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About Course

Salesforce CRM training and certification in Hyderabad, India

Capital Info Solutions, based in Hyderabad, is one of the leading institutes providing training in Salesforce CRM which is prominent today. CRM systems like Zoho CRM, Sugar CRM, Freshdesk, Infusionsoft, and many others have wider applications in businesses – they help in managing the organization’s relationships and interactions with customers, employees, suppliers, and others. However, with its distinctive cloud-based features, Salesforce CRM has been more user-friendly and economical. The cloud-based applications of Salesforce CRM are intended for sales, services, marketing, productivity, and many more important business operations. It facilitates good software experts, fresh graduates, and beginners as well to easily manage and improve business relationships.

Salesforce CRM allows to store huge information related to customers and employees too and thereby leads in improved informational organization. It also improves customer service, detailed customer and employee communication. Automation of everyday tasks through Salesforce CRM enables error-free data and work that is accessible to all. Effective communication can be maintained for various departments. Cloud-based Salesforce CRM enables to work from anywhere. It is known for cost-effectiveness and scalability too.

So, one whose aim is to develop their organization should not make any delay to start using Salesforce CRM. Grab the opportunity to get trained and certified in Salesforce CRM. Capital Info Solutions provides training on various concepts of Salesforce CRM including Sales Cloud concepts, Standard SFDC Applications and Service Cloud concepts. It also focuses on sessions of secured and shared data, and automate business processes.

Have a look on the course content and availability of new batches to get through your new career in Salesforce CRM.

Where Can I learn Salesforce in Hyderabad, India?

Capital Info Solutions is one of the famous institutes to get Salesforce online training - Admin & Development. Its training program is excellent mainly because of the superb faculty – Mr. Satish Myla. He is very insightful and talented – he has outstanding teaching skills too.

However, Capital Info Solutions is not just a single person running the institute - it is a company with a good front desk, lab equipment, and other helping things. It is a marvelous institute located in Ameerpet, Hyderabad. Also, it enables people to learn Salesforce in Hitech City, Madhapur, and Kukatpally in Hyderabad. With its specialized online training facility from Bangalore, it trains professionals and beginners all over India.


Eligibility

Who can Learn Salesforce?

This is one of the most common questions raising in many people. It’s obvious that guys often misunderstand that Salesforce CRM Admin training is only for IT people. Let us get a clear idea now. As you know, CRM stands for Customer Relationship Management. It is nothing but an outstanding software system that is able to manage the customers, sales, profits, products or services, and other important business considerations. So, any kind of retail, software, educational, or commercial business needs effective CRM systems to meet success and development. Salesforce CRM is a popular cloud-based CRM system. So anyone from any professional or educational background can learn Salesforce CRM. It is really offering lots of job opportunities for technical and non-technical people throughout the world.


Course Outline

Salesforce Configuration / Administration Training Content

(Duration: 45 to 50 Days)

1. Cloud Computing Concepts
  • Introduction
  • Evolution of Cloud Computing
  • Comparison with Other computing techniques
  • Characteristics of Cloud Computing
  • Advantages and Disadvantages
  • Classification of Cloud Computing Services
    • PAAS (Platform as A Service)
    • SAAS (Software as A Service)
    • IAAS (Infrastructure as A Service)
2. Salesforce CRM Concepts
  • CRM Vocabulary
  • CRM Processes
    • Marketing Process
    • Sales Process
    • Support Process
    • Lead Conversion Process
  • Salesforce Server Instances & Releases
  • Multitenant Architecture
  • Salesforce Editions & Pricing
3. Creating Salesforce Developer Account
  • Salesforce Products Overview
  • Creating Salesforce Developer Account
  • Salesforce CRM Account Overview (Sales, Service, and Marketing)
  • AppExchange
4. Salesforce Object Management
  • Standard Objects and Custom Objects
  • Creating / Editing / Deletion of records
  • Creating Custom Fields, Custom Objects
  • Field Dependency, Field History Tracking
  • Lead Conversion Process
  • Web to Lead
  • Creating Applications & Configuration
5. Data Validation & Formula Fields
  • Learn about Salesforce CRM Data Validation
  • Create Data Validation Rules & Formula Fields
  • Salesforce Functions for Validation Rules & Formula Fields
  • Creating Custom Formulas & Cross-Object Formulas
  • Learn about the Custom fields & Unique properties
6. Customizing Page Layouts
  • Creating and Customizing Page Layouts (Fields, Buttons, Related Lists)
  • Page Layout Assignments
  • Creating Salesforce Business Records (Record Types)
  • Introduction to Business Processes (Lead Process, Sales Process, Support Process, Solution Process)
  • Customizing Record Types
7. Object Relationships
  • Introduction to Relationships in Salesforce
  • Lookup Relationship, External Lookup Relationship
  • Master-Detail Relationship
  • Configuring Lookup Dialogs and Lookup Filters
  • Many – Many Relationships using Junction Objects
  • Self-Relationship / Hierarchical Relationship
  • Creating Rollup Summary Fields
  • Converting Lookup to Master Details and Vice Versa
  • Configuring One-One Relationship & Standard Junction Objects
  • Limitations in Relationships
8. Creating Email Templates / Communication Templates
  • Email Templates Overview
  • Email Template Types (Plain Text, HTML, Custom Type)
  • Creating Email Templates
  • Include Record Data with Merge Fields
9. Process Automations using Automation Rules
  • Workflow Rules:
    • Define Workflow
    • Set up Workflow Rules
    • Types of Workflows (Immediate, Time Dependant)
    • Set up workflow tasks, Email Alerts, Field Updates and Outbound Messages
    • Creating Time Trigger Workflow Actions
  • Process Builder:
    • Process Builder Overview
    • Difference between Workflow Rules & Process Builder
    • Actions Supported in Process Builder
    • Automate Actions with Process Builder
  • Lightning Flows:
    • Lightning Flows Overview
    • Workflow Rules Vs. Process Builder Vs. Lightning Flows
    • Types of Flows (Screen Flows, Auto-Launched Flows)
    • Overview of Flow Elements
    • Creating Screen Flows, and Multi-Screen Flows
    • Auto-Launched Flows Overview, Types
      • Record Triggered Flows
      • Auto-Launched Flow with No Trigger
      • Platform Event Triggered Flows
      • Scheduled Triggered Flow
    • Configuring Auto-Launched Flows and Real-Time Use Cases
    • Flow Orchestration
  • Approval Process:
    • Overview of Approval Process
    • Creating Approval Processes
    • Creating Multi-Step Approvals
    • Submit Records for Auto-Approval
10. Data Management / Data Migration
  • Introduction to Data Loader
  • Import & Export Operations in Data Loader
  • Performing DML Operations on Records (Insert, Update, Delete, Upsert)
  • Introduction to Import wizard and Import & Export operations
  • Import wizard Vs Data Loader
  • MuleSoft. IO
  • Workbench Data Management
  • Data Deduplication with Duplicate Management
  • Data Backups and Restores
11. Analytics in Salesforce
  • Creating Reports in Salesforce
  • Report Types (Standard & Custom)
  • Types of Reports (Tabular, Matrix, Summary, Joined)
  • Creating Custom Report Types & Implementation
  • Creating Bucket Fields
  • Scheduling the Reports
  • Introduction to Dashboards
  • Dashboard Components & Charts
  • Dynamic Dashboards
12. Security & Data Visibility
  1. Security Overview
  2. Licenses Overview
    • Types of Licenses
    • Assign the Licenses to Users
  3. Profiles
    • Profiles Overview
    • Types of Profiles
    • Creating Custom Profiles
    • Assign the Profiles to Users
  4. User Management
    • Adding the Users to Organization
    • Editing the User Details
    • Reset User's Passwords
    • Prevent the User from Login
      • De-Activate the Users
      • Freeze / Unfreeze the Users
    • Login Access Policies
    • Prevent the User from Force Re-Login
    • Login History
    • Audit Setup Trials
    • Expire All User Passwords
  5. Role Hierarchy
    • Roles Overviews
    • Setup the Role Hierarchy
    • Assigning Roles to Users
  6. OWD (Organization-Wide Defaults)
    • OWD Overview
    • OWD Options (Ex: Private, Public ReadOnly, Public Read/Write, Public Read/Write/Transfer, Public Full Access, No Access, View Only, Use, Controlled By Parent)
    • Assign OWD Options to the Objects
  7. Sharing Settings
    • Sharing Overview
    • Types of Sharing
      • Manual Sharing
      • Automated Sharing
      • Apex Sharing
    • Share Records to Single Users
    • Creating Public Groups
    • Share Records to Public Groups
  8. Automated Sharing
    • Overview of Automated Sharing
    • Sharing Rules
    • Creating Sharing Rules
  9. Record Ownership Transfer
    • Overview of Ownership Transfer
    • Ways to Transfer the Ownership
    • Manual Transfer
    • Automated Transfer
  10. Queues
    • Overview of Queues
    • Creating Queues
    • Transfer the Record to Queue
    • Adding Queue Members to Accept the Record
  11. Assignment Rules
    • Lead Assignment Rules
    • Case Assignment Rules
  12. Web To Lead / Online Lead
  13. Configuring Web To Case
  14. Configuring Email To Case
  15. Auto-Response Rules
    • Lead Auto-Response rules
    • Case Auto-Response rules
  16. Case Escalation Rules
  17. Profiles
    • Granting Permissions through Profiles (Object Level, Field Level, App Level, Record Level)
  18. Permission Sets
  19. Grant Access using Hierarchies
  20. Configure Login IP Ranges, and Login Hours
  21. Configure "Business Hours"
  22. Configure "Holidays"
  23. Configure "Remote Site Settings"
13. Service Cloud Implementation
  • Introduction to Service Cloud and Objects
  • Case Assignment Rules
  • Web to Case & Email to Case
  • Case Auto Response Rules
  • Escalation Rules
  • Entitlement Management & Service Console
14. Sales Cloud Implementation
  • Campaign Management
  • Lead Management (Lead Cycle, Lead Conversion Etc.)
  • Opportunity Management (Sales Pipeline, Stages Etc.)
  • Product Management (Product, Price Book)
  • Quotation & Order Management (Quote PDF, Discount, Quote Versioning, Syncing)
15. SFDC Administration
  • Type of Administration, Support Admin, Development Admin
  • Tools Used in Real Time (i.e. Service Now, Jira, TFS Etc.)
  • Admin Work allocation, Tools used
  • Admin SLA, Type, Levels and Response
  • Admin Works: Incidents, CR, Defects, Stories, Features Etc.

Certifications from Salesforce

Administration Development
Certified Salesforce Administrator (Adm201) Platform Appbuilder
Certified Salesforce Adv Administrator (Adm301) Platform Developer 1 (PD1)
Platform Developer 2 (PD2)

Class Timings

Morning Evening
07:00 AM To 09:00 AM 05:00 PM To 07:00 PM
09:00 AM To 11:00 AM 07:00 PM To 09:00 PM
11:00 AM To 01:00 PM

FAQ's

1:- Can I know about the training instructors?

Answer:- The training instructors are Salesforce professional mastery with more than 10+ years of experience. They are real-time Salesforce experts providing efficient training courses.

2:- Is Salesforce training expensive?

Answer:- Salesforce training seems to be expensive for many. However, our training center provides it in much affordable ranges. Moreover, it is the best investment option, because, once you get a Salesforce job, you can draw higher salaries associated with it. This training investment, therefore, brings much more fruits in future. For Further Information check out here Salesforce Training Cost in Hyderabad

3:- What are the topics covered in Salesforce training?

Answer:- Different concepts of Salesforce administration, development, integration, and lightning are covered in the Salesforce training. Some of them include –

  • CRM concepts
  • Salesforce CRM administration
  • Sales Cloud and Service Cloud concepts
  • Managing Users
  • Apex
  • Visualforce
  • Triggers
  • Email Services
  • Web Services
  • JSON
  • APIs
  • Lightning Components and Resources
  • Lightning Experience.


4:- What can I learn through Salesforce training?

Answer:- You learn to navigate through the Salesforce platform, use its different cloud services, and develop new apps on your own. Learning different concepts of Salesforce in the training helps you to work easily in any company.

5:- I do not have any programming knowledge. Can I go for Salesforce training?

Answer:- Of Course, no programming knowledge is essential to learn Salesforce. Guys from any educational background are eligible for Salesforce training.

6:- Why should I prefer Salesforce training?

Answer:- You have many reasons to take Salesforce training.

1. While Salesforce is the popular platform used nowadays by many companies, getting trained in Salesforce helps you to move your work smoothly anywhere.

2. Salesforce administration, development, lightning, and integration are open for technical and non-technical guys – lots of job opportunities are available in the Salesforce ecosystem.

3. Salesforce training enables you to setup and configure the Salesforce CRM. You can also maintain with suitable customizations. It helps you in career progress.

4. You can easily understand the real-time business scenarios on how Salesforce is used for deriving insightful solutions.

5. Attractive salary packages too are associated with Salesforce jobs.

7:- Do you provide training for Salesforce Administration and Salesforce Development in this course?

Answer:- Yes, we provide training in Salesforce Administration and Salesforce Development modules within the Salesforce training course.

8:- Is it necessary to be from technical background to be a Salesforce Consultant?

Answer:- It is not required or mandatory to be from technical background to be a Salesforce Consultant. However, it is recommended to avail experience in Salesforce Administration and Salesforce Development to become a Salesforce Consultant.

9:- Which platform do we use in Salesforce?

Answer:- platform of Force.com is used in Salesforce

Reviews

I did salesforce crm in capital info solutions. Satish Myla is excellent faculty he has given 300 live scenarios for practice. Here we receive 3 years of the experience level of the subject. I strongly recommended capital info solutions.

- Gudipati lakshmisubbarao

I complete the online training in capital info solutions. The faculty is excellent to teach the Salesforce CRM. His methodologies are very good to understand and admin staff also very helpful when I call from New York and the response is good.

- Koteswara Rao

Satish is the best salesforce instructor. He has a very strong background with other technologies made him a unique. His knowledge of other technologies is amazing. Top of all above he is a great human being with a wonderful kind heart. I wishing him all the success would come in whatever he does.

- Shravani Atmakoori

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