Zoho CRM Creator: Essentials of Application Development Boot Camp - 3 Days
Every organization needs to collect, store, and access data to complete business tasks. Businesses might collect names, email addresses, and phone numbers of contacts for sales and marketing, or track products in inventory to create a full online e-commerce application (app). All of these can be combined to provide a central, online, data-driven app for selling products and services or managing a business. Zoho Creator is a cloud-based platform for building online, data-driven applications.
Selecting the right app development solution is critical for successfully creating and deploying apps that can be used for business tasks. Application development solutions need to be easy to use and support quick design and implementation for forms and reports. The app needs to allow for easy publication of forms to the web for online use, and it must be powerful and flexible. Developers must have the ability to automate business processes and apply business logic to processing tasks. Zoho Creator has features that provide this ease of use, power, and flexibility.
In this course, you will set up and configure Zoho Creator as you would in your own organization. You will install apps from the Zoho Creator Application Gallery, import spreadsheets to create apps, and build apps from scratch. You will customize apps for branding and usability. You will share apps and configure access permissions so that app users have the correct level of access. You will automate business processes in your apps by using Deluge script, and create and run reports that use data from apps to show business insights. You will use portals and live chat to provide access and services to partners and customers. Finally, you will integrate Zoho Creator with Google Apps and the Zoho Creator Marketplace, providing more options to deploy and use the power and flexibility of Zoho Creator.
In this course, you will use Zoho Creator to build business applications.
- Set up Zoho Creator.
- Create an app from the Application Gallery.
- Customize apps.
- Configure forms and fields.
- Import data files to create a Zoho Creator app.
- Configure workflows and schedules in apps.
- Share and secure access to apps.
- Create an app from scratch.
- Create and run reports and pages.
- Support customers with portals and live chat.
- Integrate Zoho Creator with Google Apps and the Zoho Marketplace.
This course is designed for power users who do not have experience developing apps or writing code, but wish to build business apps for small, medium, and large businesses. The apps may be first-time creations, or may be designed to replace Microsoft Excel or Microsoft Access files used in data-driven work scenarios.
This course is also designed for developers who are seeking to build business apps with Zoho Creator and who want to prepare for the Zoho Creator Certified Developer exam.
To ensure your success in this course, you should have experience using computers and the Internet for work tasks, working with productivity software such as Microsoft Excel, and competency in managing data in a spreadsheet or Access database. You can obtain this level of skill and knowledge by taking the following courses:
- Using Microsoft Windows 8.1
- Microsoft Office Excel 2013
- Microsoft Office Access 2013: Part 1 (optional)
Course-specific Technical Requirements
For this course, you will need a laptop computer with the following minimum hardware configurations:
- 2 GHz (I5 or better) or faster 32-bit (×86) or 64-bit (×64)
- 3 GB RAM
- 100 GB available hard disk space
- CD-ROM drive (if installing any software from a CD-ROM)
- Keyboard and mouse (or other pointing device)
- 1,024 × 768 resolution monitor recommended
- Network cards and cabling for local network access
- Internet access
- Microsoft Windows 8.1 or Later
- Microsoft Excel 2013
- Microsoft Internet Explorer (latest version)
- Mozilla Firefox (latest version)
- Google Chrome (latest version)
- Notepad++ 6.7.5
Lesson 1: Setting Up Zoho Creator
Topic A: Plan Your Application
Topic B: Create a Zoho Account
Topic C: Configure Zoho Account Settings
Topic D: Configure Zoho Creator Settings
Lesson 2: Creating an App from the Application Gallery
Topic A: Select an App
Topic B: Features of an App
Topic C: Options for Importing Data into Apps
Lesson 3: Customizing Apps
Topic A: Configure App Settings
Topic B: Customize App Appearance
Lesson 4: Configuring Forms and Fields
Topic A: Build App Forms
Topic B: Configure Fields
Topic C: Back Up Apps
Lesson 5: Importing Files to Create a Zoho Creator App
Topic A: Import Data to Create Apps
Topic B: Migrate Files to Create Apps
Lesson 6: Configuring Workflows and Schedules in Apps
Topic A: Configure Field-Based Workflows
Topic B: Configure Form-Based Workflows
Topic C: Configure Form Schedules and Notifications
Lesson 7: Sharing and Securing Access to Apps
Topic A: Configure Simple Sharing
Topic B: Manage Roles and Role Hierarchies
Topic C: Configure Advanced Sharing
Topic D: Control Access with Advanced Sharing and Field Permissions
Lesson 8: Creating an App from Scratch
Topic A: Create an App from Scratch
Topic B: Configure Subforms
Topic C: Automate Forms with Rules
Topic D: Accept Payments Through Forms
Lesson 9: Creating and Configuring Reports and Pages
Topic A: Create and View Reports
Topic B: Create and View Pivot Reports
Topic C: Configure Access to Reports
Topic D: Configure Pages and Schedules
Lesson 10: Supporting Customers with Portals and Live Chat
Topic A: Enable and Test the Customer Portal
Topic B: Support Clients with Live Chat
Lesson 11: Integrating with Google Apps and the Zoho Marketplace
Topic A: Plan a Google Apps Integration
Topic B: Install Apps from the Zoho Creator Marketplace