SalesForce Course

SalesForce Course Syllabus

 

Cloud Computing

• What is Cloud Computing?
• SAAS/PAAS/IAAS
• Types of cloud
• Examples (Companies/Products)

CRM/ERP

• What is CRM/ERP
• Different Segment of CRM
• CRM Entities
• CRM Process Flow

Salesforce Overview

• What is salesforce?
• About the company their product.
• Existing Competitors.

 

Force.com Platform

• Overview
• Creating Developer Environment
• Understand Salesforce & Organization setting
• Licensing
• Declarative customization Vs Programmatic customization

 

Overview & Org Settings

• Salesforce Organization creation
• Understand Salesforce & Organization setting
• Licensing

Fundamentals of Salesforce

• Declarative customization Vs Programmatic customization
• User Setup

Understanding Salesforce Structure

• Application Creation
• Object Creation
• Scope and Benefits of external objects / ID
• Fields Creation-Deletion & Types
• Dependent Fields
• Field Tracking
• Formula Fields

Validation Rule

• Standard Validation
• Custom Validation

Business process with Standard Objects

• CRM objects & Relationship Model

Sales Process

• Service Process
• Lead Conversion Process.
• Sales Productivity Feature

Security Settings

• Network Security measures & Audit
• Organization Wide Defaults
• Profiles
•  Record Type
• Custom buttons
• Custom links
• Actions
• List View

Reports

• Join Reports
• Tabular report
• Summary Report
• Matrix Report
• Date Filters
• Bucket Fields
• Custom Report Types
• Report Scheduling & Sharing Concepts
• Dashboards
• Using Dashboards

• Folders access & Scope to Store

Data Management

• Data Loader
• Data Import
• Data Export
• Introducing to Workbench

Relationship

• Lookup Relationship
• Master Detail Relationship
• Rollup Summary Fields
• Many to many Relationship
• Hierarchical Relationship
• Schema Builder

Salesforce Automation

• Workflow Rules
• Actions in Workflow
• Time dependent Actions
• Approval Process
• Field updates and recursion

Salesforce Apps

• AppExchange

Campaign Management

• Campaigns
• Campaign Members
• Campaign Influence

Team Management

• Queues
• Public Group

Salesforce Standard Object

• Account Teams
• Opportunity Teams
• Product and Price Book
• Solution Management
• Ideas

• Answers
• Knowledge
• Activity Management
• Content
• Case activities
• Case Teams
• Case Assignment Rules
• Escalation Rules

Lead activities

• Lead Conversion
• Web to Lead
• Lead Assignment Rules
• Lead Auto-Response Rules

Mobile

• Features of  Salesforce1 Features

App Deployment

• Milestones & Considerations in application lifecycle
• Sandbox & Types
• Considerations using various types of sandboxes
• Change sets & Types
• Types of Packages
• Deployment & Best Practice

Salesforce getting Social

• What is Social?
• Features

Salesforce Mobile & Apps

• Declarative customization in Salesforce1
• Global and object-specific actions in Salesforce1
• Action layouts in Salesforce1

 Project

• CRM project(Campaign management, Lead management, Opportunity management)

 

• Console Environment /Development mode.
• What is Visualforce?
• Visualforce Page / Components
• What is APEX?
• Apex triggers
• Classes/Controllers
• Helper Class
• Handler Class
• Where Apex classes can be used
• Use of JavaScript in VF Page
• Salesforce governor Limit
• Best practice for Development
• Salesforce Sites

Lightning in Salesforce

• Declarative options for Lightning Components

• Basics of Lightning

                                                                         

 Integration

• What is Integration?

1. Inbound
2. Outbound

• Programmatic Integration

1. Web Services
2. Creating Web Services
3. Consuming Web Services
4. SOAP API
5. REST API with Authentication
6. REST Api without Authentication 
7. Assignment on Web Services (Both Consuming and Creating)

• Authentication

1. OAuth 2.0

Project Implementation

• CRM project(Campaign management, Lead management, Opportunity management)
• Integration Project(Advance Development)
• AppExchange Product