Contents

1 SalesForce CRM Training Overview
2 SalesForce CRM Course Content

SalesForce CRM Training Overview

Salesforce Customer Relationship Management usually pronounced as Salesforce CRM which has began with the vision of re-inventing CRM. The major role of Salesforce is to run entirely in the cloud storage and there is no need of setup costs which helps your workers to do work from any device just with an internet connection either it may be a smartphone, tablet, laptop or PC. Salesforce CRM is easy to operate for small business as well as large business organizations. It not only starts and end with CRM for sales and marketing but also enables you to manage all interactions with your customers.

Objectives of the Course

Salesforce CRM software and its features.
Implementing automation, security and debugging data.
To learn Standard List Controller and Configure the user interface.

Who can attend This Course

There are no certain pre-requsites to take the Salesforce CRM course.
Who should do the course:App Builders.
Developers System, Administrators, Sales Managers, Sales Executives.

Prerequisites to learn Salesforce

Core Java or Any Programming Language

SalesForce CRM Course Duration

60 Days.

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

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

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

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