Salesforce Training in Houston

In this module, trainees will learn the SFDC fundamentals like the importance of Salesforce CRM, salesforce editions, building apps, and salesforce architecture. 

• 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

This module deals with quote templates, quote record, and quote PDF.

• Introduction to Customer Relationships
• Introduction to Quote Templates
• Creating a Quote record and its template
• Quote PDF
   

This module will discuss sales cloud concepts such as creating list views, generating leads, creating user accounts and campaigns, and record types.

• 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
   

During this module, you will master the topics like creating cases and solutions, case escalation and assignment rules, and enabling knowledge.

• 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
   

In this module, you will learn the concepts like creating objects and fields, altering objects, custom objects, text area fields, lookup fields, and formula 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
   

This module gives you a detailed overview of system-level security, permission sets, password policies, Field-level security, and IP Address Security.

• 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 
   

This module deals with creating custom links and buttons, performing different operations on records, and Global 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