Salesforce Admin & Development Course Content

SALESFORCE CRM

Ø  Could Computing Introduction

·                  Introduction

·                  Evolution of Could Computing

·                  Comparison with Other computing techniques

·                  Characteristics of Cloud Computing

·                  Advantages and Disadvantages

·                  Classification of Cloud Services          

·                  PAAS (Platform As A Service)

·                  SAAS (Software As A Service)

·                  IAAS (Infrastructure As A Service)

 Administration of Salesforce

Ø  Identity Confirmation:

·                  CRM functionalities,  Products of SF, Login to SF Page

·                  Sales Architecture, Lead Conversation, Accounts, Contacts

Ø  Customization:

·                  Create Custom Profiles and Users

·                  Custom Objects & Custom Fields& Custom Tabs

·                  Customizing Relationships, Formula fields and Rollup Summary fields

·                  Define Dependent Picklists

·                  Customize Page Layouts, Record Types

·                  Customize Standard related lists

·                  Learn About Record Types & Business Processes

·                  Use Field Level Security

Ø  Security & Access:

·                  Set Organization-Wide Defaults

·                  Role Hierarchy, Public Groups, Queues, Permission Sets

·                  Sharing Rules

Ø  Workflow:

·                  Define Workflow

·                  Set up Workflow rules

·                  Set up workflow tasks &Email Alerts &Field Updates

Ø  Approval Process:

·                  Plan Approvals using workflow

·                  Use the approval wizard – standard vs. jump start

·                  Create workflow approvals

Ø  Data Validation:

·                  Learn about Salesforce CRM Data Validation

·                  Create Data Validation Rules

·                  Learn about the Custom fields & Unique properties

Ø  Data Utilities:

·                  Import records using the import wizards

·                  Apex Data Loader tool

Ø  Analytics:

·                  Create Report Types

·                  Create Custom Reports

·                  Learn about Advanced filters and Conditional Highlighting in Reports

·                  Use Custom Summary formulas

·                  Create Dashboards

Ø  The App exchange:

·                  Learn about App Exchange

·                  Install an App

·                  Uninstall an app

Ø  Extending Salesforce CRM:

·                  Learn about Custom Wed Tabs

·                  Build a Custom tab

Development of Salesforce

Ø  Introduction to Apex   :    Apex Language Fundamentals

·                  Data Types (Primitive Data Types, sObject Types)

·                  Writing Basic Anonymous Blocks with Apex Data Types

·                  Use of DML Statements

·                  Sample programs using the above concepts

Ø  Retrieving Records from the Database

·                  sObject Relationships

·                  SOQL, SOSL, Apex Sharing

·                  Sample programs using the above concepts

Ø  Collections

·                  Types of Collections

·                  Creating an Apex Class

·                  Calling a Class Method

·                  Alternative Apex Class Creation

Ø  Triggers

·                  Trigger Events,Trigger Syntax, Trigger Context Variables

·                  Context Variable Considerations,Bulk Triggers

·                  Sample Programs using above concepts(using maps and sets in the Bulk Triggers)

·                  Order of Execution

·                  Governor Limits

Ø  Deployment (Testing Apex)

·                  Deployment overview (Understanding Testing in Apex)

·                  Annotations 

·                  Deploying Apex into another Organization

·                  Testing Example

·                  Sample Programs using the above concept

Ø  Dynamic Apex

Ø  Batch Apex

Ø  Debugging Apex

Ø  Deploying

·                  By using Change Sets

·                  By using Force.com IDE tool

·                  By using Force.com Migration tool kit

Ø  Apex Scheduler

Ø  Visualforce Pages

Ø  Introduction aboutVisualforce

·                  What is a Visualforce Page?

·         Visualforce Markup

·         Visualforce Controllers

·                  Where Can Visualforce Pages Be Used?

·                  How is Visualforce Architected?

Ø  Understanding Simple Variables and Formulas

·                  Global Variables

·                  Basic Formulas

·                  Conditionals

Ø  Creation of Visual force Pages using Tags

·     Page Tags,Input Tags,Output Tags,Action Tags,Select Tags,Other Tags

Ø  Overriding Buttons, Links, and Tabs with Visualforce

Ø  VF Tabs

Ø  Controllers

·                  Standard Controllers

·                  Custom Controllers

·                  Controller Extensions

Ø  Sample programs using above concepts

Ø  Customer Portal Implementation

Ø  Customer Portal Setup

·                  Enabling Customer Portal Login and Settings

·                  Customizing Customer Portal Fonts and Colors

·                  Customizing Customer Portal Tabs and Customer Portal Pages

·                  Customizing List Views

·                  Customizing Search Layouts

·                  Setting Case Assignment Rules

·                  Creating Workflow Rules

·                  Configuring User Access to the Customer Portal

Ø  Setting Up Customer Portal Users

·                  About Customer Portal User Management

·                  Configuring User Access to the Customer Portal

·                  Enabling the Customer Portal for Contacts and Person Accounts

Ø  Partner Portal Implementation

Ø  Setting Up Partner Portal

·   Configure the portal settings and communication templates.

·   Configure the fonts, available tabs and colors used on the portal

·   Create partner profiles and assign partner profiles to the portal

·   Customize page layouts i.e.Managing Page Layouts

·   Customize list views i.e.Creating Custom List Views

·  Customizing Search Layouts

·   Enable login on each partner portal

·   Enable Partner Super User Access

Ø  Integration : Connecting the App with an External Service