(+1) 4372425703 | inquiry@atsolute.com
Course Detail

Salesforce

Image

Part 1: Introduction to cloud computing & salesforce data model.

  • Introduction to Cloud Computing & Salesforce
  • Introduction to Cloud Computing
  • Types of cloud - IAAS,PAAS,SAAS
  • Introduction to CRM (Intro & Need)
  • Introduction to Salesforce CRM
  • Market Demand for Salesforce CRM.
  • Job Market and growth in CMR industry.
  • Salesforce Editions, Licenses and Pricing
  • Salesforce Sandboxes (Dev, QA, Full, Prod.)
  • Creating Salesforce Developer Account
  • Quick Navigation Walk Through
  • Standard & Custom Objects and their purpose
  • Set up Menu Intro (Various OOB and Dev Options)
  • Organization profile, Currency, etc.
  • Salesforce Objects/Fields/Tabs
  • Types of object available in salesforce
  • Difference between standard and custom object
  • Introduction to tab
  • Assigning tab to object,
  • Creating a Salesforce Custom App
  • Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs
  • Overview of appexchange
  • Installation of an appexchange product to salesforce organization
  • Intro on various Data Types
  • Various data type fields creation.

Part 2: Relationships,Formula Fields & Validation rules.

  • Introduction to Cloud Computing & Salesforce
  • Introduction to Cloud Computing
  • Types of cloud - IAAS,PAAS,SAAS
  • Introduction to CRM (Intro & Need)
  • Introduction to Salesforce CRM
  • Market Demand for Salesforce CRM.
  • Job Market and growth in CMR industry.
  • Salesforce Editions, Licenses and Pricing
  • Salesforce Sandboxes (Dev, QA, Full, Prod.)
  • Creating Salesforce Developer Account
  • Quick Navigation Walk Through
  • Standard & Custom Objects and their purpose
  • Set up Menu Intro (Various OOB and Dev Options)
  • Organization profile, Currency, etc.
  • Salesforce Objects/Fields/Tabs
  • Types of object available in salesforce
  • Difference between standard and custom object
  • Introduction to tab
  • Assigning tab to object,
  • Creating a Salesforce Custom App
  • Types of Tab - Custom Object Tabs, Visualforce, Web tab, Lightning Page tabs
  • Overview of appexchange
  • Installation of an appexchange product to salesforce organization
  • Intro on various Data Types
  • Various data type fields creation.

Part 3: Record Types/Page Layouts & SFDC Security Model.

  • Record Types/Page Layouts/Buttons/Links
  • What is record Record Types
  • Use of Record Type
  • What is page layout, mini page layout, Record type
  • How to assign page layouts and profile to a record type
  • Introduction to Custom button and Custom link
  • Security Model
  • Introduction to User Management,
  • Different types of user licenses available
  • Intro to Roles and Profiles
  • What is Permission Sets
  • Use and need of Permission Sets
  • Brief to Record Sharing
  • Type of record sharing.
  • OWD - Public Read/Write, Public Read, private only
  • Role Hierarchies- share record as per role
  • Sharing record-Manual and owner based

Part 4: Business Logic & Business Process Automation.

  • Workflow/Approval/Process Builder
  • Introduction to automated process
  • Introduction to Workflow Rules
  • Types of evaluation criteria in Workflow rules
  • Different workflow actions- Update, Email alert, Task, outbound message
  • Introduction to Approval Process
  • Understanding Approval steps, Approval actions, Rejection actions
  • Creation of email Templates for Email Notifications
  • Introduction to process builder
  • What are the actions available in process builder
  • What is the difference between workflow and process builder
  • Flow

Part 5: Sales & Service Cloud

  • Salesforce Sales cloud
  • Brief in to Sales Cloud management
  • Lead conversion process
  • Lead mapping for custom fields
  • Auto assignment rule, Email notification, Escalation rules
  • Creation of web to lead
  • Intro to opportunity management.
  • Sales Process/Opportunity Stages/Picklists
  • Campaign Management Overview
  • Product & Pricebook Overview
  • Salesforce Service cloud
  • Introduction to service cloud management
  • Deep in to case management
  • Understanding Assignment/Auto response/Escalation rules
  • Introduction to Web to case
  • Creation of web to case and email to case
  • Overview of Entitlement Management

Part 6: Data Management,Reports and Dashboards

  • Data loader/Import wizard
  • Introduction to Data migration
  • Overview to Data loader and its installation process
  • Action in Data Loader - Insert, Update, Delete, Hard delete
  • Introduction to salesforce import wizard
  • Difference between Data loader and import wizard
  • Limits in Data loader and import wizard
  • Report & Dashboard
  • Introduction to Data Visualization-Reports and Dashboard
  • Types of report-Tabular, summary, Matrix, and a joint report
  • Creation of report types.
  • Understanding -Reporting Snapshots, Report types
  • How to create a bucket field and formula.
  • Overview to the dashboard and its types
  • What is a dynamic dashboard
  • Understanding Sharing & Security of Reports-Dashboards

Course Features

Instructor
***
Rating
4.5 (250)
Skill level
All Level
Language
English
Course Price: $899
Footer

We believe in learning through hands-on experience.  You will learn by working on real-life projects and building your portfolio, with the support of experienced professionals in the field.

Newsletter

Get In Touch

B-1001 Empire Business Hub, Science City Road, Ahmedabad | India

(+1) 4372425703 | Vancouver,Canada

(+1) 3659948859 | Toronto,Canada

inquiry@atsolute.com

Copyright ©2022 All rights reserved

Designed & Developed by : atcults