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Salesforce crm - Bangalore
Thursday, 2 February, 2017
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Item details
City:
Bangalore, Karnataka
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
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