Welcome

• Overview of Salesforce architecture, objects, and navigation
• Tour of the application
• Identify key roles within your company

Data Access and Security

• Control who can view and modify information
• Decide who can view and change individual records
• Dealing with record access exceptions
• Support team selling with territory management

Customization

• Capture specific information by adding custom fields
• Control how data is captured using pick lists
• Streamline data entry with page layouts
• Meet different business scenarios using record types
• Secure information at the field level

Automation

• Ensure data integrity using validation rules
• Route requests to the right person using assignment rules
• Improve customer satisfaction with escalation rules
• Automate lead capture using web-to-lead
• Increase quality and efficiency with work flow rules
• Reduce delays and bottlenecks with approval processes
• Enforce business processes with visual work flow

Reports and Dashboards

• Find and run the right report
• Gain insight into wins and losses with custom reports
• Analyze data with matrix reports
• Use dashboards to share key metrics with teams

Collaboration

• Collaborate using Chatter
• Collaborate with internal and external groups
• Create environments for customer and partner engagement using Communities
• Salesforce tools expand the reach of your Communities

Data Migration and Integration

• Migrate data to collect and synchronize information
• Improve data quality and quantity with Data.com
• Integrate systems to automate and streamline your business

Extending Salesforce

• Capture additional data using custom objects and tabs
• Create a unique and specific workspace with a custom application
• Make use of existing AppExchange resources
• Build outside the box with programmatic tools: Visualforce and Apex

Additional Resources

• Share with key roles within your company
• Engage in community resources and help sites
• Explore your training options