Salesforce CRM Online Training | Master Customer Relationship Management

Training Type

Select faculty

Select Date

Dur:
Course fee : /-

Download Curriculum

Salesforce CRM

Course Overview

SalesForce CRM Training Overview

Salesforce Customer Relationship Management usually pronounced as Salesforce CRM which has began with the vision of re-inventing CRM. The major role of Salesforce is to run entirely in the cloud storage and there is no need of setup costs which helps your workers to do work from any device just with an internet connection either it may be a smartphone, tablet, laptop or PC. Salesforce CRM is easy to operate for small business as well as large business organizations. It not only starts and end with CRM for sales and marketing but also enables you to manage all interactions with your customers.

Description

Objectives of the Course

Salesforce CRM software and its features.
Implementing automation, security and debugging data.
To learn Standard List Controller and Configure the user interface.

Who can attend This Course

There are no certain pre-requsites to take the Salesforce CRM course.
Who should do the course:App Builders.
Developers System, Administrators, Sales Managers, Sales Executives.

Course Objectives

Prerequisites to learn Salesforce

Core Java or Any Programming Language

SalesForce CRM Course Duration

60 Days.

SalesForce CRM Course Content

Definition Of Cloud Computing And Types

Prerequisites

- Definition of cloud computing
- On-demand advantages of Cloud computing
- Services of Cloud computing
  - Saas(Software as a Service)
  - PaaS(Platform as a Service)
  - IaaS(Infrastructure as a Service)
- Types of Clouds
  - Public Cloud
  - Private Cloud
  - Hybrid Cloud
  - Community Cloud
Definition Of Salesforce And It’s Pro

Enroll Now

Course Curriculum

Cloud Computing Fundamentals

Introduction to the Cloud Computing
Evolution of Cloud Computing
Comparisons with other computing techniques fetchers
Key characteristics of cloud computing
Advantages/Disadvantages

Classification of Cloud Computing

Based on a service model (SAAS, PAAS, IAAS)

Salesforce CRM Concepts

What is CRM?
How can CRM help?
Salesforce CRM Navigation and Terminology.
Compare Salesforce.com CRM with other CRM products
Customization in Salesforce.com CRM

Create Salesforce Org

Signup the salesforce Org
Overview Of Salesforce Org

Salesforce Clouds Overview

Sales Cloud
Service Cloud

Introduction to Salesforce CRM Setup tool

Overview of SetUp
How to use it
Tip for setup

Customization Concepts

Create custom profiles and Users
Create custom Applications
Create custom Objects and Tabs
Create custom fields, relationships ,Global Picklists ,Field Dependency
Define a dependent pick list.
Customize validation & formula fields
Create page layouts & Customize page layouts
Create Record types
Customize standard related lists
Use field-level security

Workflows and Email Alerts

Define workflow
Set up workflow rules
Set up the time based workflows.
Set up workflow tasks, field update & Email alerts

Working with Email Templates

Working with Different types of email templates.
Working With Email Letterheads
Assigning the email templates to Email Alerts.

Process Builder

Why do we need a Process Builder?
Overview Of Process Builder
Use Different Actions in Builder

Flows

Why do we need Flows?
Overview of Flows.
Screen Flows
Auto Launch Flows
Trigger Flows
Use Lightning Components in Flows

Approval Process

Why do we need the Approval Process?
● Overview Of Approval Process.

Security & Access

Create & Manager Users
Login History
How to Provide Application Level Security
Profiles
Permission Sets
How to Provide Data Level Security
Set organization-wide defaults
Learn about record access
Create the role hierarchy
Learn about role transfer & mass Transfer functionality

Analytics (Reports & Dashboards)

Create custom report types
Types of reports in SFDC
Create custom reports
Use advanced filters
Create dashboards

Salesforce Tools (Internal & External)

Force.com Explorer
Workbench
VS Code
Salesforce Inspector

Appexchange Package

Introduction of Packages
Types of Packages
Managed Packages
Un-Managed Packages
Create/Upgrade/Delete Packages
Create password protected Packages

Data Management Tools

Import Wizard
Apex data loader
Salesforce Inspector

Apex Fundamentals

Declaration of variables
Data Types (Primitive & Advanced)
Declaration of access specifiers (Public, Private...)
Memory Management
Collections (List, Set, Map)
Loops
Conditional Statements

Apex Classes

Explain OOPS
Constructors, Static Blocks, Methods etc.
Order of Execution
Understand the Memory Allocation
Standard Controllers and Standard List Controllers
Custom Controllers and Controller Extensions
Importance of With Sharing
Importance of WithOut Sharing
Introduction of SOQL and usage
Introduction of SOSL and usage
Introduction of DML and usage

Visualforce Pages

Introduction and Tools
Overview of MVC architecture
Purpose of Visualforce
Connecting VF page with Controllers
Working with different tags /components.
Working on AJAX tags
Working on JavaScript
Use SLDS in VF
Working with Images and Static Resources.
Working with Custom settings
Working with Custom metadata
Working with Custom Labels
Working with Custom Components.

Apex Concepts

Batch Apex
Schedule Apes
Dynamic Apex
Annotations
Wrapper Classes
Email Classes
SFDC API – All Standard Classes and Method Usage(User Info , Schema ,Database ,Limits).
Debugging Apex Code
Testing Apex
Error Handling
Exception Handling
Overview of governor limits
Overview of best practices