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 currency
Customization
• 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 security
Security & 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 access
Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
Workflow 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 dashboards
The
AppExchange
•
Learn about the AppExchange
• Install an app
• Uninstall an app
Marketing
Administration
•
Use the integrated campaign builder
• Learn about lead queue
& lead assignment setup • Learn Web-to-lead & auto-response rules
Service & 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 Console
Extending 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 tags
Use Visualforce tags to create page layouts,input forms, output tables, custom components;
Create partial page refreshes on
JavaScript events
Learn 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