Training for Developers

This course is aimed towards enabling developers to implement additional functions within Zoho CRM. You will also get the opportunity to interact with the Zoho CRM Developer community and learn the best practices of CRM development.

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About the Event

The Zoho CRM Training Course for Developers is a four-day online training program that is aimed at enabling developers to implement additional functions within Zoho CRM.

IT services will learn to use extensive features to customize Zoho CRM based on their needs.
Freelance developers will learn how to apply their programming skills to benefit from better opportunities with Zoho CRM users in various industries.
The course covers the development-oriented features in Zoho CRM which facilitate programmers to code and incorporate whatever they need into their existing CRM. The training and learning will be both conceptual and practical.

What’s in store?

Each topic in this course is made up of four main components: concept explanation, demonstration, hands-on exercises, and Q&A session. So come to learn with us! We would love to help you on your journey through the exciting roads of CRM development.

Who can attend?

Our Developer training is suitable for people with the following skill set: handling HTTP requests and responses, Java or Python programming, web application development, basic knowledge of HTML, CSS, and JavaScript.

Agenda

4 Days | 5 Hours

Day 01
Day 02
Day 03
Day 04

Learn about Zoho CRM and the opportunities that are available to you in the developer space. Learn about the API support provided in Zoho CRM. Learn the authentication procedures that are supported. Understand the API classifications and their limits and best practices.

Module 01

Introduction

Welcome to Zoho CRM
Zoho CRM Architecture
Opportunities for Developers

Module 02

REST API

Overview
Understanding CRM API Concepts
Terminology
Authentication Procedure
All user data is secured and CRM protects against data access by unauthorized users. Learn about the OAuth 2.0 authentication used in Zoho CRM APIs to get access to your CRM data from other applications.
Understanding Identifier and Scopes
Request Methods and Response Structure
API Classification Based on CRM Concepts
Using the API in Different Scenarios
API Limits
Best Practices
Hands-On Practice Exercises

There may sometimes be a need to interact with third-party applications from within Zoho CRM. Understand the steps involved in setting up a connection with a third-party application and learn how to write Deluge functions that can operate on the data to accomplish necessary customized tasks.

Module 03

Connections

Overview
Setting up Connections
Integration tasks are useful in the Deluge script editor to access CRM APIs. Use them to build powerful custom functions to add more personalized features to Zoho CRM.
Using Connections
Hands-On Practice Exercises
API Classification Based on CRM Concepts
Using the API in Different Scenarios
API Limits
Best Practices
Hands-On Practice Exercises

Module 04

Functions

Understanding Integration Tasks in Functions
Integration tasks are useful in the deluge script editor to access CRM APIs. Use them to build powerful custom functions to add more personalized features to Zoho CRM.
Configuring Functions
Understand how to use connections and integration tasks wisely to build robust functions. Learn how to associate them with various components in Zoho CRM and perform automation tasks to fulfill your requirements.
Hands-On Practice Exercises

Allow your Deluge functions to be accessed from outside Zoho CRM and understand how to use them in webhooks. Learn to create widgets to embed any custom application or third-party service into Zoho CRM.

Module 05

More About Functions

Triggering a Deluge Function
The functions that you write need to be initiated or triggered. You can trigger them from a custom button, when a workflow rule is met, to generate a related list, and more. Understand using your function in depth.
Customizing Related Lists
Setting up Custom Actions in Workflow Rules
Setting Follow-up Actions in Blueprint
Function as an API
Write standalone functions and share them outside Zoho CRM. Allow them to be accessed from outside Zoho CRM and understand how to use them as webhooks.
Using Webhooks in Functions
Schedules
You may not always require your functions to be triggered by buttons or workflows, you may just need them to run periodically at scheduled intervals. Learn how to write schedules for your functions.
Hands-On Practice Exercises

Learn the steps to create your web application, host it locally or deploy it to a server, and view it in a browser. Extend your knowledge by learning how to integrate web applications with Zoho CRM seamlessly using the server-side SDKs.

Module 06

Widgets

Overview
Installing Zoho’s Command Line Interface
Types of Widgets
Creating Widgets
Deploying Widgets
Hands-On Practice Exercises

Module 07

SDKs

Overview
Developing Web Applications Using SDK
Hosting Web Applications
Using Web Applications
Introduction to SDK
Hands-On Practice Exercises

Looking for Online training?

Through online training, we aim to offer a completely personalized training package tailored exclusively to meet the trainees' business requirements. The online training program will be custom-made for your business.

FAQs

1. What are the modes through which I can be trained?

Classroom
Online
Onsite

2. What are the courses offered in this training program?

Course	Classroom Training	Online Training	Onsite Training
Administrators	✔	✔	✔
Developers	✔	✔	✔
Sales Reps	✗	✔	✔
Sales Managers	✗	✔	✔

3. What is classroom training?

4. What is Onsite training?

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