SalesForce CRM Training in Ameerpet

Salesforce Customer Relationship Management (CRM), commonly referred to as Salesforce CRM, was developed with the vision of reinventing CRM. Salesforce’s primary function is to operate entirely on cloud storage, eliminating the need for setup costs. This allows employees to work from any device with an internet connection, including smartphones, tablets, laptops, or PCs. Salesforce CRM is user-friendly for both small and large businesses, extending beyond sales and marketing to manage all interactions with customers.

Objectives of the Course

• Salesforce CRM Software and Its Features: Understand the capabilities and benefits of Salesforce CRM.
• Automation, Security, and Debugging Data: Learn to implement these crucial aspects within Salesforce.
• Standard List Controller and User Interface Configuration: Gain skills in managing and customizing the user interface.

Who Can Attend This Course

• Prerequisites: None.
• Ideal for:
  • App Builders
  • Developers
  • System Administrators
  • Sales Managers
  • Sales Executives

Prerequisites to Learn Salesforce in Ameerpet

• Core Java or any programming language

SalesForce CRM Course Duration Ameerpet

• Learn SalesForce CRM Training in Ameerpet within 60 Days

SalesForce CRM Training in Ameerpet

SalesForce CRM Course Content

Definition of Cloud Computing and Types

• Cloud Computing Overview
• Advantages of On-Demand Cloud Computing
• Cloud Computing Services:
  • 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 Its Products

• Importance of Salesforce
• CRM Solutions and Revenue Growth
• Comparison with Other CRM Products
• Salesforce Products and Features
• Salesforce Edition Limits

Salesforce Administration

• Sales Cloud Business Process:
  • Products
  • Campaigns
  • Leads
  • Accounts
  • Opportunities
  • Contacts
  • Contracts
  • Quotes
  • Orders
  • Forecasts
  • Entitlements
• Service Cloud and Customer Service:
  • Cases
  • Solutions
  • Public Knowledge Base
  • Web-to-Case
  • Self-Service Portal
  • Escalation Rules
• Company Information:
  • Creating Company Profile
  • Setting Fiscal Year, Business Hours, and Holidays
  • Identifying Editions

Salesforce-Force.com Platform

• Creating User Login Credentials
• Personal and Administration Setup
• Standard Applications, Tabs, and Objects
• Creating Custom Applications, Objects, Tabs, and Fields
• User Management:
  • Creating Users and Roles
  • Custom Profiles
  • Permission Sets
  • Public Groups and Queues
  • Login History

Relationships in Salesforce

• Lookup Relationship
• Master-Detail Relationship
• Many-to-Many Relationships
• Junction Object
• Roll-Up Summary Fields

Applying Validations and Formulas

• Validation Rules
• Formulas in Validation
• Page Layouts:
  • Mini Page Layout
  • Search Layout
  • Record Types

Security Models

• Field Level Security
• Object Level Security
• Profile Level Security
• Permission Sets
• Record Level Security:
  • Organization-Wide Defaults
  • Sharing Rules
  • Hierarchies
  • Manual Sharing
  • Owner-Based Sharing Rules

Workflows and Approvals

• Workflow Overview
• Email Alerts, Tasks, Field Updates, Outbound Messages
• Approval Processes:
  • Dynamic, Multi-Step, Parallel Approval Processes

Data Management with SFDC

• Import Wizard
• Data Export and Import
• Data Loader
• Mass Transfer and Deletion

Process Builder

• Overview and Usage
• Creating and Managing Workflows

Community Creation

• Customer and Partner Communities
• User Creation and Self-Registration
• Security Settings

Email Administration

• Deliverability and Testing
• Organization-Wide Addresses
• Email Footers and Compliance

Administrative Integration

• Declarative (No-Code) and Programmatic (Coding) Integration
• Integration with SFDC, Excel, Facebook

Reports and Dashboards

• Creating and Managing Reports
• Applying Filters and Exporting Reports
• Creating Dashboards

Resolving Project Issues

• Project Management Tools
• Issue Capturing and Escalation
• Agile Methodology

Salesforce Development

• Project Lifecycle and Management
• Sandbox and UAT
• Change Sets and Deployment

Visualforce Pages

• Creating and Managing Visualforce Pages
• Components and Tags
• Data Sources and CommandButtons
• Panel and Message Tags
• JavaScript, CSS, and jQuery in Visualforce

Apex Programming

• Classes, Methods, and Variables
• SOQL and SOSL
• DML Operations
• Triggers and Batch Apex
• Custom Controllers and Extensions
• Email Services and Asynchronous Apex
• Integration and Web Services

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