sales force online training cource content

1. RS TRAININGS Sales force cource content Email: contact@rstrainings.com Phone: 9052 699 906

2. About this Course Salesforce is not just a revolution in CRM, but also how software is used. The pioneering software of SaaS, Salesforce CRM is in use in many organizations worldwide creating vast amounts of customer intelligence data. This creates opportunity for administrators and developers. Salesforce CRM Administrator and Developer Training online course helps you hone your skills for these roles. Whether you're a brand-new or experienced Administrator, get the core knowledge you need to get up to speed, perform at your best, and get the most out of Salesforce! The course also helps you get started as a Salesforce Developers. Designed for experienced developers, this course gives you a deep dive into the Force.com programming languages and the cloud-based development environment. You’ll explore how to develop custom interfaces and write business logic and interactions.

3. This instructor-led course that is ideal for customers who want the to reap the benefits of intensive training, including one-on one interactions with expert instructors and other students. This course is offered in a variety of options, including private onsite workshops, classes delivered at regional training centers across the globe, and virtual classes that allow you to experience the same instructor-led curriculum from your own workstation. • After the completion of this course you will be well acquainted with the administration aspects such as: • Customize Salesforce CRM application (like page layouts, fields, tabs, and business processes etc) • Manage a secure Salesforce CRM environment • Import and maintain clean data • Create reports and dashboards • Deploy and use features of Salesforce CRM Sales, SalesforceSalesforce CRM Marketing, Salesforce CRM Service, Admin Console, and the AppExchange. • After the completion of this course you will be well acquainted with the development aspects such as: • Data model • User interface • Workflows and validations • Automate business processes • Manage data • Custom user interface with Visualforce

4. What’s included in the CRM Administrator/Development Training by Salesforce online course? 30 hours of LIVE classes - you will be able to view the instructor LIVE and participate in real-time discussions with the instructor Note: You don’t get access to class recordings with this course Prerequisites: You need to have a good understanding of basic Salesforce.com CRM concepts and functionality. You should be aware of: Salesforce CRM Navigation Salesforce CRM Sales application functionality Force.com basics

5. The course outline: • Course outline of Salesforce Administration Training • Security Confirmation • Activate your computer for Salesforce.com CRM • Navigation • Setup Admin options & User Interface • Organization Administration of Salesforce.com CRM • Set your organization’s language & locale • How to Manage organization’s currency • Customization in Salesforce.com CRM • How to Create custom profiles & custom fields • How to Define dependent picklists • How to Customize lookup fields & formula fields • How to Customize page layouts • Customize standard related lists • Learn about record types & business processes • Use field-level security

6. Security & Access in Salesforce.com CRM • How to Create & manage your users • How to Set organization-wide defaults • Learn about record access • How to Create the role hierarchy • Learn about role transfer & mass transfer functionality • Learn about the Sharing model • Manually share records • Setup opportunity team selling & account teams • Learn about folder access • Workflow in in Salesforce.com CRM • How to Define workflow • How to Set up workflow rules • How to Set up workflow tasks & alerts • Workflow Approvals • Plan approvals using workflow • How to use the approval wizard – standard vs. jump start • Create workflow approvals

7. Data Validation in Salesforce.com CRM • Learn about Salesforce CRM data validation • Create data validation rules • Learn about custom field unique and duplicate properties • Execute an initial import • Update via the import wizard • Data Utilities for Import and manage data • Importing overview • Learn about import solutions & custom object records using the data loader • How to use mass delete • Initiate weekly export • How to use storage • Analytics & Reports in Salesforce.com CRM • Create custom reports • How to use advanced filters • How to use conditional highlighting • How to use custom summary formulas • How to use dashboards

8. Marketing Administration • Terminology overview • Use the Integrated Campaign Builder • Learn about lead assignment setup • Learn Web-to-lead & auto-response rules • Service & Support Administration • Learn about case escalation • Identify solution categories, & suggested solutions • How to set up the self-service portal • Mass manage self-service portal users • Administration Console • Navigate the Administration Console • How to create a Administration Console • Extending Salesforce CRM • What are custom objects • Learn about custom tabs • Learn about custom Web tabs • Build a custom app

9. The AppExchange • What is the AppExchange • How to install an app • How to delete an app • Course outline of Salesforce Developer Training • Design SaaS Applications on Force.com • Considerations 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 • 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