Introduction to Salesforce Training:
Salesforce is used for developing applications. It is one of the most famous CRM products in the globe. Salesforce training makes you capable of creating new apps in the declarative capacities of the Force.com platform, SFDC security model, service cloud, sales cloud, lightning applications builders, Salesforce reports & dashboard. Change the Salesforce system by teaching analytics and personalization abilities to your particular application. Ides trainings provides online and corporate training for Salesforce course. We also provide Salesforce Classroom Training at client premises like Hyderabad, Mumbai, Noida, Delhi, Bangalore, Pune etc. We provide Virtual Job Support as well.
Prerequisites of Salesforce Training:
You don’t need any previous Salesforce experience to take this course! This course is ideal for anyone who is excited to learn more about Salesforce and its implementation.
Salesforce Online Training Course Outline Details:
- Course Name: Salesforce Training
- Mode of Training: We provide Online Training and Corporate Training for Salesforce Course
- Duration of Course:30 Hrs (Can be customized as per the requirement)
- Do you Provide Materials: Yes, If you register with Idestrainings, the Salesforce Admin Training Materials will be provided.
- Course Fee: After register with Idestrainings, our coordinator will contact you.
- Trainer Experience:15 years+ of experience
- Timings: According to one’s feasibility
- Batch Type: We provide all types of batches like Regular, Weekends and Fast track
- Backup Session: If the student misses the session, we also provide backup session
Salesforce Online Training Course Content:
Module 1: Salesforce Overview
1.1 Learning Objectives
1.2 Introduction to Salesforce
1.3 Salesforce Editions
1.4 Home page Customization
1.5 User Management
1.6 Creating and Customizing Tabs
1.7 Creating an App
1.8 Uploading a Company Logo
1.9 Company Information Page
1.10 System Overview Page
1.11 Updating the Fiscal Year
Module 2: Salesforce Objects
2.1 Learning Objectives
2.2 Standard Object Components
2.3 Renaming Standard Objects
2.4 Modifying Standard Objects
2.5 Understanding External Objects
2.6 Creating Custom Objects
Module 3: Field Types
3.1 Learning Objectives
3.2 Modifying Standard Fields
3.3 Creating Auto-Number Fields
3.4 Creating Formula Fields
3.5 Creating Roll-Up Summary Fields
3.6 Creating Lookup and Master-Detail Fields
3.7 Creating Checkbox Fields
3.8 Creating Currency, Number, and Percent Fields
3.9 Creating Date Fields and Date and Time Fields
3.10 Creating Phone and Email Fields
3.11 Creating Geolocation Fields
3.12 Creating Picklist and Multi-Select Picklist Fields
3.13 Creating Text and Text Area Fields
3.14 Creating Text Area Long and Text Area Rich Fields
3.15 Considerations for Field Type Change
3.16 Field Deleting Implications
3.17 Creating Encrypted Fields
3.18 Creating URL Fields
Module 4: Validation Rules
4.1 Learning Objective
4.2 Creating Validation Rules
4.3 Creating Formulas
4.4 Creating Error Messages
Module 5: Security Controls
5.1 Learning Objective
5.2 Viewing Object Security
5.3 Changing Default Record Access
5.4 Sharing Settings
5.5 Field Accessibility
5.6 Password Policies
5.7 Session Settings
5.8 Login Flows
5.9 Network Access
5.11 Session Management
5.12 Login Access Policies
5.13 Certificate and Key Management
5.14 Viewing Setup Audit Trail
5.15 Executing Expire All Passwords
5.16 Delegated Administrations
5.17 Remote Site Settings
5.18 Named Credentials
5.19 File Upload and Download Security
Module 6: Profiles
6.1 Learning Objective
6.2 Overview of Standard Profiles
6.3 Assigning Page Layouts
6.4 Field-Level Security
6.5 Custom App Settings and Access
6.6 Tab Settings
6.7 Record Type Settings
6.8 Administrative Permissions
6.9 General User Permissions
6.10 Standard Object Permissions
6.11 Custom Object Permissions
6.12 Password Policies and Session Timeout
6.13 Login Hours and IP Ranges
6.14 Enabling Apex and Visualforce Access
Module 7: Role Hierarchy
7.1 Learning Objective
7.2 Viewing Role Hierarchy
7.3 Creating Roles
7.4 Enabling Field History
7.5 Creating Groups
7.6 Creating Permission Sets
7.7 Assigning Roles to Users
Module 8: Workflow Rules
8.1 Learning Objective
8.2 Creating a Workflow Rule
8.3 Creating a Workflow Rule Field Update
8.4 Creating a Workflow Rule Task Assignment
8.5 Creating a Workflow Rule Email Alert
8.6 Outbound Message
8.7 Time-Dependent Workflow Action
8.8 Time-Dependent Workflow Action – Considerations
8.9 Overview of Approval Process
8.10 Components of an Approval Process
Module 9: Data Management
9.1 Learning Objective
9.2 Importing Leads
9.3 Data Import Wizard
9.4 Importing Contacts and Accounts
9.5 Using Mass Delete
9.6 Installing Data Loader
9.7 Importing Records with Data Loader
9.8 Updating Records with Data Loader
9.9 Deleting Records with Data Loader
9.10 Exporting Records with Data Loader
9.11 Adding a Field in the Schema Builder
9.12 Scheduling a Data Export
9.13 Creating and Using Sandbox
9.14 Mass Transferring Records
9.15 Reporting Snapshots
9.16 Working with Tags
Module 10: Reports
10.1 Learning Objective
10.2 Understanding Report Formats
10.3 Tabular Reports
10.4 Summary Reports
10.5 Matrix Reports
10.6 Join Reports
10.7 Creating Leads Report
10.8 Creating Contacts and Accounts Report
10.9 Creating an Opportunity Report
10.10 Adding Leads to a Campaign from a Report
10.11 Creating a Report Chart
10.12 Scheduling Reports
10.13 Creating a Campaign Report
10.14 Summarizing Report Data
10.15 Creating a Report Formula
10.16 Exporting Reports to Excel
10.17 Date Filters
10.18 Bucket Fields
10.19 Custom Report Types
Module 11: Dashboards
11.1 Learning Objective
11.2 Understanding Dashboard Components
11.3 Creating a Dashboard
11.4 Refreshing a Dashboard
11.5 Modifying Columns on Dashboards
11.6 Adding Filters to a Dashboard
11.7 Managing Access to Reports
11.8 Adding a Report as a Dashboard Component
11.9 Setting Up Dynamic Dashboards
11.10 Enabling Dashboards for iPad
11.11 Modifying Report and Dashboard Interfaces
11.12 Activating the Report Builder on Profiles
Module 12: Chatter
12.1 Learning Objective
12.2 Chatter Overview
12.3 Enabling Chatter
12.4 Enabling Chatter Feeds on Records
12.5 Configuring Chatter Groups
12.6 Creating Customer Groups
12.7 Creating a Free Customer Chatter User
12.8 Customizing Chatter Email Notifications
12.9 Configuring Salesforce to Salesforce
12.10 Accepting a Salesforce Connection
12.11 Sharing an Account via Salesforce to Salesforce
12.12 Enabling Ideas
12.13 Configuring Idea Themes
12.14 Enabling Social Accounts
12.15 Enabling Libraries and Content
12.16 Customizing Libraries and Content
12.17 Uploading Documents to Libraries and Content
12.18 Configuring Salesforce 1
Module 13: Change Sets and Deployment
13.1 Learning Objective
13.2 Outbound Change Sets
13.3 Inbound Change Sets
13.4 Deployment Settings
13.5 Deployment Status Eclipse IDE
Module 14: Application Lifecycle
14.1 Learning Objective
14.2 Key Milestones and Considerations
14.3 Using Sandboxes for Development
14.4 Using Change Sets
14.5 Using Unmanaged Packages
Module 15: Visual Workflow, Process Builder, and Schema Builder
15.1 Learning Objective
15.2 Creating a Visual Flow
15.3 Modifying Existing Flows
15.4 Creating a Process in the Process Builder
15.5 Creating Fields in the Schema Builder
Module 16: Lightning Components
16.1 Learning Objective
16.2 Installing Lightning Components
16.3 Lightning Component Capabilities
16.4 Lightning Components vs. Visualforce
Module 17: Creating Buttons, Links, and Actions
17.1 Learning Objective
17.2 Global Action
17.3 Object Specific Action
17.4 Object Specific Action – Types
17.5 Action Layout in Salesforce 1
17.6 Creating New Records with Actions
17.7 Logging a Call with Actions
17.8 Updating a Record with Actions
17.9 Creating Custom Buttons
17.10 Creating Custom Links
Module 18: Sales Cloud
18.1 Learning Objective
18.2 Leads Home Page
18.3 Creating List Views
18.4 Creating and Converting Leads
18.5 Creating Accounts
18.6 Creating Contacts
18.7 Creating Email Templates
18.8 Four Sales Productivity Features
18.9 Sending Individual Emails
18.10 Sending Mass Emails
18.11 Creating and Managing Price Books
18.12 Creating Products
18.13 Creating Opportunities
18.14 Creating Activities
18.15 Creating a Web-to-Lead Form
18.16 Creating a Lead Assignment Rule
18.17 Creating a Lead Queue
18.18 Creating an Auto-Response Rule
18.19 Creating Campaigns
18.20 Creating Campaigns
Module 19: Quote Templates
19.1 Creating a Quote Record
19.2 Creating a Quote Template
19.3 Generating a Quote PDF
19.4 Emailing a Quote PDF
19.5 Modifying Quote Templates
Module 20: Service Cloud
20.1 Learning Objective
20.2 Creating Cases
20.3 Creating Case Assignment Rules
20.4 Creating Case Escalation Rules
20.5 Enabling Solutions
20.6 Creating Solutions
20.7 Attaching Solutions to Cases
20.8 Enabling Knowledge
20.9 Configuring Knowledge
20.10 Creating a Web-to-Case Form
20.11 Create an Email-to-Case Address
Module 21: Communities
21.1 Creating a New Community
21.2 Partner Portal
21.3 Customer Portal
21.5 Topic Management
21.6 Reputation Management
21.7 Adding Members
21.8 Managing Tabs and Branding
21.9 Login and Registration
21.10 Community Preferences
Module 22: User Interface
22.1 Learning Objective
22.2 User Interface General Options
22.3 User Interface Sidebar Options
22.4 User Interface Calendar Options
22.5 User Interface Name Settings
22.6 User Interface Setup Options
Module 23: Help and Training
23.1 Using Answers
23.2 Using Ideas
23.3 Searching for a Help Topic
23.4 Contacting Support
23.5 Trust Site
23.6 Known Issues
Module 24: AppExchange
24.1 Learning Objective
24.2 AppExchange Overview
24.3 Finding and Selecting an App
24.4 Finding a Developer
24.5 Finding a consultant
Module 25: Other Important Concepts
25.1 Learning Objective
25.2 Salesforce A
25.3 Salesforce A – Actions
25.4 Salesforce and Outlook – Integration
25.5 Many-to-Many Relationship
25.6 Many-to-Many Relationship – Example
25.8 Hierarchy Relationship
Overview of Salesforce Training:
Salesforce is a cloud computing platform who provide service as SaaS and PaaS. The popular application of salesforce is CRM. Salesforce are similar to Amazon, they provide databases, computing and more. They have strong hold on SaaS. They have very good software model, that is the reason why salesforce is that popular. Whereas PaaS, they provide this service as well but its not quite popular as SaaS.
What is Salesforce?
Salesforce is a cloud-based Customer Relationship Management (CRM) software for managing customer relationships and integration with other systems. This SaaS tool helps to create custom solutions for marketing, sales, services and ecommerce as per business requirements. Salesforce has now expanded from just CRM to offering multiple products.
Service Nature of Salesforce:
- Salesforce as SaaS (Software as a Service): No installations, setup or download required. Just Log in and use software across the Cloud.
- Salesforce as PaaS (Platform as a service): In this kind of software service, no separate platform is required. You can use the developer’s code to create and deploy applications.
- Salesforce as laaS (Infrastructure as a service): No hardware or software installations needed as your data and applications are stored securely on the Salesforce cloud.
Working of Salesforce
Salesforce works on Multi-Tenant architecture and Meta-Data architecture.
In this, one server instance will be shared by multiple clients. It is very economical so, resources and maintenance cost is shared. The vendor needs to update only one application and changes will be reflected for all clients. In this, single database stores data of multiple clients. The sharing rules are enforced by Governor limits.
Salesforce uses a metadata-driven development model. The functionalities of an app are defined as metadata in a database. It allows developers to concentrate only on building the application. This includes process, assignment rules, sharing and security settings, Visualforce pages and Apex triggers. This stores page layouts for Accounts, Contacts, Leads.
Products and Services offered by Salesforce
Sales Cloud: Salesforce provides a service called sales cloud. This cloud service is used by the sales team of an organization where they can keep the track of details related to their sales like leads names, email id, phone number, etc.
Marketing Cloud: Marketing cloud in salesforce is a service where you can target your leads and also use the social media related features so that you can know your customers and interact with them. This service is also used for digital marketers.
Service Cloud: Service cloud in salesforce is similar to sales cloud and marketing cloud. This clous is used for customer satisfaction. This service helps you to connect with the customers who have queries and resolve their issues. This cloud has a lot of features.
Analytics Cloud: Analytics cloud is one of the services in salesforce. The analytics cloud helps to get the complete analytics for sales cloud, marketing cloud and service cloud. From this service, you can analyze how your business is running and what changes are needed for the growth of your business.
Community Cloud: The community cloud service in salesforce helps the learners to interact directly and build connections. The word community cloud itself says the use of this service to enable the communication with the people or clients.
App Cloud: The major service offered by salesforce is app cloud. This service helps you to develop the customized applications for yourself with the help of developers. There are different platforms in salesforce for building the apps are salesforce lightning, salesforce1, SFDC.
Commerce Cloud: Commerce cloud is for the ecommerce businesses which helps them to get the better insights for their business. It recommends the similar products to the customers and increases the sales of your business.
IoT Cloud: This cloud service helps the IoT device businesses to analyze their performance. In salesforce, the IoT cloud service helps the IoT businesses to integrate them on the cloud and get the detailed analysis on the devices.
Health Cloud: Health cloud service is similar to sales cloud. The only difference is that it is used by the doctors and patients. This service is used by the hospitals to keep the record of their patients. You can find the treatments for the illness and the doctors who can cure the illness.
Features of Salesforce training:
Marketing and sales lead: Helps you to measure customer engagement by tracking email activities and convert them to customers.
Contact management: With the help of this feature you can get customer’s data like activity history, frequent contacts, customer communications, etc.
Opportunities and quotes: Helps vendor to create opportunity and quote.
Build and run innovative apps: You can build, scale and manage apps.
Analytics: It allows you to access the data, create dashboards and perform analysis.
Email integration: It provides integrations related to customer service, support and customer experience.
Communities for sales: Online community software that enables companies to connect customers, partners and employees with each other.
Salesforce Engine: This feature focuses on making personalized contact with a customer for various campaigns designed by the marketing team.
Sales Collaboration: This feature helps you to address customer queries and feedback.
Sales Performance Management: It offers a metric-based goal setting and helps you to get feedback & rewards for the sales team.
Lead Management: This feature helps you to track the leads that are in progress.
Territory Management: This feature allows you to create multiple territory models. You can also preview them before rollout, and helps you to optimize and balance territories.
Partnership management: This feature allows you to build communities with partners and help them to share objectives, goals, and activities.
Workflow and Approvals: The interface provides simple drag and drop options.
Files Sync and Share: This feature provides sales team the power to share various files and update them instantly.
Reports and Dashboards: Dashboards and reporting feature offers a real-time picture of the business at a glance.
Sales Forecasting: This feature allows you to get a real time view of the forecast of a sales team.
Benefits of Salesforce
1. Better Time Management
Time management is a huge benefit of Salesforce and one of the best ways to allow a business to grow and thrive. Thanks to comprehensive customer information and useful planning resources, you have everything you need in one place. No more time wasted searching through logs and files for important info.
With so much pertinent customer data, you can easily prioritize work for (and with) your clients by streamlining the sales funnel so that leads are quickly transformed into customers.
Salesforce also has a calendar feature that makes it easy to plan projects, meetings, phone calls, and more in one place.
2. Ultimate Accessibility
Since Salesforce is cloud software, it’s accessible anywhere and everywhere you have access to the Internet. Whether you use your desktop, laptop, or smartphone, Salesforce can be reached thanks to its app. This is important because many business owners and team members travel frequently, be it nationally, internationally, or even between cities.
Being able to reach your CRM tool through the protected cloud no matter where you are makes it easier to access important files and stay updated on clients. Sensitive information is more secure than it would be in a file cabinet or on a local server.
3. Increased Revenue
Without Salesforce, running a business in today’s world can cost you money. On any given day, your team might produce a ton of data that has to be stored. Without Salesforce, you’re most likely sorting through this data manually, and this is more time spent on administrative work as opposed to building customer relationships.
When your time is tied up, it means you have less time to improve business, make connections, and grow profits. Since the tool takes over these administrative duties and more, you’ll have more time to devote to the business, which means more money in the long run.
4. Greater Customer Satisfaction
Similar to increased revenue, it’s safe to assume customers are more satisfied when they interact with a business that knows their needs and the state of their relationship with you (thanks to your CRM tool). Spend less time on administrative duties and you’ll have more time to spend catering to your customers through a common platform.
Thanks to a highly efficient management system, you can serve your customers better by having quicker access to their information, accounts, purchase history, and preferences.
This Salesforce benefit not only improves your relationship with your customers – it sets you up for new customers too. When your current customers are happy with you, they’re more likely to be an ambassador for you and tell their friends.
5. Simple Account Planning
Salesforce makes it simple to create plans for accounts. With all the customer information you need readily accessible, you’ll have an easier time placing that info into the correct accounts, and then making plans for those accounts for optimal results for the customer.
Customers get products or services perfectly tailored to their needs, you stay organized, and you adjust your time effectively for each client. As these accounts are created, stronger connections are made with your clients by best meeting their needs, solving their problems, and keeping track of trends.
6. Trusted Reporting
With so much data pouring into your business, it’s easy to become lost. Salesforce keeps pertinent data organized and it helps you make sense of new data thanks to trustworthy reporting.
Keep track of all the data your business collects from social media, website analytics, app information, business software, and more. Reporting takes this mountain of information and sorts it, analyzes it, and makes it actionable. With the accuracy of Salesforce tech, you know the numbers are right and the readings can be trusted.
7. Improved Team Collaboration
Lastly, team collaboration is a major benefit of Salesforce. The software allows you to connect and communicate with team members from anywhere thanks to the “Chatter” feature. This lets you connect with individual team members or full groups and chat about everything from your clients and their information to other work-related topics such as territory and product/service details.
When the team is on the same page, your business is more cohesive and operates more efficiently so that deadlines are met and sales are finalized.
Conclusion to Salesforce Training:
In today’s market, salesforce is used by the top companies like Twitter, AWS, Google, Facebook. They use this CRM for call center purpose or for financial systems or for HR systems. This helps the organizations to get their work done smoothly.
Ides trainings has taken care of the real time consultants and real-time scenarios, all the consultants in Ides trainings are a subject matter real-time experts, who is working in salesforce and they will be helping you with the salesforce online training. Ides trainings, trainers will support you throughout your salesforce job support project technical problems & guide you to the right path in order to obtain a favorable solution. You will learn to build your work with the help of our development techniques.
Ides trainings has consultants who are highly experienced and there are 24/7 training services. We are having real-time professionals with full stake technical skills. We complete with the projects at client’s deadline and we are proud to say confidentially. Ides trainings consultants helps the students and as well as working professionals till the end of the course. Trainees will get confidence by trainer support in their project. Will also support their projects till the end. In our Training sessions, we do five to six projects regarding each module in salesforce corporate training. At Ides trainings we also provide Salesforce classroom Training in Hyderabad, Noida, Mumbai, Delhi etc.,
Frequently Asked Questions (FAQs)
1.Does Salesforce require coding?
Salesforce is a low-code or no-code application development platform. You don’t need a coding background to become a Salesforce Developer which makes it a perfect career choice for you if you wish to launch your IT career without any prior coding experience.
2.Which language is used in Salesforce?
The Salesforce application and the force.com platform are predominantly written in Java, and some specific areas are written in other languages.
3.What is the need to Salesforce?
Salesforce helps to maintain the track records of the customers or leads where organizations get benefited. It helps the organizations to keep the records safe and secured along with tracking them.
4.What is Visualforce?
A framework that allows developers to build sophisticated, custom user interfaces that can be hosted natively on the Force.com platform.
5.What is Apex?
Apex is an object-oriented programming language. It enables developers to add business logic and allows execution of flow and control statements.