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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