- Salesforce CRM fundamentals and features
- Data model, security, features, and UI
- Portal designing, dashboards and report preparation
- Data validation, Application customization and debugging
- Salesforce Cloud and Force.com
- Standard List Controller
Cloud Computing Fundamentals
- This module will give an overview of cloud computing, SAAS, PAAS, SalesForce CRM concepts, etc…
- Introduction to the Cloud Computing
- Evolution of Cloud Computing
- Classification of Cloud Computing
- SAAS (Software as a service)
- PAAS (Platform as a service)
- IAAS (Infrastructure as a service)
- Public Cloud
- Private Cloud
- How CRM can help?
- Customization in Salesforce CRM
- Personal Setup
- App Set-up in SFDC
- Admin Set-up in SFDC
- Salesforce Cloud Overview
- Sales Cloud
- Service Cloud
Data Loader is a client application for the bulk import or export of data that uses it to insert, update, delete, or export Salesforce records (SFDC). In this module, we will let you know how to create custom profiles, fields, Customize lookup fields, Validating the fields, and how to use field-level security.
- Organization Administration
- Customization
- Create custom profiles & custom fields
- Define dependent picklist
- Customize lookup fields
- Customize validation & formulas
- Customize page layouts
- Customize standard related lists
- Use field-level security
Workflow In SalesForce
- This section will define the architecture of a workflow consisting of customized rules, tasks and alerts.
- Define workflow
- Set up workflow rules
- Set up workflow tasks & alerts