Crm customization

• Activate your computer • Setting Up the User Interface • Set up the UI & search options • Organization Administration • Set your organization's 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 SESSION II: Designing Applications on Force.com • Learn about factors to consider when building a data model • Develop custom objects and fields, encrypted fields, field help, and field history 
tracking • Use master detail, lookup, and many-to-many relationships • Create a user interface for custom applications using the Custom Object tab, Page 
Layout, and • Customization options • Set field attributes on the page layout • Use the Custom Object queue and event-based workflow rules with field update 
actions • Develop custom formulas and validation rules 
Designing Applications for Multiple Users • Learn about factors to consider when designing applications for multiple users • Create profiles, understand what a profile controls (including data access), and 
customize • profiles to manage the user experience • Customize the user experience with record types and page layouts • Control access to records • Employ OWD, sharing rules and levels, roles, public groups, and manual share • Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data • Apply OWDs, public groups, and manual sharing to create conditional access to data • Analyze suitability of FLS, page layouts, and record types to satisfy business 
requirements 
Implementing Business Processes 
 • Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes

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