Sales Force CRM Concepts
• What is CRM?
• How CRM can help?
• Sales force CRM Navigation terminology
• Compare Salesforce.com CRM with other CRM products
• Customization in sales force .com CRM
• Introduction to sales force CRM Setup tool
Personal Setup
App Setup
Admin Setup
Salesforce.Com Cloud Overview
• Sales Cloud
• Service Cloud
• Collaboration Cloud
Project development life cycle
Sales force editions
Apex data loader
Organization Administration
• Set your organization’s language & locale
• Manage currency
Customization
• Create custom profiles & custom fields
• Define dependent pick list
• Customize lookup fields
• Customize validation & formulas
• Customize page layouts
• Customize standard related lists
• Use field-level security
Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
Workflow Approvals
• Plan approvals using workflow
• Use the approval wizard – standard vs. jump start
• Create workflow approvals
Security & Access
• Create & Manager Users
• Set organization-wide defaults
• Learn about record accessed
• Create the role hierarchy
• Learn about role transfer & mass Transfer functionality
• Profiles, Login History
Data Utilities
• Importing overview
• Learn about import solutions & Custom Object records using the data loader
• User mass delete
• Initiate weekly export
• Use storage
Analytics
• Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Use dashboards
Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom web tabs
The Appexchnage
• The AppExchange
• Install an app
• Delete an app
Visual Force
• Introduction and Tools
• Purpose of Visualfoce
• MVC Architecture
Controllers
• Variables and Formulas
• Standard Controllers and Standard List Controllers
• Custom Controllers and Controller Extensions
• Using static resources and custom components
• Styling VF pages
• Overriding buttons, links and tabs with VF
• Using JavaScript in VF Pages
• Advanced examples
APEX
• Introduction to Apex
• Pupose of Apex
Apex Fundamentals
• Collections
• Loops
Apex Scheduling
• Triggers
• Invoking Apex
• Classes, Objects and Interfaces
• Testing Apex
• Dynamic Apex
• Batch Apex
• Debugging Apex
• Deploying Apex
• Developing Apex in managed packages
sObjects and the Database
• What is an sObject
• SOQL and SOSL Queries