Salesforce Training
Salesforce is the leading cloud platform that powers countless applications and services. This course will get you started with Salesforce Training.
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Lesson 01: Salesforce CRM IntroductionDefine Salesforce and Customer Relationship Management0sIntroduction to Force.com0sWhy we use Salesforce CRM0sDifferent Editions of Salesforce0sSalesforce Registration0sBuilding and Customizing Home page, Apps, and Tabs0sSalesforce Architecture- Multi-tenant and Meta-Data driven.0sCRM Object Capabilities0s
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Lesson 02: Quote Templates
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Lesson 03: Sales CloudSalesforce Sales Cloud Basics0sCreating List views and Email Leads0sGenerating and Converting Leads0sCreating Accounts and Contacts0sSending personal and group Emails0sCreating Campaigns and Activities0sCreating Opportunities and Products0sCreating Web-to-Lead Form and Lead Assignment Rule0s
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Lesson 04: Service Cloud
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Lesson 05: SFDC Objects and FieldsCreating Objects, Standard Object Components0sAltering and Renaming Standard Objects0sExternal Objects and Custom Objects0sField Types, Field Dependencies0sAdding Fields in Objects0sRollup Summary Field0sCreating Lookup and Master-Detail Fields0sCreating Data and Time Fields0sCreating Email and Phone Fields0sCreating Text and Text area fields0sCreating Currency, Geolocation, and Percent Fields0sCreating encrypted and URL Fields0sStandard and Formula Fields0s
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Lesson 06: SFDC Security ModelOrganization level or System-level security0sProfile and Permission Sets0sAdministering users0sTroubleshooting0sSecurity Settings and Tab Settings0sPassword Policies and IP Address Security0sField Level Security and Activations0sSession Settings and Page Layout Assignment0sRole Hierarchy Creation0sRecord Level and Object-level security0sPublic Group and Queue0s
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Lesson 07: Buttons, Links, and Actions
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Lesson 08: Master-Detail Relationship
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Lesson 09: Reports and DashboardsCreating tabular, matrix, and summary reports0sImportance of Tabular, Summary, and Matrix reports0sExecuting a report, Report Builder, and Report Formula0sConventional reports available, report and security0sCreating: Leads report, Opportunity report, Scheduling report, Campaign report.0sUsing filters in reports0sAccess Management in Reports0sCreating Dashboards0sBucket Field and Dynamic Dashboards0sDashboards components0sCustomizing Dashboards (Modifying components and Refreshing Dashboards)0sAdding reports to the dashboards0sAdding the leads to the campaigns through reports0sCustomizing the Interfaces of Dashboards and Reports0s
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Lesson 10: ChatterIntroduction to Chatter0sEnabling Chatter and Configuring Chatter groups0sEnabling Chatter feeds on the records.0sEmail Notification in Chatter0sCreating the free customer chatter user0sCreating customer groups0sCustomizing Email Notifications in Chatter0sCustomizing and Enabling Libraries and Content0sEnabling Ideas0sSetting Ideas Themes0sActivating Social Accounts0sSetting Salesforce to Salesforce0sSharing the Account through salesforce to salesforce0sAccepting the Salesforce Connection0sSetting Salesforce10s
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Lesson 11: Mobile
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Lesson 12: AppExchange
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Lesson 13: Workflow Rules
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Lesson 14: Business Logic and Process Automation
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Lesson 15: Salesforce Lightning
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Lesson 16: User Interface
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Lesson 17: Deployment and Change Sets
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Lesson 18: Application Life Cycle
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Lesson 19: Web Services and Integration
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Lesson 20: Advanced Automation
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Lesson 21: Analyzing Data with Reports and DashboardsIntroducing Reports0sTabular Reports0sSummary Reports0sMatrix Reports0sJoined Reports0sReport Formats0sIntroducing Dashboards0sAdding Dashboard Components0sDynamic dashboard0sRegular dashboard0sDashboard security0sTypes of report sharing0sTypes of Dashboards sharing0sReport security0sBucket fields0sCustom Report Types0sFormula fields0s
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Lesson 22: Practice Test & Interview Questions
If you’re looking to advance your career in customer relationship management (CRM), or if you’re new to Salesforce, this course, Salesforce Training, will provide you with the essential knowledge and skills. First, you’ll discover the fundamentals of Salesforce and the services it offers.
Next, you’ll dive deep into core Salesforce functionalities, with practical examples and hands-on labs. Lastly, you’ll prepare for the Salesforce certification exam with practice questions and real-world scenarios. When you’re finished with this course, you’ll have the expertise and confidence to pass the Salesforce certification exam and leverage Salesforce services in your projects.
What You’ll Learn
- Understand the Impact of CRM: Grasp the significance and impact of customer relationship management in today’s business environment.
- Learn Core Salesforce Services: Gain a thorough understanding of fundamental Salesforce services, including Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud.
- Discover Security Best Practices: Learn how to secure your Salesforce environment and implement best practices for data protection and privacy.
- Optimize Salesforce for Business Efficiency: Understand how to manage and optimize your Salesforce instance to improve business processes and drive efficiency.
- Master Application Deployment: Explore the best methods for deploying and managing applications on the Salesforce platform, including customization and integration.
- Prepare for Certification: Get tips and strategies for preparing for the Salesforce certification exam, including practice questions and real-world scenarios.
Course Benefits
By the end of this Salesforce Training, you’ll be equipped with the knowledge and skills needed to excel in customer relationship management. You’ll have a solid understanding of Salesforce services and best practices, enabling you to implement and manage Salesforce solutions effectively. Moreover, you’ll be prepared to pass the Salesforce certification exam with confidence, positioning yourself for success in the rapidly growing field of CRM.
