- Define Salesforce and Customer Relationship Management
- Introduction to Force.com
- Why we use Salesforce CRM
- Different Editions of Salesforce
- Salesforce Registration
- Building and Customizing Home page, Apps and Tabs
- Salesforce Architecture- Multi-tenant and Meta-Data driven.
- CRM Object Capabilities
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- Salesforce Training in Chicago
Salesforce Training In Chicago
Gain an understanding of the organizational necessity of integrating several divisions like sales, marketing, commerce, and IT to improve the efficacy.
Online
₹ 11,250
Quick facts
particular | details | ||
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Medium of instructions
English
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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Frequency of Classes
Weekdays, Weekends
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Course overview
MindMajix Technologies' Salesforce Training In Chicago certification course focuses on offering participants with knowledge that will enable them to build, construct, and implement personalized applications using the Salesforce platform. Participants in the Salesforce Training In Chicago online course will learn the foundations of salesforce development and administration.
Salesforce Training In Chicago online classes by MindMajix Technologies contain 53 hours of video learning resources and lab training combined, with the goal of teaching participants how to install the platform, manage many users, efficiently use the platform's features, develop bespoke apps with Salesforce Lightning, and much more. This course also includes parts on DML operations, OOPs concepts, user interfaces, application lifecycles, and validation criteria. On completion of this course, participants will become eligible for the Salesforce Certified Platform App Builder and Salesforce Certified Administrator certifications.
The highlights
- Certificate of completion
- Certification oriented curriculum
- Lifetime self-paced video access
- Flexible schedule
- Project use cases
- 30 hours session
- 23 hours of labs
- Quizzes & Mocks
- Free demo on request
- One-on-one doubt resolution
- 100% money-back guarantee
- 24/7 lifetime assistance
Program offerings
- Certificate of completion
- Certification oriented curriculum
- Lifetime self-paced video access
- Flexible schedule
- Project use cases
- 30 hours session
- 23 hours of labs
- Quizzes & mocks
- Free demo on request
- One-on-one doubt resolution
Course and certificate fees
Fees information
certificate availability
certificate providing authority
What you will learn
After completing the Salesforce Training In Chicago online certification, participants will become acquainted with advanced Salesforce functionalities. Participants will learn about the business automation technique, as well as the principles of sales and service clouds. Participants will learn about Salesforce.com as well as validation, data processing, data handling, chatter, visual workflow, schema editor, and process builder. Participants will also learn about Apex, CSS, SOSL, SOQL, and Javascript, which help the salesforce operate more efficiently.
The syllabus
Introduction to Salesforce CRM
Quote Templates
- Introduction to Customer Relationships
- Introduction to Quote Templates
- Creating a Quote record and its template
- Quote PDF
Sales Cloud
- Salesforce Sales Cloud Basics
- Creating List views and Email Leads
- Generating and Converting Leads
- Creating Accounts and Contacts
- Sending personal and group Emails
- Creating Campaigns and Activities
- Creating Opportunities and Products
- Creating Web-to-Lead Form and Lead Assignment Rule
Service Cloud
- Service Cloud Basics
- Creating Cases and Case Assignment Rules
- Case Escalation Rules
- Creating and Activating Solutions
- Setting and Enabling Knowledge
- Creating web-to-case Form and Email-to-case address
SFDC Objects and Fields
- Creating Objects, Standard Object Components
- Altering and Renaming Standard Objects
- External Objects and Custom Objects
- Field Types, Field Dependencies
- Adding Fields in Objects
- Rollup Summary Field
- Creating Lookup and Master-Detail Fields
- Creating Data and Time Fields
- Creating Email and Phone Fields
- Creating Text and Text area fields
- Creating Currency, Geolocation, and Percent Fields
- Creating encrypted and URL Fields
- Standard and Formula Fields
SFDC Security Model
- Organization level or System-level security
- Profile and Permission Sets
- Administering users
- Troubleshooting
- Security Settings and Tab Settings
- Password Policies and IP Address Security
- Field Level Security and Activations
- Session Settings and Page Layout Assignment
- Role Hierarchy Creation
- Record Level and Object-level security
- Public Group and Queue
Buttons, Links, and Actions
- Creating links, buttons, and Actions
- Creating Custom Links and Custom Buttons
- Creating and Updating Records with Actions
- Logging a call through Actions
- Global Action and Object Specific Action
Visual WorkFlow, Schema Editor, and Process Builder
- Introduction to Schema Editor, Process Builder, and Visual WorkFlow
- Creating a Visual Flow and Altering the existing flows
- Setting Process Builder
- Creating a Process through Process Builder
- Creating the Fields through the Schema Editor
Data Processing and Handling
- Data processing Overview
- Data Exporting
- Unique Fields and External ID
- Installing Apex Data Loader
- Using the Data Loader and Import Wizard
- Updating and Deleting with Data Loader
- Transferring record ownership
- Creating and Using the Sandbox
- Setting up a Data Export
- Reporting the Snapshots
- Tags
Validation Rules
- Validation Rules Basics
- Creating Validation Rules
- Creating Formulas and Error Messages
Master-Detail Relationship
- Hierarchy Relationship
- Many to Many Relationship
- User Management
- Self Relationship
Reports and Dashboards
- Creating tabular, matrix, and summary reports
- Importance of Tabular, Summary, and Matrix reports
- Executing a report, Report Builder, and Report Formula
- Conventional reports available, report and security
- Creating: Leads report, Opportunity report, Scheduling report, Campaign report.
- Using filters in reports
- Access Management in Reports
- Creating Dashboards
- Bucket Field and Dynamic Dashboards
- Dashboards components
- Customizing Dashboards(Modifying components and Refreshing Dashboards)
- Adding reports to the dashboards
- Adding the leads to the campaigns through reports
- Customizing the Interfaces of Dashboards and Reports
Chatter
- Introduction to Chatter
- Enabling Chatter and Configuring Chatter groups
- Enabling Chatter feeds on the records.
- Email Notification in Chatter
- Creating the free customer chatter user
- Creating customer groups
- Customizing Email Notifications in Chatter
- Customizing and Enabling Libraries and Content
- Enabling Ideas
- Setting Ideas Themes
- Activating Social Accounts
- Setting Salesforce to Salesforce
- Sharing the Account through salesforce to salesforce
- Accepting the Salesforce Connection
- Setting Salesforce1
Mobile
- Introduction to Salesforce1 and SalesforceA
- Differentiate Salesforce1 and SalesforceA
VisualForce Page
Message Tags and Panel Tags
- PageMessage
- PanelBar and PanelGrid
- PanelBarmItem and PanelGroup
VisualForce Miscellaneous Tags
- Column and CommandLink
- Detail and Facet
- Iframe and ListViews
- Include script and Include Page
VisualForce Action Components
- ActionStatus
- ActionFunction
- ActionSupport
VisualForce Advanced concepts
- Using Static Resources in VisualForce
- Revoking Links, Buttons, and Tabs
- Dynamic Binding
- Integrating Emails with VisualForce
- VisualForce Templates
Using CSS and Javascript in VisualForce
- Create CSS classes
- Internal and External CSS
- StaticResource in the ExternalCSS
- Using Javascript Functions and DOM in VisualForce
- Javascript Events and Validations in VisualForce
- Internal and External Javascript
OOPs concepts
- Data types, Variables, and Identifiers
- Methods, Access Modifiers
- Conditional and Exceptional statements
- Syntax of classes and objects
- Creating methods
- Constructors
- Reference Variables
- Inheritance, Abstraction
- Polymorphism and Encapsulation
- Wizard class and Wrapper classes
Apex Programming
- Apex Programming Basics
- Apex Data types, Variables, and Control flow statements
- Classes, Interfaces, and Objects
- Working with Apex Programming
- Building Charts through Apex Programming
- Implementing Triggers in Apex Programming
Triggers
- Trigger Events
- Before and After Triggers
- Insert Triggers
- Delete and Undelete Triggers
- Update Triggers
- NewMap and OldMap
- Recursive Triggers
- Validation Rule and Workflows with Trigger
- Calling Batch Apex callouts and Schedule Future methods from Trigger
Batch Apex
- Iterable Class
- Query LOCATOR
- Start, Execute and Finish Method
- Sending Email from Finish Method
- BatchableContext
- Debug Batch Apex
- Creating Future Methods in the Batch Apex
- Implementing Database AllowCallouts
- Calling Batch in a Batch
- Serializing Batch by Batch
SOSL and SOQL
- Introduction to SOQL and SOSL
- Static and Dynamic SOQL
- Fetching the records on VF through SOQL
- Inserting the records from VF to Salesforce
- Relational and Functional SOQL
- Governing Limits in SOQL
DML Operations
- Differentiate DML Statements and Database class methods
- DML operations
- Insert statement and Delete statement
- Update statement and Upsert statement
- Undelete statement and Merge statement
- Rollback operations
- DML SavePoint
AppExchange
- AppExchange Basics
- Selecting an App and Custom App Installation
- Searching a Developer and a Consultant
Workflow Rules
- Workflow Rules basics
- Creating a Workflow rule Email Alert
- Creating a Workflow rule Task Assignment and Field Update
- Field Updation using Workflows
- Workflow Actions
- Introduction to Approval Process
- Approval Process Automation
Business Automation
- Automating Records updation
- Automating Tasks creation and Emails
- Outbound Messages
- Workflow rules limitations
- Time-Dependent workflows.
Salesforce Lightning
- Lightning Components
- Capabilities of Lightning Components
- VisualForce vs. Lightning Components
- Implementing Lightning Web Components in Salesforce
User Interface
- User Interface Overview
- User Interface General, Calendar, Sidebar, and Setup options
- User Interface Name Settings
- Dynamically Updating the UI components.
Deployment and Change Sets
- Introduction to Deployment and Change Sets
- Inbound and Outbound Change Sets
- Deployment Settings and Status
Application Life Cycle
- Application LifeCycle Basics
- Important considerations and Milestones
- Using Sandboxes in the App Development
- Using Change sets
- Packages
Web Services and Integration
- Introduction to web services and integration
- Importance and kinds of web services
- JSON class, Generator class, parser, and serialization
- JSON Deserialization
- XML classes
- Creating APEX WSDL File
- Integration through SOAP and REST API
- Integration using GCP
Practice Test & Interview Questions
Instructors
Mr Sumit
Instructor
Mindmajix Technologies