Salesforce Online Training

With our Salesforce certification, you will be able to pass the Salesforce Certified Administrator (ADM 201) and Certified Platform App Builder tests (DEV 402). In this online Salesforce training course, you will learn Salesforce Administration, App Builder, and SFDC skills.

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ONLINE TRAINING

Access to high-quality self-paced eLearning content handpicked by industry experts for life.

CORPORATE TRAINING

Live demonstration of features and practicals.
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SELF PACED TRAINING

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Salesforce Course Description

To become a Salesforce Administrator or Consultant, Needintech offers both live instructor-led classroom training and self-paced online training. In this Salesforce course online, you will be completely taught in handling the Salesforce instance, platform, database, application design, platform configuration, automation processes, project management, application development using Lightning, and more.

Mock Interviews

Needintech’s mock interviews provide a platform for you to prepare for, practise for, and experience a real-life job interview. You will have an advantage over your colleagues if you familiarise yourself with the interview environment beforehand in a comfortable and stress-free environment.

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Course Objetives

What are the requirements for pursuing this Salesforce certification course in Chennai?

There are no prerequisites for participating in this Salesforce Developer training course. This Salesforce Admin certification is open to everyone. Nonetheless, prior familiarity with any CRM software, as a developer or administrator, will undoubtedly help your learning journey here.

What will you learn in this Online Salesforce Training In Chennai?

This Salesforce Developer course for App Builder and Administrator was created by SMEs to provide you with hands-on experience in the following areas:

Salesforce CRM and its capabilities.
Objects, field types, and validation rules in Salesforce.
Data modelling and administration.
Configuration and user management.
Data security and access.
Automation of work processes.
Configuration of the sales and service clouds.
Installation of lightning components.
Salesforce integration.
Change management for the Force.com platform and application deployment.

Does Needintech provide employment support?

All students who successfully finish the training receive active placement support from Needintech. We have exclusive partnerships with more than 80 leading MNCs worldwide for this. By doing this, you can land jobs at top companies like Sony, Ericsson, TCS, Mu Sigma, Standard Chartered, Cognizant, and Cisco, among other amazing companies. We also assist you with preparing for job interviews and resumes.

Which Salesforce certification is best for me as a beginner?

A candidate can select any Salesforce Certification based on his or her learning interests. Most certificates necessitate 1-2 years of experience. But, for a beginning, the two qualifications to pursue are Certified Administrator and Platform App Builder.

Why are Salesforce certifications important?

Salesforce Certifications are not your typical certifications. They are well-known in the market and confirm that the individual is knowledgeable about a specific Salesforce topic. There are several Salesforce certifications available in many industries for people who want to be proficient in certain areas or establish a career in such fields. Salesforce Certifications are accessible for both IT and non-IT professions.

Syllabus of Salesforce Course in Training in Chennai

Module 1 : Salesforce Overview

Learning Objectives
Introduction to Salesforce
Salesforce Editions
Home page Customization
User Management
Creating and Customizing Tabs
Creating an App
Uploading a Company Logo
Company Information Page
System Overview Page
Updating the Fiscal Year
Case study
Key Takeaways

More

Module 2 : Salesforce Objects

Learning Objectives
Standard Object Components
Renaming Standard Objects
Modifying Standard Objects
Understanding External Objects
Creating Custom Objects
Case study
Key Takeaways

Module 3 : Field Types

Learning Objectives
Modifying Standard Fields
Creating Auto-Number Fields
Creating Formula Fields
Creating Roll-Up Summary Fields
Creating Lookup and Master-Detail Fields
Creating Checkbox Fields
Creating Currency, Number, and Percent Fields
Creating Date Fields and Date and Time Fields
Creating Phone and Email Fields
Creating Geolocation Fields
Creating Picklist and Multi-Select Picklist Fields
Creating Text and Text Area Fields
Creating Text Area Long and Text Area Rich Fields
Considerations for Field Type Change
Field Deleting Implications
Creating Encrypted Fields
Creating URL Fields
Case study
Key Takeaways

Module 4 : Validation Rules

Learning Objective
Creating Validation Rules
Creating Formulas
Creating Error Messages
Case study
Key Takeaways

Module 5 : Security Controls

Learning Objective
Viewing Object Security
Changing Default Record Access
Sharing Settings
Field Accessibility
Password Policies
Session Settings
Login Flows
Network Access
Activations
Session Management
Login Access Policies
Certificate and Key Management
Viewing Setup Audit Trail
Executing Expire All Passwords
Delegated Administrations
Remote Site Settings
Named Credentials
File Upload and Download Security
Case Study
Key Takeaways

Module 6 : Profiles

Learning Objective
Overview of Standard Profiles
Assigning Page Layouts
Field-Level Security
Custom App Settings and Access
Tab Settings
Record Type Settings
Administrative Permissions
General User Permissions
Standard Object Permissions
Custom Object Permissions
Password Policies and Session Timeout
Login Hours and IP Ranges
Enabling Apex and Visualforce Access
Case Study
Key Takeaways

Module 7 : Role Hierarchy

Learning Objective
Viewing Role Hierarchy
Creating Roles
Enabling Field History
Creating Groups
Creating Permission Sets
Assigning Roles to Users
Case Study
Key Takeaways

Module 8 : Workflow Rules

Learning Objective
Creating a Workflow Rule
Creating a Workflow Rule Field Update
Creating a Workflow Rule Task Assignment
Creating a Workflow Rule Email Alert
Outbound Message
Time-Dependent Workflow Action
Time-Dependent Workflow Action – Considerations
Overview of Approval Process
Components of an Approval Process
Case Study
Key Takeaways

Module 9 : Data Management

Learning Objective
Importing Leads
Data Import Wizard
Importing Contacts and Accounts
Using Mass Delete
Installing Data Loader
Installing Data Loader
Importing Records with Data Loader
Updating Records with Data Loader
Deleting Records with Data Loader
Exporting Records with Data Loader
Adding a Field in the Schema Builder
Scheduling a Data Export
Creating and Using Sandbox
Mass Transferring Records
Reporting Snapshots
Working with Tags
Case Study
Key Takeaways

Module 10 : Reports

Learning Objective
Understanding Report Formats
Tabular Reports
Summary Reports
Matrix Reports
Join Reports
Creating Leads Report
Creating Contacts and Accounts Report
Creating an Opportunity Report
Adding Leads to a Campaign from a Report
Creating a Report Chart
Scheduling Reports
Creating a Campaign Report
Summarizing Report Data
Creating a Report Formula
Exporting Reports to Excel
Date Filters
Bucket Fields
Custom Report Types
Case Study 1
Case Study 2
Key Takeaways

Module 11 : Dashboards

Learning Objective
Understanding Dashboard Components
Creating a Dashboard
Refreshing a Dashboard
Modifying Columns on Dashboards
Adding Filters to a Dashboard
Managing Access to Reports
Adding a Report as a Dashboard Component
Setting Up Dynamic Dashboards
Enabling Dashboards for iPad
Modifying Report and Dashboard Interfaces
Activating the Report Builder on Profiles
Case Study
Key Takeaways

Module 12 : Chatter

Learning Objective
Chatter Overview
Enabling Chatter
Enabling Chatter Feeds on Records
Configuring Chatter Groups
Creating Customer Groups
Creating a Free Customer Chatter User
Customizing Chatter Email Notifications
Configuring Salesforce to Salesforce
Accepting a Salesforce Connection
Sharing an Account via Salesforce to Salesforce
Enabling Ideas
Configuring Idea Themes
Enabling Social Accounts
Enabling Libraries and Content
Customizing Libraries and Content
Uploading Documents to Libraries and Content
Configuring Salesforce1
Case Study
Key Takeaways

Module 13 : Change Sets and Deployment

Learning Objective
Outbound Change Sets
Inbound Change Sets
Deployment Settings
Deployment Status
Eclipse IDE
Case Study
Key Takeaways

Module 14 : Application Lifecycle

Learning Objective
Key Milestones and Considerations
Using Sandboxes for Development
Using Change Sets
Using Unmanaged Packages
Case Study
Key Takeaways

Module 15 : Visual Workflow, Process Builder, and Schema Builder

Learning Objective
Creating a Visual Flow
Modifying Existing Flows
Creating a Process in the Process Builder
Creating Fields in the Schema Builder
Case Study
Key Takeaways

Module 16 : Lightning Components

Learning Objective
Installing Lightning Components
Lightning Component Capabilities
Lightning Components vs. Visualforce
Case Study
Key Takeaways

Module 17 : Creating Buttons, Links, and Actions

Learning Objective
Global Action
Object Specific Action
Object Specific Action – Types
Action Layout in Salesforce1
Creating New Records with Actions
Logging a Call with Actions
Updating a Record with Actions
Creating Custom Buttons
Creating Custom Links
Case Study
Key Takeaways

Module 18 : Sales Cloud

Learning Objective
Leads Home Page
Creating List Views
Creating and Converting Leads
Creating Accounts
Creating Contacts
Creating Email Templates
Four Sales Productivity Features
Sending Individual Emails
Sending Mass Emails
Creating and Managing Price Books
Creating Products
Creating Opportunities
Creating Activities
Creating a Web-to-Lead Form
Creating a Lead Assignment Rule
Creating a Lead Queue
Creating an Auto-Response Rule
Creating Campaigns
Record Types
Case Study 1
Case Study 2
Key Takeaways

Module 19 : Quote Templates

Creating a Quote Record
Creating a Quote Template
Generating a Quote PDF
Emailing a Quote PDF
Modifying Quote Templates
Case Study
Key Takeaways

Module 20 : Service Cloud

Learning Objective
Creating Cases
Creating Case Assignment Rules
Creating Case Escalation Rules
Enabling Solutions
Creating Solutions
Attaching Solutions to Cases
Enabling Knowledge
Configuring Knowledge
Creating a Web-to-Case Form
Create an Email-to-Case Address
Case Study 1
Case Study 2
Key Takeaways

Module 21 : Communities

Creating a New Community
Partner Portal
Customer Portal
Communities
Topic Management
Reputation Management
Adding Members
Managing Tabs and Branding
Login and Registration
Community Preferences
Case Study

Module 22 : User Interface

Learning Objective
User Interface General Options
User Interface Sidebar Options
User Interface Calendar Options
User Interface Name Settings
User Interface Setup Options
Case Study
Key Takeaways

Module 23 : Help and Training

Using Answers
Using Ideas
Searching for a Help Topic
Contacting Support
Trust Site
Known Issues
Case Study
Key Takeaways

Module 24 : AppExchange

Learning Objective
AppExchange Overview
Finding and Selecting an App
Finding a Developer
Finding a Consultant
Case Study
Key Takeaways

Module 25 : Other Important Concepts

Learning Objective
SalesforceA
SalesforceA – Actions
Salesforce and Outlook – Integration
Many-to-Many Relationship
Many-to-Many Relationship — Example
Self Relationship
Hierarchy Relationship

Salesforce Online Course