Sales Force

Sales Force Training 

Course Description

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 as a service model
  • SAAS (Software as a service)
  • PAAS (Platform as a service)
  • IAAS (Infrastructure as a service
  • Based on deployment or access model
  • Public Cloud
  • Private Cloud
  • Hybrid Cloud

Sales Force CRM Concepts

  • What is CRM?
  • How CRM can help?
  • Sales force CRM Navigation terminology
  • Compare Salesforce.com CRM with other CRM products
  • Customization in sales force .com CRM
  • Introduction to sales force CRM Setup tool
  • Personal Setup
  • App Setup
  • Admin Setup

Salesforce.Com Cloud Overview

  • Sales Cloud
  • Service Cloud
  • Collaboration Cloud

Project development life cycle

Sales force editions

Apex data loader

Organization Administration

  • Set your organization’s language & locale
  • Manage currency

Customization

  • Create custom profiles & custom fields
  • Define dependent pick list
  • Customize lookup fields
  • Customize validation & formulas
  • Customize page layouts
  • Customize standard related lists
  • Use field-level security

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

Security & Access

  • Create & Manager Users
  • Set organization-wide defaults
  • Learn about record accessed
  • Create the role hierarchy
  • Learn about role transfer & mass Transfer functionality
  • Profiles, Login History

Data Utilities

  • Importing overview
  • Learn about import solutions & Custom Object records using the data loader
  • User mass delete
  • Initiate weekly export
  • Use storage

Analytics

  • Create custom reports
  • Use advanced filters
  • Use conditional highlighting
  • Use custom summary formulas
  • Use dashboards

Extending Salesforce CRM

  • Learn about custom objects
  • Learn about custom tabs
  • Learn about custom web tabs

The Appexchnage

  • The AppExchange
  • Install an app
  • Delete an app

Visual Force

  • Introduction and Tools
  • Purpose of Visualfoce
  • MVC Architecture

Controllers

  • Variables and Formulas
  • Standard Controllers and Standard List Controllers
  • Custom Controllers and Controller Extensions
  • Using static resources and custom components
  • Styling VF pages
  • Overriding buttons, links and tabs with VF
  • Using JavaScript in VF Pages
  • Advanced examples

APEX

  • Introduction to Apex
  • Purpose of Apex

Apex Fundamentals

  • Collections
  • Loops

Apex Scheduling

  • Triggers
  • Invoking Apex
  • Classes, Objects and Interfaces
  • Testing Apex
  • Dynamic Apex
  • Batch Apex
  • Debugging Apex
  • Deploying Apex
  • Developing Apex in managed packages

Objects and the Database

  • What is an sObject
  • SOQL and SOSL Queries

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