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1. Introduction to Salesforce:

  • Overview of Salesforce

  • Understanding Cloud Computing

  • Multi-Tenant Architecture

  • Salesforce Editions and Pricing

2. Salesforce Basics & Security:

  • Org Setup (Company Profile, Locale, and Language settings)

  • User Management (Creating Users, Roles, and Profiles)

  • Object-Level Security (OWD, Profiles, Permission Sets)

  • Field-Level Security and Record-Level Security (Role Hierarchy, Sharing Rules)

  • Audit & Debug Logs

3. Salesforce Objects and Fields:

  • Standard Objects and Custom Objects

  • Field Types, Relationships (Lookup, Master-Detail)

  • Formula Fields, Roll-Up Summary Fields

  • Validation Rules, Dependent Picklists

4. Data Management in Salesforce:

  • Importing Data (Data Loader, Import Wizard)

  • Data Export and Backup

  • Data Cleaning Tools (Mass Delete, Transfer Records)

  • Data Security Considerations

5. Automation Tools:

  • Workflow Rules

  • Process Builder

  • Approval Processes

  • Flow Builder (Automated Flows, Screen Flows)

6. Reporting & Dashboards:

  • Custom Reports & Report Types

  • Summarizing Data with Groupings

  • Conditional Highlighting, Dashboards, and Components

  • Schedule Reports, Dynamic Dashboards

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