SALESFORCE CRM AND DEVELOPMENT IN BANGALORE

• Activate your computer
• Setting Up the User Interface
• Set up the UI & search options
• Organization Administration
• Set your organization's language & locale
• Manage currency
Customization

• Create custom profiles & custom fields
• Define dependent picklists

• Customize lookup fields & formula fields

• Customize page layouts

• Customize standard related lists

• Learn about record types & business processes

• Use field-level security
Security & Access

• Create & manage your users

• Set organization-wide defaults

• Learn about record access

• Create the role hierarchy

• Learn about the sharing model

• Manually share records

• Set up opportunity team selling & account teams
• Learn about folder access
Workflow

• Define workflow

• Set up workflow rules

• Set up workflow tasks & alerts
Workflow Approvals

• Plan approvals using workflow

• Use the approval wizard – standard vs. jump-start
• Create workflow approvals
• Data Validation
• Learn about Salesforce CRM data validation

• Create data validation rules

• Learn about custom fields & unique properties Data Utilities

• Import records using the import wizards

• Use mass delete

• Use mass transfer

• Learn about storage utilization
• Analytics
• Create custom reports

• Use advanced filters

• Use conditional highlighting

• Use custom summary formulas

• Create dashboards
The AppExchange

• Learn about the AppExchange

• Install an app

• Uninstall an app
Marketing Administration

• Use the integrated campaign builder

• Learn about lead queue & lead assignment setup
• Learn Web-to-lead & auto-response rules
Service & Support Administration

• Learn about cases & solutions

• Set up case escalation rules

• Identify solution categories & suggested solutions Salesforce Console

• Navigate the Salesforce Console

• Create a Salesforce Console
Extending Salesforce CRM

• Learn about custom objects

• Learn about custom tabs

• Learn about custom Web tabs

• Build a custom app
SESSION II:
Designing Applications on Force.com
• Learn about factors to consider when building a data model
• Develop custom objects and fields, encrypted fields, field help, and field history 
tracking
• Use master detail, lookup, and many-to-many relationships
• Create a user interface for custom applications using the Custom Object tab, Page 
Layout, and
• Customization options
• Set field attributes on the page layout
• Use the Custom Object queue and event-based workflow rules with field update 
actions
• Develop custom formulas and validation rules 
Designing Applications for Multiple Users
• Learn about factors to consider when designing applications for multiple users
• Create profiles, understand what a profile controls (including data access), and 
customize
• profiles to manage the user experience
• Customize the user experience with record types and page layouts
• Control access to records
• Employ OWD, sharing rules and levels, roles, public groups, and manual share
• Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
• Apply OWDs, public groups, and manual sharing to create conditional access to data
• Analyze suitability of FLS, page layouts, and record types to satisfy business 
requirements 
Implementing Business Processes 

• Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes