• Visitors
• Prospect Records
• Prospects Creation
• Importing Prospects
• List Management

• Dashboard Overview
• Pardot Connectors
• Page Actions
• Custom Fields
• User Management
• Recycle Bin

• Creating a Pardot Campaign
• Pardot Campaigns vs. Salesforce Campaigns

• Lead Generation
• Form Creation

• Automation Rules
• Dynamic Lists
• Completion Actions
• Segmentation Rules

• Lead Qualification
• Scoring Rules

• Permission-based Marketing
• Email Templates
• Deliverability

• Lead Nurturing
• Creating an Engagement Program

• Layout Templates
• Creating a Landing Page

• Social Posting
• Custom Redirects

• Pardot and Salesforce Relationship
• Object Syncing
• Salesforce Connector
• Mapping Fields
• Field Syncing

• Introduction to Lightning Experience
• Lightning Component Framework
• Introduction to aura framework

• Enabling and Disabling of Lightning Experience for your organization
• Migrating from Classic to Lightning Experience Vice-Versa

• What is Domain Management?
• Creating Custom Domain for the organization
• Configuring Custom Domain
• Configuring Authentication Setting for your Domain

• Lightning Inspector
• Installing Lightning Inspector Extension
• Enabling of Debug mode in Lightning Components

• What is Static Resource?
• Steps for Creating Static Resource
• Stylesheet Creation using Static Resource

• Using Lightning Component for embedding Static Resource
• CSS
• What is CSS?
• Types of CSS

• Creating Namespace for your organization

• Creation of Lightning Resource using Console
• Lightning Application
• Lightning Component
• Lightning Interface
• Lightning Event

• Steps for creating Lightning Component
• Component
• CSS Styles
• Controller
• Design
• Documentation
• Re-render
• Helper
• SVG File

• Local IDs
• Global IDs

• Value Providers
• Global Providers
• Global ID
• $Browser
• $Label
• $Locale
• $Resource

• What are Custom Labels?
• Steps for Creating Custom Labels
• Getting Label in JavaScript
• Setting Label using Parent Attributes

• Creating Component Documentation

• Designing in lightning Experience

• Steps for creating Lightning Application
• Application
• Controller
• Helper
• Style
• Documentation
• Renderer
• SVG
• Adding of SVG resource to Component Bundle
• Adding Lightning Component to application
• Tabs and App Launcher
• Adding of lightning components to a custom tab(lightning tab)
• Adding of the lightning page to a custom tab(lightning page tab)
• Adding lightning components to an app launcher

• What is Salesforce1?
• Installing of Salesforce1 Simulator
• Adding of Custom Tabs to Salesforce1

• Lightning Pages
• Lightning App Builder
• Adding Lightning Components to Lightning Page

• Displaying of Lightning Application in Visual force Page

• What is the Event?
• Creating Custom Component Event
• Registering an Event
• Handling Component Event

• Insertion of data into an object
• Retrieving Data from a particular object

• Input Components
• Output Components
• Lightning Components
• Force Components
• Lightning Interface
• SOQL & SOSL

• What is CRM?
• Common business issues faced by companies today.
• How CRM can help?
• What CRM brings to business?
• Evolution of CRM
• Business value of CRM
• What CRM means to you as a user?
• Customers benefiting from CRM
• A view of available of CRM products from IT industry

• Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
• Understanding Leads and Opportunities
• How CRM can help?
• Adding A Lead
• Adding an Account
• Edit an Account Record
• Adding A Product to An Opportunity
• Sales ID
• Adding A Task
• Connect to Microsoft Outlook
• Send and Add an Email
• Logging A Call
• Document Tab
• Web to lead
• Web to case
• Assignment Rules
• Auto response Rules
• Sales automation
• Converting A Lead
• Team Contacts
• Adding an Opportunity
• Creating A View
• Activity History
• Submitting A Case
• Campaigns Partner Roles Portals
• Communities

• CRM Content
• Chatter
• Knowledge
• Entitlements & Service Contracts
• Answers
• Mobile
• Customer Portal Partner Portal
• com Sites

• Overview of products
• Sales cloud and jigsaw
• Service cloud and Remedy force
• Social Chatter and Radian6
• Custom Force.com, Database.com, Heroku
• App exchange
• Editions and pricing

• Researching and Resolving Cases
• Communicating the Outcome
• Automate case management
• Capturing and associating cases efficiently
• Helping customers helping themselves
• Improving productivity
• Manage Cases

• User Security and Authentication
• Session Security Network
• Security Tokens
• Data Security

• Account
• Person Account
• Contact
• Lead
• Campaign
• Opportunity
• Quote
• Product and Price Bank
• Case
• CRON Trigger

• Profiles
• Roles
• Groups
• Queues
• Permission Sets

• Object-Level Security
• Field- Level Security
• Record-Level Security
• Field Accessibility
• Record Types

• Formulas
• Syntax
• Object Formulas
• Where Do I Use Them?
• Workflows &Business Rules
• Visualforce
• Limitations
• Best Practices
• Predefined Function and experiment

• Divisions
• Locale
• Currencies
• Advanced currency Management
• Translating the User Interface
• Import
• Export

• Running Dynamic Reports
• Custom Report Types
• Dashboards
• Analytic Snapshots

• Import Data wizard
• APEX Data Loader
• From Command Prompt

• Debug Logs
• Email Logs
• Login History
• View Setup Audit Trail
• Time-based Workflow
• Scheduled Job
• Outbound Messages
• Apex Job Queue
• Import Queue
• Mass Email Queue
• Case Escalation Rule Queue
• Entitlement Process Queue
• Bulk Data Load Jobs

• com
• Global Actions
• Knowledge Apps
• 2 CRM Projects

• Understand the roles of CPQ and Billing in sales and accounting
• Identify who will likely participate in the Billing workflow
• Investigate how CPQ helps create quotes

• Generate orders both manually and automatically
• Modify order data
• Control order generation outcomes
• Copy down data with auto-mapping
• Investigate obstacles to order generation

• Understand invoice data model and workflow
• Determine order product qualification for invoicing
• Analyze order data to predict next billing date
• Override billing dates case-by-case
• Setup defaults for order and invoice dates

• Determine invoice due dates
• Generate invoices on demand
• Schedule invoice runs to regularly generate invoices
• Split invoices by multiple factors

• Create and organize usage records
• Override usage quantities and dates case by case
• Invoice usage related order products

• Identify critical invoice and invoice line fields
• Manage tiered pricing reference snapshots
• Calculate billable unit price for subscription products
• Determine proration calculation method

• Understand the payment workflow in Billing
• Create and allocate payments
• Explore payment gateway options and settings
• Maintain electronic payment methods
• Collect payment through a virtual terminal
• Schedule recurring payments

• Understand the debit note and credit note workflow
• Create and allocate debit and credit notes
• Allocate payments to debit notes
• Credit or cancel & rebill to roll back invoices
• Maintain refund records

• Manage legal entity records
• Explore tax calculation options and settings
• Create tax rules and tax rates
• Determine tax address

• Create accounting finance books
• Generate finance periods
• Automatically relate transactions to finance periods

• Understand revenue transaction data model and workflow
• Setup revenue distribution methods
• Setup rev rec rules to generate revenue transactions
• Manage products to leverage rev rec rules

• Create general ledger account records
• Set up general ledger rules to relate transactions with accounts

Steps: Set Up Tenant for Data Discovery
• Data Management
• Concept: Prism Analytics Data Management Workflow
• Concept: Creating Reports to Import into Datasets
• Concept: Prism Data Sources

• Concept: Datasets
• Concept: Dataset Workspace
• Concept: Dataset Schemas
• Concept: Dataset Schema Changes
• Concept: Publishing Datasets
• Concept: Dataset Pipelines
• Concept: Dataset Stages
• Concept: Dataset Field Types
• Concept: NULL Values in Datasets
• Concept: Prism Calculated Fields
• Concept: Hiding Dataset Fields

• Steps: Create a Dataset with External Data (SFTP Server)
• Steps: Create a Dataset with External Data (Upload a File)
• Steps: Create a Dataset Using Workday Data
• Steps: Create a Derived Dataset
• Import a Dataset into a Derived Dataset
• Upload a New File to a Dataset

• Set Up Dataset Sharing
• Share a Dataset with Others

• Publish a Dataset as a Prism Data Source Manually
• Define a Schedule for Publishing a Dataset

• Steps: Create a Discovery Board
• Steps: Create a Visualization
• Data Discovery Concepts
• Modifying Visualizations
• Filtering and Sorting Data in Visualizations

• Worksheets Setup
• Download All Comment Data
• Edit, Delete, or Purge Workbook Comments by Other Users
• Concept: Managing Workbooks
• Concept: Creating Reports to Insert into Workbooks
• Concept: Array Formulas in Workbooks
• Concept: Editing Workbooks
• Concept: Automatic and Manual Calculation in Workbook Formulas
• Concept: Data Analysis with Worksheets Functions