Getting Started

1. CRM and ERP

9:00

2. Cloud Computing

13:00

3. Salesforce Career Paths and Certifications

10:00

4. Leverage Trailhead

8:00

5. Understand the Advanced Administrator Exam guide

11:00

6. Salesforce Editions and Pricing

4:00

7. Setup your own Developer Edition Account!

4:00

8. Get an overview of Salesforce Standard Data Model

3:00

Extending Custom Objects and Applications : Custom Objects and Considerations

1. Section Overview

3:00

2. Extending Custom Objects and Applications : Introduction

4:00

3. Understanding the Enterprise data model - Field of Education

7:00

4. Creating Custom Objects and Tabs

5:00

5. Creating Custom Objects thro Schema Builder

4:00

6. Exploring Fields and Field Types

8:00

7. More about Text Field Types

10:00

8. Picklists and Multi-Select Picklists

8:00

9. Field Dependencies and Considerations

10:00

10. Considerations while converting Field Types

7:00

Extending Custom Objects and Applications : Relationships and Considerations

1. Object Relationships - Overview

4:00

2. Lookup Relationship - Overview

12:00

3. Considerations while using Lookup Relationship

9:00

4. Master-Detail Relationship - Overview

8:00

5. Considerations while using M-D Relationship

9:00

6. Relationship Conversion : Lookup to MD and vice-versa

3:00

7. Many-to-Many Relationship - Overview

7:00

8. Considerations while using Many-to-Many Relationship

3:00

9. Self Relationship

7:00

10. Hierarchial Relationhip

4:00

Extending Custom Objects and Applications : External Objects and Relationships

1. Configuring External Data Source and External Objects

13:00

2. Experimenting on the External Objects

5:00

3. Indirect Lookup Relationship

16:00

4. External Lookup Relationship

7:00

5. Considerations while using External Objects

7:00

Security and Access : Object Level Access

1. Section Overview

2:00

2. Security and Access - Overview

5:00

3. Managing Profiles

15:00

4. Profiles - Considerations

11:00

5. Permission Sets

15:00

6. Salesforce Licenses - User Licenses, Permission Set Licenses and Feature License

13:00

Security and Access : Record Level Access

1. OWD

22:00

2. OWD - Considerations

10:00

3. Role Hierarchy

16:00

4. Role Hierarchy - Considerations

3:00

5. Sharing Rules : Owner-based Sharing Rules

14:00

6. Sharing Rules : Criteria-based Sharing Rules

5:00

7. Manual Sharing

9:00

8. Manual User Record Sharing

5:00

9. Sharing Rules - Considerations

10:00

10. Manager Groups

16:00

11. Standard Report Visibility

1:00

12. Community and Portal User Visibility

2:00

13. Access to Record Types

2:00

14. Why someone is able to see a record?

3:00

Security and Access : Field Level Access

1. Field Level Security

9:00

Security and Access : Delegated Administration

1. Delegated Administration

13:00

Security and Access : Enterprise Territory Management

1. Enterprise Territory Management - Introduction

12:00

2. Enabling Enterprise Territory Management

7:00

3. Building a Territory Model

6:00

4. Creating Territory and Territory Hierarchy

7:00

5. Assigning Accounts to Territories

8:00

6. Assigning Users to Territories

1:00

7. Colloborate with Territory Models using Chatter

2:00

8. Activating Territory Model

2:00

9. Running Opportunity Territory Assignment Filter

3:00

Process Automation : Overview

1. Section Overview

1:00

2. Automation Tools in Salesforce - Overview

8:00

Process Automation : Troubleshoot an Approved Process

1. Approval Process - A quick recap

6:00

2. Troubleshoot an Approval Process

23:00

3. Considerations while using Approval Processes

11:00

Process Automation : Lightning Process Builder

1. Lightning Process Builder - Introduction

4:00

2. Using Process Builder to auto-create a record

10:00

3. Using Process Builder to auto-create child records

12:00

4. Using Process Builder to Update Child records

8:00

5. Using Process Builder to Execute Time-Dependent Actions

11:00

6. Using Process Builder to Send Email Alerts

5:00

7. Using Process Builder to Auto Submit Records for Approval

12:00

8. Using Process Builder to Configure Nested IF-ELSE conditions

8:00

9. Using Process Builder to Build and Use Invocable Process

20:00

10. Using Process Builder to Post to Chatter

13:00

11. Using Process Builder to perform Quick Actions

6:00

12. Process Builder Version Control Mechanism

6:00

Process Automation : When to use which tool?

1. Lightning Flow Builder

7:00

2. Automation Tool Combinations

3:00

3. Choose the Right Automation Tool

7:00

Data Management : Overview

1. Section Overview

2:00

2. Data Management Tools - Introduction

5:00

3. How to use Data Import Wizard?

16:00

4. How to use Apex Data Loader?

12:00

Data Management : Proactive Measures for Good Data Quality

1. Evaluating Incoming Data Sources

6:00

2. Enforce Data Entry Standards and Procedures

11:00

3. Use Validation Rules to enforce data entry standards

7:00

4. Considerations when mass importing records

5:00

5. Duplicate Management : Matching Rules

10:00

6. Duplicate Management : Duplicate Rules

10:00

7. Assign a Data Steward

2:00

Data Management : Reactive Measures for Data Quality Maintenance

1. Data Quality Reports and Dashboards

14:00

2. Merging Duplicate Accounts

11:00

3. Merging Duplicate Contacts

5:00

4. Merging Duplicate Leads

4:00

5. Mass Deleting Records

11:00

Data Management : Best Practices

1. Optimize your Data Visibility Structure

8:00

2. Data Skew

3:00

Data Management : Data Enrichment

1. Data Enrichment - Introduction

7:00

2. Using Salesforce Data.com for data enrichment

14:00

3. Third Party Apps

3:00

4. Social Accounts, Contacts and Leads

6:00

Data Management : Data Archival

1. What is Data Archival and how to handle it?

21:00

2. Various tools and options for archiving data - Part 1

8:00

3. Various tools and options for archiving data - Part 2

11:00

Auditing and Monitoring : Overview

1. Section Overview

2:00

2. What is Auditing and Monitoring?

2:00

Auditing and Monitoring : Auditing

1. Auditing using Record Modification Fields

2:00

2. Auditing using Login History

5:00

3. Auditing using Email Logs

7:00

4. Auditing using Email Logs : Considerations

2:00

5. Auditing using Field History Tracking

10:00

6. Auditing using Field Audit Trail

21:00

7. Auditing using Setup Audit Trail

2:00

8. Auditing using Login Forensics

7:00

Auditing and Monitoring : Monitoring

1. Monitoring : Security Health Check

11:00

2. Monitoring : System Overview

3:00

3. Monitoring : Storage Usage

6:00

4. Monitoring : Debug Logs - Configuration

16:00

5. Monitoring : Debug Logs - Testing

10:00

6. Monitoring : Jobs

9:00

7. Monitoring : Outbound messages

5:00

8. Monitoring : Time-Based Workflows

14:00

9. Monitoring : API Usage Notifications

3:00

Content Management

1. Section Overview

1:00

2. What is Content Management?

5:00

3. Using Attachments to maintain files

6:00

4. Using Documents to maintain files

17:00

5. Salesforce Knowledge

1:00

6. Add Google Docs to Salesforce

7:00

7. Salesforce Files

4:00

Content Management : Salesforce CRM Content

1. Salesforce CRM Content : Introduction and Setup

6:00

2. Salesforce CRM Content : Creating and Managing Libraries

20:00

3. Salesforce CRM Content : Configuring Record Types to Libraries

11:00

4. Salesforce CRM Content : Creating and Managing Content Packs

3:00

5. Salesforce CRM Content : Content Versioning

9:00

6. Salesforce CRM Content : Content Delivery

9:00

Change Management : Overview

1. Section Overview

2:00

2. What is Change Management??

1:00

3. Benefits of Change Management

1:00

4. Key Stages of Change Management

10:00

5. Development Methodology Options

3:00

6. Develop a Change Management Strategy

2:00

Change Management : Managing Sandboxes

1. Sandboxes and Sandbox Environment types

7:00

2. How to create a Sandbox?

9:00

3. Establish a deployment connection between Production and Sandbox

4:00

4. How to delete a Sandbox?

2:00

5. How to do a Sandbox Refresh?

14:00

Change Management : Metadata Export

1. What is Metadata and Metadata Export?

3:00

2. Metadata Export using Force.com IDE

6:00

3. Force.com CLI and Automated Metadata Export

18:00

Change Management : Metadata Deployment

1. Salesforce Metadata Deployment - Overview

3:00

2. Salesforce Packages

11:00

3. Deployment of Metadata using Change Sets - Outbound

15:00

4. Deployment of Metadata using Change Sets - Inbound

9:00

5. Best Practices while using Change Sets

8:00

6. Deployment of Metadata using Force.com IDE

12:00

7. Deployment of Metadata using Snapshot

11:00

Sales Cloud Applications : Campaign Management

1. Section Overview

2:00

2. Executing a successful marketing campaign

9:00

3. Creating a new campaign

6:00

4. Setting up Campaign Hierarchy

12:00

Sales Cloud Applications : Lead Management

1. Steps for Effective Lead Management

10:00

2. Creating a new Lead

1:00

3. Lead Conversion Process

4:00

Sales Cloud Applications : Account and Contact Management

1. Account and Account Hierarchy

6:00

2. Configuring Account Team

20:00

3. Understanding Person Accounts

6:00

4. Account Contact Relationship - Contacts to Multiple Accounts

7:00

Sales Cloud Applications : Product Management

1. Create Products, Price Books and Price Book Entries

7:00

Sales Cloud Applications : Opportunity Management

1. Opportunity and Opportunity Products

10:00

2. Opportunity Product Scheduling - Quantity Scheduling and Revenue Scheduling

10:00

3. Opportunity Teams

7:00

Sales Cloud Applications : Quote Management

1. Enable Quotes

5:00

2. Create Quotes

4:00

3. Generate Quote PDF

2:00

4. Email Quote to Customer

2:00

5. Sync Quote to Opportunity

6:00

Sales Cloud Applications : Collaborative Forecasts

1. Colloborative Forecasting - Enable Forecasts

4:00

2. Adding Forecast Types

6:00

3. Configure Default Forecast Display

2:00

4. Enable Forecast Adjustments

4:00

5. Enable Cumulative Forecast Rollups

8:00

6. Enable Colloborative Forecast Users

1:00

7. Understanding Colloborative Forecast Hierarchy

4:00

8. View and Analyze Forecasts

19:00

Service Cloud Applications : Case Management

1. Creating a new case

4:00

2. Email-to-Case functionality

11:00

3. Case Assignment Rules

10:00

4. Case Escalation Rules

16:00

Service cloud Applications : Entitlement Management

1. Entitlement Management - Introduction

8:00

2. Enable Entitlement Management

9:00

3. Create Milestone

4:00

4. Create Entitlement Process

4:00

5. Add milestone to entitlement process

4:00

6. Add milestone actions

8:00

7. Activate Entitlement Process

2:00

Service Cloud Applications : Interaction between Support Agents and Customers

1. Configure Service Cloud Console App

12:00

2. Configure Agent Console Tab

11:00

3. Case Feed

3:00

Service Cloud Applications : Knowledge Management

1. Enabling Salesforce Knowledge

3:00

2. Configure Data Categories and Data Category Assignments

6:00

3. Configure Knowledge Validation Status

2:00

4. Configure Knowledge Article Actions

4:00

5. Create Article Types

5:00

6. Create and Publish Articles

3:00

Analytics,Reports and Dashboards

1. Understand Analytics using Reports and Dashboards

7:00

2. How to use Report Builder

14:00

3. Create and Use Tabular Reports

5:00

4. Create and Use Summary Reports

9:00

5. Create and Use Matrix Reports

6:00

6. Create and Use Joined Reports

6:00

7. Create Custom Report Types

10:00

8. Report Scheduling

6:00

9. Create Dashboards with Dashboard Components for Matrix and Summary Reports

14:00

10. Create Dashboards with Dashboard Components for Tabular and Joined Reports

8:00

11. Setup Dynamic Dashboard Filters

6:00

12. Scheduling Dashboard Refresh

5:00