Salesforce CRM

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Tech Marshals is the Best Salesforce Crm Training Institute in Hyderabad, we are providing Salesforce CRM realtime Classroom Training in Ameerpet, Hyderabad, and also Salesforce Online Training to worldwide, you can learn from anywhere.

Salesforce Crm Training

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Salesforce CRM Admin and Developer Training

SALESFORCE CRM ADMINISTRATION

By Real-Time Experts  (Classroom / Online)
CRM CONCEPTS

What is CRM?

Common business issues faced by companies

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

Compare Salesforce CRM with other CRM products

SALESFORCE Administration

Chapter 1: 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
  • Document Tab
  • Web to lead
  • Web to Case
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case

Chapter 2: Standard SFDC Applications

  • Salesforce CRM Content

Chapter 3: Sales Force.com Overview

  • Overview of products
  • Sales cloud
  • Service cloud
  • Custom Force.com

Chapter 5: Service Cloud Concepts Create Case

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

Chapter 6: Security

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

Chapter 7:Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Case

Chapter 8:Managing Users

  • Profiles
  • Roles
  • Groups
  • Permission Sets

Chapter 9: Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Chapter 10: Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Chapter 11:Going Global

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

Chapter 12: Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards

Chapter 13: Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader

Chapter 14: Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • Time-based Workflow
  • Scheduled Job
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Bulk Data Load Jobs

Chapter 15: JavaScipt in VF page

  • Internal javascript
  • External javascript
  • Events & validations
  • Invoice pages

Chapter 16:  Jquery in VF page

  • Establish a plugin using Static Resource
  • Establish a plugin using Url
  • AutoComplete

Paginations

SALESFORCE CRM DEVELOPMENT

By Real-Time Experts  (Classroom / Online)
Chapter 1: Object Oriented Concepts

  • Programming basics
  • Translators
  • Program Execution
  • Decision Statements
  • Loops
  • Arrays
  • Class, object and OOPs concepts
  • Constructors and its types
  • Inheritance and its types
  • Overloading
  • Overriding

Chapter 2: Visual Force

  • VF introduction
  • Save Record
  • Display Single Record
  • Creation Custom Object,
  • Displaying page block Records
  • VF and javascript functionality
  • Modal Dialog
  • CSS Styles, Custom Components
  • Collections(List, set, map)
  • Ajax functionalities
  • Dynamic visual force components

Chapter 3: Apex programming

  • Apex introduction :Setter, getter methods
  • Communication  VF to Salesforce :Save & Display
  • Multiple Object Records
  • SOQL
  • SOSL
  • com IDE with eclipse
  • Governor limits
  • Dynamic apex
  • Dynamic visualforce components

Chapter 4: Triggers and advance apex

  • Introduction to triggers and Trigger Events
  • Triggers context variables
  • Triggers context variables consideration
  • Multiple Records
  • Duplicate Records
  • Apex Email API on inserting and deleting
  • Using Trigger After mode
  • Schedule apex and batch apex
  • Recursive triggers
  • Command links
  • Checkbox
  • Wrapper Class
  • Pagination

Chapter 5: Apex programming

  • Apex introduction :Setter, getter methods
  • Communication VF to Salesforce: Save & Display
  • Multiple Object Records
  • SOQL
  • SOSL
  • com IDE with eclipse
  • Governor limits
  • Dynamic apex
  • Dynamic visualforce components

Chapter 6: Triggers and advance apex

  • Introduction to triggers and Trigger Events
  • Triggers context variables
  • Triggers context variables consideration
  • Multiple Records
  • Duplicate Records
  • Apex Email API on inserting and deleting
  • Using Trigger After mode
  • Schedule apex and batch apex
  • Recursive triggers
  • Command links
  • Checkbox
  • Wrapper Class
  • Pagination
  • Mass update

Chapter 7: Test Classes in Salesforce

  • Creating a Test Classes,
  • code coverage of both apex and Triggers implementation
  • Use of test classes
  • Best practices of apex and Test Classes.

Chapter 8: Undlete Triggers

  • New
  • New Map
  • Invoking Batch Apex from Triggers
  • Invoking Schedule Apex from Triggers
  • Invoking Email’s from Triggers
  • Invoking future Methods from Triggers
  • Invoking Callouts from Triggers
  • Invoking apex classes from Triggers
  • Dataloader with Triggers
  • Test Classes

Chapter 9: Schema Programming

  • Invoking List of object from Schema
  • Invoking List of field from a given object
  • Comparing the data type and fetching PickList fields from the object
  • Creating a custom picklist field with the options from the given picklist field from given object
  • Fetching the list of tabs available in the schema

Chapter 10: Extensions

  • Standard Controller
  • Standard Set Controller

Chapter 11: Custom Setting:

  • List
  • Hierarchial
  • Salesforce to OKTA (single sign on)
  • Apex based Sharing rules
  • Apex based auto approval process
  • Wrapper Class

Chapter 12: Input Components

  • InputText
  • InputField
  • InputHidden
  • IinputSecret
  • InputTextArea
  • InputCheckbox

Chapter 13: Output Components

  • OutputText
  • OutputLabel
  • OutputField

Chapter 14: CSS in VF page

  • Internal CSS
  • InLine CSS
  • External CSS using static Resource

Salesforce CRM Admin and Developer training and certification in Hyderabad, India

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