Introduction to CRM and SFDC
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
SFDC Overview
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
SFDC Security Model: 1
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
SFDC Security Model: 2
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
SFDC Configuration: 1
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
SFDC Configuration: 2
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
SFDC Advanced Configuration: 1
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
SFDC Advanced Configuration - 2
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