Sales force

Salesforce Training 


Salesforce is one of the most flexible and powerful web based databases available on the market. More than 170,000 companies and 17,000 nonprofit organizations have already discovered the results can deliver.

Cloud for Synagogues is built on the Salesforce platform. It is a great starting point for any synagogue looking to track constituents, members, donors, Yahrzeits, Aliyahs, donations, Sunday school attendance, volunteers, and cases.

Course Description:

CRM Fundamentals
• Introduction to CRM
• Introduction to Sales Cycle
• Understanding the terminologies of CRM
• Introduction to SFDC
• Understanding the workflow of SFDC with a real time example

SFDC Basics and Development
• Understanding the terms in SFDC
• Introduction to SFDC Editions
• Creating Objects, Tabs and Apps in SFDC
• Creating layouts and applying hierarchy
• Creating roles and profiles
• Creating workflow rules
• Creating Tasks and Events
• Understanding the SFDC admin system
• Creating relationships between the objects

SFDC Advanced Development
• Invoking Apex
• Creating Apex Classes and triggers
• Customization using Apex programming
• Integration to third party systems using SFDC AP
• Introduction to Visual Force
• Creating Visual Force pages
• Creating Packages
• Deploying SFDC 
• Using Visual Force in a real time scenario
• Creating Reports and Dashboards
• How CRM is useful in Hospitality, Healthcare, Manufacturing etc

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