Salesforce
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Module 1 :
Salesforce Administration
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Sales Cloud – Generic Business Process
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Service Cloud- Customer Service
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Salesforce – Force.com Platform
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Features of Sales Cloud
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Features of Service Cloud
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Creating User Login Credentials
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Products
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Case
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Setup – Personal Setup
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Campaign
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Solution
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About Administration Setup
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Lead :
Assignment Rule
AutoResponse Rule
Lead Process
Web-to-Lead
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Public Knowledge Base
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Standard Applications
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Web-to-case
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Standard Tabs
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Self Service Portal
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Standard Objects
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Esclation Rules
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Creating Custom Applications
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Company Information
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Creating Custom Objects
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Account
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Creating Company Profile
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Creating Custom Tabs
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Opportunity
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Setting Fisca Year
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Creating Custom Fields using Data Types
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Contact
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Setting Business Hours
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Creating Custom Picklist and Dependencies
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Contract
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Setting Holidays
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QuoteManage
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Setting Language
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Order
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Identifying Edition
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Managing Users
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Creating Users
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Creating Roles
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Creating Custom Profiles
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Discussion on Standard Profiles
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Creating Permission Sets
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Creating Public Groups
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Creating Queues
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Login History
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Relationships In Salesforce
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Lookup Relationship
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Master-Detail Relationship
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Many-to-Many Relationship
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Juntion Object
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Rollup Summary Fields
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RealTime Senarios
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Applying Validations & Formulas
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Overview of Validation
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Creating Validation Rules
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Applying Formula in Validation
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Page Layout on Objects
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Mini PageLayout
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Search Layout
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Record Type
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Field Level Security on Layout
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Object Level Security Model
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Profile Level
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Permission Set Level
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Field Level Security Model
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Profile Level
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PageLayout Security
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Permission Set Security
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Record Level Security Model – Sharing Settings
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Overview of Record Level Security
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Organization-Wide-Default
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Sharing Rules
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Grant Access Using Hierarchies
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Internal Access
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External Access
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Manual Sharing
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Owner Based Sharing Rule
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Both Usage of Profile and OWD
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Real Time Scenarios
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WorkFlow & Approvals
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Overview of Workflow
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Email Alerts
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Tasks
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Field Updates
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Outbound Messages
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Time Dependent Workflow Actions
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Order of Execution
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Approval Process Definition
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Dynamic Approval Process
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Multi-Step Approval Process
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Parallel Approval Process
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Approval Process Actions
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Real Time Scenarios
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Data Management With SFDC
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Overview Import Wizard
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Limitations of Import Wizard
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Data Export
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Import Objects
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.CSV File Usage in Salesforce
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Import Data into Salesforce
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Data Loader : Overview
Limitations
Installation
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Data Loader : Mapping With Fields
Upsert Data
Batch Process
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Mass Transfer Records
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Mass Delete of Records
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Process Builder
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Overview of Process Builder
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Working with Process Builder
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Workflows with Process Builder
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Security Settings
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Single-Sign-on settings
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Session Settings
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Password Policies
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Identity Providers
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Login Access
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Identity Connect
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Email Administration :
Deliverability
Test Deliverability
Organization wide Default
Setting Email Footers
Compliance BCC Email
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Email Admin Setup
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