Oneqsoft

Salesforce - Mastering Customer Relationship Management (CRM)

One-Q Soft provides one of the best Salesforce training in Hyderabad, which is industry-driven and most-updated. Some of the aspects that you will be working on in this Salesforce training include the Force.com platform, Salesforce App Builder, project management, process automation, and deploying the database.

Here in One-Q Soft– along with this course we also include concept wise documentation, Real-time scenario, Project solution, Project use case & interview preparation guidance for your job interviews.

Why only One-Q Soft

  • 3200+ professionals trained on different technologies.
  • Splendid Certified and Experienced Trainers.
  • Highly Interactive & Classroom training
  • Customised complete course notes
  • Job guidance
  • Guidance on official certification

Salesforce Training Highlights

  • Free Demo class
  • 45 days class room training
  • Successfully trained 500+ learners
  • Customised course notes
  • Live instructor-LED Online and Classroom training
  • Real-time practical guidance
  • Doubt clarification schedules
  • Basic to advanced training
  • Interview Guidance

Salesforce Course Overview

Salesforce provides users comprehensive tools to manage customer data, automate processes, analyse data and insights, and create personalized customer experiences. Salesforce also offers a variety of solutions for customer service, marketing automation, commerce, app development, and more.

Salesforce is a complete, feature-loaded solution for sales, marketing, service, community, and partner management. You can store your Salesforce data in the cloud. This will allow your team to access the data from anywhere in the world. Salesforce is versatile and caters to companies of different sizes.

Salesforce Course Curriculum

  • 1 Salesforce Fundamentals

    • a. Introduction to Salesforce

    • b. Overview of Salesforce, its Editions

    • c. Home Page Customization

    • d. User Management

    • e. Apps Creation

    • f. Core CRM objects Capabilities

    • g. Declarative Customizations Boundaries

    • h. Programmatic Customizations Use Cases

  • 2 Quote Templates – Preview, Create, and Activate

    • a. Introduction to Quote Templates

    • b. Quote record creation, its template, and quote PDF

  • 3 Field Types and Salesforce Objects

    • a. Field types overview

    • b. Standard fields modification

    • c. Creation of auto-number, formula, roll-up summary, lookup &master-detail, and checkbox fields

    • d. Creation of number, currency, and percent fields

    • e. Creation of geolocation, phone, and email fields

    • f. Creation of date & time fields

    • g. Creation of text and text area fields

    • h. Creation of URL, encrypted fields, etc.

    • i. Salesforce object’s introduction

    • j. Components, standard objects, and its modification

    • k. External objects and creation of custom objects

  • 4 Creation of Custom Buttons, Link units, and Actions

    • a. Creation of buttons, links, and actions overview

    • b. Creation of new records with actions

    • c. Call logging with actions

    • d. Record updating

    • e. Creation of custom buttons and custom links, etc.

  • 5 Salesforce Workflow, Schema Builder, and Process Builder

    • a. Overview of visual workflow, schema builder, and process builder

    • b. Creation of visual flow

    • c. Modification of the existing workflows

    • d. Creation of process

    • e. Field creation in the schema builder

  • 6 Validation and Workflow Rules

    • a. Overview of validation rules, its creation

    • b. Creation of formulas

    • c. Creation of error messages

    • d. Overview of workflow rules

    • e. Creation of Workflow rule, Field update, Task assignment, Email alert

  • 7 Creation of Role Hierarchy

    • a. Overview of the role hierarchy

    • b. Creating

    • c. Enabling field history

    • d. Assigning Roles to Users

  • 8 Security Data Security Model

    • a. Restricting logins

    • b. Object access determination

    • c. Record access configuration

    • d. Creation of role hierarchy

    • e. Record access exceptions

  • 9 Salesforce User Profiles

    • a. Profiles introduction

    • b. Overview of standard profiles

    • c. Page layouts assigning

    • d. Settings

    • e. Permissions

    • f. Password guidelines

    • g. Session timeout, hours of log in, IP ranges

    • h. Field-level security

    • i. Access of Apex and Visualforce