SALESFORCE

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Last Update March 11, 2022
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About This Course

 

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Introduction

Salesforce Training

Salesforce is one of the most leading CRM software on cloud computing technology embraced by many companies across the globe. Salesforce popularity is owing to its impressive features and excellent functionality and has helped it stay ahead of customer relationship management.

Our Salesforce Online Training ensures that students get hands-on with learning Salesforce from an industry and business perspective. This Online Salesforce Admin Training course is ideal for beginners as well as professionals with basic working knowledge of Salesforce on managing the business data like save, analyze, accessibility, derive analytics upon it. With Salesforce Admin you can efficiently manage your customer details, track down the sales and predict clear idea on future marketing campaigns with post sales services. We also give salesforce certification Training to our students on demand with no extra cost.

Course Objectives

What you’ll learn in Salesforce Training Course?

  • Covers core understanding about CRM
  • Focuses on different Salesforce products
  • Present basic and advanced functionalities of Salesforce
  • Covers all important Salesforce topics such as Administration, Reporting, Cloud services
  • Dynamic curriculum with the inclusion of latest developments in the field
  • Ideal for all aspirants including software developers, analytics professionals, and enterprise architects
  • Designed from a practical and industry perspective

Core Benefits of learning Salesforce

Salesforce is the leading CRM across the globe adopted by different kinds of organization across various sectors. A brilliant CRM system, Salesforce provides the perfect backbone for organizations to collaborate with different departments and centralize customer information. Salesforce is also equipped with superior reporting tools and dashboards that help companies analyze data and assist In decision making. Salesforce is, therefore, the first choice to learn for professionals seeking to make a career in the CRM space.

Course Contents

The Salesforce online training course at IQ Tech ensures that students learn, appreciate and use the brilliant functionalities of this software. A comprehensive course it is backed with real-life scenarios and case studies to ensure that the practical application of this CRM comes naturally to learners.

Course Curriculum

Cloud Computing Conceptual, Fundamentals & Key Elements

  • Cloud Computing: Introduction, Purpose, Evolution, Advantages/ Disadvantages, Classification
  • Various Cloud computing techniques fetchers
  • Cloud Computing as a service model
  • Explore SAAS (Software as a service)
  • Explore PAAS (Platform as a service)
  • Explore IAAS (Infrastructure as a service
  • Deployment, access model to determine the model
  • The functionality of Public Cloud, Private Cloud, Hybrid Cloud

CRM Overview

  • CRM Functionality
  • Basics of Salesforce CRM: Navigation & Terminology
  • com CRM Vs. other CRM products
  • Salesforce CRM: Customer Centric & Tailor –Made
  • Salesforce CRM: Setup, Personal Setup, App Setup, Admin Setup
  • Salesforce Cloud: Overview, Functionality
  • Overview of Sales Cloud, Service Cloud & Collaboration Cloud
  • Real-time Project life cycle

Sales Force CRM Functionality Overview

  • Overview of Apex data loader
  • Overview of Organization Administration
  • Configure the organization’s language & locale
  • A process to Manage currency
  • Work on Customization
  • Techniques to Define custom profiles & custom fields
  • Dependent pick list Creation
  • Work on to Customize lookup fields, validation & formulas, page layouts, standard related lists
  • Overview of Use field-level security
  • Workflow: Basics, Approvals, Definition & Setup: rules, Tasks, Alerts
  • Overview of Workflow Approvals
  • Overview of Workflow based Plan approvals
  • Approval wizard standard Vs. jump start

Configure Security Driven Profile Access

  • Set : Users& organization-wide defaults
  • Trace” Record accessed”
  • Role hierarchy Configuration
  • Functioning of role transfer & Mass Transfer
  • Overview of Profiles, Login History
  • overview of Data Utilities, Importing
  • Import solutions & Custom Object records using the data loader
  • Operations: User mass delete, Initiate weekly export
  • Storage& Analytics Usage
  • Generate Custom Reports: with Advanced Filters
  • Work on conditional highlighting
  • Work on custom summary formulas
  • Work on dashboards
  • Work on custom objects, custom tabs, custom web tabs
  • The App exchange: Overview, Purpose
  • Install & Delete an app
  • Basics of Visual Force: Purpose
  • MVC Architectural Overview
  • Controllers Functionality
  • Explore Variables & Formulas
  • Explore Standard Controllers & Standard List Controllers
  • Explore Custom Controllers & Controller Extensions
  • static resources & custom components: Overview, Usage Terms
  • Work on Styling VF pages
  • Work on Overriding buttons, links & tabs with VF
  • JavaScript-based VF Page designing

Advance Topics

  • APEX: Introduction, Importance, Basics, Scheduling & Invoking
  • Apex: Testing, Dynamic, Batch, Debugging & Deploying
  • Collections, Loops, Triggers, Classes, Objects and Interfaces
  • Manage Apex Development in packages
  • Overview of SObject, SOQL, Developing SOSL Queries

 

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