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:  +91 8099 133 133 (India)

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:  +91 8099 133 133 (India)

Course Description

Get trained in Salesfore Administrator & Developer program is suitable for all types of candidaes even if you dont have any coding or technical background. 

 

What you will learn?

  • An overview of Cloud Computing
  • Different Types of Cloud Computing
  • Provides solid and in-depth understanding of Salesforce CRM Concepts and Functionality
  • Gain hands on expertise in customization and configuration of Sales Cloud, Service Cloud, Marketing Cloud, Admin & Development
  • Master how to design & build custom applications using Force.com platform
  • Accomplish Salesforce.com Certifications (ADM 201 & DEV 401) 

 

What is unique about this Training?

  • Course coverage - designed based on latest:
    • Salesforce.com Study Guides ADM201 & DEV401
    • Salesforce Certification Oriented teaching
    • Salesforce JDs and interview oriented curriculum (compete with both domestic and international job market)
  • Course Material Provided
    • Short notes (compiled for easy reading)
    • Practice exercises
    • eBooks for reference
    • Workbooks for reference
  • Certification and Exam Guidance
    • Question Bank (1000+) provided
    • Internal tests conducted
    • Certification Tips & Techniques provided
  • Project Implementation (Free)
    • At the end of course, a project case study is provided for implementation to gain complete end-to-end experience
    • Gain hands on experience working in a project group
      SDLC - Agile project management methodology
  • CV & Job Interviews
    • Guidance provided to prepare attractive CV
    • Mock Interviews and Job guidance
  • Placement support provided 

 

Mode of Training

  • Classroom based – Instructor led training
  • Audio/Visual Presentations
  • Instant practical demonstration
  • Practice exercises & Discussions
Prerequisites

Who can take this course?

  • Fresher or experienced or anybody from any field, who wish to start or advance their careers in IT as Salesforce Admin/Developer, Technical Support Specialist, CRM Analyst /Business Analyst etc
  • Those who don’t have any programming experience but still would like to build software apps for Cloud Computing, Mobile etc.
FAQs

What is unique about this Training?

  • Course coverage - designed based on latest:
    • Salesforce.com Study Guides ADM201 & DEV401
    • Salesforce Certification Oriented teaching
    • Salesforce JDs and interview oriented curriculum (compete with both domestic and international job market)
  • Course Material Provided
    • Short notes (compiled for easy reading)
    • Practice exercises
    • eBooks for reference
    • Workbooks for reference
  • Certification and Exam Guidance
    • Question Bank (1000+) provided
    • Internal tests conducted
    • Certification Tips & Techniques provided
  • Project Implementation (Free)
    • At the end of course, a project case study is provided for implementation to gain complete end-to-end experience
    • Gain hands on experience working in a project group
      SDLC - Agile project management methodology
  • CV & Job Interviews
    • Guidance provided to prepare attractive CV
    • Mock Interviews and Job guidance
  • Placement support provided
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Course Contents

 

  • Evolution of Computing
  • What is Cloud Computing
  • Why Businesses are moving towards Cloud
  • Characteristics of Cloud Computing
  • Cloud Computing Models
  • Service Model (SaaS, PaaS, IaaS)
  • Deployment Model (Public, Private, Hybrid Clouds)
  • Future of Cloud Computing
  • Cloud Technology – Impact on Business & Jobs/Careers

 

Introduction to CRM & Salesforce.com

  • CRM Building Blocks
  • CRM Software and Future
  • CRM domain and IT Careers
  • Salesforce.com in the CRM space

 

Salesforce Editions & Salesforce Navigation

  1. Force.com Platform Overview
    1. Sales Cloud, Service Cloud, Chatter
    2. Jigsaw (Data.com), Custom Apps
    3. Force.com Platform
    4. AppForce, SiteForce, VMForce
    5. Heroku, ISVForce
  2. Understanding Salesforce CRM Terminology
    1. Leads
    2. Accounts
    3. Contacts
    4. Opportunities
    5. Campaigns
    6. Cases
    7. Solutions
    8. Documents
    9. Products
    10. Reports
    11. Dashboards
    12. Forecasts
    13. Contracts
    14. Activities
    15. Chatter
  3. Salesforce User Interface Elements
    1. Home Page, Tabs, Tab Home Pages
    2. Detail Page, Related Lists, Side Bar, Apps
    3. Search, Recent Items, Reports, Tools
    4. Create New, Quick Create
  4. Personal & Organization Setup - Customization
    1. Personal setup – Personal Information, Password Change, Language & Time Zone, Grant
    2. ccount  Login Access, Groups, Reset Security Token, Connections, Login History, Advanced User Details
    3. Display & Layout – Customize Tabs, Pages
    4. Email - Settings, Templates, Mass Email, Stay-in-Touch Settings
    5. Chatter Settings – Feeds & Notifications
    6. Calendar Sharing & Reminders
    7. Social Account settings – Facebook, Twitter, LinkedIn etc.
  5. Understanding Salesforce Licenses
    1. User Licenses
    2. Feature Licenses
    3.  Company Profile – Knowing User & Feature Licenses of organization
  6. Understanding & Customizing Salesforce Objects, Records & Data
    1. Revisiting Database, Tables & Relationships
    2. Standard & Custom Objects
    3. Fields – Standard & Custom
    4. Understanding Object Relationships
    5. Understanding & Creating Records
    6. Understanding Data types
    7. Customizing Standard Objects
    8. Understanding Record Ownership

 

Understanding Users, Profiles, Roles & Hierarchy

  • User Setup & Management
    • Users - Create, View, Edit, De-Activate
    • Creating multiple users
    • Roles - Create, View, Edit, Assign & Delete
    • Profiles – Create, Clone, View, Edit, Delete & Assign
  • Understanding Sharing Model
    • Features and Capabilities
    • Sharing Settings
    • Organization-Wide Sharing Defaults (OWD)
    • Permission Sets – Extension to Profiles

 

Security & Access

  • Data Access – How the Layers Work
  • Sharing Settings – Default Access
  • Implementing Sharing Settings – Profile Level
  • Implementing Sharing Settings – OWD Level
  • Implementing Sharing Settings – Role Level
  • Implementing Sharing Settings – Sharing Rules
  • Implementing Sharing Settings – Manual Sharing

 

Lead Management - Working with Sales Cloud

  • Lead Management Overview
  • Lead Processes
  • Lead Record & Fields
  • Understanding Lead qualification and conversion process
  • Understanding Queues – Create Queues
  • Setting up and adding leads to a Queue
  • Setting up Lead Assignment Rules
  • Accepting Leads from Queue
  • Implementing Lead Conversion
  • Lead Conversion - Field Mappings
  • Transferring Leads – Reassigning Ownerships
  • Changing Status of Multiple Leads
  • Tracking Leads – Why & How
  • Setting up Lead Processes

 

Organization Administration - Configuration

  • Login Hour Restrictions
  • IP Address Restrictions
  • Language & Locale Settings
  • Time Zone, Currency Settings
  • Fiscal Year Settings
  • Creating Salesforce Custom Domain
  • Holiday Settings
  • Rename Tabs and Labels
  • Types of Tabs – Custom Tabs, Web Tabs, Visualforce Tabs

 

Working with Standard & Custom Objects

  • Customizing Standard Objects – Hide, Remove fields & Related Lists
  • Creating Custom Objects & Custom Fields
  • Create & setup Validation Rules
  • Create & Customize Page Layouts
  • Implementing Field Level Security
  • Implementing Field Accessibility
  • Understanding Record Types
  • Create Record Types, Assign Page Layouts
  • Customizing Picklist Values
  • Dependent & Controlling Picklists

 

Data Management & Data Modeling

  • Data Importing/Exporting Overview
  • Importing Leads – Import Wizard
  • Importing Accounts/Contacts
  • Import/Export Tools – Data Loader, Jitterbit
  • Importing Custom Objects
  • Understanding Storage Usage – Data Storage & File Storage
  • Data Backup Overview – different ways
  • Data Exporting – Immediate export, Scheduled export (monthly)
  • Mass Transfer Records
  • Mass Delete Records
  • Mass Update Addresses

 

Account Management - Working with Sales Cloud

  • Understanding Account Record & Fields
  • Create, Edit, View & Delete Records
  • Sharing Account Record
  • Account Views and Re-assign Account Ownership – single & multiple accounts
  • Mass Transfer Accounts
  • Parent Child Relationship
  • Defining Account-Contact Roles
  • Understanding Account Teams & Establishing Account Teams
  • Merging Duplicate Account Records
  • Deleting Account Records

 

Workflow Automation, Approval Process & Business Logic

  • What is a Workflow
  • Examples in Real Life – Hiring Process Workflow, Taxi Service Workflow
  • Workflow Types – Sequential, State Machine, Rules-Driven Workflow
  • Benefits of using Workflow in Organizations
  • Workflow Rules – Criteria & Actions
  • Workflow Actions – Tasks, Email Alerts, Field Updates, Outbound Messages
  • What is an Approval Process
  • Workflow Rules & Approval Process – Key Differences
  • Implementing Workflows - Configuring Email Alerts
  • Configuring Org-Wide Email Addresses
  • Creating Workflow Rule & Configuring Actions (Immediate/Time Dependent)
  • Activating Workflow Rule
  • Understanding Approval Process
  • Planning & Gathering information
  • Approval Process Checklist
  • Choosing and Approval Process Wizard – Jumpstart Wizard, Standard Setup Wizard
  • Implementing Approval Process Steps
  • Process Definition Detail
  • Approval Process Visualizer
  • Activating Approval Process
  • Configuring Approval Actions – Email Alerts, Field Updates, Tasks
  • Monitoring Automated Business Processes

 

Salesforce Data Analytics - Reports & Dashboards

  • Understanding Analytics
  • Introduction to Reports
  • Report Types – Standard & Custom
  • Report Folders
  • Creating Report Folders & Access Settings
  • Report Formats – Tabular, Summary, Matrix & Joined Reports
  • Viewing Standard Reports
  • Exporting Reports
  • Reporter Builder - Overview
  • Creating Reports using Report Builder
  • Report Builder Explained
  • Customizing and Running Reports
  • Save, Edit and Delete Reports
  • Report Properties and Filters
  • Changing Report Formats – What happens
  • Creating Custom Report Types
  • Creating Tabular Reports
  • Creating Summary Reports
  • Creating Matrix Reports
  • Creating Joined Reports
  • Common Fields - Grouping Report Blocks (Joined Reports)
  • Understanding Bucket Fields – Numeric, Picklist & Text Buckets
  • Creating Numeric, Picklist and Test Bucket Fields
  • Report Considerations – Running large reports, Exporting reports to the background
  • Report Conditional Highlighting
  • Dashboards – Introduction
  • Dashboards Components – Charts, Gauges, Metrics
  • How to Create Dashboards
  • Dashboard Builder - Overview
  • Viewing Dashboard as – specified user, logged-in user
  • Dashboard Folders
  • Deleting Dashboards
  • Dashboard Exercise
  • Analytic Snapshot – Introduction
  • Trend & Analysis
  • When to use an Analytic Snapshot
  • Creating Analytic Snapshot
  • Steps to Create Analytic Snapshot
  • Schedule and Run Analytic Snapshot

 

Marketing & Campaigns - Working with Marketing Cloud

  • Understanding Campaigns
  • Creating & Managing Campaigns
  • Executing Campaigns
  • Tracking Campaigns
  • Analyze Campaign Effectiveness

 

Opportunity Management - Working with Sales & Marketing Cloud

  • Understanding Opportunity Record, Fields
  • View and Edit Opportunities
  • Find Opportunity-related information
  • View Opportunity updates and comments – from Chatter
  • Link Opportunities to Campaigns
  • Introduction to Quotes - Create Quotes
  • Synch Quotes, send PDF quotes via email
  • Schedule update reminders
  • Campaign Influence – overview
  • Create Opportunity - Big Deal Alerts

 

Products & Pricing Objects

  • Products & Prices Overview
  • Create Product Prices – Standard Price, List Price, Sales Price
  • Create Price Books – Standard, Custom
  • Adding Price Book Entries
  • Linking Products to Opportunities

 

Object Relationships & Modeling

  • Object Relationships – Overview
  • Relationship Types: Master-Detail, Many-to-Many, Lookup, Hierarchical
  • Implementing Many-to-Many Relationship
  • Introduction to Junction Object
  • Many-to-Many Relationship Case Study
  • Implementation

 

Cases & Solutions - Working with Service Cloud

  • Cases Overview
  • Create, Edit and View Cases
  • Solving Cases
  • Suggested Solutions
  • Service Cloud Console
  • Email-to-Case & OnDemand Email-to-Case
  • Web-to-Case
  • Solutions Management
  • Solution Categories
  • Solution Processes
  • Solution Record Types
  • Assign Page Layout
  • Adding Solutions to Categories

 

 Force.com Programming & Development

  • Programming Basics
  • Introduction to OOP concepts
  • Salesforce Architecture - Multitenant
  • Model, View, Controller (MVC) - Basics
  • Developer Console, Salesforce IDE
  • Apex & Visual Force - Overview
  • Apex Classes
  • Apex Triggers
  • VisualForce Pages creation
  • Customization of VisualForce pages
  • Invoking Triggers – Customize Apps
  • SOQL, SOSL Queries
  • Testing – Unit Tests & Code coverage
  • Data Modeling & Schema Builder
  • Salesforce Workbench – Overview
  • Sandboxes & Code Deployment
  • Introduction to Service Oriented Architecture, WSDL, Web services, SOAP/REST API
  • Salesforce Integration – Facebook, LinkedIn, Payment Gateways etc.
  • Additional learning Overview - HTML, CSS, XML, JavaScript etc.

 

 AppExchange

  • Introduction to AppExchange
  • AppExchange Apps integration with Salesforce

 

 Project Implementation - Hands on Development

  • Project Case Study Requirement Analysis
  • Data Modeling and Design
  • Develop Application – Customization & Programming
  • Test and Demonstrate application
  • Project Review and Feedback
  • Project Documentation & Artifacts

Trainers

Rahul K

Rahul K is an Industry known trainer for SalesForce and its related courses training. He carries around 15+yrs of experience in SalesForce Applications Development and Administration and carries around 7+yrs of experience in teaching SalesForce.

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