- Free
Salesforce Administration Training
Let's look at how can we build business processes using Salesforce Platform using point and click, drag and drop interface over a cup of coffee.
Contents
What's CRM & Salesforce
Some important URLs and whip up a new ORG
What's it Database Tables or Objects?
Let's start off creating an App
Let's move on to create some custom objects
Create another custom object, Model
Relationships
Lookup Relationship
Master-Detail[MD] Relationship
How's Lookup different from Master-Detail relationship
Many to Many Relationship made easier
Search Layouts, List Views & Field Dependencies
Holy Moly! Search Layouts
How can List Views save us?
Who controls what? Field Dependencies
Am watching ya! Field History Tracking & Chatter Feed Tracking
Formulas and Validation Rules
Automate business process with Formulas
Validate data with Validation Rules - 1/2
Validation Rules 2/2
Sharing & Security
Sharing and Security, what's that and why?
What are profiles capable of?
Understanding everything about profiles
Scenario on Profiles
How Roles contribute in sharing the records
Lock it up with Organisation Wide Defaults[OWD]
Deadly combo! Public Group & Sharing Rules
Scenario - Why Outlet was given public read write in the previous episode
Manual Sharing is always there for our rescue
Increase permissions with Permission Sets
Interview Question! Where is the manual sharing button?
Workflow Rules and Actions
Understanding Workflows in easy way
Looking at the last tricky triggering point
Scenario on Workflows
Let's understand Time Dependant Workflow Actions
Reports
Reports 101, Tabular & Summary Reports
Create Matrix Reports and understand the interface a bit more
let me walk you through Lightning Report Builder
A super flexible report type! Joined Reports
Let's create Joined report with Lightning Report Builder
Bucket the fields
Keep me in the loop!
Email me when a new episode is published (Promise, I will not spam you).