CRM: Salesforce Masterclass

Course details

62 lectures with hours of video content to help you master Salesforce

• Learn to become a salesforce master with detailed sections concerning Administration, Security, Analytics and Programming
• Master Salesforce Administrator and Development, developing your CRM skills to a comprehensive & advanced level
• Learn advanced Salesforce skills that will help you succeed in your professional career… 

This course is a Salesforce masterclass designed for all levels of ability. It will teach you how to become an expert user of Salesforce, a revolutionary cloud based customer relationship management (CRM) service that deals with all customer interface concerns, from sales to marketing.
Prateek Singh, who is a certified Salesforce Developer and was a Salesforce Team Leader, will show you how Salesforce has the potential to radically improve your efficiency. He will teach you how to become a master in all areas of Salesforce, including Administration, Security, Analytics and Programming.
Salesforce professionals are currently the most sought after in the IT industry so don't wait; take this course to skill up and unlock your potential today!
Introduction to Salesforce Administration

• Intro
• Say hi to your fellow students!
• Share your new course with your friends!
• Introduction to Course
• Salesforce Editions
• Understanding Project Life Cycle

Creation

• Creating App and the First Object
• Creating Fields on Your Custom Object
• Creating Invoice Header Object
• Creating Line Item Object
• Relationships
• Roll Up Summary

Workflow and Validation Rule

• Workflow - Pulling the Price Automatically
• Workflow - Deduct Stock From Inventory
• Validation Rule - To Check Stock Availability
• Validation Rules to Make Field Mandatory
• Validation Rules on Checkbox
• Field Dependencies
• Cross Object Validation Rule
• Record Types and Page Layouts
• Lead Process and Sales Process
• Home Page Layout and Components

Implementing Salesforce Security

• Introduction to the course and create your free Account
• Creating a New user and Active Inactive Freeze etc
• Enable Login Access for System Admin
• Profiles
• Organization wide Defaults
• OWD Explained Part - 2
• Roles
• OWD and Profiles Hands On
• Roles Hands On
• Permission Sets Hand on

Introduction & Basic Reports

• Introduction to the Course
• Report Builder
• Tabular Report
• Summary Report

Advanced Reports

• Conditional Highlighting
• Matrix Report
• ParentGroupVal
• Matrix Report Hands On
• Joined Reports
• Custom Report Type
• Scheduling a Report

Dashboards

• Introduction to Dashboards
• Dashboards

Programming

• Introduction to Salesforce Programming
• Signup and Enable Development Mode
• Syntax, Auto Complete and Component Reference
• Global Variables and Formulas
• Standard Controller
• PageBlock, View State and Command Button
• Standard List Controller

Custom Programming

• Custom Controller Introduction
• Collections
• Inserting Child Records
• SOSL and GetSobjectType
• Merge Records
• Conditional Rendering of Fields
• Command Button and Action Function
• Action Status

Triggers

• Introduction to Triggers
• Before or After Trigger
• Trigger… to add Custom Error Message
• Trigger to Automatically Insert a Contact
• Trigger to Count Tasks or Events on a Lead

Quiz

• Part 1
• Part 2

Updated on 14 October, 2018 - Read Less