SALESFORCE TRAINING PROGRAM 90 hours
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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 AvailableÂ
- 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
- Custom Objects and understand various properties in the Object definition section
- Standard objects
- Field and Data TypesÂ
- Custom Field PropertiesÂ
- Field DependenciesÂ
- Types of Relationship FieldsÂ
- Search LayoutsÂ
- Create Custom Objects
- Customize standard objects
- Create custom fields
- Use Search layout
Chapter 4 : Salesforce Security Model and its Features
- 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 securityÂ
- Create Permission Set
- Create Profile
- Apply field level security
- Secure page layouts
Chapter 5 : Salesforce Security Model Object, Record and Field Level features
- Record Level and Object Level
- Organization wide defaultsÂ
- Organization wide defaults – Student AppÂ
- Role and Role Hierarchy
- Criteria Based Sharing
- Different ways to gain Record Level Access
- Public Group
- Queue
- Public group Vs Queue
- Create roles and role hierarchy
- Secure Salesforce platform as per the requirementsÂ
Chapter 6 : Business Logic, Formulas & Validations
- Business Logic Mind Map
- Different Options to Implement Business Logic
- Functions
- FormulaÂ
- Validation Rules
- Rollup Summary FieldsÂ
- Record Types and Page Layouts
- Implement business logic
- Create validation rules
- Create Formula Fields and Roll-up Summary Fields
Chapter 7 :Business Process Automation in Salesforce
- 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
- Create a workflow process
- Implement workflow rules and actions
Chapter 8 :Customer Service Solution using Salesforce Service Cloud
- Service Cloud
- Case Management
- Typical Service and Support Process
- Automation – Web2Case and Auto-Response
- Automation – Email2Case
- Automation – Assignment Rules
- Automation – Escalation Rules
- Â Email Templates in Case Management
- Channels
- Case Resolution – Solutions
- Case Resolution Using Knowledge
- Communities Basics
- Communities Setup and Administration
- Communities – Ideas and Answers
- 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
- Data Handling and Processing Overview
- Exporting data and Regular Backup
- External ID and Unique FieldsÂ
- 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
- 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
- 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 reportsÂ
- Dashboard
- Bucket field
- Tabular Report significanceÂ
- Summary report significance
- Matrix report significance
- Joined report significance
- Dynamic dashboardÂ
- 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 reportÂ
- Create dynamic dashboard
Chapter 11 : Salesforce 1, Lightning App Builder, Salesforce A
- Customizable parts of the SF1 appÂ
- Security and customizable settings
- Navigation menu
- Compact layouts and Mobile cardsÂ
- Basic admin activities on Salesforce AÂ
- Outlook and SF synch up
- Customize Salesforce1 appÂ
- Customize security settings
- Navigate through Salesforce menu
- Create Compact layouts and Mobile cardsÂ
- Perform basic admin activities on Salesforce A
- Integrate Salesforce with Microsoft Outlook
Chapter 12 : Deployment Process in Salesforce
- Outbound Change Sets
- Inbound Change Sets
- Deployment Settings
- Work with Change Sets
- Implement deployment steps
Chapter 13 : Activity Management, AppExchange, Content and Folder Management
- Activity management – Tasks, Events and Open activities
- Tasks and events
- Folders and Document templatesÂ
- AppExchange
- Manage Salesforce activities
- Create and track tasks and events
- Create folders and Document templates
Chapter 14 : Chatter, Global Action and Publisher Layout
- 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
- Create Chatter groups, feeds, people
- Create custom VF page
- Create Custom canvas, Publisher layout
Chapter 15 : Salesforce Mobile
- Salesforce1
- SalesforceA
- Salesforce1 Vs SalesforceA
- Work with Salesforce1 and SalesforceA
Chapter 16 : Salesforce Project Application Lifecycle
- MilestonesÂ
- SandboxesÂ
- Change Sets
- Packages
- Work with Sandboxes
- Create change sets and packages
Chapter 17 : Lightning in Salesforce
- Lightning Components
- Lightning Component Capabilities
- Lightning Components vs. Visualforce
- Work on lightning experience
Chapter 18 : Buttons and Link management in Salesforce
- Custom Buttons
- Custom Links
- Records with Actions
- Global Action
- Object Specific Action
- Create custom button and links
Chapter 19 : Salesforce App Exchange
- AppExchange Overview
- Finding and Selecting an App
- Installing an App
- Finding a Developer
- Finding a Consultant
- Use AppExhange and work with ready to install apps
Mr. Subodh
Instructor
- Experience: 9 years
- Specialty:Â SFDC Admin & Development
- Language: English. Hindi
Ms. Poorva Shrivastava
Instructor
- Experience: 9+ years
- Specialty: SFDC Admin, Lightning
- Language: English. Hindi
Salesforce Development
Introduction to Force.com Platform
Basic Of Cloud
Overview Of CRM
Why Salesforce
SAAS, PAAS, SAAS
The basic of an app & Tabs
The benefits of force.com Platform app
A multitenant architecture
A metadata-driven development model
Building a Simple App
1. Building apps
2. Creating Objects
3. Creating Tabs
4. Creating Fields
Advanced Fields, Data Validation and Page Layouts
1. Introducing Pick lists
2. Introducing Field Dependencies
3. Introducing Custom Formula Fields
4. Introducing Validation Rules
5. Introducing Page Layouts
6. Becoming Familiar with the Page Layout Editor
7. Grouping Fields into a New Section
8. Editing Field Properties
Relationships
1. Introducing Relationships
2. Introducing Relationship Custom Fields
3. Introducing Roll-Up Summary Fields Layouts.
4. Creating a Many-to-Many Relationship
5. Customizing Related Lists in a Many-to-Many Relationship
Security and Sharing Data
1.Controlling Access to Data in Our App
2.Controlling the access to object
3. Introducing Profiles
4. Standard profiles
5. Creating more profiles
6. Controlling the access to fields
7. Introducing Field-level Security
8. Controlling access to Fields
9. Introducing Field-Level Security
10. Controlling access to Records
11. Introducing OWD
12. Role Hierarchies
13. Sharing rules
14. Manual sharing
15. Custom Validations
16. Object-Level Permissions
Automation
 Workflow and approvals
 Escalation Rules
 Email Alerts
 Flow
 Assignment Rules
 Validation rules
 Process builder
 Email Templates
 Reports and Dashboards
 Data Loader
 Process Builder
Salesforce Development
Basics of HTML
 Basics of Java Script
 Basic of OOPS
Apex Code
Introducing Force.com Apex Code
What is Apex
How Does Apex Work
What is the Apex Development Process
When Should I Use Apex
What are the Limitations of Apex
What’s New
Conventions
Understanding Apex Core Concepts
Writing Your First Apex Script, SOQL and SOSL Queries
Invoking Apex
Triggers
Bulk Triggers
Trigger Syntax
Trigger Context Variables
Defining Triggers
Triggers and Merge Statements
Triggers and Recovered Records
Triggers and Order of Execution
Operations That Do Not Invoke Triggers
Fields that Cannot Be Updated by Triggers
Testing Apex
Understanding Testing in Apex
Why Test Apex
What to Test in Apex
Unit Testing Apex
Using the runAs Method
Using Limits, startTest, and stopTest
Adding SOSL Queries to Unit Tests
Running Unit Test
Dynamic Apex
Understanding Apex Describe Information
Dynamic SOQL
Dynamic SOSL
Dynamic DML
Asynchronous process
What is difference between Synchronous vs Asynchronous.
When to use and why to use.
Future Methods
Batch Apex (Start, Execute and Finish)
 Schedule Apex
Queueable Apex
Request For Batch
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