SALESFORCE

SalesForce Training in Mumbai
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About Salesforce Training Course in Mumbai
Salesforce training provided by Mumbai you in securing the position what you have dreamt up. Real-time instructor training makes you an expert in using salesforce tools to improve your business sales. This training allows you to become proficient in Salesforce CRM, Salesforce administration at your suitable timings. You can earn real-time knowledge on concepts like fundamentals of cloud computing, Workflow, Security in salesforce, Salesforce Reports, Apex Data loader, Visualforce in Salesforce, Apex in salesforce, Salesforce objects, etc....Start Learning with us Wings Academy Salesforce Classroom & Online Training Course.

Syllabus of SalesForce Course in Mumbai
Salesforce Overview

  •  Learning Objectives
  •  Introduction to Salesforce
  •  Salesforce Editions
  •  Home page Customization
  •  User Management
  •  Creating and Customizing Tabs
  •  Creating an App
  •  Uploading a Company Logo
  •  Company Information Page
  •  System Overview Page
  •  Updating the Fiscal Year
  •  Case study
  •  Key Takeaways

Salesforce Objects

  •  Learning Objectives
  •  Standard Object Components
  •  Renaming Standard Objects
  •  Modifying Standard Objects
  •  Understanding External Objects
  •  Creating Custom Objects
  •  Case study
  •  Key Takeaways

Field Types

  •  Learning Objectives
  •  Modifying Standard Fields
  •  Creating Auto-Number Fields
  •  Creating Formula Fields
  •  Creating Roll-Up Summary Fields
  •  Creating Lookup and Master-Detail Fields
  •  Creating Checkbox Fields
  •  Creating Currency, Number, and Percent Fields
  •  Creating Date Fields and Date and Time Fields
  •  Creating Phone and Email Fields
  •  Creating Geolocation Fields
  •  Creating Picklist and Multi-Select Picklist Fields
  •  Creating Text and Text Area Fields
  •  Creating Text Area Long and Text Area Rich Fields
  •  Considerations for Field Type Change
  •  Field Deleting Implications
  •  Creating Encrypted Fields
  •  Creating URL Fields
  •  Case study
  •  Key Takeaways

Validation Rules

  •  Learning Objective
  •  Creating Validation Rules
  •  Creating Formulas
  •  Creating Error Messages
  •  Case study
  •  Key Takeaways

Security Controls

  •  Learning Objective
  •  Viewing Object Security
  •  Changing Default Record Access
  •  Sharing Settings
  •  Field Accessibility
  •  Password Policies
  •  Session Settings
  •  Login Flows
  •  Network Access
  •  Activations
  •  Session Management
  •  Login Access Policies
  •  Certificate and Key Management
  •  Viewing Setup Audit Trail
  •  Executing Expire All Passwords
  •  Delegated Administrations
  •  Remote Site Settings
  •  Named Credentials
  •  File Upload and Download Security
  •  Case Study
  •  Key Takeaways

Profiles

  •  Learning Objective
  •  Overview of Standard Profiles
  •  Assigning Page Layouts
  •  Field-Level Security
  •  Custom App Settings and Access
  •  Tab Settings
  •  Record Type Settings
  •  Administrative Permissions
  •  General User Permissions
  •  Standard Object Permissions
  •  Custom Object Permissions
  •  Password Policies and Session Timeout
  •  Login Hours and IP Ranges
  •  Enabling Apex and Visualforce Access
  •  Case Study
  •  Key Takeaways

Role Hierarchy

  •  Learning Objective
  •  Viewing Role Hierarchy
  •  Creating Roles
  •  Enabling Field History
  •  Creating Groups
  •  Creating Permission Sets
  •  Assigning Roles to Users
  •  Case Study
  •  Key Takeaways

Workflow Rules

  •  Learning Objective
  •  Creating a Workflow Rule
  •  Creating a Workflow Rule Field Update
  •  Creating a Workflow Rule Task Assignment
  •  Creating a Workflow Rule Email Alert
  •  Outbound Message
  •  Time-Dependent Workflow Action
  •  Time-Dependent Workflow Action - Considerations
  •  Overview of Approval Process
  •  Components of an Approval Process
  •  Case Study
  •  Key Takeaways

Data Management

  •  Learning Objective
  •  Importing Leads
  •  Data Import Wizard
  •  Importing Contacts and Accounts
  •  Using Mass Delete
  •  Installing Data Loader
  •  Installing Data Loader
  •  Importing Records with Data Loader
  •  Updating Records with Data Loader
  •  Deleting Records with Data Loader
  •  Exporting Records with Data Loader
  •  Adding a Field in the Schema Builder
  •  Scheduling a Data Export
  •  Creating and Using Sandbox
  •  Mass Transferring Records
  •  Reporting Snapshots
  •  Working with Tags
  •  Case Study
  •  Key Takeaways

Reports

  •  Learning Objective
  •  Understanding Report Formats
  •  Tabular Reports
  •  Summary Reports
  •  Matrix Reports
  •  Join Reports
  •  Creating Leads Report
  •  Creating Contacts and Accounts Report
  •  Creating an Opportunity Report
  •  Adding Leads to a Campaign from a Report
  •  Creating a Report Chart
  •  Scheduling Reports
  •  Creating a Campaign Report
  •  Summarizing Report Data
  •  Creating a Report Formula
  •  Exporting Reports to Excel
  •  Date Filters
  •  Bucket Fields
  •  Custom Report Types
  •  Case Study 1
  •  Case Study 2
  •  Key Takeaways

Dashboards

  •  Learning Objective
  •  Understanding Dashboard Components
  •  Creating a Dashboard
  •  Refreshing a Dashboard
  •  Modifying Columns on Dashboards
  •  Adding Filters to a Dashboard
  •  Managing Access to Reports
  •  Adding a Report as a Dashboard Component
  •  Setting Up Dynamic Dashboards
  •  Enabling Dashboards for iPad
  •  Modifying Report and Dashboard Interfaces
  •  Activating the Report Builder on Profiles
  •  Case Study
  •  Key Takeaways

Chatter

  •  Learning Objective
  •  Chatter Overview
  •  Enabling Chatter
  •  Enabling Chatter Feeds on Records
  •  Configuring Chatter Groups
  •  Creating Customer Groups
  •  Creating a Free Customer Chatter User
  •  Customizing Chatter Email Notifications
  •  Configuring Salesforce to Salesforce
  •  Accepting a Salesforce Connection
  •  Sharing an Account via Salesforce to Salesforce
  •  Enabling Ideas
  •  Configuring Idea Themes
  •  Enabling Social Accounts
  •  Enabling Libraries and Content
  •  Customizing Libraries and Content
  •  Uploading Documents to Libraries and Content
  •  Configuring Salesforce1
  •  Case Study
  •  Key Takeaways

Change Sets and Deployment

  •  Learning Objective
  •  Outbound Change Sets
  •  Inbound Change Sets
  •  Deployment Settings
  •  Deployment Status
  •  Eclipse IDE
  •  Case Study
  •  Key Takeaways

Application Lifecycle

  •  Learning Objective
  •  Key Milestones and Considerations
  •  Using Sandboxes for Development
  •  Using Change Sets
  •  Using Unmanaged Packages
  •  Case Study
  •  Key Takeaways

 Visual Workflow, Process Builder, and Schema Builder

  • Learning Objective
  •  Creating a Visual Flow
  •  Modifying Existing Flows
  •  Creating a Process in the Process Builder
  •  Creating Fields in the Schema Builder
  •  Case Study
  •  Key Takeaways

Lightning Components

  •  Learning Objective
  •  Installing Lightning Components
  •  Lightning Component Capabilities
  •  Lightning Components vs. Visualforce
  •  Case Study
  •  Key Takeaways

Creating Buttons, Links, and Actions

  •  Learning Objective
  •  Global Action
  •  Object Specific Action
  •  Object Specific Action - Types
  •  Action Layout in Salesforce1
  •  Creating New Records with Actions
  •  Logging a Call with Actions
  •  Updating a Record with Actions
  •  Creating Custom Buttons
  •  Creating Custom Links
  •  Case Study
  •  Key Takeaways

Sales Cloud

  •  Learning Objective
  •  Leads Home Page
  •  Creating List Views
  •  Creating and Converting Leads
  •  Creating Accounts
  •  Creating Contacts
  •  Creating Email Templates
  •  Four Sales Productivity Features
  •  Sending Individual Emails
  •  Sending Mass Emails
  •  Creating and Managing Price Books
  •  Creating Products
  •  Creating Opportunities
  •  Creating Activities
  •  Creating a Web-to-Lead Form
  •  Creating a Lead Assignment Rule
  •  Creating a Lead Queue
  •  Creating an Auto-Response Rule
  •  Creating Campaigns
  •  Record Types
  •  Case Study 1
  •  Case Study 2
  •  Key Takeaways

Quote Templates

  •  Creating a Quote Record
  •  Creating a Quote Template
  •  Generating a Quote PDF
  •  Emailing a Quote PDF
  •  Modifying Quote Templates
  •  Case Study
  •  Key Takeaways

Service Cloud

  •  Learning Objective
  •  Creating Cases
  •  Creating Case Assignment Rules
  •  Creating Case Escalation Rules
  •  Enabling Solutions
  •  Creating Solutions
  •  Attaching Solutions to Cases
  •  Enabling Knowledge
  •  Configuring Knowledge
  •  Creating a Web-to-Case Form
  •  Create an Email-to-Case Address
  •  Case Study 1
  •  Case Study 2
  •  Key Takeaways

Communities

  •  Creating a New Community
  •  Partner Portal
  •  Customer Portal
  •  Communities
  •  Topic Management
  •  Reputation Management
  •  Adding Members
  •  Managing Tabs and Branding
  •  Login and Registration
  •  Community Preferences
  •  Case Study

User Interface

  •  Learning Objective
  •  User Interface General Options
  •  User Interface Sidebar Options
  •  User Interface Calendar Options
  •  User Interface Name Settings
  •  User Interface Setup Options
  •  Case Study
  •  Key Takeaways

Help and Training

  •  Using Answers
  •  Using Ideas
  •  Searching for a Help Topic
  •  Contacting Support
  •  Trust Site
  •  Known Issues
  •  Case Study
  •  Key Takeaways

AppExchange

  •  Learning Objective
  •  AppExchange Overview
  •  Finding and Selecting an App
  •  Finding a Developer
  •  Finding a Consultant
  •  Case Study
  •  Key Takeaways

Other Important Concepts

  •  Learning Objective
  •  SalesforceA
  •  SalesforceA - Actions
  •  Salesforce and Outlook - Integration
  •  Many-to-Many Relationship
  •  Many-to-Many Relationship — Example
  •  Self Relationship
  •  Hierarchy Relationship

About Experienced SalesForce Trainer

  •  Our SalesForce Training in Mumbai. Trainers are certified professionals with 7+ years of experience in their respective domain as well as they are currently working with Top MNCs.
  •  As all Trainers are SalesForce domain working professionals so they are having many live projects, trainers will use these projects during training sessions.
  •  All our Trainers are working with companies such as Cognizant, Dell, Infosys, IBM, L&T InfoTech, TCS, HCL Technologies, etc.
  •  Trainers are also help candidates to get placed in their respective company by Employee Referral / Internal Hiring process.
  •  Our trainers are industry-experts and subject specialists who have mastered on running applications providing Best SalesForce training to the students.