Chatter, customizing libraries, and email notifications.

• Introduction to Chatter
• Enabling Chatter and Configuring Chatter Groups
• Creating Chatter Users and Groups
• Customizing Email Notifications in Chatter
• Enabling Libraries and Content
• Setting Salesforce to Salesforce
• Accepting Salesforce Connections
• Setting Up Salesforce1