Salesforce Course Content

Introduction to CRM

• Why CRM?
• Introduction to Cloud Computing & Salesforce.com
• Cloud Computing – Overview
• What is Software-as-a-Service (SAAS)?
• What is Platform-as-a-Service (PAAS)?
• What is Infrastructure-as-a-Service (IAAS)?

Introduction to Salesforce.com

• Salesforce.com CRM Editions
• Salesforce Multi-tenant Architecture
• Salesforce Editions / Pricing

Creation & Login

• Login to Developer Edition

Database Introduction

• Data Models
• Standard Objects
• Create custom Objects
• CRM functionality in Salesforce and use of standard objects
• Custom Objects Vs. Standard Objects
• Create custom Fields
• Create custom Tabs

Object Relationships

• Lookup Vs. Master – Detail Relationship
• Limitations

Page Layouts

• Creating Page layouts
• Field order changes & creating sections
• Adding custom buttons and links
• Defining required and read only fields & Adding related list

Record Types

• Use of record types for your organization.
• Display different page layouts and picklist values based on record types.

Field Dependencies      

• Controlling field/Dependent field
• Making dependent pick list fields

Validation Rules

• Defining Salesforce Data Validation
• Creating Custom Validation Rules

Workflow Rules & Process Builders

• Define workflow & Process Builders
• Create Email template
• Set up workflow rules  & actions

Workflow Approval process

• Plan approvals using workflow
• Use the approval wizard – standard vs. jump start
• Create workflow approvals

Email Templates

• Email Templates
• Types of Templates – HTML (Using Letter Head) , Custom HTML (without using letter head), Visual force Email Templates
• Data Management
• Import Wizard Vs Data Loader

Personal Setup

• Managing Personal Information
• Password Reset
• User Management Overview

Users, Roles, Profiles and Permission Sets

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Profiles & Permission sets

Security

• Set Organization Wide Defaults (OWD)
• Object-level Security
• Field-level Security
• Record-level Security
• Sharing Rules

Reports & Dashboards

• Types of Reports & Dashboard Components

AppExchange

• Installing an App
• Uninstalling an App

DEVELOPMENT

• Introduction to Apex, Visualforce Pages

MVC Architecture

• Model
• View
• Controller

Static Resources & Custom Settings

• Adding External CSS files to the static resources
• <apex: stylesheet/>
• Adding External Javascript files to the static resources
• <apex:includescript/>

Data Types

• Primitives
• Collections (List, Set and Map)

Types of Controllers:

1) Standard Controller

2) Standard List Controller

3) Custom Controller

• SOQL Query – Query data with SOQL and place them on Pages
• Custom Save Functionality
• With Sharing class Vs. without Sharing Class
• User mode Execution Vs. System mode Execution

4) Extensions

• Save – Standard controller with extension sample

Triggers

• Trigger Events
• Trigger Overview
• Defining Triggers in Salesforce

Batch Apex

• Batch apex Use and its Methods

Scheduling Apex

• Scheduling apex Use and its Methods

Different sandboxes

• Sandbox Vs. Production Environments
• Change sets
• Eclipse IDE

Examples & Real time scenarios

FAQ’S

 

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