Day 1 1. Overview of Salesforce 2. Around the App 3. Getting Your Organization Ready for Users • Setting Up the Company Profile
• Configuring the User Interface
4. Setting Up and Managing Users •Managing User Profiles, continued
•Managing Users
5. Security and Data Access •Determining Object Access
•Setting Up Record Access
•Creating a Role Hierarchy
Day2 1.Object Customizations • Administering Standard Fields
• Creating New Custom Fields
• Creating Selection Fields: Picklists
• Creating Selection Fields: Lookups
• Creating Formula Fields
• Working with Page Layouts
2. Object Customizations, continued • Working with Record Types and Business Processes
• Maintaining Data Quality
3. Reports and Dashboards • Running and Modifying Reports
• Creating New Reports with the Report Builder
4. Reports and Dashboards, continued • Working with Report Filters
• Summarizing with Formulas and Visual Summaries
• Printing, Exporting, and Emailing Reports
Day3 1. Automation • Email Templates
• Workflow Rules
• Workflow Rules, continued
• Process Builder
• Lead Automation"
2. Managing the Support Process • Automating Support
• Understanding the SoftPhone and the Salesforce Console for Service
• Collaborating in the Service Cloud
• Analyzing Support Data
