Salesforce Training

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About Salesforce Training

Candidates can learn the course at any Salesforce CRM training institute in Pune. Salesforce CRM course provides expert insight into the basic and advanced techniques in salesforce and Customer relationship management. The salesforce CRM comes with Admin 201 and Dev 401 in a single course, enabling the candidates to develop business application in Salesforce CRM. For business professionals, Salesforce CRM will increase the sales productivity by great margin, higher than the regular. Newgen Infotech is the one Salesforce CRM training institute in Pune which is the right place for learning the course, due to the expertise.

Salesforce Training Objectives

To understand the Evolution of Cloud Computing To create and organize work flow automation Customized reports using the Salesforce CRM To master in the UI and navigate through the software To expertly use the advanced filters and dashboards To get the concepts of Visual force programming To get the benefits of CRM Understanding the characteristics of cloud computing To understand the sales force administration and application development Get introduced with IAAS,PAAS,SAAS

Salesforce Training Course Prerequisite

There has been increased demand for Salesforce CRM in Hyderabad with the increased business destinations in the city. This isn’t any course needing deep programming skills or any technology expertise. Any non-IT professional having basic knowledge about computer and managing applications. Anyone can pursue this simple course of Salesforce CRM in Pune, so that anyone can excel between beginners to advanced expert level. All just needs to have is good presentation skills and intuitive communication skills. Also excellent project management skills.

Salesforce Training Duration

- Regular classroom based training available for this course.
- Fast track (1-1): Can be arranged as per the convenience of participant.

  • Course Duration: 60 Days(Admin+Dev)
  • Daily Class Duration: 1 Hr 30 Mins

CRM CONCEPTS

  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

Administration

Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding An Account
  • Edit An Account Record
  • Adding A Product To An Opportunity
  • Sales ID
  • Adding A Task
  • Connect To Microsoft Outlook
  • Send And Add An Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding An Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • Force.com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Advanced Topics:
   Work.com
   Global Actions

   Knowledge Apps
   2 CRM Projects

Development

1. Enable Developing mode
2. over View about Developer Console
3. Installing Eclipse
4. Overview about using eclipse and options
5. Installing ant and Maven in the eclipse

OOPS(Object-oriented programming)

 

1. MVC Architecture
2. Comparision of MVC to APPS
3. OOPS  Basics
4. Lexical
5. Tokens
6. Identifiers
7. Varaibles
8. Data Types
9. Methods
10. Access Modifiers
11. Comparission between Method/Function and Procedure
12. Classes

1. Creation of Variables

  1. Getter Methods
  2. Setter Methods
  3. Creation of Methods
  4. with Sharing
  5. With Out Sharing

13. Creation of Objects
14. Reference Variables
15. Constructors
16. Class Scope
17. Static Variables
18. Static Methods
19. Static Blocks
20. Final Variables
21. Final Static Variables
22. Arrays 
23. Advantages and Disadvantages of Arrays

Apex

24. Collections

  1. List Class and Method
  2. Set Class and Methods
  3. Map Class and Methods

25. Select Option Class
. SOQL ( Object Query Language)

  1. Group By
  2. Having
  3. Limit
  4. Offset
  5. Update Lock
  6. Parent to Child object Query
  7. Child to Parent object Query
  8. Aggregate Result

26. Compression of Database. Query and static query
27. Governing limits for SOQL
28. DML operations
29. Database. DML operations
30 Compression of DML with Database.DML
31. Database. Save Point
31. Database. Rollback operations
32. Inheritance in Class
33. Overriding classes
34. Working with workbench
35.Writing a test classes
36.SOQl Governing limit
37.DML governing limit
38. DML on  No . of records
39. Future Methods
40. Setup Objects
41. Non Setup Objects
42. Mixed DML exception
43. AsyncApexJob class
44. Batch Apex

  1. Custom Iterable Class
  2. Database.QueryLocator
  3. Start Method
  4. executeMethod
  5. finshMethod
  6. Database.BatchableContext
  7. Implementing Database.Stateful Interface
  8. Calling Future Methods
  9. Creating a future methods in a batch
  10. Invoking callouts from Batch apex
  11. Implementing Database.AllowCallouts
  12. Calling batch with in a batch
  13. Handling exceptions in batch apex
  14. Sending email from finish
  15. Invoking another batch from Batch
  16. Serializing Batch apex

45. Email Services

  1. Outbound Email Services
  2. Single Email Message
  3. Sending Pdf attachment
  4. Sending Email Template
  5. Attaching VF page as an attachment
  6. Attaching the Email to activities
  7. Creating a PDF from future methods
  8. Mass Email Message

8. Governing Limits
2. Inbound Email Service

  • Creating Inbound Email Handlers
  • Creating Inbound Email Service
  • Creating a lead based on inbound email
  • Invoke a batch apex based on Inbound

46. Schedule Apex

  • Implementing Schedule Apex
  • Cron Trigger
  • Invoking Batch Apex
  • Invoking Future Methods from Schedule Apex
  • Invoking the Callouts from Schedule Apex
  • Sending Email from Schedule Apex
  • Test Classes
  • Governing Limits

47. Triggers
1. Trigger Events
2. Trigger Context variables
3. Insert Triggers
1. Trigger. New in before insert and after Insert .
2. DML in before insert and after Insert.
3. System validation and before Insert Trigger Combination.
4. System validation and Before Insert and custom validations.
5. System validation and Before Insert, Custom validation and after Insert trigger
Combination.
6. System Validation, Before Insert, Custom validation, after insert, Assignment Rule  
Combination.
7. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response Combination
8. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto Response, workflow Combination
9. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto   Response workflow 1, workflow rule 2   Combination
10. System Validation, Before Insert, Custom validation, after insert, Assignment Rule,
Auto   Response workflow 1, workflow rule 2, Rollup summary combination 
11.System Validation ,Before Insert, Custom validation, after insert ,Assignment  
Rule, Auto     Response workflow 1, workflow rule 2  ,Rollup ,Formulas combination
4.Update Triggers
1.Trigger.Old
2.Trigger.OldMap
3.Trigger.New
4.Triger.NewMap
5.Recursive trigger
6.Trigger handlers
7.Trigger’s on Parent Child objects

5.Delete Triggers

  1. Trigger. Old
  2. Trigger. OldMap

6.Undlete Triggers

  1. Trigger. New
  2. Trigger. New Map
  • Invoking Batch Apex from Triggers
  • Invoking Schedule Apex from Triggers
  • Invoking Email’s from Triggers
  • Invoking future Methods from Triggers
  • Invoking Callouts from Triggers
  • Invoking apex classes from Triggers
  • Dataloader with Triggers
  • Test Classes

48. Schema Programming

  1. Invoking List of object from Schema
  2. Invoking List of field from a given object
  3. Comparing the data type and fetching PickList fields from the object
  4. Creating a custom picklist field with the options from the given picklist field from given object
  5. Fetching the list of tabs available in the schema

49. Extentions

  1. Standard Controller
  2. Standard Set Controller
  3. Boot Strap
  4. Inheritance 

      
50. Custom Setting :

  1. List
  2. Hierarchial

INTEGRATIONS(With Out Coding)

  1. Apex based Sharing rules
  2. Apex based auto approval process
  3. Wrapper Class

Visualforce :

1.Create VF Page

  1. Using Url
  2. Using Developer Console
  3. Using Eclipse
  4. Using Standard Navigation

2.Printing Static data
3.Binding the global data on VF page
4.Global Objects in VF page
5. Apex:PageBlock
6. Apex:PageBlockSection and apex :PageBlockSectionItem

7.Input Components

  1. InputText
  2. InputField
  3. InputHidden
  4. IinputSecret
  5. InputTextArea
  6. InputCheckbox

8.Output Components

  1. OutputText
  2. OutputLabel
  3. OoutputField

9.Creating Custom Account object Edit Page
10.Creating Custom Object Detail page
11.CSS in VF page

  1. Internal CSS
  2. InLine CSS
  3. External CSS using static Resource

12.JavaScipt in VF page

  1. Internal javascript
  2. External javascript
  3. Events & validations
  4. Invoice pages

13.Jquery in VF page

  1. Establish a plugin using Static Resource
  2. Establish a plugin using Url
  3. AutoComplete
  4. Paginations

14.Ajax in VF page

  1. Sforce connection
  2. Querying data from VF page
  3. DML operations directly form VF page without apex

15.AutoLookup functionality using Ajax and Jquery

16.List Views

  1. PageBlockTables
  2. Data Tables
  3. Data List
  • Enhanced list view
  • Insert,Include and define
  • Panel Grid,Panel group ,output panel
  • SelectList,Selectoption,SelectOptions
  • .Establishing Connection between Apex and VF page using Controller
  • Custom Picklistfied using SelectOption
  • Action Support ,ActionFunction,Action Pooling
  • Remote method invocations
  • Soap call form VF pages
  • Charts and Dashboard using VF page
  • PDF pages
  • Visualforce custom Components
  • Apex pagination
  • Data transfer between the pages
  • Controller and Extentions
  • Overidding the Standard buttons and links
  • SControllers

Newgen Infotech trainers are passionate and focused in quality and accuracy for delivering the best services for our clients. Our trainers are from top MNCs and carry years of experience. The training methodology is not just walking through people with PPTs, rather it is way to share experienced they gain over many years. Our trainer evaluation method is very rigorous and people qualify with predefined parameters are only eligible to train and associate with Capital Info Solutions. Newgen Infotech training quality parameters are very high and we are very concern about the quality delivery. Our trainers are educated with Newgen Infotech training standard and ensure that there is no way we compromise with quality at any point.

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