CRM Salesforce for Beginners

1. Introduction to CRM and SFDC

Learning Objectives - In this module, you'll learn the basic overview of CRM, how Cloud Computing is used for CRM and you will also learn about introduction to Salesforce.com.

Topics - CRM Overview, Cloud Computing, Introduction to Salesforce.com (SFDC), SFDC Modules.

2. SFDC Overview

Learning Objectives - In this module, you will learn creation of business objects and its application, you will also learn about Standard Business Objects and Custom Business objects.

Topics - SFDC Business objects & their application, Standard Business Objects, Custom Business Objects, Salesforce Data Model, Salesforce Relationships.

3. SFDC Security Model - 1

Learning Objectives - In this module, you will learn about Salesforce Data Fields, Security Features in Salesforce and you will also be learning about the Organization Wide Default settings.

Topics - Salesforce Data Fields, Salesforce Security Features, Organization Wide Default, Profiles, Roles.

4. SFDC Security Model - 2

Learning Objectives - In this module you will learn about Mass Transfer, Sharing Rules and Application of Roles.

Topics - Records Mass Transfer, Sharing Rules & Application, Application of Roles & Sharing Rules, Profiles & Permission Sets.

5. SFDC Configuration - 1

Learning Objectives - In this module, you will learn Profiles, Permission Sets, Page Layout, Record Type and Field Level Security .

Topics - Profiles, Permission Sets, Page Layout, Record Type, Field Level Security.

6. SFDC Configuration - 2

Learning Objectives - In this module, you will learn about how to prepare reports and associated dashboards to enable business performance preview.You will also learn about Marketing Cloud, Sales Cloud and Service Cloud.

Topics - Marketing Cloud, Sales Cloud, Products & Price Book, Quote Management, Service Cloud, Activities, Analytics, Reports, Dashboards, Translation Workbench.

7. SFDC Advanced Configuration - 1

Learning Objectives - In this module, you will learn about Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules and Validation Rule.

Topics - Queue, Assignment Rules, Auto Response, Approval Processes, Workflow, Escalation Rules, Validation Rule.

8. SFDC Advanced Configuration - 2

Learning Objectives - In this module you will learn about Chatter, Content management, Data Loader, Deployment using Change Sets, Apex and Visual Force.

Topics - Chatter, Content management, Data Loader, Deployment using Change Sets, Apex & Visual Force.