Course Duration
40 HOURS
About Salesforce
Salesforce Inc. is a leading cloud computing company headquarters in San Francisco, California.
Salesforce is best known for its customer relationship management (CRM) product, Salesforce has also expanded
into commercial applications of social networking through acquisition. Forbes magazine ranked it the most innovative
company in America in 2012, and it ranked 19th in Fortune magazine’s 100 Best Companies to Work For in 2013.
Course Contents
SalesforceIntroduction to CRM?
Why CRM?
- Introduction to Cloud Computing & Salesforce.com
- Cloud Computing Overview
- What is SoftwareasaService (SaaS)?
- What is PlatformasaService (PaaS)?
- What is InfrastructureasaService (IaaS)?
- What is Salesforce.com?
- Salesforce.com CRM Editions
- Salesforce.com Navigation –Overview
Sales Cloud Terminology
- Campaigns
- Leads
- Accounts
- Contacts
- Opportunities
- Forecast
- Contracts
- Cases
- Solutions
- Products
- Chatter
Salesforce Cloud Platform –Explained
- Sales Cloud2 Platform
- Force.com Platform
- App Force
- Site Force
- VM Force
- Heroku
- ISV Force
Salesforce Application elements
- Home Page,Tabs,Tab Home Pages, Detail Page, Side Bar, Apps, Record
Personal Setup
- Managing Personal Information
- Password Reset
- User Management Overview
- Roles, Users, Profiles & Sharing
Salesforce Building Blocks
- Standard Objects
- Create custom Objects
- Create custom Fields
- Create custom Tabs
- Define dependent Pick lists
- Customize page layouts
- Custom Application
Working with Standard Objects
- Campaigns
- Leads
- Accounts
- Contacts
- Opportunities
- Product
Relationship Types
- Masterdetail Relationship
- Lookup Relationship
- ManytoMany Relationship
Create and managing the Roll up summary fields
Data Validation rules
- Create data validation rule
- Learn about custom field unique and duplicate properties
- Customize formula fields
Workflow rules
- Define workflow
- Create Email template
- Set up workflow rules
- Set up workflow actions
Workflow Approval process
- Plan approvals usingworkflow
- Use the approval wizard –standard vs. jump start
- Create workflow approvals
Analytics–Reports & Dashboards
- Report Overview
- Create custom reports
- Using filters
- Using conditional highlighting
- Custom summary formulas
- Working with dashboards
Data Management
- Importing Overview
- Exporting Overview
- Import custom object records using the Data Loader
- Use mass delete
- Use storage
User Management
- Creating Users
- Creating Profiles
- Creating Roles
- Creating Groups
Security
- Managing the Users
- Set Organization Wide Defaults(OWD)
- Objectlevel Security
- Fieldlevel Security
- Recordlevel Security
Record types
- What is Record type?
- How to create Record type?
- Managing Record types
- Sharing Rules
- Define Sharing rules
- Discuss about types of sharing rules
Monitoring Organization Data
- Debug logs and Email Logs
- Login History
- View Setup Audit Trail
- Discuss about Queue
- Outbound messages
- Schedule Jobs
- Apex Jobs
- Bulk Data Load Jobs
- Apex, Visual Force, Database.com & AppExchange
- How to install an AppExchange application
- AppExchange–Application Management
Working with Developer Console
- Customizing the console
- Salesforce.com Certifications–Overview
- Salesforce.com Certified Administrator (ADM 201)
- Salesforce.com Certified Advanced Administrator (ADM 301)
Salesforce CRM Overview
- Salesforce Architecture
- Cloud Computing Overview & Architecture
- Introduction to Force.com Platform (PaaS)
Advanced Configuration
- Application Elements (Tabs, App, Links, Home Page Component)
- Salesforce Building Blocks & Configuration
- Objects
- Page Layouts
- Related List
- Fields
- Buttons
- Formula Fields
- Relationships
- Workflow Rules & Approval Processes
Personal Customization
Introduction to oops concepts
Apex Development Building Blocks
- Apex Trigger
- Apex Classes
- Visual force Pages
- Developer console
- SOQL
- SOSL
- Developer Console
- Debugging
- System Log
Apex Triggers
- Trigger Events
- Design Pattern and Best Practice
Bulk Trigger
- Order of Execution
Apex Programming
- Introduction to Apex
- Language Constructs
- Classes, Objects, and Interfaces
- Dynamic Apex
- Batch Apex
- SOQL & SOSL
- Email API
- Debugging
- Writing Apex Classes as Web Services
- Invoking Callouts Using Apex
- Deploying Apex
Visual force Development
- Introduction toVisual force
- Standard Controllers
- Standard List Controllers
- Controllers and Controller Extensions
- Overriding Buttons, Links, and Tabs with Visual force
- Components
- Dynamic Visual force Bindings & Components
- Integrating Emailwith Visual force
- Visual force Charting
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