Salesforce crm training

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Salesforce crm training

  1. 1. Sales force Consultant Training Configuration Hands-on configuration 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 Sales force CRM Navigation ▪ Getting Started with Sales force 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  2. 2. 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  3. 3. • 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  4. 4. 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  5. 5. 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  6. 6. 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 www.futurepointtech.com info@futurepointtech.com 040 65551274
  7. 7. :::: 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 Courses • • • • • • • • • • • • • • • • • • • • • Offerings Android Business Analyst Cognos 8 BI & Tm1 Data Stage DB2 DBA Dot Net DAC Hyperion Essbase , Planning IBM Lotus Notes (Development) IBM Lotus Notes Domino Server Administration IBM Message Broker IBM MQ Series IBM Web Sphere Application Server Administration (WAS) IBM WAS Portal server Development Informatica I Phone Java/J2EE MicroSoft .NET Technologies (VB.NET, C#, ASP.NET) Microstrategy MicroSoft Business Intelligence MicroSoft Dynamics CRM www.futurepointtech.com info@futurepointtech.com 040 65551274
  8. 8. • • • • • • • • • • • • • • • • • • • • • • • • • OBIEE 11 g Oracle APPS – HRMS Oracle APPS – SCM Oracle APPS – Financial Oracle APPS – Technical Oracle BI Apps Oracle BI Publisher Oracle DBA 11g Oracle Fusion SOA , B2B, Oracle SQL , PL SQL PHP Perl Scripting SAP SD & BO & ABAP Sales Force CRM SharePoint Server 2010 Shell Scripting Siebel CRM , EAI, E-Scripting SQL Server DBA Springs and Hibernate Testing Tools - QTP, QC, Load Runner, Selenium TIBCO BW, BE, CIM, TIBCO I Process Unix Administration WCF, WPF, LINQ, AJAX, SILVER LIGHT Webmethods Webservices , SOAP ( JAVA) Visit www.futurepointtech.com for course curriculum Drop a mail info@futurepointtech.com we will get in touch with u www.futurepointtech.com info@futurepointtech.com 040 65551274

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