Salesforce CRM Online Training

About the course

Who can learn ?

Prerequisites

Salesforce CRM

CRM CONCEPTS

• What is CRM?
• Common business issues faced by companies today
• How CRM can help?
• What CRM brings to business?
• Evolution of CRM
• Business value of CRM
• What CRM means to you as a user?
• Customers benefiting from CRM
• A view of available of CRM products from IT industry
• Compare Salesforce.com CRM with other CRM products

Sales Cloud Concepts

• Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
• Understanding Leads and Opportunities
• Adding A Lead
• Adding An Account
• Edit An Account Record
• Adding A Product To An Opportunity
• Sales ID
• Adding A Task
• Connect To Microsoft Outlook
• Send And Add An Email
• Logging A Call ^Document Tab
• Web to lead
• Web to case
• Assignment Rules
• Auto response Rules
• Sales automation
• Converting A Lead
• Team Contacts
• Adding An Opportunity
• Adding A Contact
• Creating A View
• Activity History
• Submitting A Case
• Campaigns
• Partner Roles
• Portals
• Communities

Standard SFDC Applications

• Salesforce CRM Content
• Chatter
• Salesforce Knowledge
• Entitlements & Service Contracts
• Salesforce Answers
• Salesforce Mobile
• Customer Portal Partner Portal Salesforce to Salesforce
• Force.com Sites

Sales force.com Overview

• Overview of products
• Sales Sales cloud and jigsaw Service service cloud and Remedyforce
• Social Chatter and Radian6
• Custom Force.com, Database.com, Heroku
• Appexchange
• Editions and pricing

Service Cloud Concepts

• Create Case
• Researching and Resolving Cases
• Communicating the Outcome
• Automate case management
• Capturing and associating casesefficiently
• Helping customers helping themselves
• Improving productivity
• Manage Cases

Security

• User Security and Authentication
• Session Security
• Network Security
• Security Tokens
• Data Security

Standard Objects

• Account
• Person Account
• Contact
• Lead
• Campaign
• Opportunity
• Quote
• Product and Price Bank
• Case
• CRON Trigger

Managing Users

• Profiles
• Roles
• Groups
• Queues
• Permission Sets

Securing and Sharing Data

• Object-Level Security
• Field- Level Security
• Record-Level Security
• Field Accessibility
• Record Types
• Object Formulas
• Where Do I Use Them?
• Workflows &Business Rules
• Visualforce
• Limitations
• Best Practices
• Predefined Function and experiment

Automate Business Process with Workflow Developing Approval Processes Formulas

• Syntax

Going Global

• Divisions
• Locale
• Currencies
• Advanced currency Management
• Translating the User Interface
• Import
• Export

Using Analytics

• Running Dynamic Reports
• Custom Report Types
• Dashboards
• Analytic Snapshots

Overriding Link, Tabs and

Label Sending Mass Email

Importing Data

• Import Data wizard
• APEX Data Loader
• From Command Prompt

Monitoring your Org

• Debug Logs
• Email Logs
• Login History
• View Setup Audit Trail
• Time-Based Workflow Queue
• Scheduled Job
• Outbound messages
• Apex Job queue
• Import Queue
• Mass Email Queue
• Case Escalation Rule Queue
• Entitlement Process Queue
• Bulk Data Load jobs

Apex

World’s First Cloud Computing Language

• Introduction to Apex Code
• Language Constructs
• Invoking Apex
• Classes, Objects and interfaces
• Apex Design Patterns
• Dynamic Apex
• Debugging Apex
• Developing Apex in managed packages
• Exposing Apex Methods as web services
• Invoking call outs using Apex
• Testing Apex
• Batch Apex
• Deploying Apex
• Plugins
• Flows
• Schema Programing
• Meta Data API
• Bluk API
• Rest API
• JSON
• XML Parsing
• Refreshing Token
• Salesforce to Salesforce Integrator

Visualforce custom user Interfaces

• Introduction and Tools
• Styling VF pages
• Standard Controllers and
• Standard List Controllers
• Custom Controllers and Controller Extensions
• Advanced examples
• Overriding button, links and tabs with VF
• Using static resources and custom components ^Navigating between page
• Pagination using VF
• JQuery using VF
• Dynamic VF Binding and Components
• Intergrading e-mail with VF
• Rendering Flows with VF
• Templating With VF
• Developing for Mobile Devices
• Adding VF to force.com AppExchanges App ^Using java Script in VF Pages ^Best Practices
• JavaScript Validations
• Paginations

Custom Components

• Visual Force Charts
• Email Templates using VisualForce
• Dash boards using Visual Force

Types of Orgs

• Production Org
• Sandbox Org
• Developer Org
• Partner Developer Org
• Pre-release Org
• Where Should you Develop?

Deploying Code to Production Force.com IDE

• Force.com Migration Tool Unmanaged Packages
• Change Sets

Integrations

• Single signon
• OKTA Integration
• Informatica
• CTI Integrator
• JERA Integration
• Marketo Integration
• Magento Integration
• Oracle Integration
• Java Integration
• Heroku Integration