Salesforce crm - Bangalore

Thursday, 2 February, 2017
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Item details

City: Bangalore, Karnataka

Contacts

Contact name KUMAR
Phone 9206636499

Item description

SALESFORCE CRM
Radhika Technosoft head
SESSION I: Identity Confirmation
Activate your computerSetting Up the User InterfaceSet up the UI & search optionsOrganization AdministrationSet your organization's language & locale Manage currency
Customization
Create custom profiles & custom fieldsDefine dependent picklists
Customize lookup fields & formula fields
Customize page layouts
Customize standard related lists
Learn about record types & business processes
Use field-level security
Security & Access
Create & manage your users
Set organization-wide defaults
Learn about record access
Create the role hierarchy
Learn about the sharing model
Manually share records
Set up opportunity team selling & account teamsLearn about folder access
Workflow
Define workflow
Set up workflow rules
Set up workflow tasks & alerts
Workflow Approvals
Plan approvals using workflow
Use the approval wizard – standard vs. jump-start Create workflow approvalsData ValidationLearn about Salesforce CRM data validation
Create data validation rules
Learn about custom fields & unique properties Data Utilities
Import records using the import wizards
Use mass delete
Use mass transfer
Learn about storage utilizationAnalyticsCreate custom reports
Use advanced filters
Use conditional highlighting
Use custom summary formulas
Create dashboards
The AppExchange
Learn about the AppExchange
Install an app
Uninstall an app
Marketing Administration
Use the integrated campaign builder
Learn about lead queue & lead assignment setup Learn Web-to-lead & auto-response rules
Service & Support Administration
Learn about cases & solutions
Set up case escalation rules
Identify solution categories & suggested solutions Salesforce Console
Navigate the Salesforce Console
 Create a Salesforce Console
Extending Salesforce CRM
 Learn about custom objects
 Learn about custom tabs
 Learn about custom Web tabs
 Build a custom app
SESSION II: Designing Applications On Force.Com
Learn about factors to consider when building a data modelDevelop custom objects and fields, encrypted fields, field help, and field history 
trackingUse master detail, lookup, and many-to-many relationshipsCreate a user interface for custom applications using the Custom Object tab, Page 
Layout, andCustomization optionsSet field attributes on the page layoutUse the Custom Object queue and event-based workflow rules with field update 
actionsDevelop custom formulas and validation rules 
Designing Applications for Multiple UsersLearn about factors to consider when designing applications for multiple usersCreate profiles, understand what a profile controls (including data access), and 
customizeprofiles to manage the user experienceCustomize the user experience with record types and page layoutsControl access to recordsEmploy OWD, sharing rules and levels, roles, public groups, and manual shareApply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive dataApply OWDs, public groups, and manual sharing to create conditional access to dataAnalyze suitability of FLS, page layouts, and record types to satisfy business 
requirements 
Implementing Business Processes 
Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processesUse validation rules to enforce conditional required behaviorUse functions to enforce data format and data consistencyImplement multistep approval workflows and escalations to automate business 
processesCreate parallel approval workflows and workflow approvals with dynamic approval 
routingUse outbound messages as part of an approval workflowEstablish approval workflow criteria with crossobject formulasSet up field history tracking to audit processesLearn techniques to prevent or record data changes 
Managing DataLearn when and how to use upsertUse data management tools and the capabilities of API-based tools nConfigure the Data Loader via command lineEncrypt passwords using encrypt.batUse the Data Loader to create mapping files and to upsert data 
Visualforce Pages 
Learn about the capabilities of the Visualforce frameworkIncorporate Visualforce pages into Salesforce Construct expression bindings and incorporate 
Salesforce into Visualforce pages with Visualforce tags
Use Visualforce tags to create page layouts, input forms, output tables, custom components; 
Create partial page refreshes on JavaScript events
Learn about the functionality that comes with Visualforce standard controllers Find out when Apex is required for creating custom controllers or extensions