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Salesforce

For sales and marketing

For sales managers, CRM cloud apps provide real-time visibility into their team’s activities so they can forecast sales with confidence. For sales reps, CRM cloud apps make it easy to manage customer information so reps spend less time handling data and more time with customers.

For marketers, nothing is more important than tracking the sales that result from leads generated through marketing campaigns on your Web site, in email, or with Google AdWords. CRM cloud apps let marketers track leads and sources, route leads to the right salespeople in real time, and provide the analytics to see what’s working and what can be improved

CRM Cloud Platform

CRM cloud apps need to be easy to use for sales, marketing, and service professionals in any industry. That’s why smart companies rely on a CRM platform that gives them complete freedom to customize CRM for their business. It’s the best way to boost adoption and make sure your CRM apps are working the way you do.

CRM Cloud Infrastructure

Successful CRM customers rely on a proven, trusted infrastructure—the servers and software in a data center—for running their CRM applications. For CRM to work effectively, it must have three characteristics:

  • High reliability – uptime that exceeds 99.9%
  • High performance – data access in less than 300 ms
  • High security – industry certifications

Type II

An effective CRM infrastructure is based on multitenancy: multiple customers sharing common technology and all running on the latest release, much like Amazon.com or Google. With multitenancy, you don’t have to worry about application or infrastructure upgrades—they happen automatically.

Course Curriculum

Salesforce Course Content

  1. Configuration
  2. Data Utilities
  3. Data Modeling
  4. Administration
  5. Customization
  6. Business Logics
  7. Reporting & Analytics
  8. Visual force
  9. APEX
  10. AppExchange
  11. Integration
  12. Development on IDE

Attendees also learn:

  1. Resume Preparation Guidelines and Tips
  2. Mock Interviews and Interview Preparation Tips

Topics Covered

Sales Force Dot Com (SFDC)

Configuration

  • CRM Overview
  • Introduction to Cloud Computing
  • Salesforce Basics
  • Understanding SFDC UI
  • Personal Setup
  • Reset Person Info ~ Password ~ Security Token
  • Understanding Salesforce Editions
  • Configuring Company Setup
  • Security and Identity Confirmation

Data Utilities

  • Creating ~ Editing ~ Deleting: Records
  • Mass Data Operations
  • Mass Upload ~ Mass Update ~ Mass Delete ~ Mass Transfer
  • Exporting Data
  • Scheduling Exports
  • Data Storage Usage
  • Data Loader

Data Modeling

  • Introduction to SFDC Components
  • Customizing Standard SFDC Components
  • Creating Custom SFDC Components
  • Understanding Data Structure
  • SFDC Data Components – Overview
  • Data Relationships
  • Lookup Relations
  • Master Detail Relationships
  • Many to Many Relationship
  • Junction Objects
  • Creating Field Dependencies

Administration

  • Converting Leads
  • Managing Users
  • Managing Roles
  • Managing Profiles
  • Organization Wide Default
  • Defining Sharing Rules
  • Field Level Security
  • Field Accessibilities

Customization

  • Customizing Email Templates
  • Creating Email Templates
  • Mass Emails
  • Introduction to SFDC Home Pages
  • Customizing Home Page Layouts
  • Creating Custom Home Pages
  • Customizing Page Layouts
  • Customizing Display – Tabs & Pages
  • Customizing Views
  • Creating and Managing User Groups
  • Creating Service Cloud Console
  • Agent Console Tab

Business Logics

  • Automation using Formulas
  • Defining Validation Rules
  • Creating SFDC Flows
  • Email Alerts
  • Automatic Field Updates
  • Assigning Tasks
  • Workflow Rules & Approval Processes
  • Record Types
  • Roll-Up Summary

Reporting & Analytics

  • Working with Standard Reports
  • Creating reports
  • Report Formats
  • Controlling Report Accessibility
  • Scheduling Reports
  • Defining Report Types
  • Including Charts
  • Creating Dashboards
  • Dashboard Refreshes

Visual force

  • Custom Controllers
  • Custom List Controllers
  • Controller Extensions
  • Overriding Standard Pages
  • Using Input Components
  • Visualforce Page Blocks
  • Creating Email Templates with Visualforce
  • Creating VF Pages in IDE
  • Configuring Development Mode
  • Creating VF Pages in UI
  • Standard Controllers
  • Standard List Controllers
  • Visualforce Forms
  • Custom List Controllers
  • Adding Interactivity to Pages
  • HTML in Visualforce
  • CSS in Visualforce

APEX

  • Basics – OOPS Concept
  • Understanding Classes
  • Introduction to APEX
  • Data Types
  • Variables
  • Expressions
  • Assignment Statements
  • Conditional (If-Else) Statements
  • Creating APEX Classes in IDE
  • SOSL-Salesforce Object Search Language
  • SOQL-Salesforce Object Query Language
  • Creating APEX Classes in UI
  • Creating APEX Triggers in IDE
  • Creating APEX Triggers in UI
  • Understanding APEX Methods
  • Creating Search Layouts
  • Creating Test Classes

AppExchange

  • Creating Packages
  • Deploying Apps to AppExchange
  • Introduction to AppExchange
  • Installing Apps from AppExchange

Integration

  • Creating Force.com Sites
  • Creating Customer & Partner Portals
  • Distributing Packages
  • Deploying Apps to other Org
  • Web to Lead
  • Uploading Apps

Development on IDE

  • Working on Eclipse
  • Configuring Force.com IDE
  • Creating Force.com Projects
  • Working with Metadata Components

ROAD MAP

Priority Training

FAQ's

1.Is there any Demo Video I can see before enrolling to the course?Yes, Demo Videos are provided free and you can attend one of our Live Demo Sessions.2. How soon after I Enroll would I get access to the Training Program and Content?Right after you have Enrolled, we will send you an Email to your Gmail id with a Video on How To login to the training blog and get access to the training program and content.

3. Who are the instructors and what are their qualifications?

All our instructors are Senior Consultants themselves with a minimum of 10 years of real-time experience in their respective fields. Each trainer has also trained more than 100 students in the individual and/or corporate training programs.

4. How will be the practicals/assignments done?

Practicals/assignments will be done using the training blog. Instructions will be sent after you enroll.

5. When are the classes held and How many hours effort would I need to put in every day/week?

Online Live sessions are held weekdays evening EST (Eastern Standard Time GMT-5:00) or on Weekends. The schedule is posted for each batch on the website. You have to put in a effort of 8-10 hrs per week going threw the videos once again and completing your assignments.

6. What if I miss a class?

We record every Live session and after the session is complete, we will post the Video recording of that session in the blog. You will have access to these Video recordings for 6 months from the date you start your training. Material access will be provided using Google Drive Cloud for lifetime.

7. Will I get 24*7 Support ?

You will get 24*7 access to the blog to post your questions. Trainers will answer your questions within 24 hrs of time. Normally they answer very frequently, like about 1-2 hrs. You can also approach your training coordinator or Support Staff threw skype for the same.

8. How can I complete the course in a shorter Duration?

Yes you can. Go for the Video Training.

9. What internet speed is required to attend the LIVE classes?

512Kbbs/ 1Mbps of internet speed is recommended to attend the LIVE classes. However, we have seen people attending the classes from a much slower internet.

10.What are the payment options?

We accept all Credit Cards, via Paypal

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