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

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

Workflows And Approvals

• Overview of Workflows
• Email Alerts
• Tasks
• Field Updates
• Outbound Messages
• Time Dependent Workflow Actions
• Order of Execution
• Approval Process Definition
• Dynamic Approval Process
• Multi-Step Approval Process
• Parallel Approval Process
• Approval Process Actions
• Real Time Scenarios

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

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

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

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

List Views

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

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

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

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

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