salesforce people account vs standard accounts chart

Salesforce people account vs standard accounts chart how to#
Salesforce people account vs standard accounts chart pdf#
Salesforce people account vs standard accounts chart install#

Introduction to Salesforce Objects Salesforce Objects Modifying Standard Fields Creating Auto-number Fields Creating Formula FieldsĬreating Roll-Up Summary Fields Creating Lookup and Master Detail Fields Creating Checkbox FieldsĬreating Currency, Number, and Percent Fields Creating Date Field and Date and Time Fields Creating Phone and Email FieldsĬreating Picklist and Multi-Select Picklist Fields Creating Text and Text Area FieldsĬreating Text Area Long and Text Area Rich Fields Creating Encrypted Fields

Introduction to Service Cloud Service CloudĬreating Case Assignment Rules Creating Case Escalation Rules Enabling SolutionsĪttaching Solutions to Cases Enabling Knowledge Configuring Knowledge Creating a Web-to-Case FormĬase Study 2 Demo Key takeaways Conclusion

Salesforce people account vs standard accounts chart pdf#

Introduction to Quote Templates Quote TemplatesĬreating a Quote Record Creating a Quote Template Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates Quiz

Uploading a Company Logo Company Information Page System Overview Page Updating the Fiscal Year QuizĬreating and Converting Leads Creating AccountsĬreating Contacts Creating Email Templates Sending Individual Emails Sending Mass EmailsĬreating and Managing Price Books Creating ProductsĬreating Opportunities Creating ActivitiesĬreating a Web-to-Lead Form Creating a Lead Assignment Rule Creating a Lead QueueĬreating an Auto-Response Rule Creating CampaignsĬase Study 1 Case Study Demo Case Study 2Ĭase Study Demo 2 Key Takeaways Conclusion Introduction to Salesforce Salesforce EditionsĬreating and Customizing Tabs Creating an App Step 3: Pass the Salesforce exams and earn your certificationĬomplete one simulation test with a minimum score of 60 percent Step 2: Visit and register to take both exams: Salesforce Administrator and Salesforce App Builder Step 1: Complete the Salesforce training course You can pass the exams by following these easy steps. To become a Certified Salesforce Administrator and Developer, you must pass the Salesforce Administrator Exam and the Salesforce App Builder Exam. Master Salesforce’s interface, help and training, app exchange, and other important functions Deploy applications and manage changes to the platformĭevelop new applications using the declarative interface and fundamentals Configure the user interface

Salesforce people account vs standard accounts chart install#

Understand chatter, application lifecycle, visual workflow, and schema builder Install lightning componentsĬonfigure and manage Sales Cloud and Service Cloud

Salesforce people account vs standard accounts chart how to#

Learn about Salesforce objects and how to create, rename, or modify objects Create different field types and validation rulesĬreate, deploy, and implement workflows Manage data and reports System administrators Sales representatives IT managersīy the end of this training course, you will be able to: There are no prerequisites for this training course, but it’s helpful to have experience working as an administrator or developer. 30 hours of hands-on practice with Salesforce Lightningīlended - Online self-paced learning and live virtual classroomĬertification Details and Criteria Course CurriculumĬourse End Projects Customer Reviews About Usģ0 hours of Online self-paced learning 48 hours of instructor-led trainingįour industry projects with 28 case studiesģ0 hours of hands-on practice with Salesforce Lightning.Four industry projects with 28 case studies.30 hours of Online self-paced learning 48 hours of instructor-led training.

You will learn how to configure Salesforce to collect, analyze, and retrieve vital customer information and to create applications using Salesforce Lightning. This Salesforce certification training course is designed to teach you how to master the concepts needed to become a Salesforce administrator and app builder. Salesforce Administrator and App Builder Certification Training Welcome to Educera! We thank you for visiting Educera Devops training page.