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CRM Developer Training

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Page 1: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

CRM DeveloperTraining

Page 2: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

CRM Developer TrainingAbout The Event

What’s in store?

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.

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.

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.

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.

Page 3: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

Agenda4 Days 5 Hours

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.

Day 1

REST APIModule 2

Welcome to Zoho CRM

Zoho CRM Architecture

Opportunities for Developers

IntroductionModule 1

Overview

Understanding CRM API Concepts

Terminology

Authentication Procedure

Understanding Identifier and Scopes

Page 4: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

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.

Day 2

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

Module 3 Connections

Overview

Setting up Connections

Using Connections

Hands-On Practice Exercises

Page 5: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

Module 4 Functions

Understanding Integration Tasks in Functions

Configuring Functions

Hands-On Practice Exercises

Day 3

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 5 More About Functions

Triggering a Deluge Function

Customizing Related Lists

Setting up Custom Actions in Workflow Rules

Setting Follow-up Actions in Blueprint

Function as an API

Using Webhooks in Functions

Schedules

Hands-On Practice Exercises

Page 6: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

Overview

Installing Zoho’s Command Line Interface

Types of Widgets

Creating Widgets

Deploying Widgets

Hands-On Practice Exercises

Overview

Developing Web Applications Using SDK

Hosting Web Applications

Using Web Applications

Introduction to SDK

Hands-On Practice Exercises

Day 4

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.

WidgetsModule 6

Module 7 SDKs

Page 7: CRM Developer Training · Understanding CRM API Concepts Terminology Authentication Procedure Understanding Identifier and Scopes . There may sometimes be a need to interact with

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