Salesforce Admin Masterclass!

سرفصل های دوره

Understand best practices for using Salesforce, including automation and workflow, security and access control.

1. Introduction

1. Get Your Salesforce Org

2. Salesforce Platform Basics

3. Standard Vs Console Navigation Apps

2. Standard And Custom Objects

1. Creating a Custom Object

2. Exploring Our Newly Create Custom Object

3. Standard And Custom Apps

3. Custom Fields

1. Creating a custom field

2. Exploring our newly created custom field

4. Classic And Lightning Experience

1. Exploring classic salesforce experience

2. Exploring Lightning salesforce experience

5. Working with schema builder

1. Adding objects in schema builder

2. View object relationship via pictorial representation

3. Creating and adding new custom objects

4. Hiding, Viewing and Removing objects

6. Types Of Relationship In Salesforce

1. Exploring lookup Relationship

2. Exploring Master Detail Relationship

7. Rollup Summary Field

1. Exploring Rollup Summary Field

8. Creating Formula Field

1. Create Formula Field To Render Result

9. Creating Users In Salesforce

1. Creating New User

2. Examine Default Users In Salesforce

10. Types Of Navigation Apps In Salesforce

1. Learning About Standard Navigation Apps

2. Learning About Console Navigation Apps

3. More About Standard And Console Navigation Apps

11. Creating Text Related Field

1. Creating Text Field

2. Creating Text Area Field

3. Creating Text Area (Long) Field

4. Creating Text Area(Rich) Field

5. Creating Sections In Layout And Placing Text Related Field

12. Creating Fields using Picklist And Picklist Multi select fields

1. Creating Fields using Picklist

2. Creating Fields using Picklist And Picklist Multi select fields

3. Placing Picklist And Picklist (Multi-select) Fields In Page Layout

4. Dependent Picklists

13. Creating Global Value Sets For Picklist and Picklist (multi-select)

1. Creating Global Value Set

2. Creating Picklist Field Via Global Value Set

3. Creating Picklist (Multi-Select)Field Via Global Value Set

14. Configuring Different Layouts In salesforce

1. Configuring Page Layout

2. Configure Compact Layout

15. Exploring Different Types Of Tracking In Salesforce

1. Learning About Feed Tracking

2. Learning About Feed History Tracking

16. List View In Salesforce

1. Creating Custom List View

2. Configuring And Sorting Fields In List View

3. Applying Filters In List View

4. Display Records In Tables, Kanban And List-View

17. Applying Validation Rules In Salesforce

1. Creating Validation Rule For Top Of The Page

2. Creating Validation Rule For Specific Field

18. Learning About Record Types In Salesforce

1. Creating Different Page Layouts

2. Creating Different Record Types

19. Email Templates And Email Alerts In Salesforce

1. Creating Email Template

2. Using Email Templates To Send Email

3. Using Email Alert To Send Email Automatically

20. Managing Activities In Salesforce

1. Creating Task Record

2. Manage Calls And Creating Events

3. Send Emails Through Activities

4. Creating Custom Object

21. Types Of Actions In Salesforce

1. Creating Global Action

2. Creating Object Specific Action

22. View Setup Audit Trails In Salesforce

1. Manage View Setup Audit Trail

23. Data Management

1. Data Import Wizard

2. Data Loader

24. Creating Duplicate And Matching Rules In Salesforce

1. Creating Duplicate Rule

2. Creating Matching Rule

25. Introduction To Data Security

1. Introduction To Data Security

26. Types of Data Security

1. Organization Level Security

2. Object Level Permissions

3. Field Level Permissions

4. Record Level Security - OWD

27. Exploring Profile and Permission Sets

1. Restrict Object & Field Label Permissions

2. Adding Permission to Users via Permission Set

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تولید کننده: Udemy-Training