SALESFORCE

 

Course Duration: Around 40 hours Training + Assignments + Real-time Scenarios - 5-8 weeks                

Training Materials: All attendees will receive,

  • Video recording of every session
  • Notes and study material for examples covered.

Pre-Requisites:

  • Basic Computer Skills and knowledge of IT.

Training Format:

This course is delivered as a highly interactive session, with extensive live examples. This course is Live Instructor led Online training delivered using Cisco Webex Meeting center Web and Audio Conferencing tool.

Training Objective/Guidelines:

  • Focus on Hands on training with lot of assignments, practice exercises Live Case Studies, Video Recordings of sessions provided
  • Understand What & Why of Salesforce Admin, Salesforce Development, Force.com.
  • Ability to design Data Model for cloud based applications and architecture.
  • Ability to automate Sales and Service processes using Workflows, Approval Processes, Formulas.
  • Hands on experience of end-to-end application designing on Force.com Platform.
  • Get guidance on the best practices of Force.com App designing?
  • Introduction to SFDC (Sales Force Dot Com).
  • Prerequisites sessions conducted for participants not knowing UNIX, Java Basics.
  • Resume prep, Interview Questions provided.
  • Covers All Important SFDC Ecosystem Products.

Topics Covered

Sales Force Dot Com (SFDC)

Configuration

  • CRM Overview
  • Introduction to Cloud Computing
  • Salesforce Basics
  • Understanding SFDC UI
  • Personal Setup
  • Reset Person Info ~ Password ~ Security Token
  • Understanding Salesforce Editions
  • Understanding Salesforce Licenses
  • Configuring Company Setup
  • Security and Identity Confirmation

Data Utilities

  • Creating ~ Editing ~ Deleting: Records
  • Mass Data Operations
  • Mass Upload ~ Mass Update ~ Mass Delete ~ Mass Transfer
  • Exporting Data
  • Scheduling Exports
  • Data Storage Usage
  • Data Loader

Data Modeling

  • Introduction to SFDC Components
  • Customizing Standard SFDC Components
  • Creating Custom SFDC Components
  • Understanding Data Structure
  • SFDC Data Components – Overview
  • Data Relationships
  • Lookup Relations
  • Master Detail Relationships
  • Many to Many Relationship
  • Junction Objects
  • Creating Field Dependencies

Administration

  • Converting Leads
  • Defining Password Policies
  • Managing Users
  • Managing Roles
  • Managing Profiles
  • Organization Wide Default
  • Defining Sharing Rules
  • Field Level Security
  • Field Accessibilities

Customization

  • Customizing Email Templates
  • Creating Email Templates
  • Mass Emails
  • Introduction to SFDC Home Pages
  • Customizing Home Page Layouts
  • Creating Custom Home Pages
  • Customizing Page Layouts
  • Customizing Display – Tabs & Pages
  • Customizing Views
  • Creating and Managing User Groups
  • Creating Service Cloud Console

Business Logics

  • Automation using Formulas
  • Defining Validation Rules
  • Creating SFDC Flows
  • Email Alerts
  • Automatic Field Updates
  • Assigning Tasks
  • Workflow Rules & Approval Processes

Reporting & Analytics

  • Working with Standard Reports
  • Creating reports
  • Report Formats
  • Controlling Report Accessibility
  • Scheduling Reports
  • Defining Report Types
  • Including Charts
  • Creating Dashboards
  • Dashboard Refreshes

Visual force

  • Custom Controllers
  • Custom List Controllers
  • Controller Extensions
  • Overriding Standard Pages
  • Using Input Components
  • Visualforce Page Blocks
  • Creating Email Templates with Visualforce
  • Creating VF Pages in IDE
  • Configuring Development Mode
  • Creating VF Pages in UI
  • Standard Controllers
  • Standard List Controllers
  • Visualforce Forms
  • Custom List Controllers
  • Adding Interactivity to Pages
  • HTML in Visualforce
  • CSS in Visualforce
  • JAVASCRIPT in Visualforce
  • AJAX in Visualforce

APEX

  • Basics – OOPS Concept
  • Understanding Classes
  • Introduction to APEX
  • Data Types
  • Variables
  • Expressions
  • Assignment Statements
  • Conditional (If-Else) Statements
  • Creating APEX Classes in IDE
  • SOSL-Salesforce Object Search Language
  • SOQL-Salesforce Object Query Language
  • Creating APEX Classes in UI
  • Creating APEX Triggers in IDE
  • Creating APEX Triggers in UI
  • Understanding APEX Methods
  • Creating Search Layouts
  • Sending Mass Emails busing APEX
  • Creating UI Wizard using APEX
  • Creating Test Classes

AppExchange

  • Creating Packages
  • Deploying Apps to AppExchange
  • Introduction to AppExchange
  • Installing Apps from AppExchange

Integration

  • Creating Force.com Sites
  • Creating Customer & Partner Portals
  • Distributing Packages
  • Deploying Apps to other Org
  • Web to Lead
  • Uploading Apps

Development on IDE

  • Working on Eclipse
  • Configuring Force.com IDE
  • Creating Force.com Projects
  • Working with Metadata Components

 

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