Zoho CRM for Developers-Course Plan

A full-fledged 4-day classroom-training program that is aimed at enabling developers to extend the capabilities of Zoho CRM beyond what the system offers by allowing them to implement additional features within Zoho CRM.

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The training will be segmented into different modules over the course of four days.

Duration: Four Days  |  10am to 5pm

The course broadly covers the development-oriented features of Zoho CRM which facilitate programmers to code and incorporate whatever they need into their existing CRM. The mode of training and learning will be both conceptual and practical. You will also get the opportunity to interact with the Zoho CRM Developer community and learn the best practices of CRM development.

  • Day 1
  • Day 2
  • Day 3
  • Day 4
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  • Module 1:

    Introduction to Zoho CRM

    • Welcome to Zoho CRM
    • Zoho CRM Architecture
    • Opportunities for Developers
  • Module 2:

    REST API

    • Overview
    • Understanding CRM API Concepts
    • Terminology
    • Authentication Procedure
    • Understanding Names 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.
  • Module 3:

    Java SDK and Python SDK

    Java SDK

    • Introduction to Java SDK
    • Configuration and Persistence
    • Class Hierarchy and Objects
    • Generating tokens
    • Response handling and Exceptions
    • Create your First Java Application
    • Hands-On Practice exercises

    Python SDK

    • Introduction to Python SDK
    • Prerequisites for Python SDK
    • Installation of Python SDK
    • Configuring Python SDK
    • Persisting tokens
    • Authentication in SDK
    • Using the SDK
    • Class Hierarchy
    • Exception handling
    • Response handling
    • Hands-On Practice exercises
  • Module 4:

    Mobile SDK

    • Introduction to Mobile SDK
  • Module 7:

    Widgets

    • Overview
    • Setting up Connections
    • Using Connections
    • Overview
    • Installing Zoho’s Command Line Interface
    • Types of Widgets
    • Creating Widgets
    • Deploying Widgets
    • Hands-On Practice exercises
  • Module 8:

    Web SDK

    • Overview
    • Installing Zoho’s Command Line Interface
    • Developing Web Applications Using SDK
    • Hosting Web Applications
    • Using Web Applications
    • Hands-On Practice exercises
  • Module 5:

    Connections

    • Overview
    • Setting up Connections
    • Using Connections
  • Module 6:

    Functions

    • Overview
    • Understanding Integration Tasks in Functions
    • Setting up Custom Buttons
    • Customizing Related Lists
    • Setting up Custom Actions in Workflow Rules
    • Set Follow-up Actions in Blueprint
    • Function as an API
    • Using Webhooks in Functions
    • Hands-On Practice exercises
  • What’s in store?
  • Who can attend?
  • What should you bring?
 

What’s in store?

Each lesson in this course includes four main components: concept elaboration, demonstration, hands-on exercises, and Q&A sessions. So come, learn with us! We wish you a pleasant journey through the exciting roads of CRM development.

Who can attend?

Our Developer training is applicable for people with the following skill set: Handling HTTP requests and responses, Java or Python Programming, Web application development using the above frameworks, Deluge Scripting, Basic knowledge of HTML, CSS and JavaScript, Fair understanding of Mobile Application development.

IT Services will learn to augment extensive features to customize Zoho CRM, based on their needs.

Freelance developers will gain insights on how to apply their programming skills to acquire better opportunities with Zoho CRM users of various industries.

What should you bring?

  • Attendees are expected to bring their own laptops to practice exercises
  • Software requirements include:
  • A Java IDE (preferably Eclipse) with Java 7 version.
  • Html 5, CSS 3 and JavaScript 1.8.5
  • Python 2.7 and above.
  • MySQL 8.0 Pip (package management system) for Python
  • Python Requests
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