SalesForce CRM ONLINE TRAINING

SalesForce CRM ONLINE TRAINING

SALESFORCE  CRM ONLINE TRAINING 

Course Duration:  45 Hours

Delivery type: Instructor-led Online training

FOR FREE DEMO contact us at:

 

Phone: +91-8686222553

Phone: +91-850-012-2107

 

Email: info@apex-online-it-training.com           

Email: raj@apex-online-it-training.com               

           

ABOUT THE TRAINER

  • 12 YEARS OF INDUSTRY EXPERIENCE
  • 7 YEARS OF EXPERIENCE IN ONLINE AND CLASSROOM TRAINING

 

SALESFORCE CRM  ONLINE TRAINING COURSE CONTENT

 

 

TRACK I: Objective

 

Identity Confirmation

        Activate your computer

        Setting Up the User Interface

        Set up the UI & search options

        Organization Administration

        Set your organization’s language & locale • Manage currencyCustomization• 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 securitySecurity & 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 accessWorkflow• Define workflow• Set up workflow rules• Set up workflow tasks & alertsWorkflow 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 dashboardsThe AppExchange• Learn about the AppExchange• Install an app• Uninstall an appMarketing Administration• Use the integrated campaign builder• Learn about lead queue & lead assignment setup • Learn Web-to-lead & auto-response rulesService & 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 ConsoleExtending Salesforce CRM• Learn about custom objects• Learn about custom tabs• Learn about custom Web tabs• Build a custom app

 

TRACK 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

   Use validation rules to enforce conditional required behavior

   Use functions to enforce data format and data consistency

   Implement multistep approval workflows and escalations to automate business processes

   Create parallel approval workflows and workflow approvals with dynamic approval routing

   Use outbound messages as part of an approval workflow

   Establish approval workflow criteria with crossobject formulas

   Set up field history tracking to audit processes

   Learn techniques to prevent or record data changes Managing Data

        Learn when and how to use upsert

        Use data management tools and the capabilities of API-based tools

        Configure the Data Loader via command line

        Encrypt passwords using encrypt.bat

                    Use the Data Loader to create mapping files and to upsert data Visualforce Pages Learn about the capabilities of the Visualforce framework Incorporate Visualforce pages into Salesforce Construct expression bindings and incorporate Salesforce into Visualforce pages with Visualforce tagsUse Visualforce tags to create page layouts,input forms, output tables, custom components; Create partial page refreshes on JavaScript eventsLearn about the functionality that comes with Visualforce standard controllers Find out when Apex is required for creating custom controllers or extensions

 

 

FOR FREE DEMO contact us at:

 

Phone: +91-8686222553

Phone: +91-850-012-2107

 

Email: info@apex-online-it-training.com           

Email: raj@apex-online-it-training.com