Module 1: Introduction to Zoho CRM Development

• Overview of Zoho CRM platform and developer ecosystem
• Zoho CRM architecture and customization framework
• Understanding Zoho CRM modules, fields, and layouts
• Setting up the Zoho CRM developer environment

Module 2: Custom Module and Field Configuration

• Creating and configuring custom modules in Zoho CRM
• Managing custom field types and properties
• Configuring field dependencies and conditional logic
• Managing page layouts and section configurations

Module 3: Zoho Deluge Scripting

• Introduction to Deluge scripting language
• Writing Deluge functions for business automation
• Managing variables, collections, and control structures
• Handling API calls and data manipulation in Deluge

Module 4: Workflow Automation and Rules

• Configuring workflow rules and automation triggers
• Setting up automated field updates and task creation
• Managing email alerts and notification workflows
• Configuring approval process automation in Zoho CRM

Module 5: Blueprints and Process Management

• Designing sales and service process blueprints
• Configuring blueprint stages, transitions, and conditions
• Managing mandatory fields and actions at each stage
• Monitoring blueprint adherence and process compliance

Module 6: Custom Functions and Buttons

• Writing custom functions using Deluge
• Configuring custom buttons and links in CRM layouts
• Managing scheduled functions for automated tasks
• Integrating custom functions with external systems

Module 7: Zoho CRM API Integration

• Introduction to Zoho CRM REST API
• Configuring OAuth 2.0 authentication for API access
• Managing CRUD operations using Zoho CRM APIs
• Handling bulk API operations and rate limiting

Module 8: Canvas and UI Customization

• Introduction to Zoho Canvas for UI design
• Building custom record views and card layouts
• Configuring conditional formatting and visual indicators
• Managing Canvas templates for different user roles

Module 9: Reporting and Analytics Customization

• Building custom reports and analytical dashboards
• Configuring advanced filters and reporting criteria
• Managing cohort and funnel analytics in Zoho CRM
• Integrating Zoho Analytics for advanced BI reporting

Module 10: Security, Deployment, and Best Practices

• Configuring roles, profiles, and field-level security
• Managing data sharing rules and territory management
• Deploying customizations across Zoho CRM environments
• Zoho CRM developer best practices and governance

Experience in the Industry Learn from certified Zoho CRM – Developer & Customisation professionals with hands-on industry experience.

Backgrounds at the Top Our trainers hold relevant certifications and have worked on real-world implementations.

Clear & Effective Teaching All core concepts of Zoho CRM – Developer & Customisation are explained with practical examples.

Hands-On Learning Focus Students gain practical experience through structured labs and projects.

Up-to-Date Knowledge Trainers keep content current with the latest platform releases and best practices.