Salesforce is a cloud-based platform that provides software and services to create relevant customer experiences. Starting as Software-as-a-service(SaaS), Salesforce is based on a multi-tenant architecture that has benefits such as API Integration, configuration, scalability, free capacity, low-cost ownership, platform support, and more.
What you'll learn
- Organize and manage customer and prospect data
- Use Salesforce's sales and marketing tools to automate and streamline processes
- Use analytics and reporting tools to track the effectiveness of your sales and marketing efforts
- Work with data and reports to make informed decisions
- task management, activity tracking, and document sharing.
Requirements
- Desktop/ Laptop
- Internet connectivity min 2 Mbps
Target Audience
- Sales reps
- Customer service reps
- CRM managers
- Marketing managers
- What is Cloud
- What is Cloud Computing
- Types of Clouds
- Services of Cloud
- IaaS (Infrastructure as a Service)
- PaaS (Platform as a Service)
- SaaS (Software as a Service)
- Advantages of Cloud
- Service Providers
- Salesforce.com
- What is Salesforce.com
- Difference between Salesforce.com & Force.com
- Different Environment
- Types of Editions
- Enterprise-Professional, Unlimited, Group etc.
- Comparison of Editions
- Salesforce Releases
- Designing your Data Model
- Understanding the Sales Process
- What is CRM
-How CRM can help?
-Evolution of CRM - Different Objects in CRM
-Campaign
-Lead
-Account
-Opportunity etc.. - Overview of CRM Functionality
- SFDC Application – How to start
- Creation of Salesforce Account
- PROD vs TEST
- Components of Salesforce
-App
-Objects
-Tabs
-Fields - Different Relationships
-Lookup
-Master-Detail - Creation of
-Custom Apps
-Custom Application - Custom Object
-Custom Field
-Custom Fields with different field types
- Different Logical Operators, Formula Fields and Cross Object Formula.
- Validation Rules.
- Date & String Functions.
- Setting up User Interface
- Home Page Layouts and Home Page Components
- List Views
- Adding Snapshot to Home Page Layout
- Working With Chatters
- Cases
-Email to Case
-Web to Mail - Queues
- Groups
- Assignment Rules
- Escalation Rules
- Auto Response Rules
- Work Flows and its Actions
-Field Update
-Email Alert - Approvals Process
- Creation of
-Profiles and Permission Set
-Role Hierarchy
-Users - Delegated Administrator Setup
- Organization Wide Default
-Different Level of Security
-Object – Level Security - Profile & Role Level Security
- Difference between Profile & Role
- Record Types and Assigning Page Layouts to
- Record Types
- Public Groups
- Data Loader
-Insert
-Update
-Upsert - DataLoader.io
- Force.com IDE
- Working With Workbench
- Working With Import Wizard
- Working With Process Builder
- Introduction to Apex
- Access Modifiers and OOP’s concepts
- Data Types
- Collections
-List
-Set
-Map - Creating Apex Classes
- Sample Apex Classes
- Apex Data Manipulation Operations(DML)
-Insert Statement
-Update Statement
-Upsert Statement
-Delete Statement - Salesforce Object Query Language(SOQL)
- Salesforce Object Search Language(SOSL)
- Relationship Queries
- Nested Queries
- Date Functions
- String Functions
- Introduction of Triggers, Trigger types
- Introduction of Visualforce
- Standard Components with Examples
- Standard Controller
-Standard Controller with a Visualforce Page
-Accessing Data with a Standard Controller - Standard List Controller
- Custom Controllers and Controller Extensions
-Building a Custom Controller
-Building a Controller Extension - Order of Execution in Visualforce Page
- Overriding Buttons, Links and Tabs with Visualforce Page
- Create Static Resources and Using in Visualforce page
- Introduction of Custom Components
-Creating Custom components
-Using Custom Components in Visualforce Page
-Custom Component Attributes and Controllers - Email Templates
-Creating Visualforce Email Templates
-Custom Stylesheet in a Visualforce Email Templates - Using JavaScript in Visualforce Pages
-Using $Component to Reference Components from JavaScript
-Using JavaScript Libraries with Visualforce
-Remoting JavaScript for Apex Controllers
- Apex Scheduling
-Introduction of Scheduling
-Types of Scheduling - Batch Apex
-Need of Batch Apex
-Batch Apex Methods
-Examples with Real time Scenarios
-Difference b/w Batch Apex and Data Loader - Email Services with examples
- Deployment Process
-Introduction of SandBox and Types of Sandbox and - Production
-Different Types of Deployment process
i) Using ChangeSets
ii) Using Eclipse IDE - Use of Workbench
- Use of Developer Console and Debug Logs
This course does not require any prior expertise but we need a passionate mind that wants to learn and experience things with us.
The course delivery will be completely online.
The course will be delivered in hybrid mode, which means our trainers will be taking sessions online along with recorded lectures on our platform.
The fee once paid is not refundable or adjustable under any circumstances in future.
