I.
Salesforce
Overview
A.
Introduction
to Salesforce
B.
Salesforce
Overview
C.
Introduction
to Salesforce
D.
Salesforce
Editions
E.
Home Page
Customization
F.
User
Management
G.
Creating and
Customizing Tabs
H.
Creating an
App
I.
Uploading a
Company Logo
J.
Company Information
Page
K.
System
Overview Page
L.
Updating the
Fiscal Year
II.
Sales Cloud
A.
Sales Cloud
B.
Creating List
Views
C.
Creating and
Converting Leads
D.
Creating
Accounts
E.
Creating
Contacts
F.
Creating
Email Templates
G.
Sending
Individual Emails
H.
Sending Mass
Emails
I.
Creating and
Managing Price Books
J.
Creating
Products
K.
Creating
Opportunities
L.
Creating
Activities
M.
Creating a
Web-to-Lead Form
N.
Creating a
Lead Assignment Rule
O.
Creating a
Lead Queue
P.
Creating an
Auto-Response Rule
Q.
Creating
Campaigns
R.
Record Types
III.
Quotes Templates
A.
Introduction
to Quote Templates
B.
Quote
Templates
C.
Creating a
Quote Record
D.
Creating a
Quote Template
E.
Generating a
Quote PDF
F.
Emailing a
Quote PDF
G.
Modifying
Quote Templates
IV.
Service Cloud
A.
Introduction
to Service Cloud
B.
Service Cloud
C.
Creating
Cases
D.
Creating Case
Assignment Rules
E.
Creating Case
Escalation Rules
F.
Enabling
Solutions
G.
Creating
Solutions
H.
Attaching
Solutions to Cases
I.
Enabling
Knowledge
J.
Configuring
Knowledge
K.
Creating a
Web-to-Case Form
L.
Creating an
Email-to-Case Address
V.
App Exchange
A.
Introduction
to AppExchange
B.
AppExchange
C.
AppExchange
Overview
D.
Finding and
Selecting an App
E.
Finding a
Developer
F.
Finding a
Consultant
VI.
Reports
A.
Introduction
to Reports
B.
Reports
C.
Understanding
Report Formats
D.
Creating a
Leads Report
E.
Creating
Contacts and Accounts Report
F.
Creating an
Opportunity Report
G.
Adding Leads
to a Campaign from a Report
H.
Creating a
Report Chart
I.
Scheduling
Reports
J.
Creating a
Campaign Report
K.
Summarizing
Report Data
L.
Creating a
Report Formula
M.
Exporting
Reports to Excel
VII.
Dashboards
A.
Introduction
to Dashboards
B.
Dashboards
C.
Understanding
Dashboard Components
D.
Creating a
Dashboard
E.
Refreshing a
Dashboard
F.
Modifying
Columns on Dashboards
G.
Adding Filter
to Dashboard
H.
Managing
Access to Reports
I.
Adding a
Report as a Dashboard Component
J.
Setting Up
Dynamic Dashboards
K.
Enabling
Dashboards for iPad
L.
Modifying
Report and Dashboard Interfaces
M.
Activating
the Report Builder on Profile
VIII.
Chatter
A.
Introduction
to Chatter
B.
Chatter
C.
Chatter
Overview
D.
Enabling
Chatter
E.
Enabling
Chatter Feeds on Records
F.
Configuring Chatter
Groups
G.
Creating
Customer Groups
H.
Creating a
Free Customer Chatter User
I.
Customizing
Chatter Email Notifications
J.
Configuring
Salesforce to Salesforce
K.
Accepting a
Salesforce Connection
L.
Sharing an
Account via Salesforce to Salesforce
M.
Enabling
Ideas
N.
Configuring
Ideas Themes
O.
Enabling
Social Accounts
P.
Enabling
Libraries and Content
Q.
Customizing
Libraries and Content
R.
Uploading
Documents to Libraries and Content
S.
Configuring
Salesforce
IX.
Role Hierarchy
A.
Introduction
to Role Hierarchy
B.
Role
Hierarchy
C.
Viewing Role
Hierarchy
D.
Creating
Roles
E.
Enabling
Field History
F.
Creating
Groups
G.
Creating
Permission Sets
H.
Assigning
Roles to Users
X.
Security Control
A.
Introduction to
Security Control
B.
Security
Control
C.
Viewing
Object Security
D.
Changing
Default Record Access
E.
Sharing
Settings
F.
Field
Accessibility
G.
Password
Policies
H.
Session
Settings
I.
Login Flows
J.
Network
Access
K.
Activations
L.
Session
Management
M.
Login Access
Policies
N.
Certificate
and Key Management
O.
Viewing Setup
Audit Trail
P.
Executing
Expire All Passwords
Q.
Delegated
Administration
R.
Remote Site
Settings
S.
Named
Credentials
T.
File Upload
and Download Security
XI.
Profiles
A.
Introduction
to Profiles
B.
Profiles
C.
Standard
Profiles Overview
D.
Assigning
Page Layouts
E.
Field-Level
Security
F.
Custom App
Settings and Access
G.
Tab Settings
H.
Record Type
Settings
I.
Administrative
Permissions
J.
General User
Permissions
K.
Standard
Object Permissions
L.
Custom Object
Permissions
M.
Password
Policies and Session Timeout
N.
Login Hours
and IP Ranges
O.
Enabling Apex
and Visualforce Access
XII.
Data Management
A.
Introduction
to Data Management
B.
Data
Management
C.
Importing
Leads
D.
Importing
Contacts and Accounts
E.
Using Mass
Delete
F.
Installing
Data Loader
G.
Importing
Records with Data Loader
H.
Updating
Records with Data Loader
I.
Deleting
Records with Data Loader
J.
Exporting Records
with Data Loader
K.
Adding a
Field in the Schema Builder
L.
Scheduling a
Data Export
M.
Creating and
Using Sandbox
N.
Mass
Transferring Records
O.
Reporting
Snapshots
P.
Working with
Tags
XIII.
Workflow Rules
A.
Introduction
to Workflow Rules
B.
Workflow
Rules
C.
Creating a
Workflow Rule
D.
Creating a
Workflow Rule Field Update
E.
Creating a
Workflow Rule Task Assignment
F.
Creating a
Workflow Rule Email Alert
XIV.
Change Sets and
Deployment
A.
Introduction
to Change Sets and Deployment
B.
Change Sets
and Deployment
C.
Outbound
Change Sets
D.
Inbound
Change Sets
E.
Deployment
Settings
F.
Deployment
Status
G.
Eclipse IDE
XV.
Communities
A.
Introduction
to Communities
B.
Communities
C.
Creating a
New Community
D.
Topic
Management
E.
Recommendations
Management
F.
Reputation
Management
G.
Adding
Members
H.
Managing Tabs
and Branding
I.
Login and
Registration
J.
Community
Preferences
XVI.
Help and
Training
A.
Introduction
to Help and Training
B.
Help and
Training
C.
Using Answers
D.
Using Ideas
E.
Searching for
a Help Topic
F.
Contacting
Support
G.
Trust Site
1. Can I register for
programs if I am an international student?
Yes, because ed2go programs are online you never
have to
actually travel to the school. Most
schools offer telephone or online registration.
2. How long does it
take to complete a program?
All of our programs are self-paced and open
enrollment, so
you can start them when you want and finish them at your own pace. When you register, you'll receive six (6)
months to complete the program.
3. What if I don't
have enough time to complete my program within the time frame provided?
The time allotted to complete your program has
been
calculated based on the number of hours for each program, so don't
worry too
much about not completing in time. If, after a concerted effort, you
are still
unable to complete, your Student Advisor will help you work out a
suitable
completion date. Please note that a fee may be charged for an extension.
4. Do I have to buy
additional materials?
No
5. Can I get
financial assistance?
ed2go courses are non-credit courses, so they do
not qualify
for federal aid. In some states,
vocational rehab or workforce development boards will pay for qualified
students
to take our courses. Additionally, some
students may qualify for financial assistance when they enroll, if they
meet
certain requirements.
6. What happens when
I complete the program?
Upon successful completion of the program, you
will be
awarded a certificate of completion.
7. Am I guaranteed a
job?
ed2go programs will provide you with the skills
you need to
obtain an entry-level position in most cases.
We don't provide direct job placement services, but our
facilitators and
career counselors will help you build your resume and are available to
give
advice on finding your first job.
Facilitators will also be available to use as a professional
reference
upon completion of the program.
Potential students should always do research on the job market
in their
area before registering.
8. Who will be my
instructor?
Each student is paired with a facilitator for
one-on-one
interaction. The facilitator will be
available (via e-mail) to answer any questions you may have and to
provide
feedback on your performance. All of our
facilitators are successful working professionals in the fields in
which they
teach.
9. What software or
hardware do I need in order to take online programs and what are the
system
requirements?
In order to take our online programs, you must
have access
to a computer and the Internet. You can
access the program contents from any Web-enabled computer.
You don't have to use the same computer to
log-in to the program every time. We
recommend that you have a word-processing program (Microsoft Word is
the best)
and the latest version of Internet Explorer.
10. Can I use a Mac?
Yes
11. How can I get
more information about this program?
If you have questions that are not answered on our
website,
please feel free to contact us via LIVE chat (click the button above). If you are visiting us during non-business
hours, please feel free to send us a question using the "Contact Us"
form to
the right. You may also call us at
1-877-221-5151. We will answer your
questions promptly.
12. When can I start
the program?
Our programs are all open enrollment.
You can register and start the program as
soon as you are ready.
Please note: Once the
program curriculum is accessed online or through submission of a
material
shipment confirmation, refunds cannot be issued.
13. Does this program
prepare for a certification?
No.