SALESFORCE CONFIGURATION(ADMIN)
DURATION – 30 HOURS |
- 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 Salesforce?
- Salesforce Market share
- Why do we need to create an account with Salesforce?
- How to create salesforce account
- Salesforce data model
- Why do we need to create users in Salesforce
- How to create users in salesforce
- 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
- Creating Tabs
- Creating Records (Data)
- 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 Relationships and vice versa
- Many to Many relationships
- Field Dependency
- Layouts
- Customizing layouts
- Creating custom Layouts
- Page Layout Assignments
- Profiles vs Layouts
- Mini Page Layouts
SALESFORCE CONFIGURATION(ADMIN)
- Lookup Dialogs
- Layout with field permissions
- Object permissions in profile vs layouts
- Understanding Standard objects
- Why do we need record types
- Record Types in Detail
- Page layout assignments to RT’s
- Record Types Security.
- Page layout Assignment against Record Type and Profiles
- Application Level Security
- Object Level Security
- Field Level Security
- Tab level Security
- Record Type Security
- Sharing settings (OWD’s, GAU, SHARING RULES, Manual Sharing)
- OWD’s, sharing rules V/S View All, Modify All
- Manual Sharing of Records
- Comparison
- OWD’S In Master Detail Relationship
- OWD’s In Lookup Relationship
- Permission sets
- Formulas
- Formula scenarios
- Cross object formulas
- Validations
- Workflows
- Salesforce environments(Sandboxes)
- Sandbox Refresh
- Deployment using change sets
- Reports
- Standard Reports
- Creating custom Report Types
- Types of Reports
- Saving Reports in folder
- Reports Folder Security
- Visibility levels in reports
- Scheduling Reports
- Bucketing in Reports
- Adding Charts to Reports
SALESFORCE CONFIGURATION(ADMIN)
- Analytical Snapshots
- Dashboards
- Dashboard filters
- Static Dashboards
- Dynamic Dashboards
- Process Builder
- Approval process
- Login History
- Freeze, Deactivation
- Data Export
- IP Ranges
- Storage Usage
- Sales process – opportunity
- Leads process – leads
- Web2lead
- Assignment rules
- Escalation rules
- CRM from end user perspective
- Remote site settings
- Email to case
- Data loader
SALESFORCE CUSTOMIZATION
DURATION – 50 HOURS
OOPS CONCEPTS
ENCAPSULATION, CONSTRUCTORS, INHERITANCE, POLYMORPHISM, COLLECTIONS
SOQL AND SOSL QUERIES
STANDARD RELATIONSHIPS, CUSTOM RELATIONSHIPS, DATA EXTRACTION FROM OBJECTS, DATA EXTRACTION FROM RELATED OBJECTS
APEX TRIGGERS
TRIGGER EVENTS, BEFORE, AFTER TRIGGERS, CONTEXT VARIABLES, RECORD VERSIONS
TRIGGERS IMPLEMENTATION, TRIGGER BESTPRACTISES, TRIGGER HANDLERS,
ORDER OF EXECUTION WHILE SAVING RECORD
VISUALFORCE PAGES
DIFFERENT WAYS OF CREATING VF PAGE, STANDARD CONTROLLER, CUSTOM CONTROLLER
STANDARD LIST CONTROLLER, STANDARD SET CONTROLLER, EXTENSION CONTROLLERS
PAGINATION, WIZARDS, VIEW STATE, WITH SHARING, WITHOUT SHARING,
JAVA SCRIPT IN VF PAGES, VF CUSTOM COMPONENTS
CUSTOM SETTINGS
LIGHTNING
LIGHTNING PROCESS BUILDER, LIGHTNING UI, LIGHTNING COMPONENTS
OTHER TOPICS
BATCH APEX AND SCHEDULE APEX, TESTING IN SALESFORCE, SALESFORCE ANT
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