Salesforce Sales and Service Cloud Training

Rating (4.9/5)

★★★★★ 4.9/5

Salesforce Sales and Service Cloud Training

About Course

Salesforce is one of the best cloud-based CRM platforms. It is an integrated CRM platform that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Course Curriculum

Flows

Flows Basics : Understanding the basics of flows,Including flow types,Flow elements,Flow design concepts
Flow Triggers: Learning how to use flow triggers to initiate flows in response to specific events, such as record creation or update.
Flow Automation: Learning how to use flows to automate complex business processes in salesforce, such as lead conversion, account creation, and order processing.
Flow Data manipulation: Learning how to use flows to manipulate data in Salesforce, including data creation, update, and deletion.
Flow Integration: Learning how to integrate flows with other Salesforce components, such as Apex triggers, Workflow Rules, and Process Builder.
Flow Decision : Learning how to use decision elements in flows to make decisions based on conditions and evaluate different outcomes.
Flow Testing: Learning how to test flows to ensure they are working as expected, including how to run flow tests and view test results.
Flow Deployment and Security: Learning how to deploy flows in Salesforce, as well as how to manage flow security, including access control, sharing rules, and profile settings.

Salesforce Admin and Security

Security and Access: Understanding how to manage user access, including profile and permission set management, as well as securing sensitive data using field-level security, sharing settings, and record-level security.
Standard/Custom objects and fields: Learning how to create custom objects, fields, and relationships in Salesforce, as well as how to manage custom object data using custom lists, reports, and dashboards.
Workflow and Approvals: Understanding how to automate business processes using Salesforce Workflow Rules, Approval Processes, and Process Builder.
Data Management: Learning how to manage data in Salesforce, including data import and export, data quality, and duplicate management.
Customization and Configuration: Learning how to customize Salesforce to meet specific business requirements, including page layout customization, custom buttons and links, and custom tabs.
Mobile App: Understanding how to configure and customize the Salesforce mobile app to meet specific business requirements.
Integrations: Learning how to integrate Salesforce with other tools and systems, including marketing automation tools, customer relationship management (CRM) systems, and other enterprise applications.
Deployment and Change Management: Learning how to manage change and deployments in Salesforce, including change sets, the metadata API, and other tools and processes.
Salesforce user interface and navigation: familiarizing yourself with the Salesforce interface, including the homepage, navigation bar, and related lists.
Lead management: Understanding how to manage leads in Salesforce, including lead capture, lead qualification, lead assignment, and lead nurturing.
Account and contact management: Learning how to manage accounts and contacts in Salesforce, including creating and updating records, as well as merging duplicate records.
Opportunity management: Understanding how to manage opportunities in Salesforce, including creating and updating opportunities, as well as forecasting future sales.
Sales forecasting: Learning how to use Salesforce to forecast future sales and revenue, including creating custom forecast reports and using Salesforce dashboards.
Sales reporting and analytics: Learning how to create custom reports and dashboards in Salesforce, as well as using Salesforce Einstein analytics to gain insights into sales performance.
Collaboration and communication: Learning how to use Chatter and other collaboration tools in Salesforce to communicate with other sales reps and stakeholders.
Mobile app: Understanding how to use the Salesforce mobile app to manage sales activities on-the-go.
Integrations: Learning how to integrate Salesforce with other tools and systems, including marketing automation tools, customer relationship management (CRM) systems, and other enterprise applications.
Customization and automation: Learning how to customize Salesforce to meet specific business requirements, as well as automating tasks and processes using Workflow Rules, Process Builder, and Apex code.

Apex

Apex basics: understanding the basic syntax and structure of Apex, as well as how to write, test, and deploy Apex code.
Apex triggers: learning how to use Apex triggers to automate processes in Salesforce, including the creation of custom logic, and the handling of data manipulation and validation.
Apex classes: learning how to create custom Apex classes and methods, as well as how to use Apex classes to build custom logic and business processes in Salesforce.
Apex data manipulation: learning how to work with data in Salesforce using Apex, including how to query, update, and delete data in Salesforce.
Apex testing: learning how to write effective unit tests in Apex, as well as how to test your Apex code to ensure it meets your business requirements.
Apex integration with Salesforce: learning how to integrate Apex with other Salesforce components, such as Workflow Rules, Process Builder, and Salesforce Lightning.
Apex debugging and error handling: understanding how to troubleshoot Apex code, as well as how to handle errors and exceptions in Apex.
Apex deployment and security: learning how to deploy Apex code in Salesforce, as well as how to manage Apex code security, including access control, sharing rules, and profile settings.

PepperTech

Salesforce Sales and Service Cloud Training

About Course

Course Curriculum

Flows

Flows Basics : Understanding the basics of flows,Including flow types,Flow elements,Flow design concepts

Flow Triggers: Learning how to use flow triggers to initiate flows in response to specific events, such as record creation or update.

Flow Automation: Learning how to use flows to automate complex business processes in salesforce, such as lead conversion, account creation, and order processing.

Flow Data manipulation: Learning how to use flows to manipulate data in Salesforce, including data creation, update, and deletion.

Flow Integration: Learning how to integrate flows with other Salesforce components, such as Apex triggers, Workflow Rules, and Process Builder.

Flow Decision : Learning how to use decision elements in flows to make decisions based on conditions and evaluate different outcomes.

Flow Testing: Learning how to test flows to ensure they are working as expected, including how to run flow tests and view test results.

Flow Deployment and Security: Learning how to deploy flows in Salesforce, as well as how to manage flow security, including access control, sharing rules, and profile settings.

Salesforce Admin and Security

Security and Access: Understanding how to manage user access, including profile and permission set management, as well as securing sensitive data using field-level security, sharing settings, and record-level security.

Standard/Custom objects and fields: Learning how to create custom objects, fields, and relationships in Salesforce, as well as how to manage custom object data using custom lists, reports, and dashboards.

Workflow and Approvals: Understanding how to automate business processes using Salesforce Workflow Rules, Approval Processes, and Process Builder.

Data Management: Learning how to manage data in Salesforce, including data import and export, data quality, and duplicate management.

Customization and Configuration: Learning how to customize Salesforce to meet specific business requirements, including page layout customization, custom buttons and links, and custom tabs.

Mobile App: Understanding how to configure and customize the Salesforce mobile app to meet specific business requirements.

Integrations: Learning how to integrate Salesforce with other tools and systems, including marketing automation tools, customer relationship management (CRM) systems, and other enterprise applications.

Deployment and Change Management: Learning how to manage change and deployments in Salesforce, including change sets, the metadata API, and other tools and processes.

Salesforce user interface and navigation: familiarizing yourself with the Salesforce interface, including the homepage, navigation bar, and related lists.

Lead management: Understanding how to manage leads in Salesforce, including lead capture, lead qualification, lead assignment, and lead nurturing.

Account and contact management: Learning how to manage accounts and contacts in Salesforce, including creating and updating records, as well as merging duplicate records.

Opportunity management: Understanding how to manage opportunities in Salesforce, including creating and updating opportunities, as well as forecasting future sales.

Sales forecasting: Learning how to use Salesforce to forecast future sales and revenue, including creating custom forecast reports and using Salesforce dashboards.

Sales reporting and analytics: Learning how to create custom reports and dashboards in Salesforce, as well as using Salesforce Einstein analytics to gain insights into sales performance.

Collaboration and communication: Learning how to use Chatter and other collaboration tools in Salesforce to communicate with other sales reps and stakeholders.

Mobile app: Understanding how to use the Salesforce mobile app to manage sales activities on-the-go.

Integrations: Learning how to integrate Salesforce with other tools and systems, including marketing automation tools, customer relationship management (CRM) systems, and other enterprise applications.

Customization and automation: Learning how to customize Salesforce to meet specific business requirements, as well as automating tasks and processes using Workflow Rules, Process Builder, and Apex code.

Apex

Apex basics: understanding the basic syntax and structure of Apex, as well as how to write, test, and deploy Apex code.

Apex triggers: learning how to use Apex triggers to automate processes in Salesforce, including the creation of custom logic, and the handling of data manipulation and validation.

Apex classes: learning how to create custom Apex classes and methods, as well as how to use Apex classes to build custom logic and business processes in Salesforce.

Apex data manipulation: learning how to work with data in Salesforce using Apex, including how to query, update, and delete data in Salesforce.

Apex testing: learning how to write effective unit tests in Apex, as well as how to test your Apex code to ensure it meets your business requirements.

Apex integration with Salesforce: learning how to integrate Apex with other Salesforce components, such as Workflow Rules, Process Builder, and Salesforce Lightning.

Apex debugging and error handling: understanding how to troubleshoot Apex code, as well as how to handle errors and exceptions in Apex.

Apex deployment and security: learning how to deploy Apex code in Salesforce, as well as how to manage Apex code security, including access control, sharing rules, and profile settings.

Contact US

Material Includes

Tags

Target Audience

SYSAUDIT and DDDAUDIT

How to change SYSADM password