Salesforce Training

Learn the art of efficiently unifying different prime units of your business to access more prospective customers

What is Salesforce?

Salesforce is the most demanded cloud-based CRM software which businesses of any size in growing into a more streamlined, effective, and efficient organization around the globe.  Salesforce has been proven and the most innovative and comprehensive CRM solutions, capable of addressing all business needs since its launch in the late 90s.

Immediate Paybacks

It’s easy Businesses. can log in from anywhere, and anytime to collaborate with colleagues and view and update customer data whenever needed

Customized

With Salesforce Customization organizations can add modules or fields create sales processes or change workflows, and much more.

Cloud-Based Computing

Organizations can use it anywhere and at any time. It has installed a secure and sophisticated cloud infrastructure and offers unparalleled cloud solutions for Sales, e-commerce, Marketing, Support, and Analytics.

Reporting

Salesforce offers a set of reliable reporting tools that save time, money and allow organizations to attain the vision it has foreseen. The reporting facility in Salesforce is customizable, enables contract management, and offers real-time reports and analytics on just a click away!

Integration Feature

The Salesforce cloud-based platform has a robust and well-documented open API feature which makes virtually any Salesforce integration possible while mapping business processes onto Salesforce more effectively.

Why Learn Salesforce?

Salesforce training is a natural choice for those who have their backgrounds in IT and management, e-commerce practitioners, or sales executives as more and more businesses are adopting Salesforce for their Customer Relationship Management (CRM) and marketing plans.

If you’re looking for an upskilling course then Salesforce certification is out for you as it is a great way to gain expertise in the world’s number one CRM cloud platform that is in high demand across businesses of all sizes around the globe, round the clock. In addition to this as the number of Salesforce platform end-users increase graphically, companies lookout for more pros skilled in Salesforce knowledge. They want Salesforce proficient experts who know the platform and can use its many services for all types of business needs.

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Why learning salesforce with wolfcareers?

At wolfcareers, we have the most widely used Salesforce course content along with the industry experts as mentors and state-of-the-art facilities to give you a feel of the real-time situation. We provide Salesforce Training and job placement in Chicago and Texas also assistance after completing the course.

  • Focal Points

  • 35 Hours Instructor-led Training
  • Offline lectures Videos
  • Live Project Work & Exercises
  • Flexible Schedule
  • 24 x 7 Support & Access
  • Certification and Job Placement Assistance

Salesforce Certified Platform App Builder

Learning objectives

  • Understand the core concepts of the Platform App Builder Certification
  • Build Apps on Salesforce Platform
  • Security and Access Permissions on Salesforce
  • Create Workflow Automation Procedures in Salesforce
  • Customize Salesforce Mobile App User Interface, Navigation, and Actions
  • Configure Role Hierarchy
  • Permission Sets
  • Develop Apps on the New Lightning Experience Interface
  • Use the Lightning App Builder and Lightning Components
  • Install Apps from the AppExchange

Course Curriculum

  • Introduction
  • Salesforce Fundamentals
  • Data Modeling and Management
  • Security
  • Business Logic and Process Administration
  • Setting Up Social Accounts and Contacts
  • User Interface
  • Reporting
  • Mobile
  • App Development and Deployment
  • Salesforce Fundamentals Introduction
  • Multitenant Architecture Overview
  • Introducing the MVC Design Pattern
  • The Salesforce Schema
  • Helpful Practice Activity
  • Understanding Standard Objects
  • Understanding Custom Objects
  • Helpful Practice Activity – Creating Custom Objects for an IMDb Clone App
  • Understanding Standard Fields
  • Understanding Custom Fields
  • Understanding Field Types
  • Creating Text and URL Fields
  • Setting Field Level Security on a Field
  • Viewing Field Accessibility on a Field
  • Setting History Tracking for Changes to Field Values
  • Creating an Auto-Number Field
  • Identifying Salesforce IDs via URLs and the Salesforce Workbench
  • Creating a Basic Formula Field
  • Creating a Checkbox Field
  • Creating a Currency Field
  • Enabling Multi-Currency in Your Org
  • Keep Your Currency Exchange Rates Up to Date
  • Creating Date Fields
  • Creating an Email field
  • Creating a Geolocation Field
  • Creating a Custom Object and Number Fields Using the Schema Builder
  • Creating a Percent Field
  • Creating a Phone Field
  • Creating a Picklist Field
  • Creating a Multi-Select Picklist Field
  • Creating a Dependent Picklist
  • Creating a Lookup Relationship
  • Creating an External Lookup Relationship
  • Creating a Master-Detail Relationship
  • Creating an Encrypted Field
  • Roll-Up Summary Fields
  • Considerations When Changing a Field’s Type
  • Introducing and Installing the Data Loader
  • Logging in to the Data Loader with a Security Token
  • Data Loader Configuration
  • Mass Transfer of Records
  • Helpful Practice Activity – Creating Unique ID / External ID
  • Relationship Types and Implications on Record Access
  • Relationship Types and Implications on User Interface
  • Relationship Types and Implications for Reporting
  • Mass Delete Records
  • Introducing External Objects and External Data Sources
  • Creating External Objects & Data Source with Salesforce Connect and Heroku
  • Introducing the Schema Builder
  • Security Introduction
  • User Management Settings
  • Introducing Profiles
  • Creating Custom Profiles
  • Introducing Roles
  • Creating Roles and Assigning Users to Them
  • Profiles vs. Roles
  • Introducing Permission Sets
  • Creating Permission Sets
  • Organization-Wide Defaults
  • Sharing Settings and Granting Access Using Hierarchies
  • Create, Read, Update, Delete Operations – aka CRUD
  • Business Logic and Process Automation Introduction
  • Introducing Record Types
  • Helpful Practice Activity – Creating Account and Production Record Types
  • Helpful Practice Activity – Create Contact Record Types
  • Helpful Practice Activity – Create Opportunity Record Types
  • Assigning Default Record Types to Profiles
  • Creating Picklist Fields and Record Type Implications
  • Creating Advanced Formula Fields
  • Creating Cross Object Formula Fields
  • Creating Validation Rules
  • Introducing Workflow Rules
  • Creating Workflow Rules
  • Immediate Workflow Actions
  • Helpful Practice Activity – Creating a Workflow Rule
  • Time-Based Workflow Actions
  • Helpful Practice Activity – Creating a Time Based Workflow
  • Introducing the Time Based Workflow Queue
  • Introducing the Lightning Process Builder
  • Creating a Basic Process in the Lightning Process Builder
  • Creating an Advanced Process in Lightning Process Builder
  • Workflows vs. Flows vs. Process Builder – What to Use When
  • Ramifications of Field Updates and Potential for Recursion
  • Approval Processes
  • Visualizing Approval Processes with the Process Visualizer
  • Ownership Automation via Assignment Rules
  • Ownership Re-Assignment and Alerts via Escalation Rules
  • Order of Execution in Salesforce, and Why It Is Important
  • Monitoring and Debugging in Salesforce
  • Using the Developer Console
  • Introduction
  • Introducing the Enhanced Page Layout Editor
  • Working with Fields in the Enhanced Page Layout Editor
  • Working with Buttons in the Page Layout
  • Working with Custom Links in the Page Layout
  • Working with Quick Actions in the Page Layout
  • Working with Salesforce1 & Lightning Actions in the Page Layout
  • Working with Expanded Lookups in the Page Layout
  • Working with Related Lists in the Page Layout
  • Working with Report Charts in the Page Layout
  • Working with Components in the Page Layout
  • Apps that Generate Visualforce for You
  • Working with Visualforce Pages in the Page Layout
  • Adding Sections and Blank Space to a Page Layout
  • Page Layout Assignments
  • Automate Page Layout Change When Opportunity Closed
  • Introducing the Path – Formerly Known as Sales Path
  • Page Layout Edits impact on Lightning Experience
  • Creating Custom Buttons
  • Creating Custom Links
  • Creating Quick Actions
  • Custom Tabs
  • Lightning App Builder Tool Introduction
  • Lightning Pages
  • Lightning Components
  • Updating the Page Layouts for our IMDb Clone App
  • Providing Localization in the Interface via the Translation Work
  • Reporting Introduction
  • Creating Reports in Salesforce
  • Creating Joined Reports in Salesforce
  • Creating Custom Report Types
  • Creating Report Types and Joined Reports
  • Dashboards
  • Creating Reporting Snapshots (Formerly Analytics Snapshots)
  • Lightning Experience Charts
  • Downloading and Installing the Salesforce Mobile App
  • Configuring Salesforce Mobile
  • Touring the Salesforce Mobile User Interface, Navigation, and Global Actions
  • Performing Common Marketing Actions in Salesforce Mobile
  • Performing Common Sales Functions in Salesforce Mobile
  • Performing Common Service Functions in Salesforce Mobile
  • Getting Started with Configuring Salesforce Mobile for Your Org
  • Setting User Rights to Salesforce Mobile
  • Creating Global Actions for Salesforce Mobile
  • Creating Object Specific Actions for Salesforce Mobile
  • Creating Action Layouts to Optimize Salesforce Mobile User Experience
  • Customizing the Salesforce Mobile Navigation Menu
  • Creating Compact Layouts in Salesforce Mobile
  • Working with Push Notifications in Salesforce Mobile
  • Working Offline with Salesforce Mobile
  • Making a Visualforce Page Mobile (and Lightning) Ready & Setting Security
  • App Development and Deployment Introduction
  • Salesforce Sandboxes
  • Using Change Sets
  • Unmanaged Packages
  • Managing the Application Lifecycle and Deployment Plans
  • Other Deployment Tools – Force.com Migration Tool & ANT, Workbench & More