Rating 0 out of 5 (0 ratings in Udemy)
What you'll learn- Get started with Salesforce and CRM - Understand the Basics
- Learn to build an App in Salesforce
- Learn to work with bulk data in Salesforce using Data Loader, Import Wizard and Command Line Data Loader
- Complete a Case study of a custom app development in Salesforce
- Learn to manage Access and permissions f users in Salesforce
DescriptionSalesforce is one of the most popular technologies in the Market today that can help you take …
Rating 0 out of 5 (0 ratings in Udemy)
What you'll learn- Get started with Salesforce and CRM - Understand the Basics
- Learn to build an App in Salesforce
- Learn to work with bulk data in Salesforce using Data Loader, Import Wizard and Command Line Data Loader
- Complete a Case study of a custom app development in Salesforce
- Learn to manage Access and permissions f users in Salesforce
DescriptionSalesforce is one of the most popular technologies in the Market today that can help you take your career to completely new heights. While a lot of people aspire to make a career in Salesforce, they often struggle to decide on how to get started on a successful career journey to becoming an Expert in Salesforce. Here is a the course to get you started and set up for a successful long run on Salesforce expert track. This course begins with the most basic fundamentals of Salesforce and covers all the important aspects of the day to day activities pf Salesforce administrators such as User Management, Data Management, Configurations, OOTB Customizations etc. In this course you will learn the following
Getting the Fundamentals Clear
What is Salesforce
On-Premise v/s On-Cloud CRM
Role of Salesforce Administrator
Introduction to Salesforce Editions
Create a Free Developer Edition
Personalize your Salesforce Org
Working with Salesforce Apps
Working with Salesforce Apps
Introduction to Standard Salesforce Sales App
Converting Lead to Opportunity
Build an App in Salesforce
Understand MVC Framework
Business requirements for the App
Setting up Schema for the App
Start Building your App
Understanding Field Types
Build Your App - Step by Step
Custom App Development - Part 1
Custom App Development - Part 2
User Management in Salesforce
Introduction to Users in Salesforce
Understanding System Administrator Tasks
User Licenses in Salesforce
Understanding more about User Licenses
Basics of Profiles & Roles in Salesforce
Adding Users in Salesforce
Freezing or Deactivating Users in Salesforce
Understanding Groups in Salesforce
Understanding Queues in Salesforce
Understanding types of User Access
Profiles in Salesforce
Profiles - Sample Scenario
Setting up Profiles in Salesforce
Permission Sets in Salesforce
Creating & Assigning Permission Sets in Salesforce
Data Management in Salesforce
Overview of Data Management
Data Management Tools
Data Import Wizard
Data Loader
Data Loader v/s Import Wizard
Setting up Data Loader
Insert Records using Data Loader
Update Records using Data Loader
Delete Records using Data Loader
Hard Delete Records using Data Loader
Export Records using Data Loader
Export All Records using Data Loader
Upsert Records using Data Loader
Validation Rules
Working with Validation Rules
More about Validation Rules
Workflow Rules
Workflow Rules Overview
Example of Workflow Rule - Part 1
Example of Workflow Rule - Part 2
Process Builder
Introduction to Process Builder
Process Builder v/s Workflow Rule
Example of Process Builder - Part 1
Example of Process Builder - Part 2
Approval Process
Introduction to Approval Process
Example of Approval Process - Part 1
Example of Approval Process - Part 2
Example of Approval Process - Part 3
Approving / Rejecting Approval Requests
Multi-Step Approval Process
Approval Process Limits