Salesforce

  • Understand the data model and navigation
  • Find answers in Help & Training
  • Set up the company profile
  • Configure the user interface
  • Set up activities and calendars
  • Configure search settings
  • Set up Chatter
  • Manage user profiles
  • Create and manage users
  • Troubleshoot user login issues
  • Set up Chatter Free and Chatter external users
  • Determine object access
  • Manage record access with the role hierarchy
  • Deal with record access exceptions
  • Manage field-level security
  • Create new custom fields
  • Create selection fields: picklists and lookups
  • Create formula fields
  • Work with page layouts
  • Work with record types and business processes
  • Maintain data quality
  • Update existing records with the data loader
  • Keep records up to date with Data.com and social accounts and contacts
  • Mass transfer records between users
  • Back up data with a weekly export
  • Mass delete records
  • Run and modify reports
  • Create new reports with the report builder
  • Filter reports
  • Summarize report data with formulas and visual summaries
  • Print, export, and email reports
  • Build dashboards
  • Manage email administration
  • Set up workflow rules
  • Automate leads and cases
  • Automate the support process
  • Understand the Service Cloud console
  • Enable collaboration in the Service Cloud
  • Analyze support data with reports and dashboards

  • Understanding the Impact of Territory Management on the Sharing Model
  • Managing Field Visibility
  • Managing Changes in a Sandbox
  • Deploying Changes Using Change Sets
  • Building Custom Objects, Tabs, and Apps
  • Creating Relationships Between Objects
  • Using Apps from the AppExchange
  • Creating Custom Report Types
  • Building Exception Reports with Cross Filters
  • Categorizing Report Data with Bucketing
  • Extending Summaries in Reports and Dashboards
  • Displaying Multiple Views of Data Using Joined Reports
  • Analyzing Data Over Time with Analytic Snapshots
  • Assessing, Cleansing, and Maintaining Data Quality
  • Merging Duplicate Records
  • Cleaning and Enriching Data with Data.com
  • Creating Formulas and Workflow Rules to Enforce Business Processes
  • Troubleshooting Business Process Execution Issues
  • Understanding When Business Process Automation Must Be
  • Managing Approval Processes
  • Troubleshooting Approval Processes
  • Understanding Use Cases for Visual Workflow
  • Building and Deploying a Flow

Design SaaS Applications on Force.com

  • Considerations 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
  • 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

  • Considerations when designing applications for multiple users
  • Profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
  • Record types and page layouts
  • Control access to records
  • Employ Organization Wide Defaults (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
  • When to use Field Level Security (FLS), page layouts, and record types

Implementing Business Processes

  • vlookup, regex, ischanged, isnew, and priorvalue functions
  • Validation rules
  • Functions for data format and data consistency
  • Approval workflows and escalations
  • Parallel approval workflows and workflow approvals with dynamic approval routing
  • Outbound messages as part of an approval workflow
  • Approval workflow with cross object formulas
  • Set up field history tracking
  • Prevent or record data changes

Managing Data

  • Learn when and how to use upsert
  • Use data management tools and the capabilities of API-based tools
  • Configure the Data Loader via command line
  • Encrypt passwords using encrypt.bat
  • Data Loader to create mapping files and to upsert data

Visualforce Pages

  • Capabilities of the Visualforce framework
  • Using Visualforce pages into Salesforce
  • Construct expression bindings and incorporate
  • Visualforce pages with Visualforce tags
  • Use Visualforce tags to create page layouts, input forms, output tables, custom components, and more
  • Create partial page refreshes on JavaScript events
  • Visualforce standard controllers
  • Need for Apex to create custom controllers or extensions