Salesforce Online Training

Course Objectives

  • The Course goes with the aim to understand key concepts about:
  • To understand the Evolution of Cloud Computing
  • To create and organize work flow automation
  • Customized reports using the Salesforce CRM
  • To master in the UI and navigate through the software
  • To expertly use the advanced filters and dashboards
  • To get the concepts of Visual force programming
  • To get the benefits of CRM
  • Understanding the characteristics of cloud computing
  • To understand the Salesforce administration and application development
  • Get introduced with IAAS,PAAS,SAAS

Targeted Audience:

  • IT Professionals
  • Administrators
  • Developers
  • Implementers
  • Project managers
  • Graduates
  • Job Seekers
  • End users

Perquisites

  • Core Java or Any Programming Language

Salesforce CRM Course Content

  • Definition Of Cloud Computing And Types
  • Definition of cloud computing
  • On-demand advantages of Cloud computing

Services of Cloud computing

  • Saas(Software as a Service)
  • PaaS(Platform as a Service)
  • IaaS(Infrastructure as a Service)

Types of Clouds

  • Public Cloud
  • Private Cloud
  • Hybrid Cloud
  • Community Cloud

Definition Of Salesforce And It’s Products

  • Importance of Salesforce
  • Importance of CRM and Solutions
  • Grouth of Revenue using CRM
  • comparison of Salesforce CRM with other CRM Products
  • Salesforce Products
  • Salesforce Features and Edition Limits

Salesforce Administration

Sales Cloud-Generic Business Process

  • Features of Sales Cloud
  • Products
  • Campaign
  • Lead
  • Account
  • Opportunity
  • Contact
  • Contract
  • QuoteManage
  • Order
  • Forecast
  • Entitlement

Service Cloud and Customer Service

  • Features of Service cloud
  • case
  • Solution
  • Public Knowledge Base
  • Web-to-case
  • Self-Service Portal
  • Escalation rules

Company Information

  • creating Company Profile
  • Setting Fisca Year, Business Hours
  • Setting Holidays and Language
  • Identifying Edition

Salesforce-Force.Com Platform

  • Creating User Login Credentials
  • Setup-Personal Setup
  • About Administartion Setup
  • Standard Applications, Tabs and Objects
  • Creating Custom Application(Design), Custom Objects and Custom Tabs
  • Creating Custom Fields Using DataTypes and Picklist and Dependencies

Manage Users

  • Creating users and Roles
  • Creating Custom Profiles
  • Discussion on Standard Profiles
  • Creating Permission Sets and Public Groups and Queues
  • Login History

Relationships In Salesforce

  • Lookup Relationship
  • Master-Detail Relationship
  • Many to many Rlationships
  • Junction Object
  • Rollup Summary Felds
  • ReaTime Scinarios

Applying Validations And Formulas

  • Overview of validation
  • Creating Validation Rule
  • Apply Formula in Validation
  • PageLayout on Objects
  • Mini PageLayout
  • Search Layout
  • Record Type
  • Field Level Security on Layout

Object Level Security Model (Table)

  • Profile Level
  • Permission Set Level

Data Management With SFDC

  • Overview Import wizard
  • Limitations on Import Wizard
  • Data Export
  • Import Objects
  • .CSV File usage in salesfore
  • Import Data into Salesforce
  • Data Loader
  • Mass Transfer Records and Delete of Records

Field Level Security Model (Column)

  • Profile Level
  • Page Layout Security
  • Permission Set Security
  • Record Level Security Model-Sharing Settings(Row)
  • Overview of Record Level security
  • Organization-Wide-Default
  • Sharing Rules
  • Grant Access Using Hierarchies
  • Internal Access
  • External Access
  • Mannual Sharing
  • Owner Based Sharing Rule
  • Both Usage of Profile and OWD
  • RealTime Scenarios

Process Builder

  • Overview of Process Builder
  • Working with Process Builder
  • Workflows With Process Builder

Community Creation

  • Customer community
  • Partner Community
  • Creating User On Community
  • Self Registration

Settings

  • Security Settings
  • Single-Sign-on settings
  • Session Settings
  • Password Policies
  • Identity Provides
  • Login Access
  • Identity Connect
  • Email Admin Setup

Email Administration

  • Deliverability
  • Test Deliverability
  • Organization-Wide Addresses
  • Setting Email Footers
  • Compliance BCC Email

Administrative Integration

  • Overview on Declarative(no-code) and Programmatic (coding)
  • Integrating SFDC to SFDC, SFDC to Excel and SFDC to Facebook
  • Reports And Dashboards
  • Importance of Reports
  • Discussion On Standard Report
  • Creating Custom Report, Tabular Report, Summary report, Matrix Report
  • Creating Joined Report and Report Types
  • Applying Filters on Report
  • Run Report
  • Export Report
  • create Dashboard
  • Fetching Dashboard in to Visualforce
  • Resolving Project Issues

Overview on Types of Projects

  • Issue Capturing and Priority
  • Isuue Resolving and escalation
  • How RealTime Issues
  • Overview on Outlook Email
  • Code Checking
  • BluePrint
  • Agile Methodology
  • How to Clear RoadBlocks
  • Office Communicator(O.C)

Salesforce Development

Project Related

  • Resolving User Issues In Project
  • Importance of User In Application
  • Real time project explanation and Project Business Process
  • Project Development Life Cycle
  • Project Management Tools
  • Sandbox and UAT
  • Change Set
  • Deployment
  • Production

Before Start Development

  • Enable Development Mode
  • MVC Architecture
  • Developer Console Usage
  • Query Editor Usage
  • Execute Anonymous Window
  • Create Class Using Developer Console and Visualforce Using Developer Console
  • Test and Debug Using Developer Console
  • Installing Eclipse

Visualforce Pages

  • Comparison With HTML Tags
  • Create VF Using URL, Developer Console, Standard Navigation and Eclipse

Data Sources In Visualforce

  • Apex Class Variables
  • Parameters Using URL
  • Global Standard Objects or Custom Objects
  • Static Data

Pageblock Tags

  • Pageblock
  • PageBlockSection, SectionItem
  • PageBlock Button and Location
  • CommandButtons and Actions

Input Components

  • InputText, InputField and InputSecret
  • InputHidden
  • InputFile

Select Components

  • SelectOption
  • SelectOptions
  • SelectCheckBox
  • SelectRadio

Message Tags

  • PageMessage
  • PageMessages

Panel Tags

  • PanelBar
  • PanelBarmItem
  • PanelGrid
  • PanelGroup

List Views

  • Creating Views
  • PageBlockTable ListView
  • DataTable
  • DataList
  • Repeat

Other VF Tags

  • Column
  • CommandLink
  • Detail
  • Facet
  • Form
  • Iframe
  • Image
  • include script
  • Include Page
  • ListViews
  • Repeat
  • Tab and Tab Panel
  • Render,Rerender,RenderAs
  • Passing parameters
  • Creating VF Tabs
  • Realted List
  • Enhanced List

Action Components In Visualforce

  • ActionSuppot
  • Action Function
  • ActionStatus
  • ActionRegion
  • ActionPoller

Real Time Topics With Visualforce

  • Usage of Static Resource In VF
  • Overriding Buttons, Links and Tabs with VF
  • Dynamic Visualforce Binding
  • Integrating Email with Visualforce
  • VisualforceTemplates
  • Generate Visualforce page as PDF,WordDocument
  • Real Time Scinarios

Usage Of CSS In Visualforce

  • Create CSS Class
  • InternalCSS
  • External CSS
  • StaticResource In ExternalCSS
  • Boostrap Usage in Visualforce
  • Realtime Scinarios

Usage Of JavaScript

  • JS Functions Usage in Visualforce
  • JS DOM Usage in visualforce
  • JS Events Usage in Visualforce
  • JS Validations In Visualforce
  • Internal JavaScript
  • External JavaScript
  • Realtime Scinarios

Usage Of jQuery In Visualforce

  • Using Less Code In Visualforce
  • Jquery StaticResorces
  • URL Plugins
  • AutoComplete

Usage Ajax In Visualforce

  • Overview on Connections
  • Ajax SOQL
  • Ajax DML

Usage Of Angular Js In Visualforce

  • Overview on Single Page Web Application
  • Dependency Injection
  • Controller, Directives
  • Filters,Model
  • Scope, Service
  • Expressions, Module

OOPS ( Object Oriented Programming )

  • Fundamental and Properties
  • Variables
  • Identifiers
  • Data types
  • Access Modifiers
  • Methods
  • Conditional Statements
  • Exceptiopnal Statements
  • Class syntax writing
  • Constructing Method
  • Reference Varibles
  • Setter Method
  • Getter method
  • Constructors
  • Class Properties
  • Return Statements
  • Inheritance
  • Abstarction
  • Polymorphism
  • Encapsulaion
  • Creating Wizard Class
  • Wrapper Class
  • Usage Of properties in sfdc

APEX

Collections

  • List class-Scenarios
  • Set class-Scenarios
  • Map class-Scenarios
  • Advanced Example Programs

DML Operations

  • DML STATEMENTS VS DATABASE CLASS METHODS
  • Database DML Operations
  • Insert Statement
  • Update Sattements
  • Upsert Statement
  • Delete Statements
  • Undelete Statements
  • Merge Statements
  • Rollback operations
  • SavePoint In DML
  • Realtime Rroject Scenarios

SOQL And SOSL

  • Overview on SOQL,SOSL
  • Fetching Records on VF Using SOQL
  • Inserting Records from VF to Salesforce
  • Debug Logs
  • Static SOQL
  • Dynamic SOQL
  • Relational SOQL(p-c,c-p)
  • Functional SOQL(Aggregate,Date)
  • Creating Interfaces Using SOSL
  • GoverningLimits on Apex
  • RealTime Project Scinarios

Controllers In APEX

  • Standard Controller
  • Standard Set Controller
  • Custom Controller
  • Controller Extensions
  • Schema Programming
  • Objects
  • fields
  • Selected Options

Email Service Using Apex Class

  • Overview Of Email Sending
  • Outbound Email Service
  • Inbound Email service
  • Email Service Using Templates
  • Sending PDF Attachments
  • Sending VF Attachments
  • Mass Email Message Sending
  • Creating Methods for Sending Emails
  • Syntax for Send Emails
  • Realtime Scenarios

Custom Setting

  • List Custom setting
  • Hierarchial Custom Setting

Asynchronous APEX

  • Future Method-Long Running
  • Queueable Apex-Chain Jobs
  • Batch Apex-LargeDataVolumes
  • Scheduled Apex:Run On Schedule
  • Implemantation
  • Invoking Future Method from Schedule
  • Schedule Using Point and click
  • Schesule Using Code Customization

Batch APEX

  • Iterable Class
  • QueryLocator
  • GetQueryLocator
  • Start Method
  • Execute Method
  • Finish Mehtod
  • Sending Email From finish Method
  • BatchableContext
  • Debug Batch Apex
  • Creating Future Methods in Batch Apex
  • Implememnting Database.AllowCallouts
  • Call Batch In a Batch
  • Serialize Batch By Batch
  • RealTime Scenarios

Apex Triggers

  • Overview On Triggers
  • Trigger Events
  • Before Triggers
  • After Triggers
  • Insert Triggers
  • Update Triggers
  • Delete Triggers
  • Undelete Triggers
  • New
  • Old
  • NewMap
  • OldMap
  • Recursive Triggers
  • Validation Rule with Trigger
  • Workflow with Trigger
  • Invoking Batch Apex,callouts from trigger
  • Invoking Schedule,Future Methods from Trigger
  • RealTime Scenarios on Each Topic

Test Class

  • Overview on Test classes
  • StartTest,StopTest
  • Test Class on Apex class, Batch APEX, Schedule Apex and Triggers

Programmatic Integration

  • Integration and WebServices
  • Definition Of Integration and WebServices
  • Purpose Of WebServices
  • Types Of Web Services
  • JSON Class, Generator Class, Parser, Serialization
  • JSON Deserialization
  • XML CLASSES IN WebServices
  • HTTP Callouts
  • Creating APEX WSDL File
  • Integration Using SOAP API
  • Integration Using REST API
  • Real Time Scenarios