• support@conveytechlabs.com

online_training

400.00$

Course Description

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Course Information

  • Duration: 30 hrs
  • Timings: Week days 1-2 Hours per day (or) Weekends: 2-3 Hours per day
  • Method: Online/Classroom Training
  • Study Material: Soft Copy

Course Content

COURSE CONTENT

Functional
  1. CRM Introduction
  • Introduction to CRM
  • Why CRM
  1. Introduction to cloud computing and salesforce
  • Cloud computing – overview
  • What is Software-as-a-service (SAAS)
  • What is Platform-as-a-service (PAAS)
  • What is Infrastructure-as-a-service(IAAS)
  • What is Salesforce.com
  • Salesforce CRM editions
  • com Navigation and Architecture overview
  1. Salesforce product.
CRM Functionality in Salesforce
  1. Marketing
  • Lead Process
  • Lead Conversion
  • Lead Management
  • Web to lead
  1. Sales
  • Opportunity management
  • Sales Process
  1. Service
  • Support Process
  • Way to care
  • Email to care

Administration-Configuration

  1. Custom App development
  • Custom Objects
  • Custom Fields
  • Custom Tabs
  • Define depend Picklists
  • Customize Page Layouts
  1. Relationships
  • Master-detail Relationship
  • Lookup Relation
  • Many to Many Relationship
  • hierarchal Relationship
  1. Customized Fields
  • Rollup Summary
  • Formula Fields
  1. Validation Rules
  • Creating validation Rules
  • Using cross object Formulae
  • Working with custom field unique and duplicate properties
  1. Workflow Rules
  • Creating workflow rules
  • Types of actions
  • Immediate workflow actions
  • Time-based workflow actions
  • Using cross object formulae
  • Limitations in workflow rules
  1. Email templates
  • Creating email templates
  • Types of email templates
  • Working with merge fields
  1. Approval Process
  • Creating approval process
  • Use approval wizard (Standard vs Jump wizard)
  • Unanimous, approvals
  1. Record types
  2. Security part
  • Role hierarchy
  • OWD
  • Sharing settings
  • Creating users
  • Profiles
  • Permission sets
  1. Analytics
  • Custom reports
  • Use Advanced filters
  • Types of reports
  • Conditional highlighting
  • Bucketing fields
  • Dashboards
Salesforce Development
  1. Apex
  • Basic apex programming
  • Variables
  • Loops
  • For loop
  • While loop
  • Do while loop
  • Static variables
  • Introduction to the developer console
  • Collections
  • Lists
  • Sets
  • Maps
  • Executing Apex programs using developer console
  • Custom settings
  • SOQL Queries
  • SOSL Queries
  • Introduction to oops
  • Apex classes
  • Apex triggers
  • Apex methods
  • Constructors
  • Test classes for Apex classes
  • Test classes for Triggers
  • Trigger best practices
  • Test classes best practices
  • Schedule Apex
  • Batch Apex
  • Custom labels
Visual force
  • Introduction to visual force
  • Working with components
  • Page block
  • Page block section
  • Page block section item
  • Page block table
  • Form
  • Command button
  • Controllers and types of controllers
  • Standard controllers
  • Custom controllers
  • Standard list controllers
  • Standard set controllers
  • Extension controller
  • Working with below components
  • Action support
  • Action function
  • Action dollar
  • Action states
  • Implementing Pagination
  • Custom buttons, List buttons, Command link, Detail buttons.
  • Visualforce tabs
  • Ajax
  • Working with input and output components
  • Javascript
  • CSS
  1. Integration (Advance course)
  • Introduction to Integration
  • Soap API, Rest API
  • XML, JSON
  • Remote site settings
  • Integration two different Salesforce orgs
  • WSDL

Key Features

  • Career oriented training.
  • One to One live interaction with a trainer.
  • Demo project end to end explanation.
  • Interview guidence with resume preparation.
  • Support with the trainer through E-mail.

    Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way

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