Salesforce Both(Admin+Developer)

Salesforce Both(Admin+Developer)  Course Content:

Course Duration: 45-50 Hours with Online Live & Interactive Sessions

    ===== Admin | 201 Syllabus =====

Background preparation

  • Introduction on Cloud Computing
  • IAAS (Infrastructure as a Service)
  • PAAS (Platform as a Service)
  • SAAS (Software as a Service)
  • Introduction on CRM
  • History of Salesforce
  • Introduction on SalesForce.Com
  • Case study

Understanding Salesforce environment

  • Salesforce Organization
  • Salesforce Editions
  • Pricing
  • App logo
  • Global search
  • User menu
  • App menu
  • Tab bar
  • Recycle bin
  • Case study

Salesforce Standard Objects

  • Salesforce Sales Process
  • Salesforce Service Process
  • Salesforce Marketing Process
  • Lead management
  • Lead conversion
  • Web to Lead
  • Lead auto response
  • Lead Assignment
  • Case management
  • Case auto assignment
  • Case auto response
  • Web to case
  • Email to case
  • Case escalation
  • Solution management
  • Knowledge management
  • Activity management
  • Task
  • Event
  • Case study

Collaboration in Salesforce

  • Setting in Chatter
  • Using Chatter
  • Private groups
  • Public groups
  • Invite customers
  • Post a message by email
  • Chatter feeds
  • Chatter tagging

Salesforce Data Model

  • Becoming Familiar with the Setup segments
  • Introducing Apps
  • Introducing Objects
  • Introducing Tabs
  • Introducing Fields
  • General Fields
  • Enhancing the Simple App with Advanced Fields
  • Field Dependency
  • Multi dependency picklist
  • Field tracking
  • Field deletion consideration
  • Global field
  • Becoming Familiar with Object Definition Page
  • Case study

Data Validation

  • Enhancing the Simple App with Data Validation
  • Introducing Validation Rules
  • Standard Validation Rule
  • Custom Validation Rule
  • Case study

UI Design & Mapping With Department

  • Introducing Page Layouts
  • Adding page Layout elements
  • Tab Layouts
  • Working on fields
  • Field setting
  • Working on buttons
  • Working on related list
  • Working on sections
  • Detail page
  • Edit page
  • Reports in Page layout
  • List views
  • Access in list views
  • Case study

Expanding the App Using Relationships

  • Introducing Relationships
  • Lookup Relationship
  • Master Detail Relationship
  • Roll-up Summary fields
  • Hierarchy Relationship
  • Self Relationship
  • Many to many Relationship
  • Case study

User Management

  • Introduction Users
  • User management process
  • User license
  • Features license
  • Case study

Security and Sharing

  • IP Address restrictions
  • Activations
  • Audit Trials
  • Login hours
  • Forceful password expiry
  • Session details
  • Organization-Wide Defaults
  • Profile
  • Permission Sets
  • Roles
  • Sharing Rules
  • Manual Sharing
  • Field Level Permissions
  • Public Groups
  • Queues
  • Public Group Vs Queue — Use case
  • Case study

 Data Management

  • Scheduling
  • Mass delete
  • Mass transfer
  • Data import wizard
  • Data import wizard Vs Data loader
  • Data loader
  • Batch size
  • Server host
  • Sandbox Vs Production Usage
  • Export
  • Export all
  • Insert
  • Update
  • Upsert
  • Delete
  • Hard delete
  • 15 digit ID
  • 18 digit ID
  • External ID
  • Case study

Using Custom Workflow Processes

  • Introducing Automation
  • Workflow rules
  • Update Record
  • Create Task
  • Automate Emails
  • Outbound Message
  • Time dependent workflows
  • Time triggers
  • Deep dive into Evaluation criteria
  • Use case of evaluation criteria
  • Case study

 Approvals Process

  • Planning for Approval processes
  • Creating an Approval process
  • Creating Approval steps
  • Multi step Approvals
  • Final approval action
  • Final rejection action
  • Working on recalling
  • Delegate process
  • Multiple approvers Vs Single approver
  • Case study

Advance Automation

  • Limitations of Workflow rules
  • Workflow Vs Process Builder
  • Benefits of Process Builder
  • Record update
  • Email alert
  • Chatter post
  • Visual Workflows AKA Flows
  • Screens
  • Condition check
  • Outcomes
  • DML by Flows
  • Login flows

Analysing Data with Reports and Dashboards

  • Introducing Reports
  • Tabular Reports
  • Summary Reports
  • Matrix Reports
  • Joined Reports
  • Report Formats
  • Introducing Dashboards
  • Adding Dashboard Components
  • Dynamic dashboard
  • Regular dashboard
  • Dashboard security
  • Types of report sharing
  • Types of Dashboard sharing
  • Report security
  • Bucket fields
  • Custom Reports Types
  • Formula fields

     ===== Developer Syllabus =====

 Basics of programming (for those who never did any coding before)

  • Basics of programming
  • Variables
  • Operators
  • Expressions
  • Looping Statement
  • Controlling Statement
  • Class
  • Objects
  • Functions

Basics of Salesforce programming

  • Architecture Apex / Force.com
  • Data Types in Salesforce
  • Collections
  • List
  • Set
  • Map
  • Debug process and methodology

Building logic through programming

  • APEX Class
  • Triggers in Salesforce
  • Invoking apex classes from Triggers
  • Trigger handlers
  • Trigger Scope
  • Trigger Types
  • Trigger Events
  • Best Practices Triggers
  • Governor Limits
  • Understanding Trigger Context Variables in Salesforce
  • Trigger.New
  • Trigger.Old
  • Trigger.New Vs Trigger.Old
  • Trigger.NewMap Vs Trigger.OldMap

Testing in Salesforce

  • Understanding Test Classes in Salesforce
  • Building Test Classes and execution
  • Code coverage understanding
  • Annotations

Data Manipulation Language

  • DML Statements
  • Insert statement
  • Update Statement
  • Delete Statement
  • Getting data from recycle bin
  • MVC pattern in Salesforce
  • Introduction to Visual Force
  • Enabling VF for your Organization and Execution
  • Creating First VF page

Working on UI with Visualforce Pages

  • Building Page Block Table in VF page
  • Building Form in VF page
  • Apex:PageBlockSection and apex :PageBlockSectionItem
  • Input Components
  • InputText
  • InputField
  • OutputLabel
  • Controllers
  • Types of Controllers
  • Standard Controllers
  • Custom Controllers
  • Controller Extension
  • Rerender
  • With sharing
  • Without sharing
  • VF page with multiple extension class
  • Best Practices Visualforce
  • Bulkification
  • Exceptions

Query Languages

  • Intro to SOQL
  • Query formation in SOQL
  • Intro to SOSL
  • Query formation in SOSL
  • DML statements in Salesforce
  • SOQL Vs SOSL
  • Aggregate functions
  • SOSL transformation
  • Relationship query
  • Query on parent to fetch child data
  • Query on child to fetch parent data

 Advance APEX

  • Batch class
  • Using Start()
  • Using Execute()
  • Using Finish()
  • Batchable interface
  • Understanding BatchableContext
  • Schedule Class
  • Schedulable interface
  • Calling batch from schedule class
  • Scheduling using CRON job
  • Transaction Control
  • Rollback
  • Save point