Course Description

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Salesforce is an incredibly powerful on demand platform that allows people to customize their standard applications (Sales & Call Centre applications) and also build custom applications . While it can seem intimidating to someone with no background in coding, working with Salesforce is much easier than many realize. With the right guidance and desire to learn, most people can learn how to put together a functional web app in few days

The Goal is t help one acquire the knowledge and able to build there own custom App using salesforce.

There are no pre-requisites for this course

Deepika Khanna

Course curriculum

  • 1

    Let's get started

  • 2

    Lets Start Building Our Recruiting App

    • What goes in our Recruiting App??

    • Create our custom App

    • Create Position Object for our Recruiting App: to track the Positions

    • Create Candidate Object to track the candidate who applied for the position.

    • Page Layout

    • Validation Rule

    • Add second Validation Rule for Recruiting App

    • Formula Fields
  • 3

    Relationships in Salesforce

    • Why we need Relationships???

    • Lookup Relationship in salesforce

    • Lookup Relationship part 2

    • Lookup Relationship part 2

    • One to Many Relationship

    • Master Detail Relationship

    • Roll Up Summary

    • Creating another Custom Object: Employment Website

    • Many to Many Relationship Part 1

    • Many To Many Relationship 2

    • Putting it All together

    • Data Import
  • 4

    Sharing and Security Settings in salesforce

    • Profiles

    • Tab Setting through Profiles

    • Object and field settings through profile

    • Permission Set Part 1

    • Permission set Part 2

    • Organization Wide Default Setting

    • OWD setting in salesforce

    • Role Hierarchy in Salesforce

    • Record Types in Salesforce
  • 5

    Workflow and Approval Process

    • Creating a Task using salesforce

    • Create a Workflow rule to automate email

    • Updating a field using Workflow rule

    • How to Create Approval Process in Salesforce
  • 6

    Reports and Dashboards

    • Reports

    • Adding Filters and Creating Bucket field

    • How to create Matrix report???

    • Dashboard