SALESFORCE TRAINING PROGRAM 90 hours
One of the powerful operations which are trending nowadays is Salesforce. This application allows the customers to use or customize the standard application or even create their own. You may think working on it in the background requires a lot of coding to be done. However, the fact is to work with Salesforce is quite a lot easy than you may think. If you have good people around you for guidance then you will be able to grasp up easily how to put the functional web app together.
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Chapter 1 : Introduction to Cloud Computing and Salesforce Platform
Topics:
- What is Cloud Computing
- Service and Deployment models in the Cloud
- Market situation
- Cloud Ownership
- Introduction to SF1 and Force.com Platform
- Declarative & Programmatic Options in Force.com
- Meta-data Driven Architecture
- Multi-tenant Architecture
- Business and IT benefits
- Use of SF1
Hands-On:
- Create Salesforce Account
Chapter 2 : Building Blocks of Salesforce Platform
Topics:
- Sign-up for a Free Environment / Org
- Adding company logo
- Benefits of System overview
- Salesforce Key Building Blocks
- Editions and Different Environments Available
- MVC Pattern
- Student App
- Student App Master Basic Data Model
- Student Master and Marks/Grades
- Student Master Basic Security Model
- Student Master Reports
- Student Master Application Scope
Hands-On:
- Build a Custom Student App
Chapter 3 : Salesforce Data model, Objects, Relationships and Fields
Topics:
- Custom Objects and understand various properties in the Object definition section
- Standard objects
- Field and Data Types
- Custom Field Properties
- Field Dependencies
- Types of Relationship Fields
- Search Layouts
Hands-On:
- Create Custom Objects
- Customize standard objects
- Create custom fields
- Use Search layout
Chapter 4 : Salesforce Security Model and its Features
Topics:
- Security Model Mind Map
- System Level or Org Level Security
- User Administration and Troubleshooting
- Permission Sets
- Profile and Permissions Sets
- Password Policy
- IP Address security
- Login hours
- Session settings
- Activations
- Page layout assignment
- Tab setting
- Field level security
Hands-On:
- Create Permission Set
- Create Profile
- Apply field level security
- Secure page layouts
Chapter 5 : Salesforce Security Model Object, Record and Field Level features
Topics:
- Record Level and Object Level
- Organization wide defaults
- Organization wide defaults – Student App
- Role and Role Hierarchy
- Criteria Based Sharing
- Different ways to gain Record Level Access
- Public Group
- Queue
- Public group Vs Queue
Hands-On:
- Create roles and role hierarchy
- Secure Salesforce platform as per the requirements
Chapter 6 : Business Logic, Formulas & Validations
Topics:
- Business Logic Mind Map
- Different Options to Implement Business Logic
- Functions
- Formula
- Validation Rules
- Rollup Summary Fields
- Record Types and Page Layouts
Hands-On:
- Implement business logic
- Create validation rules
- Create Formula Fields and Roll-up Summary Fields
Chapter 7 :Business Process Automation in Salesforce
Topics:
- Business Process Automation
- Business Requirements – Workflow Rules
- Workflow – Actions (Time When Action Takes Place)
- Workflow – Actions
- Workflow – Considerations
- Approvals – Introduction
- Approvals – How to Create A Process
- Approvals – Actions
- Approvals – How and What Can Approvers Do
Hands-On:
- Create a workflow process
- Implement workflow rules and actions
Chapter 8 :Customer Service Solution using Salesforce Service Cloud
Topics:
- Service Cloud
- Case Management
- Typical Service and Support Process
- Automation – Web2Case and Auto-Response
- Automation – Email2Case
- Automation – Assignment Rules
- Automation – Escalation Rules
- Email Templates in Case Management
- Channels
- Case Resolution – Solutions
- Case Resolution Using Knowledge
- Communities Basics
- Communities Setup and Administration
- Communities – Ideas and Answers
Hands-On:
- Work with Salesforce Service Cloud
- Automate Case Management
- Capture cases from website and email
- Customize case process, Solutions, Communities and Salesforce Knowledge
Chapter 9 : Data Handling and Processing in Salesforce
Topics:
- Data Handling and Processing Overview
- Exporting data and Regular Backup
- External ID and Unique Fields
- Import Data
- Apex Data loader
- Import Wizard and Data Loader and compare the features, Update, Upsert operations, Delete and Hard Delete records,
- Transfer record ownership
Hands-On:
- Handle and Processing Data
- Import Clean Data
- Export data and Regular Backup
- Install Apex Data loader
- Use the Import Wizard and Data Loader
Chapter 10 : Reports and Dashboards in Salesforce
Topics:
- Report with and without modifications
- Tabular report, summary and matrix report
- Report and Security
- Report Builder and Standard Reports Available
- Custom report type and store in a folder
- User filters in reports
- Dashboard
- Bucket field
- Tabular Report significance
- Summary report significance
- Matrix report significance
- Joined report significance
- Dynamic dashboard
Hands-On:
- Create various Salesforce report such as tabular report, summary and matrix report
- Add a chart and few other features like highlighting
- Create a custom report type and store in a folder
- Filter users in a report
- Create dynamic dashboard
Chapter 11 : Salesforce 1, Lightning App Builder, Salesforce A
Topics:
- Customizable parts of the SF1 app
- Security and customizable settings
- Navigation menu
- Compact layouts and Mobile cards
- Basic admin activities on Salesforce A
- Outlook and SF synch up
Hands-On:
- Customize Salesforce1 app
- Customize security settings
- Navigate through Salesforce menu
- Create Compact layouts and Mobile cards
- Perform basic admin activities on Salesforce A
- Integrate Salesforce with Microsoft Outlook
Chapter 12 : Deployment Process in Salesforce
Topics:
- Outbound Change Sets
- Inbound Change Sets
- Deployment Settings
Hands-On:
- Work with Change Sets
- Implement deployment steps
Chapter 13 : Activity Management, AppExchange, Content and Folder Management
Topics:
- Activity management – Tasks, Events and Open activities
- Tasks and events
- Folders and Document templates
- AppExchange
Hands-On:
- Manage Salesforce activities
- Create and track tasks and events
- Create folders and Document templates
Chapter 14 : Chatter, Global Action and Publisher Layout
Topics:
- Chatter groups, feeds, people
- Files, Follow records, people
- Groups Topics and Files
- Global action types-Create
- Log a call, Custom VF page
- Custom canvas, Publisher layout
- Global an Object specific actions
Hands-On:
- Create Chatter groups, feeds, people
- Create custom VF page
- Create Custom canvas, Publisher layout
Chapter 15 : Salesforce Mobile
Topics:
- Salesforce1
- SalesforceA
- Salesforce1 Vs SalesforceA
Hands-On:
- Work with Salesforce1 and SalesforceA
Chapter 16 : Salesforce Project Application Lifecycle
Topics:
- Milestones
- Sandboxes
- Change Sets
- Packages
Hands-On:
- Work with Sandboxes
- Create change sets and packages
Chapter 17 : Lightning in Salesforce
Topics:
- Lightning Components
- Lightning Component Capabilities
- Lightning Components vs. Visualforce
Hands-On:
- Work on lightning experience
Chapter 18 : Buttons and Link management in Salesforce
Topics:
- Custom Buttons
- Custom Links
- Records with Actions
- Global Action
- Object Specific Action
Hands-On:
- Create custom button and links
Chapter 19 : Salesforce App Exchange
Topics:
- AppExchange Overview
- Finding and Selecting an App
- Installing an App
- Finding a Developer
- Finding a Consultant
Hands-On:
- Use AppExhange and work with ready to install apps
Mr. Subodh
Instructor
- Experience: 9 years
- Specialty: SFDC Admin & Development
- Language: English. Hindi
Mr. Aman
Instructor
- Experience: 8 years
- Specialty: SFDC Admin & Development
- Language: English. Hindi
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