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Introduction to Salesforce Salesforce Editions Home Page Customization User Management Creating and Customizing Tabs les Cloud Introduction to Sales Cloud Leads Home Page Creating List Views Creating and Converting Leads Creating Accounts contacts and Email Templates uote Templates Introduction to Quote Templates Creating a Quote Record & templates Generating a Quote PDF Emailing a Quote PDF Modifying Quote Templates ervice Cloud Introduction to Service Cloud Creating Case and case Assignment Rules Enabling & creating Solutions Attaching Solutions to Cases Enabling Knowledge AppExchange Introduction to AppExchange Finding and Selecting an App Finding a Developer Finding a Consultant Report Introduction to Reports Creating a Leads Report Creating Contacts and Accounts Report Creating an Opportunity Report Dashboards Introduction to Dashboards Understanding Dashboard Components Creating & refreshing a Dashboard Chatter and Salesforce to Salesforce Configuration Introduction to Chatter Enabling Chatter and chatter Feeds on Records Configuring Chatter Groupse Creating Customer Groups Creating a Free Customer Chatter User onfiguring Ideas Themes Enabling Social Accounts Enabling Libraries and Content Customizing Libraries and Content Uploading Documents to Libraries and Content Configuring Salesforce1 Role Hierarchy Introduction to Role Hierarchy Role & viewing Hierarchy Creating Rolest Enabling Field History Security Controls Delegated Administration Remote Site Settings Named Credentialst File Upload and Download Security
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