SALESFORCE CRM ONLINE TRAINING COURSE

INTRODUCTION & COURSE CONTENT

    • Learn about factors to consider when building a data model
    • Develop custom objects and fields
    • Create and customize page layouts and publisher actions
    • Create master-detail, lookup, and many-to-many relationships
    • Create custom applications
    • Use custom object queues and event-based workflow rules with field update actions
Designing Applications for Multiple Users
    • Learn about factors to consider when designing applications for multiple users
    • Create and customize profiles to manage the user experience
    • Create and customize permission sets to manage the user experience
    • Employ organization-wide defaults (OWDs), sharing rules,roles, role hierarchy, public groups, and manual sharing to control access to records
    • Analyze suitability of field-level security, page layouts, and record types to satisfy business requirements
Managing Data
    • Learn when and how to export, delete, insert, update, and upsert data
    • Use the Data Import Wizard and Data Loader to manage data
Implementing Business Processes
    • Use validation rules to enforce conditional required behavior
    • Use functions to enforce data format and data consistency Create parallel approval processes and approval processes with dynamic approval routing to automate business processes
    • Establish approval process criteria with cross-object formulas
    • Set up field history tracking to audit processes
    • Learn techniques to prevent or record data changes
    • Create and deploy a flow using Visual Workflow
    • Create and activate a process using Lightning Process Builder
Visualforce Pages: Enhancing the User Interface
    • Learn about the capabilities of Visualforce pages
    • Create Visualforce pages to modify the user interface
    • Learn about the functionality that comes with Visualforce page standard controllers
    • Create templates that can be applied to multiple Visualforce pages
    • Learn about incorporating Visualforce into a page layout
    • Learn about incorporating JavaScript and Ajax with Visualforce
    • Learn about exposing Visualforce to the Internet
    • Learn about incorporating Visualforce into Salesforce1

 

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