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Chapter 1 : Introduction to Cloud Computing and Salesforce Platform


  • What is Cloud Computing
  • Service and Deployment models in the Cloud
  • Market situation
  • Cloud Ownership
  • Introduction to SF1 and Platform
  • Declarative & Programmatic Options in
  • Meta-data Driven Architecture
  • Multi-tenant Architecture
  • Business and IT benefits
  • Use of SF1


  • Create Salesforce Account
Chapter 2 : Building Blocks of Salesforce Platform


  • 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


  • 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 Types 
  • Custom Field Properties 
  • Field Dependencies 
  • Types of Relationship Fields 
  • Search Layouts 
  • 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 security 
  • 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 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
  • Create roles and role hierarchy
  • Secure Salesforce platform as per the requirements 
Chapter 6 : Business Logic, Formulas & Validations
  • Business Logic Mind Map
  • Different Options to Implement Business Logic
  • Functions
  • Formula 
  • Validation Rules
  • Rollup Summary Fields 
  • 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
  •  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 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
  • 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 reports 
  • Dashboard
  • Bucket field
  • Tabular Report significance 
  • Summary report significance
  • Matrix report significance
  • Joined report significance
  • Dynamic dashboard 
  • 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
  • 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
  • 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
  • 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 templates 
    • 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
    • Milestones 
    • Sandboxes 
    • 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


    • Experience: 9 years
    • Specialty:  SFDC Admin & Development
    • Language: English. Hindi

    Ms. Poorva Shrivastava


    • Experience: 9+ years
    • Specialty: SFDC Admin, Lightning
    • Language: English. Hindi

    Salesforce Development

    Introduction to Platform

    Basic Of Cloud
    Overview Of CRM
    Why Salesforce
    The basic of an app & Tabs
    The benefits of 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


    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


     Workflow and approvals
     Escalation Rules
     Email Alerts
     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 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
    Understanding Apex Core Concepts
    Writing Your First Apex Script, SOQL and SOSL Queries

    Invoking Apex

    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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