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