SALESFORCE CRM ADMIN-DEV ONLINE TRAINING,ON JOB SUPPORT AND CORPORATE TRAINING BY CORPORATE WORKING FACULTY

SALESFORCE HANDS-ON LIVE ONLINE & CORPORATE TRAINING,INTERVIEW & JOB SUPPORT BY REALTIME PROFESSIONALS

FOR FREE DEMO contact:

Email : raj@apex-online-it-training.com

Phone/WhatsApp : +91-(850) 012-2107  

Course Content (we can make the course content as per your specifications)

Salesforce Course Agenda

Course Contents:

Day1 

R12 Essentials

Navigating in R12 Oracle Applications

Logon and off of Oracle Applications

Using forms & menus

Entering data using forms

Searching forms

Introduction to R12 Oracle Applications

R-12 E-Business Suite Overview

Understanding the R-12 Architecture

Shared Entities and Integration

Shared entities and Non-key shared entities

Suppliers and Customers

Overview of E-Business Suite business flows and Integration

Fundamentals of System Administration

Application Security Overview

Function Security

Data Security

Profile Options

Standard request submission (SRS)

Fundamentals of Flexfields

Basics of Flexfields

Define Value sets

Define Key Flexfields

Define Descriptive Flexfields

Fundamentals of Multiple-Organization

What Is Multi-Org?

Types of organizations supported in the Multi-Org model

Multiple-Organization Access Control Setup and Process

Reporting across entities

Fundamentals of Oracle Work-flow & Alerts

Overview of Work-flow

Oracle Work-flow Home Pages

Work-flow Monitor WebPages

Overview of Alerts

Day 2 

Overview of Oracle Inventory

Describe overall inventory from receipt to issue

Describe the key integration points between Oracle Inventory and other Oracle Applications

Inventory Structure

Describe Inventory Organization

Describe the structure of an Inventory Organization

Describe the multi-organization structure in Oracle Applications

Set up Inventory parameters, sub inventories, and locators

Set up the organization profile options

Units of Measure

Define units of measure

Use units of measure reports

Use units of measure setup options

Defining and Maintaining Items

Define, setup and maintain items,

Use item templates

Use item control levels

Use item categories and catalogs

Implement item profile options

Lot and Serial Control

Describe lots

Describe parent and child lots

Describe shelf life and lot actions

Describe grade control

Describe serial control

Describe lot and serial genealogy

Implement the lot and serial profile options

Day 3

Inventory contunuation

Transaction Setup

Describe transactions and move orders

Define transaction managers, transaction types, and transaction reasons

Define inventory picking rules

Define inventory account aliases

Set up move orders

Describe Period Close Process within Inventory

Issuing and Transferring Material

Perform Transactions

Manage Receipts

Perform Move Orders

On-hand and Availability

Explain availability

View on-hand quantities

Describe the uses of the material workbench

Create ATP rules, time fences and supply/demand sources

Manage Reservation

Material Status Control

Explain material status

Set up material status properties

Describe key material status implementation considerations

Inventory Replenishment

Explain reorder-point planning

Perform min-max planning

Perform replenishment counting

Inventory Accuracy

Create an ABC compile

Define and maintain a cycle count

Define a physical inventory

Demonstrate count adjustments and approvals

Day 4

Order management

Overview of Oracle Order Management

Describe Oracle Order Management and its main components

Explain the capabilities of Oracle Order Management

Identify the other products that Oracle Order Management integrates with

Order Entities and Order Flows

Manage Quotes

Manage Order to Cash Lifecycle with Standard Items

Manage Order to Cash Lifecycle with PTO, and ATO Items

Manage Drop Shipments

Manage Back-to-Back Orders

Manage Sales Agreements

Manage Order to Cash Lifecycle with Customer Acceptance

Multiple Organization Access Control Setup

Explain the necessity for multiple organization access control (MOAC)

Identify the Order Management windows (setup and transaction) that use the Operating Unit field and 12i specific MOAC additional features

Perform the various setups involved in implementing MOAC

Oracle Inventory Setup for Oracle Order Management

Explain the structure of an inventory organization

Define subinventories

Use units of measure

Use the item master organization

Define items

Oracle Receivables Setup for Oracle Order Management

Define TCA Concepts

Define Customer Information and Payment Terms

Define Invoicing, Accounting Rules and Deferred Revenue

Explain Customer Acceptance and Billing Setups

Defining Invoicing Sources (Batch Source)

Explain Online Transaction Security and Tax-Related Setup Steps

Define Credit Checking

Oracle Order Management Setup Steps

View and Update Profile Options

Create QuickCodes or Lookups

Manage Document Sequencing

Define Transaction Types

Explain Order Header and line Workflows in Transaction Types

Set up Processing Constraints

Define Validation Templates

Define Defaulting Conditions

Define Defaulting Rules

Set up Versioning and Audit History

Setup Available to Promise

Define Scheduling

Create Credit Check Rules

Holds, Order Purge, and Exception Management Setup

Create,Apply and Release Holds - Seeded, Generic 

Day 5

Basic Pricing Setup

Describe Pricing Process and Basic Pricing Concepts

Maintain Price Lists

Define Pricing Security

Use Qualifiers with various Types of Modifiers

Apply Freight and Special Charges Modifier

Overview of Shipping Execution

Explain the Oracle Order Management to Oracle Shipping Execution Flow

Describe Shipping Entities

Identify User Interfaces in Oracle Shipping Execution

Identify Key Reports and Processes

Shipping Execution Setup

Define Roles and Users

Shipping Execution Documents

Manage Shipping Exceptions

Define Pick Release Rules

Define Ship Confirm Rules

Containers/LPNs 

Day 6 

Purchasing

Procure To Pay Lifecycle Overview

Understanding Procure to Pay Lifecycle

Understanding Oracle Procure to Pay Process

Oracle Purchasing Overview

Understanding Purchasing Process

Requisition to Purchase Order

Overview of the Ordering Process

The Receiving Process

Purchasing Integration

Enterprise Structure – Locations, Organizations, and Items

Understanding the Enterprise Structure

Defining Locations

Defining Inventory Organizations

Establishing Inventory Parameters

Creating Units of Measure

Creating a Purchasing Category

Item Attributes Defining and Maintaining Items

Describing and Using Category Sets

Suppliers

Overview of Suppliers

Entering Supplier Information

Defining Supplier Site Information

Managing Suppliers

Running Supplier Reports

Understanding Financial Options

Defining Supplier Profile Options

Approved Supplier Lists and Sourcing Rules

Creating Approved Supplier Lists

Understanding Supplier Statuses

Understanding ASL Precedence

Defining Sourcing Profile Options for Approvals

Requisitions

Understanding the Requisition Lifecycle

Notifications

Requisition Structure

Creating and Maintaining Requisitions

Creating Requisition Templates

Running Requisition Reports

Defining Requisition Profile Options

Day 7 

Continuation of PO

Purchase Orders

Understanding Purchase Order Types

Purchase Order Components and Record Structure

Creating Standard Purchase Orders

Creating Contract Purchase Agreements

Revising Purchase Orders

Maintaining Purchase Orders

Identifying Key Reports

Creating Global Agreements

Automatic Document Creation

Understanding AutoCreate

Creating Purchase Documents from Requisitions

Modifying Requisition Lines

Running the Create Releases Program

Understanding the PO Create Documents workflow

Receiving

Receiving Locations

Receipt Routing

Receipt Processing Methods

Receiving Tolerances

Entering Returns and Corrections

Overview of Pay on Receipt

Running Reports

Defining Profile Options

Document Security, Routing and Approval

Document Security and Access Levels

Document Approval - Jobs and Positions

Creating Position Approval Hierarchies

Defining Document Security Levels

Creating Approval Groups

Defining Document Access Levels

Using Oracle Workflow for Requisitions and Purchase Order Approvals

Running the Fill Employee Hierarchy Process

Purchasing Accounting

Overview of Purchasing Accounting

Closing the PO Period

Using foreign currency

Purchasing Accounting Implementation Considerations

Setup options

Week 1-2

Identity Confirmation
• Activate your computer
• Setting Up the User Interface
• Set up the UI & search options
• Organization Administration
• Set your organization’s language & locale
• Manage currency
• Customization
• Create custom profiles & custom fields
• Define dependent picklists
• Customize lookup fields & formula fields
• Customize page layouts
• Customize standard related lists
• Learn about record types & business processes
• Use field-level security
• Security & Access
• Create & manage your users
• Set organization-wide defaults
• Learn about record access
• Create the role hierarchy
• Learn about the sharing model
• Manually share records
• Set up opportunity team selling & account teams
• Learn about folder access
Week 2

• Workflow
• Define workflow
• Set up workflow rules
• Set up workflow tasks & alerts
• Workflow Approvals
• Plan approvals using workflow
• Use the approval wizard – standard vs. jump-start
• Create workflow approvals
• Data Validation
• Learn about Salesforce CRM data validation
• Create data validation rules
• Learn about custom fields & unique properties Data Utilities
• Import records using the import wizards
• Use mass delete
• Use mass transfer
• Learn about storage utilization
Week 3

• Analytics
• Create custom reports
• Use advanced filters
• Use conditional highlighting
• Use custom summary formulas
• Create dashboards
• The AppExchange
• Learn about the AppExchange
• Install an app
• Uninstall an app
• Marketing Administration
• Use the integrated campaign builder
• Learn about lead queue & lead assignment setup
• Learn Web-to-lead & auto-response rules
• Service & Support Administration
• Learn about cases & solutions
• Set up case escalation rules
• Identify solution categories & suggested solutions Salesforce Console
• Navigate the Salesforce Console
• Create a Salesforce Console
• Extending Salesforce CRM
• Learn about custom objects
• Learn about custom tabs
• Learn about custom Web tabs
• Build a custom app

Week 4

TRACK II :
Designing Applications on Force.com
•  Learn about factors to consider when building a data model
•  Develop custom objects and fields, encrypted fields, field help, and field history tracking
•  Use master detail, lookup, and many-to-many relationships
•  Create a user interface for custom applications using the Custom Object tab, Page Layout, and
•  Customization options
•  Set field attributes on the page layout
•  Use the Custom Object queue and event-based workflow rules with field update actions
•  Develop custom formulas and validation rules
•  Designing Applications for Multiple Users
•  Learn about factors to consider when designing applications for multiple users
•  Create profiles, understand what a profile controls (including data access), and customize profiles to manage the user experience
•  Customize the user experience with record types and page layouts
•  Control access to records

Week 5

•  Employ OWD, sharing rules and levels, roles, public groups, and manual share
•  Apply profiles, OWDs, role hierarchy, and sharing to restrict access to sensitive data
•  Apply OWDs, public groups, and manual sharing to create conditional access to data
•  Analyze suitability of FLS, page layouts, and record types to satisfy business requirements
•  Implementing Business Processes
•  Use the vlookup, regex, ischanged, isnew, and priorvalue functions to build business processes
•  Use validation rules to enforce conditional required behavior
•  Use functions to enforce data format and data consistency
•  Implement multistep approval workflows and escalations to automate business processes
•  Create parallel approval workflows and workflow approvals with dynamic approval routing
•  Use outbound messages as part of an approval workflow
•  Establish approval workflow criteria with crossobject formulas
•  Set up field history tracking to audit processes
•  Learn techniques to prevent or record data changes

Week 6-7

Managing Data

•  Learn when and how to use upsert
•  Use data management tools and the capabilities of API-based tools
•  Configure the Data Loader via command line
•  Encrypt passwords using encrypt.bat
•  Use the Data Loader to create mapping files and to upsert data

Visualforce Pages
•  Learn about the capabilities of the Visualforce framework
•  Incorporate Visualforce pages into Salesforce Construct expression bindings and incorporate
•  Salesforce into Visualforce pages with Visualforce tags
•  Use Visualforce tags to create page layouts,input forms, output tables, custom components;
•  Create partial page refreshes on JavaScript events
•  Learn about the functionality that comes with Visualforce standard controllers
•  Find out when Apex is required for creating custom controllers or extensions 

FOR More Details contact:

Email : raj@apex-online-it-training.com

Phone/WhatsApp : +91-(850) 012-2107