The CRM Salesforce for Beginners
Become an expert in CRM Salesforce by mastering concepts of CRM, its business implications and how Cloud computing is changing the way businesses use technology to engage with their customers. Attendees will be introduced to Salesforce.com system through conceptual coverage of Sales, Marketing and Service aspects of CRM. The course will include creating Salesforce.com login accounts and provide a step by step instructions on how to achieve the CRM concepts on a Salesforce.com system. Throughout the course, the participants will continue to work on a case study to understand the concepts better. At the end of the course, the participants will have to implement a project utilizing the concepts learned.
Who are we? ProICT LLC, is a registered online training provider found and led by the group of IT working professionals and experts. Our trainers are not only highly experienced and knowledgeable but also current IT working Professionals leading IT companies in USA, UK, Canada and other countries. We are ready to share our knowledge and years of working experience with other professionals to assist and guide them get ahead in career.
Learning Objectives - In this module, you'll learn the basic overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com.
Topics - CRM Overview, Cloud Computing, Introduction to Salesforce.com (SFDC), SFDC Modules.
Learning Objectives - In this module, you will learn creation of business objects and its application, you will also learn about Standard Business Objects and Custom Business objects.
Topics - SFDC Business objects & their application, Standard Business Objects, Custom Business Objects, Salesforce Data Model, Salesforce Relationships.
Learning Objectives - In this module, you will learn about Salesforce Data Fields, Security Features in Salesforce and you will also be learning about the Organization Wide Default settings.
Topics - Salesforce Data Fields, Salesforce Security Features, Organization Wide Default, Profiles, Roles.
Learning Objectives - In this module you will learn about Mass Transfer, Sharing Rules and Application of Roles.
Topics - Records Mass Transfer, Sharing Rules & Application, Application of Roles & Sharing Rules, Profiles & Permission Sets.
Learning Objectives - In this module, you will learn Profiles, Permission Sets, Page Layout, Record Type and Field Level Security .
Topics - Profiles, Permission Sets, Page Layout, Record Type, Field Level Security.
Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales Cloud and Service Cloud.
Topics - Marketing Cloud, Sales Cloud, Products & Price Book, Quote Management, Service Cloud, Activities, Analytics, Reports, Dashboards, Translation Workbench.
Learning Objectives - In this module, you will learn about Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule.
Topics - Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules, Validation Rule.
Learning Objectives - In this module you will learn about Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force.
Topics - Chatter, Content management, Data Loader, Deployment using Change Sets, Apex & Visual Force.
This Salesforce training course is designed to ensure that you learn and master the concepts of being a Salesforce Administrator and a Salesforce Platform App builder. Our Salesforce training will help you learn how to configure Salesforce, so you are able to collect, analyze and retrieve all of the vital information associated with your customer base. Moreover, you will use Force.com fundamentals to understand Salesforce online application development and the deployment of next-generation cloud apps. We offer practical hands-on learning that will ensure your job success, as well as the theoretical knowledge needed to pass both Salesforce certification exams.
By the end of this Salesforce Administrator and Platform App Builder certification training course, you will be able to:
The course is designed for all those professionals who want to learn & ideal for:
(i) Implementing a custom recruitment application on Salesforce.com
(ii) Defining a sales process automation for a B2B organization involving in selling high value technology tools and services to other organizations e.g. An IT services organization selling infrastructure and application services.