Salesforce CRM Online Training

Instructor Led Salesforce CRM Online Training

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About the course

Salesforce CRM is a cloud based customer relationship management platform which brings
customers and companies together in all the aspects including marketing, sales, service and
more. This course is designed by industry professionals as per the industry requirements and
demands and will make you expert in programming customized applications and business logics.

Who can learn ?

This Training is designed for the IT beginners/professionals who want to pursue a career in
Cloud Computing, Functional consultants and CRM professionals


Any candidate having basic knowledge of programming can attend this training.

Date Weekdays / Weekend Timings
december 12 MON - FRI (30 Days) 7:00 AM to 8:00 AM (IST)

Salesforce CRM


  • 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 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
  • Sites

Sales Overview

  • Overview of products
  • Sales Sales cloud and jigsaw Service service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom,, 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


  • 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


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 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 IDE

  • Migration Tool Unmanaged Packages
  • Change Sets


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

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 3 days and we will give you a full refund.

Get started now!