SugarCRM Developer Tools – Studio, Module Builder and SugarLogic Fundamentals
Sugar Administration Essentials
Configure Sugar with Developer Tools
Studio for changing fields and Module Builder for adding new modules
Upcoming Classes
Duration 3 Hours
Price $ 225
This course is designed to provide a practical overview of Developer Tools consisting of Studio and Module Builder. It will focus on all basic configurations that you can do for the standard modules in terms of adding new fields or changing existing fields. It also focuses on creating new modules using Module builder. Throughout the course, you will learn best practices and learn with hands-on practical lab sessions.
Topics Covered
- Sugar Studio Overview
- Displaying Modules and Subpanels and Renaming Modules
- Changing existing Field Labels
- Creating new Fields
- Changing Layouts by Arranging Fields in Record View, List View and Sub Panels
- Adding Dropdown List Values
- Understanding Relationships and Creating Relationships
Hands on Practice
- Change the Name of a standard module and rearrange the sequence.
- Create two new fields and add them to an existing standard Module.
- Add a new drop down field and add the values for it.
- Add a new Module using Module Builder and Deploy it.
- Create a relationship between the new module and standard modules.
- Enable the new module in the Mobile View and Configure the mobil edit view.
Intended Audience
SugarCRM administrators, Microsoft Dynamics / Salesforce Administrators who want to learn about SugarCRM.
Pricing and Plans
Sugar Administration Essentials
Implement Users, Teams and Role Based Permissions in Sugar
- Understanding the concepts and importance of the Users, Roles, and Teams.
- Learning how to create different types of Users and reporting heirarchy.
- Understanding how to configure teams and add users to the teams and applying the data visibility restrictions based on teams.
- Learning how to create Roles, adding users to Roles, and applying different Role restrictions.
- Detailed, practical step-by-step exercises for hands-on experience in configuring Roles, Teams, and Users.
Configure Sugar with SugarLogic
- Understanding Sugar Logic components, Sugar Formula Engine, and its functions.
- Learning how to build Sugar Logic Formulas for automatically updating the data In the fields.
- Learning how to make fields conditionally editable and conditionally non-editable using Sugar Logic Functions.
- Learning how to make fields conditionally visible and conditionally hiding using Sugar Logic Functions.
- Understanding how to use the Sugar logic to get the data from the parent module and update it In the current module.
Advanced Workflow Creation with SugarBPM
- Understanding the SugarBPM basics, components, and elements and Designer Tool.
- Understanding and Learning how to create Process Definitions for Business Workflows.
- Understanding how to create Process Business Rules and how to use them in the Process Definition.
- Learning how to create the Process Email Templates and how to use them in the Process Email Templates.
- Detailed, practical step-by-step exercises for hands-on experience on SugarBPM.
Sugar for End Users
Sugar Import Functionality
Deep Dive for Data Migration or Data Transfer from your sources
$150
3 Hours
