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CRM - Salesforce Development

Salesforce Development

Salesforce is the primary enterprise offering within the Salesforce1 Platform. It provides companies with an interface for case management and task management, and a system for automatically routing and escalating important events.
The Salesforce Developer Training course is a simple one and needs you to be familiar with some basic ethics of cloud computing technology.

    Configuration

    Hands-on configration of the SFDC Administration, Visual Force Pages and Controllers and OOPS with Force.com The following topics are covered in details along with hands-on practice:

  • ▪ Getting Started with Salesforce CRM Navigation
  • ▪ Getting Started with Salesforce CRM SF

Administration Essentials:

  • Security Confirmation
    • Activate your computer

Navigation

  • Set up Admin options & UI

Organization Administration

  • Set your organization’s language & locale
  • Manage currency

Customization

  • Create custom fields
  • Define dependent picklists
  • Customize lookup fields & formula fields
  • Customize page layouts
  • Customize standard related lists

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
  • Learn about folder access

Data Validation

  • Learn about Salesforce CRM data validation
  • Create data validation rules
  • Learn about custom fields required & unique properties
  • Learn about role transfer & mass transfer functionality

Data Utilities

  • Importing 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

  • 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

Building Applications with Force.com & Visualforce 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, and more
  • 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

Apex & Visualforce Controllers:
Apex

  • Learn about Apex features compared to other programming languages
  • Learn about use cases for which Apex is a good solution
  • Learn about Apex access modifiers
  • Learn about available Apex object types
  • Learn about types of collections
  • Learn the syntax for including SOQL queries within Apex
  • Write SOQL for loops to handle bulk data
  • Learn about the two types of DML statements
  • Use limit statements
  • Learn about the Save execution order and when “before” and “after” Apex triggers fire
  • Learn about the types of governor limits and contexts
  • Code Apex triggers to handle bulk data
  • Create a unit test for a previous class, using assertion methods, and run a test
  • Write a Web services class
  • Consume an external WSDL and access it through Apex
  • Learn the arguments to send an email from Apex
  • Create a Salesforce email domain and code a class to consume email

Visualforce Controllers

  • Explore the functionality of each Visualforce standard controller
  • Code custom controllers and extensions
  • Use testing, debugging, and deploying controllers capabilities
  • Learn the basics of testing controllers vs. regular Apex classes

Our distinct services include :

  • Material and Documents: We provide real time working documents and materials to our students.
  • Free System Access : We have the latest and most up to date platforms deployed on high-end servers that are available remotely and in-class on a 24/7 basis.
  • Interview Preparation: We will prepare you for interviews in your specialized area by providing some real time interview questions. We also conduct mock interviews and assist you in preparing a professional resume.
  • Placement Assistance: Our placement service division provides job placement support by submitting your resumes to prospective clients and emails you any new job opportunities in the market. However, we do not provide false guarantees on securing any jobs for you. We have a history of several ex-students who have secured excellent jobs based on our WORLD class training approach, implementation of case study projects and post training support.
  • Initial Job Stabilization Support: We support our students to get stabilized in their job in the first TWO months. If our students come across any issues, we are there to help them. Students can send an email to us with their issues, our experts will reply back with possible solutions within 24 hours.
  • Free Class Room sessions recording: In addition to the e-class training, we will give you authorization to record all of your e-class room training sessions, so that you can go back and review.

Other Courses related to CRM

Course registration

Instructor Led Hands-on eClassroom Training.

Key Points of Training Program :

Get to know more about CRM Salesforce training and Salesforce Certification. Bloom as a pro in CRM social media platform by getting certified as Salesforce consultant. If you’re already a certified Salesforce CRM, then start looking out for job opportunities in our listing page. Take a look at the CRM related salesforce jobs for Salesforce Functional Manager, Salesforce Consultants. Even, if there’s no prior experience in any of the CRM modules, you can still get your training in Salesforce (CRM).
  • Do you know?

    Salesforce brings you the latest in Customer Relationship Management (CRM). With the world moving its data to the cloud, you get to equip yourself to merge your CRM techniques with Cloud Computing. Create dashboards for your clients and generate reports easily to help them keep track of statistics which would otherwise require manual tasks by a support executive. Salesforce simplifies CRM and maximizes Customer Satisfaction!

  • What are the benefits of Salesforce Training?

    By the end of this course, you’ll be able to:
    Customize Salesforce CRM application (like page layouts, fields, tabs, and business processes etc)
    Manage a secure Salesforce CRM environment
    Import and maintain clean data
    Create reports and dashboards
    Deploy and use features of Salesforce CRM Sales, Salesforce Salesforce CRM Marketing, Salesforce CRM Service, Admin Console, and the AppExchange

  • Who should attend Salesforce Training?

    Salesforce.com CRM Administrators
    Salesforce.com CRM Developers
    Salesforce.com CRM Consultants
    Pre-requisites for Salesforce Training
    You need to have a good understanding of basic Salesforce.com CRM concepts and functionality. You should be aware of Salesforce CRM Navigation as well as Salesforce CRM Sales application functionality.

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