Salesforce CRM Online Expert level by Feria IT Solutions

Identity Confirmation

Activate your computer

Setting Up the User Interface

Set up the UI & search options

Organization Administration

Set your organizations language & locale

Manage currency

Customization

Create custom profiles & custom fields

Define dependent picklists

Customize lookup fields & formula fields

Customize page layouts

Customize standard related lists

Learn about record types & business processes

Use field-level security

Security & Access

Create & manage your users

Set organization-wide defaults

Learn about record access

Create the role hierarchy

Learn about the sharing model

Manually share records

Set up opportunity team selling & account teams

Learn about folder access

Workflow

Define workflow

Set up workflow rules

Set up workflow tasks & alerts

Workflow Approvals

Plan approvals using workflow

Use the approval wizard standard vs. jump-start

Create workflow approvals

Data Validation

Learn about Salesforce CRM data validation

Create data validation rules

Learn about custom fields & unique properties Data Utilities

Import records using the import wizards

Use mass delete

Use mass transfer

Learn about storage utilization

Analytics

Create custom reports

Use advanced filters

Use conditional highlighting

Use custom summary formulas

Create dashboards

The AppExchange

Learn about the AppExchange

Install an app

Uninstall an app

Marketing Administration

Use the integrated campaign builder

Learn about lead queue & lead assignment setup

Learn Web-to-lead & auto-response rules

Service & Support Administration

Learn about cases & solutions

Set up case escalation rules

Identify solution categories & suggested solutions Salesforce Console

Navigate the Salesforce Console

Create a Salesforce Console

Extending Salesforce CRM

Learn about custom objects

Learn about custom tabs

Learn about custom Web tabs

Build a custom app