Salesforce Online Training & Certification

• What is CRM?
• Need for CRM
• Basic Elements & Sub Modules in CRM 

• Introduction to Cloud Computing 
  

• SaaS (Software-as-a-Service) 
  

• PaaS (Platform-as-a-Service) 
  

• IaaS (Infrastructure-as-a-Service)
  

• What is Salesforce? 
  

• CRM Editors

• Navigating through Salesforce.com
  

• Terminology used in Salesforce Cloud 
  

Archived Article, Article, Article Manager, Article Type, Article-Type Layout, Article-Type Template, Category Group for Articles, Channel, Data Category for Articles, Draft Article, Draft Translation, knowledge Agent, Published Article, Published Translation, and many other terminologies were used for standardizing the utility of the software.

• Salesforce Cloud Platform 
  

• Salesforce Cloud 2 Platform

• Force.com Platform

• Elements of Salesforce Applications
  

Salesforce application contains various tools, API's to support the management tasks and report generations.

• Creating Profiles and Managing Personal Information 
  
• Password Management 
  

The accessibility of the Salesforce CRM software can be authenticated and secured with the help of passwords to users.

• User Roles 
  

According to the necessity and roles of the user, their accessibility can be customized inside the Salesforce CRM software.

• User Permissions 
  

In order to restrict the user to use the relevant services and tools of the Salesforce CRM software, user permissions are assigned to respective users.

• Profiles and Sharing  
  

New profiles are created to log in and use the CRM services and the data can be shared efficiently between the user profiles.

• Standard & Custom Objects 
  

Standard and Custom Object are among the basic building blocks of Salesforce CRM.

• Custom Fields & Tabs 
  

Custom fields and tabs are created by the customers who can store sensitive data and can be encrypted for privacy.

• Dependent Pick Lists and Customized Page Layouts 
  

Salesforce CRM allows custom page layouts to format the page for different media.

• Customized Application 
  

The Salesforce allows creation of fast and easy custom applications and deeply customized applications to fulfill the need of the enterprise. Excellent tools are available for performing customizations without any compromise.

• Standard Objects 
  

Standard Objects are pre-defined objects in Salesforce that are used for containing the information of enterprise or organization.

• Relationship and its Types 
  
• Master-detail 
  

This type of relationship is used for creating a record that controls all the sub records and its details.

• Look-up 
  

This type of relationship is used for linking two objects. But the details and existence of one object will not affect the other.

• Many-to-Many 
  

In Many-to-Many relationship, records can be linked to many records and many records can be linked to same record.

• Roll-up Summary Fields 
  

Roll-up summary fields are fields that can compute the values from related set of records.

• Rules for Validating Data 
  

These are data validation rules that are used for increasing the user efficiency and user friendliness.

• Formula-Field Customization  
  

Fields can be customized with custom formula that can less than or equal to 3900 characters.

• What is Workflow? 
  

Workflow enables the user to set up workflow rules.

• Workflow Rules 
  

Workflow rules are used for capturing the changes in records and triggering respective actions defined for that respective change.

• Creating Email Template 
  

Creating email template for workflow actions is required before Email workflow actions.

• Setting up Workflow Rules and Actions 
  

Here the rules and actions are defined for a field. The rules includes certain constrains and functions to be performed.

• Workflow Approval 
  

Workflow Approval is an automatic process to approve records or fields in Salesforce.

• Planning Approvals 
  

The successful implementation is achieved only after the proper planning of Approvals.

• Standard and Jump Start - Approval Wizard 
  

Standard Approval wizard is very efficient during complex approval process and Jump Start Approval Wizard is very useful for accomplishing simple approval process.

• Workflow Approval Creation  
  

Workflow approvals can be created with standard setting and customized settings in Salesforce.

• What is Report? 
  

The complete information with real-time snap shots are documented as a report.

• Custom Reports 
  

The reports can be extended with custom options and information by creating customized reports.

• Filters, Conditional Highlights 
  

Filters are used for honing the exact information from the large volume of data records.

• Customized Summary Formula 
  

Customized Summary Formula is used to compute the additional calculations with the values available in the fields of report.

• Working with Analytics Dashboards  
  

Salesforce Analytic Dashboard contains key indicators for tracking and visualizing the performance of an enterprise or business.

• Importing & Exporting 
  

The data can be imported to Salesforce CRM from data sources with CSV (comma-separated-values) format.

• Importing Customized Object Records 
  

Salesforce allows up to 50,000 custom object records to be imported at a time.

• Creating and Managing Users 
  

Salesforce allows users creation and management to monitor and control the data accessed.

• Creating and Managing Profiles 
  

User Profiles are created and managed to define and modify the access levels and permissions of user to access records in Salesforce.

• Roles and Permissions 
  

The visibility of the data to users is managed on the basis of roles of the user. To grant access to use certain futures, the user profile settings are specified with those permissions.

• Creating and Managing Groups  
  

The public groups are created and managed by the administrators of the Salesforce. Any user can create and manage their personal group.

• User Management 
  

Every user has individual user profiles with username protected with password. The roles, permissions and tasks of the user are based on their user-profile settings.

• OWD (Organization Wide Defaults) 
  

Organization Wide Defaults are used by the administrators to specify the default setting for all the users in the organization.

• Object-level, Field-level & Record-level Security  
  

The security settings are defined for the objects in the database. The access to view and manage specific fields is controlled by Filed-Level security. Using security filters in tables denotes the Record-level security.

• Creating and Managing Record Types  
  

In accordance with the type of sales and business, the records can be segregated by defining record types.

• Sharing Rule Definition 
  

In order to modify or customize the OWD (Organization Wide Defaults) settings, the sharing rules are defined.

• Types of Sharing Rules  
  

There are different types of sharing rules pertaining to account, account territory, campaign, assets, custom objects, case, leads, opportunities, orders, users, and contacts etc.

• Logs and Email Logs Debugging 
  

Salesforce allows retaining and managing the logs and emailing debug logs.

• Setting up Audit Trail 
  

By setting up Audit Trail, you can track the changes made on the setup by the administrators of the enterprise.

• Queue 
  

Queues are used for effective management of custom objects, leads, orders, cases, service contracts in Salesforce. Any member of the queue can become the owner of the records placed in that queue.

• Schedule, Apex and Bulk Data Load Jobs  
  

You can schedule to specify when an execution of a class to be made. Maximum of 100 Apex jobs can be scheduled at a time. These Apex jobs might be delayed depending on the availability of service. With the help of Bulk Application Programming Interface (API), large volume of data can be created, updated, and deleted in Salesforce.

Applications can be created, tested, and debugged with the help of this IDE (Integrated Development Environment) in Salesforce called Developer Console.

Salesforce CRM Architecture is a scalable software architecture that is comprised of Linux Red-hat Operating System with database servers, application servers, search servers, and backup software.

The object oriented programming concepts helps to understand the objects used in the Salesforce CRM.

• Building Blocks of Apex Development 
  

The basic building blocks of Apex language are variables, arrays, collections, operators and control logic.

• Apex Triggers 
  

Apex contains Triggers that are codes to be executed before or after inserting, updating, and deletion operations.

• Apex Programming  
  

Apex is an object oriented programming language that is used in Salesforce CRM to use and manage the database.

• Controllers 
  

There are standard and custom controllers in Salesforce which contains the functionality to control the visual data to be displayed in a page.

• Components 
  

Components are created and used in Salesforce by using the prefix of the component as a reference.

• Dynamic Visual Force Bindings 
  

According to the changes in states, the dynamic visual force components change the content in the page.

• Email Visual Force Integration 
  

Email Visual Force Integration allows the developers to accomplish advanced data operations on the recipient email data.

• Visual Force Charting 
  

Visual Force pages and other custom components can be enhanced by creating Charts with the help of Visual Force Charting.

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
  

• 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.