SALESFORCE

Customer Relationship Management(CRM) is a business strategy backed by any software tool that can optimize profitability, revenue and customer satisfaction. To automate operations like marketing, sales, customer service, project automation and field service, Salesforce is the Number # 1 cloud based platform to better retain and add customers, thereby increase revenue and profitability.

Cloud Computing 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).

ADMIN MODULE

Identity Confirmation

  • CRM functionalities, Products of SF, Login to SF Page.
  • Sales Architecture, Lead Conversation, Accounts, Contacts.

Customization

  • Create Custom Profiles and Users.
  • Custom Objects & Custom Fields & Custom Tabs.
  • Customizing Relationships, Formula fields and Roll Up Summary fields.
  • Define Dependent Pick lists.
  • Customize Page Layouts, Record Types.
  • Customize Standard Related Lists.
  • Learn About Record Types & Business Processes.
  • Use Field Level Security.

Security & Access

  • Set Organization-Wide Defaults.
  • Role Hierarchy, Public Groups, Queues, Permission Sets.
  • Sharing Rules.

Work Flow

  • Define Workflow.
  • Set up Workflow Rules.
  • Set up workflow tasks &Email Alerts &Field Updates.

Approval Process

  • Plan Approvals using work flow.
  • The approval wizard – standard vs. jump start.
  • Create Workflow Approvals.

Data Validation

  • Learn about Salesforce CRM Data Validation.
  • Create Data Validation Rules.
  • Learn about the Custom fields & Unique properties.

Analytics

  • Create Report Types.
  • Create Custom Reports.
  • Learn about Advanced filters and Conditional Highlighting in Reports.
  • Use Custom Summary formulas.
  • Create Dashboards.
  • IAAS (Infrastructure As A Service).

Data Utilities

  • Import records using the import wizards.
  • Apex Data Loader Tool.

CLASSIC (DEVELOPMENT MODULE)

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.

Retrieving Records from the Database

  • 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.

Collections

  • Types of Collections.
  • Creating an Apex Class.
  • Calling a Class Method.
  • Alternative Apex Class Creation.

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.

Deployment (Testing Apex)

  • Deployment overview (Understanding Testing in Apex).
  • Annotations.
  • Deploying Apex into another Organization.
  • Testing Example.
  • Sample Programs using the above concept.
  • Dynamic Apex.
  • Batch Apex.
  • Debugging Apex.
  • Deploying.
  • By using Change Sets.
  • By using Force.com IDE tool.
  • By using Force.com Migration tool kit.
  • Apex Scheduler.

Visual Force Pages

  • Introduction about Visualforce.
  • What is a Visualforce Page?
  • Understanding Simple Variables and Formulas.
  • Page Tags, Input Tags, Output Tags, Action Tags, Select Tags, Other Tags.
  • Overriding Buttons, Links, and Tabs with Visualforce.
  • VF Tabs.
  • Controllers: Standard Controllers
  • Visualforce Markup.
  • Visualforce Controllers.
  • Where Can Visualforce Pages Be Used?
  • How is Visualforce Architected?
  • Basic Formulas.
  • Conditionals.
  • Creation of Visual force Pages using Tags.
  • Custom Controllers.
  • Controller Extensions.

Overview about Integration

  • Different types of Integration's.
  • Integration API’s.
  • SOAP API.
  • REST API.
  • Bulk API.
  • Metadata API.
  • Chatter API.
  • Detail description about SOAP and REST.
  • Introduction about webservices(SOAP).
  • Introduction to SOAP API.
  • Types of WSDL file and purpose.
  • Creating web service class in salesforce.
  • Consume web service class.
  • Salesforce to Salesforce Integration by using Enterprise WSDL.
  • Salesforce to Salesforce Integration by using Partner WSDL.
  • Generate Apex class into web service class.
  • Session Id Explanation and Generation.
  • Consume web service class.
  • Callout using SOAP service from Apex.
  • Introduction about Http(REST).
  • Introduction to REST API.
  • Types of REST Annotations and Purpose.
  • Generate Apex class into REST Class.
  • HTTP Request and HTTP Response classes.
  • OAuth Token Explanation and Generation.
  • Consume REST Class.
  • Callout using REST classes from Apex.
  • Salesforce Messaging.
  • Inbound Messaging.
  • Purpose of Inbound Messaging (Email Service).
  • How to create Email Service class.
  • How to configure Email Service.
  • Email Service Real-time Example Explanation.
  • Outbound Messaging.
  • How to configure outbound Message.
  • Real-time Example with salesforce to Sql server Database.

LIGHTNING

Introduction to Lightning

  • Introduction to Salesforce Lightning Platform.

Working on Classic to Lightning

  • About previous user experience.
  • Check list before moving to lightning experience.
  • Rolling out to lightning experience.

Lightning Experience Basic

  • Decide When Lightning Experience Is Right for Your Company.
  • Enable Lightning Experience.
  • Disable switch between lightning experience and Salesforce classic.

Administrator

  • Type of Page Assignment.
  • Lightning App Builder.
  • App Launcher.
  • Object Manager.
  • Global Search.
  • Compact Layouts.
  • Sales Cloud Features in lightning.
  • Reports And Dashboards In lightning.
  • Lightning App Builder.
  • Domain.
  • Need of Custom Domain.
  • Lightning Process Builder.
  • Service Cloud Features.
  • Need Of Custom Domain.

Lightning Experience Development

  • User Interface Development Considerations.
  • Use Visualforce in Lightning Experience.
  • Use Lightning Components in Lightning Experience.
  • Salesforce Partners , Packaging and App Exchange.

VisualForce & Lightning Experience

  • Use Visualforce in Lightning Experience.
  • Develop Visualforce Pages for Lightning Experience.
  • Explore the Visualforce App Container.
  • Share Visualforce Pages Between Classic and Lightning Experience.
  • Manage Navigation.
  • Understand Important Visual Design Considerations.
  • Know Which Features to Avoid in Lightning Experience.

Lightning Components

  • Understanding Lightning Bundle.
  • Lightning Applications.
  • Aura Component Framework.
  • Calling Component from App.
  • Helper Methods.
  • Combining App, Component and JS Controller.
  • Create and Edit Lightning Components.
  • Attributes and Expressions.
  • Handle Actions with Controllers.
  • Input Data Using Forms.
  • Connect to Salesforce with Server-Side Controllers.
  • Connect Components with Events.
  • Using JavaScript.
  • Debugging.
  • Error Handling.
  • Server Request Lifecycle and Handling.
  • Navigation.

Lightning Data Service Basics

  • Get Started with Lightning Data Service.
  • Manipulate Records.
  • Handle Record Changes and Errors.

Lightning Out

  • Introduction Lightning Out.
  • Lightning Out in Action.
  • Building script for Lighting Out.

Lightning Connect

  • Salesforce Lightning Connect Concepts.

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