Salesforce CRM

10000 22000 30000
Salesforce CRM

SALESFORCECRM

CRM CONCEPTS

  1. What is CRM?
  2. Common business issues faced by companies today
  3. How CRM can help?
  4. What CRM brings to business?
  5. Evolution of CRM
  6. Business value of CRM
  7. What CRM means to you as a user?
  8. Customers benefiting from CRM
  9. A view of available of CRM products from IT industry
  10. Compare Salesforce.com CRM with other CRM products

SALESFORCE Administration

Sales Cloud Concepts

  1. Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  2. Understanding Leads and Opportunities
  3. Adding A Lead
  4. Adding An Account
  5. Edit An Account Record
  6. Adding A Product To An Opportunity
  7. Sales ID
  8. Adding A Task
  9. Connect To Microsoft Outlook
  10. Send And Add An Email
  11. Logging A Call
  12. Document Tab
  13. Web to lead
  14. Web to case
  15. Assignment Rules
  16. Auto response Rules
  17. Sales automation
  18. Converting A Lead
  19. Team Contacts
  20. Adding An Opportunity
  21. Adding A Contact
  22. Creating A View
  23. Activity History
  24. Submitting A Case
  25. Campaigns Partner Roles Portals
  26. Communities

 

Standard SFDC Applications

  1. Salesforce CRM Content
  2. Chatter
  3. Salesforce Knowledge
  4. Entitlements & Service Contracts
  5. Salesforce Answers
  6. Salesforce Mobile
  7. Customer Portal Partner Portal Salesforce to Salesforce
  8. Force.com Sites

Sales force.com Overview

  1. Overview of products
  2. Sales cloud and jigsaw
  3. Service cloud and Remedyforce
  4. Social Chatter and Radian6
  5. Custom Force.com, Database.com, Heroku
  6. App exchange
  7. Editions and pricing

Service Cloud Concepts Create Case

  1. Researching and Resolving Cases
  2. Communicating the Outcome
  3. Automate case management
  4. Capturing and associating cases efficiently
  5. Helping customers helping themselves
  6. Improving productivity
  7. Manage Cases

Security

  1. User Security and Authentication
  2. Session Security Network
  3. Security Security Tokens
  4. Data Security

Standard Objects

  1. Account
  2. Person Account
  3. Contact
  4. Lead
  5. Campaign
  6. Opportunity
  7. Quote
  8. Product and Price Bank
  9. Case
  10. CRON Trigger

Managing Users

  1. Profiles
  2. Roles
  3. Groups
  4. Queues
  5. Permission Sets

Securing and Sharing Data

  1. Object-Level Security
  2. Field- Level Security
  3. Record-Level Security
  4. Field Accessibility
  5. Record Types

Automate Business Process with Workflow Developing Approval Processes

  1. Formulas
  2. Syntax
  3. Object Formulas
  4. Where Do I Use Them?
  5. Workflows &Business Rules
  6. Visualforce
  7. Limitations
  8. Best Practices
  9. Predefined Function and experiment                

Going Global

  1. Divisions
  2. Locale
  3. Currencies
  4. Advanced currency Management
  5. Translating the User Interface
  6. Import
  7. Export

Using Analytics

  1. Running Dynamic Reports
  2. Custom Report Types
  3. Dashboards
  4. Analytic Snapshots

 

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  1. Import Data wizard
  2. APEX Data Loader
  3. From Command Prompt

Monitoring your Org

  1. Debug Logs
  2. Email Logs
  3. Login History
  4. View Setup Audit Trail
  5. Time-based Workflow
  6. Scheduled Job
  7. Outbound Messages
  8. Apex Job Queue
  9. Import Queue
  10. Mass Email Queue
  11. Case Escalation Rule Queue
  12. Entitlement Process Queue
  13. Bulk Data Load Jobs

 

SALESFORCE Development

  1. Enable Developing mode
  2. Overview about Developer Console
  3.  Installing Eclipse
  4.  Overview about using eclipse and options
  5. Installing ant and Maven in the eclipse

OOPS (Object-oriented programming)

  1. MVC Architecture
  2. Comparison of MVC to SalesForce APPS
  3. OOPS Basics
  4. Lexical
  5. Tokens
  6. Identifiers
  7. Variables
  8. Data Types
  9. Methods
  10. Access Modifiers
  11. Comparison between Method/Function and Procedure
  12. Classes
  1. Creation of Variables
  1. Getter Methods
  2. Setter Methods
  1. Creation of Methods
  2. With Sharing
  3. With Out Sharing
  1. Creation of Objects
  2. Reference Variables
  3. Constructors
  4. Class Scope
  5. Static Variables
  6. Static Methods
  7. Static Blocks
  8. Final Variables
  9. Final Static Variables
  10. Arrays
  11. Advantages and Disadvantages of Arrays

APEX

  1. Collections
  1. List Class and Methods
  2. Set Class and Methods
  3. Map Class and Methods
  1. Select Option Class

     .          SOQL (Salesforce Object Query Language)

  1. Group By
  2. Having
  3. Limit
  4. Offset
  5. Update Lock
  6. Parent to Child object Query
  7. Child to Parent object Query
  8.  Aggregate Result
  1. Compression of Database. Query and static query
  2. Governing limits for SOQL
  3. DML operations
  4. Database. DML operations
  5. Compression of DML with Database.DML
  6. Database. Save Point
  7. Database. Rollback operations
  8. Inheritance in Class
  9. Overriding classes
  10. Working with workbench
  11. Writing a test classes
  12. SOQl Governing limit
  13. DML governing limit
  14. DML on No. of records
  15. Future Methods
  16. Setup Objects
  17. Non Setup Objects
  18. Mixed DML exception
  19. AsyncApexJob class
  20. Batch Apex
  1. Custom Iterable Class
  2. Database.QueryLocator
  3. Start Method
  4. execute Method
  5. finish Method
  6. Database.BatchableContext
  7. Implementing Database.Stateful Interface
  8. Calling Future Methods
  9. Creating a future methods in a batch
  10. Invoking callouts from Batch apex
  11. Implementing Database.AllowCallouts
  12. Calling batch with in a batch
  13. Handling exceptions in batch apex
  14. Sending email from finish
  15. Invoking another batch from Batch
  16. Serializing Batch apex
  1. Email Services
    1. Outbound Email Services
    2. Single Email Message
    3. Sending Pdf attachment
    4. Sending Email Template
    5. Attaching VF page as an attachment
    6. Attaching the Email to activities
    7. Creating a PDF from future methods
    8. Mass Email Message
    9. Governing Limits
    10. Inbound Email Service
    11. Creating Inbound Email Handlers
    12. Creating Inbound Email Service
    13. Creating a lead based on inbound email
    14. Invoke a batch apex based on Inbound
  2. Schedule Apex
    1. Implementing Schedule Apex
    2. Cron Trigger
    3. Invoking Batch Apex
    4. Invoking Future Methods from Schedule Apex
    5. Invoking the Callouts from Schedule Apex
    6. Sending Email from Schedule Apex
    7. Test Classes
    8. Governing Limits
  3. Triggers
    1. Trigger Events
    2. Trigger Context variables
    3. Insert Triggers
    4. Trigger. New in before insert and after Insert .
    5. DML in before insert and after Insert.
    6. System validation and before Insert Trigger Combination.
    7. System validation and Before Insert and custom validations.
    8. System validation and Before Insert, Custom validation and after Insert trigger Combination.
    9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule Combination.
    10. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response Combination
    11. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response, workflow Combination
    12. 9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2   Combination
    13. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup summary combination 
    14. System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup, Formulas combination
    15. Update Triggers
    16. Trigger.Old
    17. Trigger.OldMap
    18. Trigger.New
    19. Triger.NewMap
    20. Recursive trigger
    21. Trigger handlers
    22. Trigger’s on Parent Child objects
    23. Delete Triggers
    24. Trigger. Old
    25. Trigger. OldMap
    26. Undelete Triggers
    27. Trigger. New
    28. Trigger. New Map
    29. Invoking Batch Apex from Triggers
    30. Invoking Schedule Apex from Triggers
    31. Invoking Email’s from Triggers
    32. Invoking future Methods from Triggers
    33. Invoking Callouts from Triggers
    34. Invoking apex classes from Triggers
    35. Dataloader with Triggers
    36. Test Classes
  4. Schema Programming
    1. Invoking List of object from Schema
    2. Invoking List of field from a given object
    3. Comparing the data type and fetching PickList fields from the object
    4. Creating a custom picklist field with the options from the given picklist field from given object
    5. Fetching the list of tabs available in the schema
  5. Meta data API
    1. Creating Object using Apex
    2. Creating a field in the object with given field type in the custom object
    3. Comparing two objects and their field and Creating them in case there are no mapping
    4. Creating a Tab in sales force using Java / Salesforce external org
  6. Custom Setting:
    1. List
    2.  Hierarchical
  7. Salesforce to Salesforce without Coding
  8. Salesforce to Excel without coding
  9. Salesforce to Informatica without Coding
  10. Salesforce to Facebook without Coding (Authentication provider, Single Sing on)
  11. Salesforce to OKTA (single sign on)
  12. Apex based Sharing rules
  13. Apex based auto approval process
  14. Wrapper Class

VISUALFORCE

  1. Create VF Page
  2. Using Url
  3. Using Developer Console
  4. Using Eclipse
  5. Using Standard Navigation
  1. Printing Static data
  2. Binding the global data on VF page
  3. Global Objects in VF page
  4. Apex:PageBlock
  5. Apex:PageBlockSection and apex :PageBlockSectionItem
  6. Input Components
  1. InputText
  2. InputField
  3. InputHidden
  4. InputSecret
  5. InputTextArea
  6. InputCheckbox
  1. Output Components
  1. OutputText
  2. OutputLabel
  3. OutputField
  1. Creating Custom Account object Edit Page
  2. Creating Custom Object Detail page
  3. CSS in VF page
    1. Internal CSS
    2. InLine CSS
    3. External CSS using static Resource
  4. JavaScipt in VF page
    1. Internal javascript
    2. External javascript
    3. Events & validations
    4. Invoice pages
  5. Jquery in VF page
    1. Establish a plugin using Static Resource
    2. Establish a plugin using Url
    3. AutoComplete
    4. Paginations
  6. Ajax in VF page
    1. Sforce connection
    2. Querying data from VF page
    3. DML operations directly from VF page without apex
  7. AutoLookup functionality using Ajax and Jquery
  8. List Views
  1. PageBlockTables
  2. Data Tables
  3. Data List
  1. Enhanced list view
  2. Insert, Include and define
  3. Panel Grid, Panel group, output panel
  4. SelectList, Selectoption, SelectOptions
  5. Establishing Connection between Apex and VF page using Controller
  6. Custom Picklist field using SelectOption
  7. ActionSupport, ActionFunction, Action Pooling
  8. Remote method invocations
  9. Soap call form VF pages
  10. Charts and Dashboard using VF page
  11. PDF pages
  12. Visualforce custom Components
  13. Apex pagination
  14. Data transfer between the pages
  15. Controller and Extensions
  16. Overiding the Standard buttons and links
  17. SControllers

 

 

Duration: 60 Days

Fee: Rs.22,000

 

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