Sales Force CRM Training

CSCT > Sales Force CRM Training

The course content of Online Sales Force CRM Training includes following.

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SALES FORCE CRM

  1. SFDC basics and development
  2. Understanding the terms in SFDC
  3. Designing Applications on Force.com
  4. Learn about factors to consider when building a data model
  5. Develop customer objects and fields , encrypted fields ,fields help and field history tracking
  6. User master details , lookup and many-to-many relationships
  7. Create a user interface for customer applications using the customer Object tab ,Page Layout
  8. Customization options
  9. Set fields attributes on the page layout
  10. User the custom Object queue and event-based workflow rules with field update actions
  11. Develop custom formulas and validation rules
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DESIGNING APPLICATIONS FOR MULTIPLE USERS

  1. Learn about factors to consider when designing applications for multiple users
  2. Create profiles ,understand what a profile controls ( including data access ) and customize
  3. Profiles to manage the user experience
  4. Customize the User experience with record types and page layouts
  5. Control access to records
  6. Employe OWD , Sharing rules and levels , roles,public groups and manual share
  7. Apply profiles , PWDS, role Hierarchy and sharing to restrict access to sensitive data
  8. Apply OWDS, Public groups , and manual sharing to create conditional access to data
  9. Analyse the suitability of FLS , Page Layouts and record types to satisfy business requirements
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VISUAL FORCE PAGES

  1. Learn about the capabilities of the Visual force framework
  2. Incorporate Visual force pages into Sales force Construct expression bindings and incorporate
  3. Sales force into Visual force pages with Visual force tags
  4. Use Visual force tags to create page layouts , inputforms,output tables, customer components
  5. Create partial page refreshes on javascript events
  6. Learn about the functionality that comes with Visual force standard Controllers
  7. Find out when Apex is required for creating custom controllers or extensions
  8. Creating Apex classes and triggers
  9. Customization using  Apex programming
  10. Creating Packages
  11. Deploying SFDC
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IMPLEMENTING BUSINESS PROCESS

  1. Use Validation rules to enforce conditional required behaviour.
  2. Use functions to enforce data format and data consistency.
  3. Implement multistep approval workflows and escalations to automate business process.
  4. Create parallel approval workflows and workflow approvals with dynamic approval routing.