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Salesforce Techno-Functional Consultant

No Reviews Yet

Course type: Online Instructor led Course

Platform: GoToWebinar Link

Course ID: 30519

Course type: Online Instructor led Course

Platform: GoToWebinar Link

Students Interested 0 (Seats Left 0)

No Reviews Yet

About the Course

Salesforce Training and Certification oriented program by highly skilled and experienced professionals from the relevant industries.

Hybrid Model training program to cater to online and classroom students.

Weekly Assessments followed by weekly progress report to track the students' performance throughout the training.

Course Contents:

• Salesforce Overview

Cloud Computing
Overview of & CRM

• User Identity & Setup

Create & Update Users
Reset Passwords & Unlock users
Mandatory fields
Login Access Policies & Login History
Reset security tokens

• User Interface & Navigation

User Interface Settings
Home Page Components
List Views

• Organization Administration

Company Information
Fiscal Years - Standard vs Custom
Business Hours & Holidays
Language Settings
Domain Management

• Security & Access

Network Access - Trusted IPs &
Sharing Settings - OWD, Sharing Rules & Manual Sharing
Roles, Profiles & Permission Sets
Public Groups & Queues
View setup Audit Trail & Expire All Passwords
Password Policies & Session Settings
All Other user related security settings

• Standard & Custom Objects:

Standard & Custom Objects
Standard & Custom Fields
Object Relationships
Global Picklists & Dependencies
Formulas & Roll Up Summary
Page Layouts & Record types
Creating Applications, Tabs
Search Layouts

• Workflow Automation

Workflow Rules
Process Builder
Basic Knowledge - Approval Process

• Data Management & Tools

Validation Rules
Data Loader, Import wizards & 3rd Party Data Loaders tools
Working on CSV files - DML Operations
Data Export

• Reports & Dashboards

Standard & Custom ReportsReport types
Schedule Reports / Dashboards
Analytics Snapshots

• Service Cloud

Email to Case
Web to Case
Live Agent Implementations
Console Setup
Overview of OMNI Channels

• Sales & Marketing Cloud

Objects and their features
Mass Email features
Web to Lead
Auto Response & Assignment rules

• Miscellaneous

Salesforce for outlook
Install / Upgrade AppExchange Apps
Folders, Documents and access settings
Enable Chatter and its overview
Tasks & Events
Email Administration
Sandbox overview
Salesforce to Salesforce
Real time Scenarios

• Lightning

Enabling & Disabling Lightning Version
Navigation in Lightning

Date and Time

Not decided yet.

About the Trainer

5 Avg Rating

2 Reviews

2 Students

4 Courses

11 years of total work experience with 8 years only on SFDC.
Good oral, written & presentation skills.
A high tolerance of stress and enjoys responsibilities.
Action-oriented and result-focused.
Great time management skill.


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Students Interested 0 (Seats Left 0)

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