Our course is a combination of hands-on lectures and exercises, that helps the trainees to explore all the advanced features of administration through practical training. Instructors will also present various administration and configuration scenarios tied to certification objectives during the training to get through it quickly.

• What people say about CP
• Training types
• Accreditations and Clients
• About Certification Planner
• Introduction to live training
• About the tutorial

• Introduction to Salesforce
• Salesforce Edition
• Home Page Features Customization
• User Management
• Creating and Customizing Tabs
• Creating an App
• Uploading a Company Logo
• Company Information Page
• System Overview Page
• Updating the Fiscal Year

• Leads Home Page
• Creating List Views
• Creating and Converting Leads
• Creating Accounts
• Creating Contacts
• Creating Email Templates
• Four Sales Productivity Features
• Sending Individual Emails
• Sending Mass Emails
• Creating and Managing Price Books
• Creating Products
• Creating Opportunities
• Creating Activities
• Creating a Web-to-Lead Form
• Create a Lead Assignment Rule
• Creating a Lead Queue
• Creating an Auto-Response Rule
• Creating Campaigns
• Record Types

• Creating a Quote Record
• Creating a Quote Template
• Generating a Quote PDF
• Emailing a Quote PDF
• Modifying Quote Templates

• Creating Cases
• Creating Case Assignment Rules
• Creating Case Escalation Rules
• Enabling Solutions
• Creating Solutions
• Attaching Solutions to Cases
• Enabling Knowledge
• Configuring Knowledge
• Creating a Web-to-Case Form
• Create an Email-to-Case Address

• AppExchange Overview
• Finding and Selecting an App
• Installing an App
• Finding a Developer
• Finding a Consultant

• Understanding Report Formats
• Tabular Reports
• Summary Reports
• Matrix Reports
• Join Reports
• Creating a Lead Report
• Creating Contacts and Accounts Report
• Creating an Opportunity Report
• Adding Leads to a Campaign from a Report
• Creating a Campaign Report
• Summarizing Report Data
• Creating a Report Formula
• Exporting Reports to Excel
• Date Filters
• Bucket Fields
• Custom Report Types

• Understanding Dashboard Components
• Creating a Dashboard
• Refreshing a Dashboard
• Modifying Columns on Dashboard
• Adding Filter to Dashboard
• Managing Access to Reports
• Adding a Report as a Dashboard Component
• Setting Up Dynamic Dashboards
• Enabling Dashboards for iPad
• Modifying Report and Dashboard Interfaces
• Activating the Report Builder on Profiles

• Chatter Overview
• Enabling Chatter
• Enabling Chatter Feeds on Records
• Configuring Chatter Groups
• Creating Customer Groups
• Creating a Free Customer Chatter User
• Customizing Chatter Email Notifications
• Configuring Salesforce to Salesforce
• Accepting a Salesforce Connection
• Sharing an Account via Salesforce to Salesforce
• Enabling Ideas
• Configuring Idea Themes
• Enabling Social Accounts
• Enabling Libraries and Content
• Customizing Libraries and Content
• Uploading Documents to Libraries and Content
• Configuring Salesforce1

• Viewing Role Hierarchy
• Creating Roles
• Enabling Field History
• Creating Groups
• Creating Permission Sets
• Assigning Roles to Users

• Viewing Object Security
• Changing Default Record Access
• Sharing Settings
• Field Accessibility
• Password Policies
• Session Settings
• Login Flows
• Network Access
• Activations
• Session Management
• Login Access Policies
• Certificate and Key Management
• Viewing Setup Audit Trail
• Executing Expire All Passwords
• Delegated Administrations
• Remote Site Settings
• Named Credentials
• File Upload and Download Security

• Standard Profiles Overview
• Assigning Page Layouts
• Field-Level Security
• Custom App Settings and Access
• Tab Settings
• Record Type Settings
• Administrative Permissions
• General User Permissions
• Standard Object Permissions
• Custom Object Permissions
• Password Policies and Session Timeout
• Login Hours and IP Ranges
• Enabling Apex and Visualforce Access

• Importing Leads
• Data Import Wizard
• Importing Contacts and Accounts
• Using Mass Delete
• Installing Data Loader
• Importing Records with Data Loader
• Updating Records with Data Loader
• Deleting Records with Data Loader
• Exporting Records with Data Loader
• Adding a Field in Schema Builder
• Scheduling a Data Export
• Creating and Using Sandbox
• Mass Transferring Records
• Reporting Snapshots
• Working with Tags

• Creating a Workflow Rule
• Creating a Workflow Rule Field Update
• Creating a Workflow Rule Task Assignment
• Creating a Workflow Rule Email Alert
• Outbound Message
• Time-Dependent Workflow Action
• Overview of the Approval Process
• Components of an Approval Process

• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings
• Deployment Status
• Eclipse IDE

• Creating a New Community
• Partner Portal
• Communities
• Topic Management
• Recommendations Management
• Reputation Management
• Adding Members
• Managing Tabs and Branding
• Login and Registration
• Community Preferences

• Using Answers
• Using Ideas
• Searching for a Help Topic
• Contacting Support
• Trust Site
• Known Issues