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Salesforce CRM Institute in Delhi Noida

About The Course

Teras Salesforce course will introduce the participants to understand the basic concepts related to SFDC .

Course Objectives

After the completion of this course at Teras , you will be able to:

  • Understand and identify different Salesforce building blocks
  • Understand the data model
  • Understand the security model
  • Understand the business process automation options
  • Understand the Sales Cloud and Service Cloud modules
  • Understand the reports and dashboard
  • Understand Salesforce 1, Salesforce A, Chatter and Social features

Course Outline

Introduction to Cloud Computing and SFDC

Service and Deployment models in the Cloud, Market situation, Benefits of the SFDC Cloud Platform, Products and Editions, Types of sandboxes and their features

Building blocks of Force.com platform and Introduction to the student master app

Look Company profile, User licenses and License types, Introduction to Student Master App, Creating your app, Key object and tab, Look at Page Layout and Search Layout for that object, Look at some standard objects like Accounts and Opportunities and Contacts

SFDC Data model, Objects, Relationships and Fields

Create Custom Objects and understand various properties in the Object definition section, Customize standard objects. What is possible and what is not possible, Create Master Detail Relationship between two objects, Create a lookup relationship between two objects, Create a many-to-many relationship between objects, Create lookup filters to restrict number of records in a relationship, View the objects created in Schema Builder, Delete few custom field and understand the implications, Create different field types in the student app

SFDC Security Model Org-Level General administrative features and Object Level features

Introduction to Security - Analogy, Introducing Org-level security settings with profiles and permission sets, Introducing Object level security settings with profiles and permission sets, Difference between profiles and permission sets

SFDC Security Model Object, Record and Field Level features

Introduction to OWD, Introduction to Role and Role Hierarchy, Introduction to record sharing - Criteria based and Manual

Business Logic

Need for different business processes for different departments and leveraging record types and page layout, Need for formula fields and different types of functions, Different ways to enforce data quality, Perform basic field level validations

Business Process Automation

Workflow features and options, Approval features and options, Limitations and Considerations for using workflow and approvals, Introducing Process builder, Compare Workflow, Approval and Process Builder features

Introduction to Sales Cloud

Capture Leads from website and Lead assignment rules, Customize Lead, create queue, Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams, Using Chatter for collaboration in the sales process across teams, Reports -Standard and Custom reports

Introduction to Service Cloud

Capture cases from website and email, Customize case process, Solutions, Communities and Salesforce Knowledge

Data handling and processing

Data Handling and Processing Overview, Exporting data and Regular Backup, Importance of record IDs, Install Apex Data loader, Use the Import Wizard and Data Loader and compare the features, Update , Upsert operations, Delete and Hard Delete records, Transfer record ownership

Reports and Dashboards

Execute a report with and without modifications, Create a simple tabular report, Summary and matrix report, Add a chart and few other features like highlighting , Create a custom report type and store in a folder, User filters in reports, Create a simple dashboard

Activity Management, AppExchange, Content and folder management

Activity management - Tasks, Events and Open activities, Creating and tracking tasks and events, Folders and Document templates and AppExchange.

We also provide online training on SAP ABAP On HANA, SAP S4 HANA, SAP HANA ADMIN, SAP BASIS ON HANA, SAP BI ON HANA, SAP HANA, SAP ABAP, SAP BASIS, SAP BI, SAP BO, SAP CIN, SAP CRM, SAP FICO, SAP FIORI, SAP SIMPLE FINANCE, SAP IS RETAIL, SAP MM, SAP SD, SAP HR, SAP Successfactors, SAP UI5, SAP HCM, SAP SCM, SAP SECURITY, SAP CO, SAP PI, SAP PS, SAP PM, SAP PP, SAP QM, SAP EWM, SAP ISU, SAP MDM, SAP NET WEAVER, SAP BPC, SAP SRM, SAP WEB DYNPRO, SAP AFARIA, SAP WM, SAP AWS, SAP APO, SAP CUSTOMER SERVICE, SAP EHS, SAP EP, SAP FM, SAP FSCM, SAP GRC, SAP OIL, SAP TRM, SAP WORKFLOW, SAP GST, SAP SIMPLE LOGISTICS and all modules.