Salesforce Training

Organization Administration and customization of Salesforce.com CRM

1. Set the language and language of your organization
2. How to manage organization currency
3. How to create your own profiles and custom fields
4. How to define dependent choice lists
5. How to customize search fields and formula fields
6. How to customize page layouts
7. Configure standard linked lists.
8. Learn about record types and business processes.
9. Use field-level security.

SFDC Security Model Org-Level General administrative features and Object Level features

1. Introduction to Security – Analogy
2. Introducing Org-level security settings with profiles and permission sets
3. Introducing Object level security settings with profiles and permission sets
4. Difference between profiles and permission sets
5. Work with page layouts
6. Work with record types and business processes
7. Maintain data quality

SFDC Security Model Object, Record and Field Level features

1. Introduction to OWD
2. Introduction to Role and Role Hierarchy
3. Introduction to record sharing – Criteria based and Manual

Business Logic

1. Need for different business processes for different departments and leveraging record types and page layout
2. Need for formula fields and different types of functions
3. Different ways to enforce data quality
4. Perform basic field level validations
5. Automation using Formulas
6. Defining Validation Rules
7. Creating SFDC Flows
8. Email Alerts
9. Assigning Tasks
10. Workflow Rules & Approval Processes
11. Record Types
12. Roll-Up Summary Title

1. Introduction
2. Capture Leads from website and Lead assignment rules
3. Creating List Views
4. Customize Lead
5. Create queue
6. Key sales objects Accounts, Contacts, Opportunity, Opportunity teams and Account teams
7. Using Chatter for collaboration in the sales process across teams
8. Reports -Standard and Custom reports

Service Cloud

1. Capture cases from website and email
2. Customize case process, solutions, communities and Salesforce knowledge

Field Types

1. Introduction
2. Modifying standard fields
3. Creating auto number fields
4. Creating formula fields, rollup summary fields, lookup and master detail fields
5. Create currency fields, numbers and percents
6. Creating a date field and a date and time field
7. Create phone and email fields
8. Creation of geolocation fields
9. Creating a pick list and a multiple pick.
10. Creating text and text fields
11. Creating long text areas and fields with extended text areas
12. Creating Encrypted Fields and URL Fields

Data handling and processing

1. Data Handling and Processing Overview
2. Exporting data and Regular Backup
3. Importance of record IDs
4. Install Apex Data loader
5. Use the Import Wizard and Data Loader and compare the
8. Creating VF Pages in IDE
9. Configuring Development Mode
10. Creating VF Pages in UI
11. Standard Controllers
12. Standard List Controllers
13. Visualforce Forms
14. Custom List Controllers
15. Adding Interactivity to Pages
16. HTML in Visualforce
17. CSS in Visualforce

APEX

1. Basics – OOPS Concept
2. Understanding Classes
3. Introduction to APEX
4. Data Types
5. Variables
6. Expressions
7. Assignment Statements
8. Conditional (If-Else) Statements
9. Creating APEX Classes in IDE
10. SOSL-Salesforce Object Search Language
11. SOQL-Salesforce Object Query Language
12. Creating APEX Classes in UI
13. Creating APEX Triggers in IDE
14. Creating APEX Triggers in UI
15. Understanding APEX Methods
16. Creating Search Layouts
17. Creating Test Classes

AppExchange

1. Creating Packages
2. Deploying Apps to AppExchange
3. Introduction to AppExchange
4. Installing Apps from AppExchange

Integration

1. Creating Force.com Sites
2. Creating Customer & Partner Portals
3. Distributing Packages
4. Deploying Apps to other Org
5. Web to Lead
6. Uploading Apps

Development on IDE

1. Work on Eclipse
2. Configure Force.com IDE
3. Creating Force.com projects
4. Working with Metadata. Components Title

1. Understanding the Lightning Framework
2. Introduction to the components of lightning.
3. Understanding the resources in the Lightning component
4. Setting up your own domain and domain deployment
5. Create your first Lightning component.
6. Give style to your zipper component.
7. Creating Lightning Applications
8. Understanding the components of the Lightning application
9. Using Attributes in a Component or Application
10. Define a javascript function and use it in an application.
11. Cost Providers.
12. Use conditional expressions.
13. Event handling
14. Include Visual Force pages in the Lightning Platform application.