CRM Training Overview
Salesforce Customer Relationship Management usually pronounced as Salesforce CRM which has began with the vision of re-inventing CRM. The major role of Salesforce is to run entirely in the cloud storage and there is no need of setup costs which helps your workers to do work from any device just with an internet connection either it may be a smartphone, tablet, laptop or PC. Salesforce CRM is easy to operate for small business as well as large business organizations. It not only starts and end with CRM for sales and marketing but also enables you to manage all interactions with your customers.
Objectives of the Course
Salesforce CRM software and its features. Implementing automation, security and debugging data. To learn Standard List Controller and Configure the user interface.
HTML
CSS
Java
Who can attend This Course
There are no certain pre-requsites to take the Salesforce CRM course. Who should do the course:App Builders. Developers System, Administrators, Sales Managers, Sales Executives. Prerequisites to learn Salesforce Core Java or Any Programming Language SalesForce CRM Course Duration 60 Days. SalesForce CRM Course Content Definition Of Cloud Computing And Types Definition of cloud computing On-demand advantages of Cloud computing Services of Cloud computing 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 It’s Products
Importance of Salesforce Importance of CRM and Solutions Grouth of Revenue using CRM comparison of Salesforce CRM with other CRM Products Salesforce Products Salesforce Features and Edition Limits Salesforce Administration Sales Cloud-Generic Business Process Features of Sales Cloud Products
Campaign Lead Account Opportunity Contact Contract QuoteManage Order Forecast Entitlement Service Cloud and Customer Service Features of Service cloud case Solution Public Knowledge Base Web-to-case Public Knowledge Base Web-to-case Self-Service Portal Escalation rules Company
Information creating Company Profile Setting Fisca Year, Business Hours Setting Holidays and Language Identifying Edition Salesforce-Force.Com Platform Creating User Login Credentials Setup-Personal Setup About Administartion Setup Standard Applications, Tabs and Objects Creating Custom Application(Design), Custom Objects and Custom Tabs Creating Custom Fields Using DataTypes and Picklist and Dependencies Manage Users Creating users and Roles Creating Custom Profiles Discussion on Standard Profiles Creating
Permission Sets and Public Groups and Queues Login History Relationships In Salesforce Lookup Relationship Master-Detail Relationship Many to many Rlationships Junction Object Rollup Summary Felds ReaTime Scinarios Applying Validations And Formulas Overview of validation Creating Validation Rule Apply Formula in Validation PageLayout on Objects Mini PageLayout Search Layout Record Type Field Level Security on Layout Object Level Security Model (Table) Profile Level Permission Set Level Field Level Security Model (Column) Profile Level Page Layout
Security Permission Set Security Record Level Security Model-Sharing Settings(Row) Overview of Record Level security Organization-Wide-Default Sharing Rules Grant Access Using Hierarchies Internal Access External Access Mannual Sharing Owner Based Sharing Rule Both Usage of Profile and OWD RealTime Scenarios Workflows And Approvals Overview of Workflows Email Alerts Tasks Field Updates Outbound Messages Time Dependent Workflow Actions Order of Execution Approval Process Definition Dynamic Approval Process Multi-Step Approval Process Parallel Approval Process Approval Process Actions Real Time Scenarios Data Management With SFDC Overview Import wizard Limitations on Import Wizard Data Export Import Objects .
CSV File usage in salesfore Import Data into Salesforce Data Loader Mass Transfer Records and Delete of Records Process Builder Overview of Process Builder Working with Process Builder Workflows With Process Builder Community Creation Customer community Partner Community Creating User On Community Self Registration Security Settings Single-Sign-on settings Session Settings Password Policies Identity Provides Login Access Identity Connect Email Admin Setup Email Administration Deliverability Test Deliverability Organization-Wide Addresses Setting Email Footers Compliance BCC Email Administrative Integration Overview on Declarative(no-code) and Programmatic (coding) Integrating SFDC to SFDC, SFDC to Excel and SFDC to Facebook Reports And Dashboards
