Salesforce Training Course Syllabus

Introduction

If you take advantage of our salesforce training course syllabus, you can easily witness unmatched career advancement opportunities. Our course content will act as a perfect catalyst for career progression. Our salesforce course in Chennai comes with professional certification that would enhance your reliability in the job market. Our top-notch curriculum would definitely set you apart from others in the competitive field. With the help of our salesforce training course syllabus, you can open the door to a wide range of career opportunities.

Salesforce Training Course Syllabus

Cloud Computing Fundamentals

• Introduction to the Cloud Computing
• Evolution of Cloud Computing
• Comparisons with other computing techniques fetchers
• Key characteristics of cloud computing
• Advantages/Disadvantages
• Classification of Cloud Computing
• Based on as a service model
• SAAS (Software as a service)
• PAAS (Platform as a service)
• IAAS (Infrastructure as a service
• Based on deployment or access model
• Cloud
• Private Cloud
• Hybrid Cloud

Sales Force CRM Concepts

• What is CRM?
• How CRM can help?
• Sales force CRM Navigation terminology
• Compare Salesforce.com CRM with other CRM products
• Customization in sales force .com CRM
• Introduction to sales force CRM Setup tool
• Personal Setup
• App Setup
• Admin Setup

Salesforce.Com Cloud Overview

• Sales Cloud
• Service Cloud
• Collaboration Cloud
• Project development life cycle
• Sales force editions
• Apex data loader

Organization Administration

• Set your organization’s language & locale
• Manage currency

Customization

• Create custom profiles & custom fields
• Define dependent pick list
• Customize lookup fields
• Customize validation & formulas
• Customize page layouts
• Customize standard related lists
• Use field-level security

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 approvals

Security & Access

• Create & Manager Users
• Set organization-wide defaults
• Learn about record accessed
• Create the role hierarchy
• Learn about role transfer & mass Transfer functionality
• Profiles, Login History

Data Utilities

• Importing overview
• Learn about import solutions & Custom Object records using the data loader
• User mass delete
• Initiate weekly export
• Use storage

Analytics

• Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Use dashboards

Extending Salesforce CRM

• Learn about custom objects
• Learn about custom tabs
• Learn about custom web tabs

The Appexchnage

• The AppExchange
• Install an app
• Delete an app

Visual Force

• Introduction and Tools
• Purpose of Visualfoce
• MVC Architecture

Salesforce Overview

• Learning Objectives
• Introduction to Salesforce
• Salesforce Editions
• Home page Customization
• User Management
• Creating and Customizing Tabs
• Creating an App
• Uploading a Company Logo
• Company Information Page
• System Overview Page
• Updating the Fiscal Year
• Case study
• Key Takeaways

Salesforce Objects

• Learning Objectives
• Standard Object Components
• Renaming Standard Objects
• Modifying Standard Objects
• Understanding External Objects
• Creating Custom Objects
• Case study
• Key Takeaways

Field Types

• Learning Objectives
• Modifying Standard Fields
• Creating Auto-Number Fields
• Creating Formula Fields
• Creating Roll-Up Summary Fields
• Creating Lookup and Master-Detail Fields
• Creating Checkbox Fields
• Creating Currency, Number, and Percent Fields
• Creating Date Fields and Date and Time Fields
• Creating Phone and Email Fields
• Creating Geolocation Fields
• Creating Picklist and Multi-Select Picklist Fields
• Creating Text and Text Area Fields
• Creating Text Area Long and Text Area Rich Fields
• Considerations for Field Type Change
• Field Deleting Implications
• Creating Encrypted Fields
• Creating URL Fields
• Case study
• Key Takeaways

Validation Rules

• Learning Objective
• Creating Validation Rules
• Creating Formulas
• Creating Error Messages
• Case study
• Key Takeaways

Security Controls

• Learning Objective
• Viewing Object Security
• Changing Default Record Access
• Sharing Settings
• Field Accessibility
• Password Policies
• Session Settings
• Login Flows
• Network Access
• Activations
• Session Management
• Login Access Policies
• Certificate and Key Management
• Viewing Setup Audit Trail
• Executing Expire All Passwords
• Delegated Administrations
• Remote Site Settings
• Named Credentials
• File Upload and Download Security
• Case Study
• Key Takeaways

Profiles

• Learning Objective
• Overview of Standard Profiles
• Assigning Page Layouts
• Field-Level Security
• Custom App Settings and Access
• Tab Settings
• Record Type Settings
• Administrative Permissions
• General User Permissions
• Standard Object Permissions
• Custom Object Permissions
• Password Policies and Session Timeout
• Login Hours and IP Ranges
• Enabling Apex and Visualforce Access
• Case Study
• Key Takeaways

Role Hierarchy

• Learning Objective
• Viewing Role Hierarchy
• Creating Roles
• Enabling Field History
• Creating Groups
• Creating Permission Sets
• Assigning Roles to Users
• Case Study
• Key Takeaways

Workflow Rules

• Learning Objective
• Creating a Workflow Rule
• Creating a Workflow Rule Field Update
• Creating a Workflow Rule Task Assignment
• Creating a Workflow Rule Email Alert
• Outbound Message
• Time-Dependent Workflow Action
• Time-Dependent Workflow Action – Considerations
• Overview of Approval Process
• Components of an Approval Process
• Case Study
• Key Takeaways

Data Management

• Learning Objective
• Importing Leads
• Data Import Wizard
• Importing Contacts and Accounts
• Using Mass Delete
• Installing Data Loader
• Installing Data Loader
• Importing Records with Data Loader
• Updating Records with Data Loader
• Deleting Records with Data Loader
• Exporting Records with Data Loader
• Adding a Field in the Schema Builder
• Scheduling a Data Export
• Creating and Using Sandbox
• Mass Transferring Records
• Reporting Snapshots
• Working with Tags
• Case Study
• Key Takeaways

Reports

• Learning Objective
• Understanding Report Formats
• Tabular Reports
• Summary Reports
• Matrix Reports
• Join Reports
• Creating Leads Report
• Creating Contacts and Accounts Report
• Creating an Opportunity Report
• Adding Leads to a Campaign from a Report
• Creating a Report Chart
• Scheduling Reports
• Creating a Campaign Report
• Summarizing Report Data
• Creating a Report Formula
• Exporting Reports to Excel
• Date Filters
• Bucket Fields
• Custom Report Types
• Case Study 1
• Case Study 2
• Key Takeaways

Dashboards

• Learning Objective
• Understanding Dashboard Components
• Creating a Dashboard
• Refreshing a Dashboard
• Modifying Columns on Dashboards
• Adding Filters to a Dashboard
• Managing Access to Reports
• Adding a Report as a Dashboard Component
• Setting Up Dynamic Dashboards
• Enabling Dashboards for iPad
• Modifying Report and Dashboard Interfaces
• Activating the Report Builder on Profiles
• Case Study
• Key Takeaways

Chatter

• Learning Objective
• Chatter Overview
• Enabling Chatter
• Enabling Chatter Feeds on Records
• Configuring Chatter Groups
• Creating Customer Groups
• Creating a Free Customer Chatter User
• Customizing Chatter Email Notifications
• Configuring Salesforce to Salesforce
• Accepting a Salesforce Connection
• Sharing an Account via Salesforce to Salesforce
• Enabling Ideas
• Configuring Idea Themes
• Enabling Social Accounts
• Enabling Libraries and Content
• Customizing Libraries and Content
• Uploading Documents to Libraries and Content
• Configuring Salesforce1
• Case Study
• Key Takeaways

Change Sets and Deployment

• Learning Objective
• Outbound Change Sets
• Inbound Change Sets
• Deployment Settings
• Deployment Status
• Eclipse IDE
• Case Study
• Key Takeaways

Application Lifecycle

• Learning Objective
• Key Milestones and Considerations
• Using Sandboxes for Development
• Using Change Sets
• Using Unmanaged Packages
• Case Study
• Key Takeaways

Visual Workflow, Process Builder, and Schema Builder

• Learning Objective
• Creating a Visual Flow
• Modifying Existing Flows
• Creating a Process in the Process Builder
• Creating Fields in the Schema Builder
• Case Study
• Key Takeaways

Lightning Components

• Learning Objective
• Installing Lightning Components
• Lightning Component Capabilities
• Lightning Components vs. Visualforce
• Case Study
• Key Takeaways

Creating Buttons, Links, and Actions

• Learning Objective
• Global Action
• Object Specific Action
• Object Specific Action – Types
• Action Layout in Salesforce1
• Creating New Records with Actions
• Logging a Call with Actions
• Updating a Record with Actions
• Creating Custom Buttons
• Creating Custom Links
• Case Study
• Key Takeaways

Sales Cloud

• Learning Objective
• Leads Home Page
• Creating List Views
• Creating and Converting Leads
• Creating Accounts
• Creating Contacts
• Creating Email Templates
• Four Sales Productivity Features
• Sending Individual Emails
• Sending Mass Emails
• Creating and Managing Price Books
• Creating Products
• Creating Opportunities
• Creating Activities
• Creating a Web-to-Lead Form
• Creating a Lead Assignment Rule
• Creating a Lead Queue
• Creating an Auto-Response Rule
• Creating Campaigns
• Record Types
• Case Study 1
• Case Study 2
• Key Takeaways

Quote Templates

• Creating a Quote Record
• Creating a Quote Template
• Generating a Quote PDF
• Emailing a Quote PDF
• Modifying Quote Templates
• Case Study
• Key Takeaways

Service Cloud

• Learning Objective
• Creating Cases
• Creating Case Assignment Rules
• Creating Case Escalation Rules
• Enabling Solutions
• Creating Solutions
• Attaching Solutions to Cases
• Enabling Knowledge
• Configuring Knowledge
• Creating a Web-to-Case Form
• Create an Email-to-Case Address
• Case Study 1
• Case Study 2
• Key Takeaways

Communities

• Creating a New Community
• Partner Portal
• Customer Portal
• Communities
• Topic Management
• Reputation Management
• Adding Members
• Managing Tabs and Branding
• Login and Registration
• Community Preferences
• Case Study

User Interface

• Learning Objective
• User Interface General Options
• User Interface Sidebar Options
• User Interface Calendar Options
• User Interface Name Settings
• User Interface Setup Options
• Case Study
• Key Takeaways

Help and Training

• Using Answers
• Using Ideas
• Searching for a Help Topic
• Contacting Support
• Trust Site
• Known Issues
• Case Study
• Key Takeaways

AppExchange

• Learning Objective
• AppExchange Overview
• Finding and Selecting an App
• Finding a Developer
• Finding a Consultant
• Case Study
• Key Takeaways

Other Important Concepts

• Learning Objective
• SalesforceA
• SalesforceA – Actions
• Salesforce and Outlook – Integration
• Many-to-Many Relationship
• Many-to-Many Relationship — Example
• Self Relationship
• Hierarchy Relationship

Conclusion

Learning our salesforce training course syllabus will make you a sought-after professional in the talent-hungry job market. With the help of our course content, you can stay abreast of the latest features and trends in the market. By learning our syllabus and gaining expertise, you can be an integral part of your organization’s development strategy. Enrol in our salesforce training in Chennai and unlock the doors to a future filled with career progression and success.