Creating recordtypes and layout/picklist assignment | Salesforce CRM

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Salesforce Administrator 201 & App Builder (Developer) Certification Training

Why Learn Salesforce at all

Salesforce as a career option in software
Salesforce CEO Mark Beinoff speaks about salesforce (14:08)
Tips for salesforce interview ,profiles ,offers (3:32)

Introduction to Cloud computing and Salesforce

Cloud computing and Salesforce (6:55)
Salesforce offerings (9:56)
Salesforce App and objects (10:41)
Configuring Apps and Tabs (5:35)

Configuring Objects and & Layouts in salesforce

Configure standard and custom objects (9:23)
Fields and Layouts (21:41)
Configure relationships in salesforce objects (17:51)
Configuring layouts (13:01)
Creating recordtypes and layout/picklist assignment (12:52)

Configuring Business Process

Creating Validation Rules (28:45)
Workflow Rules (17:52)
Process Builder part 1 (37:01)
Process Builder part 2 (3:18)

Security Controls

Manage App and Object Level security using Profiles part 1 (4:14)
Manage App and Object Level security using Profiles part 2 (15:47)
Manage record level access using OWD and Roles part 1 (7:53)
Manage record level access using OWD and Roles part 2 (14:23)

Data Management

Data Management in salesforce introduction and export (13:49)
Data Migration using Data loader part 1 (11:31)
Data Migration using Data loader part 2 (12:01)
Data Migration Using Import Wizard (14:40)

Sales cloud

Introduction to Sales Cloud (11:07)
Setting up lead and sales(opporunity) process (20:43)
Configuring the Lead conversion process and webtolead (19:58)

Service Cloud

Introduction to Service Cloud (14:49)
Setting up support process and Webtocase feature (19:00)
Assignment rules ,email to case and autoresponse rules (13:50)
Escalation and Assignment rules (17:43)
Configure Service Console APP for call center agents (10:42)
Omni-channel setup for automated case alerts for agents (15:43)
Setup Live agent chat setup (external and internal) (9:19)

Setting Up communities

Setting up communities (21:29)

Setting Up Chatter,Social and field level tracking

Setting Up Chatter,Social and field level tracking (18:13)

Reports and Dashboards in salesforce

Reports and Dashboards (33:19)

Projects

WareHouse Project
Project 2 HT Management

How to get Certified in salesforce

Certification Guide
Steps to prepare for exam and register for one
Links and Blogs for Exam Preparation

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Creating recordtypes and layout/picklist assignment

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