SlideShare a Scribd company logo
1 of 3
SalesForce CRM ONLINE TRAINING

SALESFORCE CRM ONLINE TRAINING
Course Duration: 45 Hours
Delivery type: Instructor-led Online training
FOR FREE DEMO contact us at:

Phone: +91-8686222553
Phone: +91-850-012-2107
info@apex-online-it-training.com
Email: raj@apex-online-it-training.com
Email:

ABOUT THE TRAINER
12 YEARS OF INDUSTRY EXPERIENCE
7 YEARS OF EXPERIENCE IN ONLINE AND CLASSROOM TRAINING

SALESFORCE CRM ONLINE TRAINING COURSE
CONTENT
TRACK I: Objective
Identity Confirmation
•
Activate your computer
•
Setting Up the User Interface
•
Set up the UI & search options
•
Organization Administration
•
Set your organization’s language & locale • Manage currency
Customization
• Create
custom profiles & custom fields
•
Define dependent picklists
• Customize lookup fields & formula fields
• Customize
page layouts
• Customize standard related lists
• Learn about record types & business
processes
• Use field-level security
Security & Access
• Create & manage your users
•
Set organization-wide defaults
• Learn about record access
• Create the role
hierarchy
• Learn about the sharing model
• Manually share records
• Set up
opportunity team selling & account teams • Learn about folder access
Workflow
•
Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
Workflow
Approvals
• Plan approvals using workflow
• Use theapproval wizard – standard vs.
jump-start • Create workflow approvals
•
Data Validation
•
Learn about Salesforce CRM data validation
• Create data validation rules
• Learn
about custom fields & unique properties Data Utilities
• Import records using the
import wizards
• Use mass delete
• Use mass transfer
• Learn about storage
utilization
•
Analytics
•

Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use
custom summary formulas
• Create dashboards
The AppExchange
• Learn about the
AppExchange
• Install an app
• Uninstall an app
Marketing Administration
• Use the
integrated campaign builder
• Learn about lead queue & lead assignment setup • Learn
Web-to-lead & auto-response rules
Service & Support Administration
• Learn about
cases & solutions
• Set up case escalation rules
• Identify solution categories &
suggested solutions Salesforce Console
• Navigate the Salesforce Console
• Create a
Salesforce Console
Extending Salesforce CRM
• Learn about custom objects
• Learn
about custom tabs
• Learn about custom Web tabs
• Build a custom app

TRACK II :
Designing Applications on Force.com
• Learn about factors to consider when building a data model
• Develop custom objects and fields, encrypted fields, field help, and field
history 
tracking
• Use master detail, lookup, and many-to-many relationships
• Create a user interface for custom applications using the Custom Object tab,
Page 
Layout, and
• Customization options
• Set field attributes on the page layout
• Use the Custom Object queue and event-based workflow rules with field
update 
actions
• Develop custom formulas and validation rules 
Designing Applications for Multiple
Users
• Learn about factors to consider when designing applications for multiple users
• Create profiles, understand what a profile controls (including data access),
and 
customize
• profiles to manage the user experience
• Customize the user experience with record types and page layouts
• Control access to records
• Employ OWD, sharing rules and levels, roles, public groups, and manual share
• Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
• Apply OWDs, public groups, and manual sharing to create conditional access to data
• Analyze suitability of FLS, page layouts, and record types to satisfy
business 
requirements 
Implementing Business Processes 

• Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business
processes
• Use validation rules to enforce conditional required behavior
• Use functions to enforce data format and data consistency
• Implement multistep approval workflows and escalations to automate
business 
processes
• Create parallel approval workflows and workflow approvals with dynamic
approval 
routing
• Use outbound messages as part of an approval workflow
• Establish approval workflow criteria with crossobject formulas
• Set up field history tracking to audit processes
• Learn techniques to prevent or record data changes 
Managing Data
•
Learn when and how to use upsert
•
Use data management tools and the capabilities of API-based tools
•
Configure the Data Loader via command line
•
Encrypt passwords using encrypt.bat
•
Use the Data Loader to create mapping files and to upsert data 
Visualforce
Pages 
Learn about the capabilities of the Visualforce framework 
Incorporate Visualforce
pages into Salesforce Construct expression bindings and incorporate 
Salesforce into
Visualforce pages with Visualforce tags
Use Visualforce tags to create page layouts,input
forms, output tables, custom components; 
Create partial page refreshes on JavaScript
events
Learn about the functionality that comes with Visualforce standard controllers Find
out when Apex is required for creating custom controllers or extensions
FOR FREE DEMO contact us at:

Phone: +91-8686222553
Phone: +91-850-012-2107
info@apex-online-it-training.com
Email: raj@apex-online-it-training.com
Email:

More Related Content

Recently uploaded

Making and Justifying Mathematical Decisions.pdf
Making and Justifying Mathematical Decisions.pdfMaking and Justifying Mathematical Decisions.pdf
Making and Justifying Mathematical Decisions.pdf
Chris Hunter
 
The basics of sentences session 2pptx copy.pptx
The basics of sentences session 2pptx copy.pptxThe basics of sentences session 2pptx copy.pptx
The basics of sentences session 2pptx copy.pptx
heathfieldcps1
 
Gardella_Mateo_IntellectualProperty.pdf.
Gardella_Mateo_IntellectualProperty.pdf.Gardella_Mateo_IntellectualProperty.pdf.
Gardella_Mateo_IntellectualProperty.pdf.
MateoGardella
 
An Overview of Mutual Funds Bcom Project.pdf
An Overview of Mutual Funds Bcom Project.pdfAn Overview of Mutual Funds Bcom Project.pdf
An Overview of Mutual Funds Bcom Project.pdf
SanaAli374401
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
QucHHunhnh
 

Recently uploaded (20)

Making and Justifying Mathematical Decisions.pdf
Making and Justifying Mathematical Decisions.pdfMaking and Justifying Mathematical Decisions.pdf
Making and Justifying Mathematical Decisions.pdf
 
Z Score,T Score, Percential Rank and Box Plot Graph
Z Score,T Score, Percential Rank and Box Plot GraphZ Score,T Score, Percential Rank and Box Plot Graph
Z Score,T Score, Percential Rank and Box Plot Graph
 
The basics of sentences session 2pptx copy.pptx
The basics of sentences session 2pptx copy.pptxThe basics of sentences session 2pptx copy.pptx
The basics of sentences session 2pptx copy.pptx
 
ICT Role in 21st Century Education & its Challenges.pptx
ICT Role in 21st Century Education & its Challenges.pptxICT Role in 21st Century Education & its Challenges.pptx
ICT Role in 21st Century Education & its Challenges.pptx
 
Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17Advanced Views - Calendar View in Odoo 17
Advanced Views - Calendar View in Odoo 17
 
Advance Mobile Application Development class 07
Advance Mobile Application Development class 07Advance Mobile Application Development class 07
Advance Mobile Application Development class 07
 
Gardella_Mateo_IntellectualProperty.pdf.
Gardella_Mateo_IntellectualProperty.pdf.Gardella_Mateo_IntellectualProperty.pdf.
Gardella_Mateo_IntellectualProperty.pdf.
 
Accessible design: Minimum effort, maximum impact
Accessible design: Minimum effort, maximum impactAccessible design: Minimum effort, maximum impact
Accessible design: Minimum effort, maximum impact
 
Class 11th Physics NEET formula sheet pdf
Class 11th Physics NEET formula sheet pdfClass 11th Physics NEET formula sheet pdf
Class 11th Physics NEET formula sheet pdf
 
Mehran University Newsletter Vol-X, Issue-I, 2024
Mehran University Newsletter Vol-X, Issue-I, 2024Mehran University Newsletter Vol-X, Issue-I, 2024
Mehran University Newsletter Vol-X, Issue-I, 2024
 
How to Give a Domain for a Field in Odoo 17
How to Give a Domain for a Field in Odoo 17How to Give a Domain for a Field in Odoo 17
How to Give a Domain for a Field in Odoo 17
 
Mattingly "AI & Prompt Design: The Basics of Prompt Design"
Mattingly "AI & Prompt Design: The Basics of Prompt Design"Mattingly "AI & Prompt Design: The Basics of Prompt Design"
Mattingly "AI & Prompt Design: The Basics of Prompt Design"
 
An Overview of Mutual Funds Bcom Project.pdf
An Overview of Mutual Funds Bcom Project.pdfAn Overview of Mutual Funds Bcom Project.pdf
An Overview of Mutual Funds Bcom Project.pdf
 
SECOND SEMESTER TOPIC COVERAGE SY 2023-2024 Trends, Networks, and Critical Th...
SECOND SEMESTER TOPIC COVERAGE SY 2023-2024 Trends, Networks, and Critical Th...SECOND SEMESTER TOPIC COVERAGE SY 2023-2024 Trends, Networks, and Critical Th...
SECOND SEMESTER TOPIC COVERAGE SY 2023-2024 Trends, Networks, and Critical Th...
 
Measures of Dispersion and Variability: Range, QD, AD and SD
Measures of Dispersion and Variability: Range, QD, AD and SDMeasures of Dispersion and Variability: Range, QD, AD and SD
Measures of Dispersion and Variability: Range, QD, AD and SD
 
Grant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy ConsultingGrant Readiness 101 TechSoup and Remy Consulting
Grant Readiness 101 TechSoup and Remy Consulting
 
Unit-IV; Professional Sales Representative (PSR).pptx
Unit-IV; Professional Sales Representative (PSR).pptxUnit-IV; Professional Sales Representative (PSR).pptx
Unit-IV; Professional Sales Representative (PSR).pptx
 
1029 - Danh muc Sach Giao Khoa 10 . pdf
1029 -  Danh muc Sach Giao Khoa 10 . pdf1029 -  Danh muc Sach Giao Khoa 10 . pdf
1029 - Danh muc Sach Giao Khoa 10 . pdf
 
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
 
Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104Nutritional Needs Presentation - HLTH 104
Nutritional Needs Presentation - HLTH 104
 

Featured

Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
Kurio // The Social Media Age(ncy)
 

Featured (20)

Skeleton Culture Code
Skeleton Culture CodeSkeleton Culture Code
Skeleton Culture Code
 
PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024PEPSICO Presentation to CAGNY Conference Feb 2024
PEPSICO Presentation to CAGNY Conference Feb 2024
 
Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)Content Methodology: A Best Practices Report (Webinar)
Content Methodology: A Best Practices Report (Webinar)
 
How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024How to Prepare For a Successful Job Search for 2024
How to Prepare For a Successful Job Search for 2024
 
Social Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie InsightsSocial Media Marketing Trends 2024 // The Global Indie Insights
Social Media Marketing Trends 2024 // The Global Indie Insights
 
Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024Trends In Paid Search: Navigating The Digital Landscape In 2024
Trends In Paid Search: Navigating The Digital Landscape In 2024
 
5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary5 Public speaking tips from TED - Visualized summary
5 Public speaking tips from TED - Visualized summary
 
ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd ChatGPT and the Future of Work - Clark Boyd
ChatGPT and the Future of Work - Clark Boyd
 
Getting into the tech field. what next
Getting into the tech field. what next Getting into the tech field. what next
Getting into the tech field. what next
 
Google's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search IntentGoogle's Just Not That Into You: Understanding Core Updates & Search Intent
Google's Just Not That Into You: Understanding Core Updates & Search Intent
 
How to have difficult conversations
How to have difficult conversations How to have difficult conversations
How to have difficult conversations
 
Introduction to Data Science
Introduction to Data ScienceIntroduction to Data Science
Introduction to Data Science
 
Time Management & Productivity - Best Practices
Time Management & Productivity -  Best PracticesTime Management & Productivity -  Best Practices
Time Management & Productivity - Best Practices
 
The six step guide to practical project management
The six step guide to practical project managementThe six step guide to practical project management
The six step guide to practical project management
 
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
Beginners Guide to TikTok for Search - Rachel Pearson - We are Tilt __ Bright...
 
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
Unlocking the Power of ChatGPT and AI in Testing - A Real-World Look, present...
 
12 Ways to Increase Your Influence at Work
12 Ways to Increase Your Influence at Work12 Ways to Increase Your Influence at Work
12 Ways to Increase Your Influence at Work
 
ChatGPT webinar slides
ChatGPT webinar slidesChatGPT webinar slides
ChatGPT webinar slides
 
More than Just Lines on a Map: Best Practices for U.S Bike Routes
More than Just Lines on a Map: Best Practices for U.S Bike RoutesMore than Just Lines on a Map: Best Practices for U.S Bike Routes
More than Just Lines on a Map: Best Practices for U.S Bike Routes
 
Ride the Storm: Navigating Through Unstable Periods / Katerina Rudko (Belka G...
Ride the Storm: Navigating Through Unstable Periods / Katerina Rudko (Belka G...Ride the Storm: Navigating Through Unstable Periods / Katerina Rudko (Belka G...
Ride the Storm: Navigating Through Unstable Periods / Katerina Rudko (Belka G...
 

Sales force crm dev ONLINE TRAINING COURSE CONTENT

  • 1. SalesForce CRM ONLINE TRAINING SALESFORCE CRM ONLINE TRAINING Course Duration: 45 Hours Delivery type: Instructor-led Online training FOR FREE DEMO contact us at: Phone: +91-8686222553 Phone: +91-850-012-2107 info@apex-online-it-training.com Email: raj@apex-online-it-training.com Email: ABOUT THE TRAINER 12 YEARS OF INDUSTRY EXPERIENCE 7 YEARS OF EXPERIENCE IN ONLINE AND CLASSROOM TRAINING SALESFORCE CRM ONLINE TRAINING COURSE CONTENT TRACK I: Objective Identity Confirmation • Activate your computer • Setting Up the User Interface • Set up the UI & search options • Organization Administration • Set your organization’s language & locale • Manage currency
Customization
• Create custom profiles & custom fields • Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists
• Learn about record types & business processes
• Use field-level security
Security & Access
• Create & manage your users
• Set organization-wide defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Set up opportunity team selling & account teams • Learn about folder access
Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
Workflow Approvals
• Plan approvals using workflow
• Use theapproval wizard – standard vs. jump-start • Create workflow approvals • Data Validation • Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields & unique properties Data Utilities
• Import records using the import wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization • Analytics
  • 2. • Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Create dashboards
The AppExchange
• Learn about the AppExchange
• Install an app
• Uninstall an app
Marketing Administration
• Use the integrated campaign builder
• Learn about lead queue & lead assignment setup • Learn Web-to-lead & auto-response rules
Service & Support Administration
• Learn about cases & solutions
• Set up case escalation rules
• Identify solution categories & suggested solutions Salesforce Console
• Navigate the Salesforce Console
• Create a Salesforce Console
Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom Web tabs
• Build a custom app TRACK II :
Designing Applications on Force.com • Learn about factors to consider when building a data model • Develop custom objects and fields, encrypted fields, field help, and field history 
tracking • Use master detail, lookup, and many-to-many relationships • Create a user interface for custom applications using the Custom Object tab, Page 
Layout, and • Customization options • Set field attributes on the page layout • Use the Custom Object queue and event-based workflow rules with field update 
actions • Develop custom formulas and validation rules 
Designing Applications for Multiple Users • Learn about factors to consider when designing applications for multiple users • Create profiles, understand what a profile controls (including data access), and 
customize • profiles to manage the user experience • Customize the user experience with record types and page layouts • Control access to records • Employ OWD, sharing rules and levels, roles, public groups, and manual share • Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data • Apply OWDs, public groups, and manual sharing to create conditional access to data • Analyze suitability of FLS, page layouts, and record types to satisfy business 
requirements 
Implementing Business Processes 
 • Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes • Use validation rules to enforce conditional required behavior • Use functions to enforce data format and data consistency • Implement multistep approval workflows and escalations to automate business 
processes • Create parallel approval workflows and workflow approvals with dynamic approval 
routing
  • 3. • Use outbound messages as part of an approval workflow • Establish approval workflow criteria with crossobject formulas • Set up field history tracking to audit processes • Learn techniques to prevent or record data changes 
Managing Data • Learn when and how to use upsert • Use data management tools and the capabilities of API-based tools • Configure the Data Loader via command line • Encrypt passwords using encrypt.bat • Use the Data Loader to create mapping files and to upsert data 
Visualforce Pages 
Learn about the capabilities of the Visualforce framework 
Incorporate Visualforce pages into Salesforce Construct expression bindings and incorporate 
Salesforce into Visualforce pages with Visualforce tags
Use Visualforce tags to create page layouts,input forms, output tables, custom components; 
Create partial page refreshes on JavaScript events
Learn about the functionality that comes with Visualforce standard controllers Find out when Apex is required for creating custom controllers or extensions FOR FREE DEMO contact us at: Phone: +91-8686222553 Phone: +91-850-012-2107 info@apex-online-it-training.com Email: raj@apex-online-it-training.com Email: