Salesforce Online Training

Course Duration : 45 Hrs

Salesforce Course Content

SALESFORCE CONFIGURATION (ADMIN)

INTRODUCTION TO CLOUD COMPUTING

• Traditional Computing Architecture
• What is cloud computing?
• What are the advantages of cloud computing
• Different type of clouds
• Services in the Cloud
• What is CRM?
• What is Sales force?
• Sales force Market share

SALESFORCE ACCOUNT & USERS

• Why do we need to create an account with Sales force?
• How to create sales force account
• Sales force data model
• Why do we need to create users in Sales force
• How to create users in sales force
• Salesforce Licenses

DATA MODEL OVERVIEW AND IMPLEMENTATION

• Profiles Overview
• Data model implementation
• Creating custom profile
• Creating Custom Application and providing security
• Creating Custom Objects and providing security
• Creating Custom Fields and providing security
• Field Dependency
• Creating Tabs and Providing Security
• Creating Records(Data)

RELATIONSHIPS

• Why do we need Relationships
• Types of Relationships
• Creating lookup relation
• Creating master detail relation
• What is meant by Related list?
• Where can we see Related lists?
• Difference between lookup and master detail relationships
• Creating Rollup summary field
• Converting lookup to master detail Relationship and vice versa
• Many to Many relationship
• Field Dependency

LAYOUT MANAGEMENT

• Why do we need Layouts
• Creating custom Layouts
• Page Layout Assignments
• Profiles vs Layouts
• Mini Page Layouts
• Lookup Dialogs
• Layout with field permissions
• Object permissions in profile vs layouts

RECORD TYPES

• Why do we need record types
• Creating Record Types
• Page layout assignments to RT's
• Record Types Security
• Page layout Assignment against Record Type and Profiles

META DATA SECURITY

• Application Security through profiles
• Application Security through Apps menu
• Object Level Security
• Field Level Security through profiles
• Field Level Security through Fields
• Field Accessibility
• Tab Level Security through profiles
• Tab Level Security through Apps
• Record Type Security

DATA SECURITY

• Organization Wide Defaults
• Role Hierarchies
• Grant Access using Hierarchies
• Owner based sharing rules
• Public Groups
• Criteria based sharing rules
• Manual Sharing
• Increasing levels of data accessibility
• Overriding sharing rules through profiles
• View all data, modify all data permissions
• OWD'S In Master Detail Relationship
• OWD's In Lookup Relationship

PERMISSION SETS

• Why do we need Permission Sets
• Permission Sets Implementation

FORMULAS

• Why do we need Formulas
• Commonly used formulas
• Formula scenarios
• Cross object formulas

VALIDATIONS

• Why do we need Validations
• Validation Scenarios

STANDARD OBJECTS

• Business Lifecycle
• Marketing Cloud
• Sales Cloud
• Service Cloud
• • Standard Objects in above Clouds Campaign, Campaign member, Lead, Account, Contact, Opportunity, Product, Price Book, Quote, Order, Case, Opportunity Team Member

WORKFLOWS

• Why do we need Workflows
• Workflow Criteria’s
• Workflow actions(Email Alerts, Field Updates, Assigning Tasks, Outbound Messages)
• Immediate actions
• Time dependent actions
• Recursive workflows
• Order of execution of workflows
• Workflows Scenarios
• Workflows limitations

SALESFORCE ENVIRIONMENTS

• Various Environments for an application in Real time
• Environments in Salesforce(Sandboxes)
• Refreshing Sandboxes

METADATA DEPLOYMENT

• Deployment using change sets
• Deployment using ANT tool

REPORTS

• Why do we need Reports
• What is Report Type
• Tabula Reports
• Summary Reports
• Multi-level Summarization
• Matrix Reports
• Joined Reports
• Multi-dimensional Summarization
• Saving Reports and providing Security
• Reports Execution Mode
• Scheduling Reports
• Bucket Fields
• Aggregate functions in Reports
• Adding Charts to Reports
• Exporting Reports
• Analytical Snapshots
• Creating custom Report Types

DASHBOARDS

• Static Dashboards
• Dynamic Dashboards
• Dashboard filters
• Dashboard execution mode
• Adding Dashboard Snap shot to homepage

APPROVAL PROCESS

• Why do we need Approval Process
• Approval Process Implementation
• Approval Process Actions

CAPTURING LEADS FROM WEB

• Web to Lead
• Queues
• Assignment rules

MISCELLANEOUS CONCEPTS

• Login History
• Freeze, Deactivation
• IP Ranges
• Storage Usage
• Sales process - opportunity
• Leads process - leads
• Escalation rules
• Remote site settings
• Email to case

UNDERSTANDING CRM FROM END USERS PERSPECTIVE
DATA MANAGEMENT

• Data Export
• Mass Transfer Records
• Why do we need Data Loader
• Exporting, Importing, Updating, Deleting Data from Salesforce in Bulk
• Inserting Data in related objects through vloopup(Data Deployment between environments)

SALESFORCE CUSTOMIZATION (DEVELOPMENT)

• Understanding the necessity of Salesforce Customizations

OOPS CONCEPTS

• Classes, Variables, Methods
• Creating and Understanding of Objects
• Access Modifiers
• Constructors
• Encapsulation
• Inheritance
• Polymorphism
• Difference between Static and Non-static
• Setters & Getters
• For loop and Enhanced for Loop
• Exception Handling

COLLECTIONS

• Why do we need Collections
• Importance of Collections
• List Collection
• Set Collection
• Map Collection
• Commonly Used Methods in Collections
• Difference between List, Set, Map

SOQL AND SOSL

• SOQL Queries on Standard Objects
• SOQL Queries on Custom Objects
• SOQL Queries - Extracting Data from Related Objects
• Aggregate Functions
• Date Functions
• SOSL Queries
• SOQL and SOSL in workbench

TRIGGERS

• Why do we need Triggers
• Difference between Before and After Triggers
• Versions of a record During insert, update, delete events
• Trigger Context Variables and visibility
• Scenarios
• Difference between DML and Database.DML
• Recursive Triggers
• Difference between Triggers and Validations
• Difference between Triggers and Workflows
• Trigger Handlers
• Apex Best Practices
• Order of Execution while committing Records
• Governor Limits

CUSTOM SETTINGS

• Why do we need Custom Settings
• How custom settings are different from Objects
• List Custom settings
• Hierarchical Custom Settings
• Accessing Custom settings in Apex
• Custom Settings in Validations
• Custom Settings in Workflows
• Custom Settings in Triggers
• Custom Settings Limitations

BATCH APEX AND SCHEDULE APEX

• Why do we need Batching
• How Batch Apex is Different From Triggers
• Methods in the Database. Batchable interface
• Methods in Database. Schedule interface
• Database. QueryLocator
• Database. BatchableContext
• Database. Stateful Interface
• Calling Future Methods
• Future Methods in Batch Apex
• Calling Batch From Another Batch
• Sending Email Alerts from batch Apex
• CRON Trigger
• Scheduling Batch Apex

TESTING

• Why do we need code coverage in Salesforce
• Unit Testing
• Testing Apex Classes
• Testing Triggers
• Test.StartTest, Test.stopTest
• Assertions

VISUALFORCE PAGES

• Why do we need Visualforce Pages
• MVC Architecture
• Input Tags
• Output Tags
• Standard Controllers
• Custom Controllers
• Extension Controllers
• Difference Between Standard, custom, extension Controllers
• Methods in Standard Controller
• Standard List Controller
• Standard Set Controller
• Pagination
• Wizards
• View State
• Optimizing VisualForce Pages
• Wrapper Classes
• Displaying Messages In VF Pages
• With Sharing, Without Sharing
• Static Resources
• JavaScript in Visualforce Pages
• Action Function, Action Support, Action Poller
• Custom Components

LIGHTNING

LIGHTNING PROCESS BUILDER
LIGHTNING COMPONENTS

• Creating Components and Attributes
• JavaScript Controllers with Components
• Using Apex in Components
• Difference Between Classic and Lightning Editions