Salesforce CRM

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Salesforce CRM

Duration : 30 Hrs

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Salesforce.com Inc. is a universal enterprise software company headquartered in San Francisco, California. Though best renowned for its customer relationship management (CRM) product, Salesforce has also expanded into the social enterprise arena through attainments. It was graded number 27 in Fortune’s 100 Best Companies to Work For in 2012.

Getting Started with Salesforce CRM Navigation

Getting Started with Salesforce CRM SF

Administration Essentials:

Security Confirmation
Activate your computer
Navigation
Set up Admin options & UI
Organization Administration
Set your organization’s language & locale
Manage currency
Customization
Create custom fields
Define dependent picklists
Customize lookup fields & formula fields
Customize page layouts
Customize standard related lists
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
Learn about folder access
Data Validation
Learn about Salesforce CRM data validation
Create data validation rules
Learn about custom fields required & unique properties
Learn about role transfer & mass transfer functionality
Data Utilities
Importing records using the import wizards
Use mass delete
Use mass transfer
Learn about storage utilization
Analytics
Create 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
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

Building Applications with Force.com & Visualforce

Designing Applications on Force.com

Learn about factors to consider when building a data model
Develop custom objects and fields, encrypted fields, field help, and field history tracking
Use master detail, lookup, and many-to-many relationships
Create a user interface for custom applications using the Custom Object tab, Page Layout, and Customization options
Set field attributes on the page layout
Use the Custom Object queue and event-based workflow rules with field update actions
Develop custom formulas and validation rules

Designing Applications for Multiple Users

Learn about factors to consider when designing applications for multiple users
Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
Customize the user experience with record types and page layouts
Control access to records
Employ OWD, sharing rules and levels, roles, public groups, and manual share
Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
Apply OWDs, public groups, and manual sharing to create conditional access to data
Analyze 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 processes
Use validation rules to enforce conditional required behavior
Use functions to enforce data format and data consistency
Implement multistep approval workflows and escalations to automate business processes
Create parallel approval workflows and workflow approvals with dynamic approval routing
Use outbound messages as part of an approval workflow
Establish approval workflow criteria with crossobject formulas
Set up field history tracking to audit processes
Learn techniques to prevent or record data changes

Managing Data

Learn when and how to use upsert
Use data management tools and the capabilities of API-based tools
Configure the Data Loader via command line
Encrypt passwords using encrypt.bat
Use the Data Loader to create mapping files and to upsert data

Visualforce Pages

Learn about the capabilities of the Visualforce framework
Incorporate 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, and more
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

Apex & Visualforce Controllers:

Apex

Learn about Apex features compared to other programming languages
Learn about use cases for which Apex is a good solution
Learn about Apex access modifiers
Learn about available Apex object types
Learn about types of collections
Learn the syntax for including SOQL queries within Apex
Write SOQL for loops to handle bulk data
Learn about the two types of DML statements
Use limit statements
Learn about the Save execution order and when “before” and “after” Apex triggers fire
Learn about the types of governor limits and contexts
Code Apex triggers to handle bulk data
Create a unit test for a previous class, using assertion methods, and run a test
Write a Web services class
Consume an external WSDL and access it through Apex
Learn the arguments to send an email from Apex
Create a Salesforce email domain and code a class to consume email

Visualforce Controllers

Explore the functionality of each Visualforce standard controller
Code custom controllers and extensions
Use testing, debugging, and deploying controllers capabilities
Learn the basics of testing controllers vs. regular Apex classes

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