SALESFORCE TRAINING PROGRAM 90 hours

19999 EMI options are available

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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