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400.00$

Description

Functional

1.CRM Introduction

  • Introduction to CRM
  • Why CRM

2.Introduction to cloud computing and salesforce

  • Cloud computing – overview
  • What is Software-as-a-service (SAAS)
  • What is Platform-as-a-service (PAAS)
  • What is Infrastructure-as-a-service(IAAS)
  • What is Salesforce.com
  • Salesforce CRM editions
  • com Navigation and Architecture overview

3.Salesforce product.

CRM Functionality in Salesforce

  1. Marketing
  • Lead Process
  • Lead Conversion
  • Lead Management
  • Web to lead
  1. Sales
  • Opportunity management
  • Sales Process
  1. Service
  • Support Process
  • Way to care
  • Email to care

Administration-Configuration

  1. Custom App development
  • Custom Objects
  • Custom Fields
  • Custom Tabs
  • Define depend Picklists
  • Customize Page Layouts
  1. Relationships
  • Master detail Relationship
  • Lookup Relation
  • Many to Many Relationship
  • hierarchal Relationship
  1. Customized Fields
  • Rollup Summary
  • Formula Fields
  1. Validation Rules
  • Creating validation Rules
  • Using cross object Formulae
  • Working with custom field unique and duplicate properties
  1. Workflow Rules
  • Creating workflow rules
  • Types of actions
  • Immediate workflow actions
  • Time based workflow actions
  • Using cross object formulae
  • Limitations in workflow rules
  1. Email templates
  • Creating email templates
  • Types of email templates
  • Working with merge fields
  1. Approval Process
  • Creating approval process
  • Use approval wizard   (Standard vs Jump wizard)
  • Unanimous , approvals
  1. Record types
  2. Security part
  • Role hierarchy
  • OWD
  • Sharing settings
  • Creating users
  • Profiles
  • Permission sets

 

  1. Analytics
  • Custom reports
  • Use Advanced filters
  • Types of reports
  • Conditional highlighting
  • Bucketing fields
  • Dashboards

Salesforce Development

  1. Apex
  • Basic apex programming
  • Variables
  • Loops
  • For loop
  • While loop
  • Do while loop
  • Static variables
  • Introduction to developer console
  • Collections
  • Lists
  • Sets
  • Maps

 

  • Executing Apex programs using developer console
  • Custom settings
  • SOQL Queries
  • SOSL Queries
  • Introduction to oops
  • Apex classes
  • Apex triggers
  • Apex methods
  • Constructors
  • Test classes for Apex classes
  • Test classes for Triggers
  • Trigger best practices
  • Test classes best practices
  • Schedule Apex
  • Batch Apex
  • Custom labels
  1. Visual force
  • Introduction to visual force
  • Working with components
  • Page block
  • Page block section
  • Page block section item
  • Page block table
  • Form
  • Command button
  • Controllers and types of controllers
  • Standard controllers
  • Custom controllers
  • Standard list controllers
  • Standard set controllers
  • Extension controller
  • Working with below components
  • Action support
  • Action function
  • Action dollar
  • Action states
  • Implementing Pagination
  • Custom buttons, List buttons, Command link, Detail buttons.
  • Visualforce tabs
  • Ajax
  • Working with input and output components
  • Java script
  • CSS
  1. Integration (Advance course)
  • Introduction to Integration
  • Soap API, Rest API
  • XML, JSON
  • Remote site settings
  • Integration two different Salesforce orgs
  • WSDL

Course Description

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way.

Course Information

  • Duration: 30 hrs
  • Timings: Week days 1-2 Hours per day (or) Weekends: 2-3 Hours per day
  • Method: Online/Classroom Training
  • Study Material: Soft Copy

Course Content

Salesforce Admin + Developer Course Contents

Duration of course – 7 to 8 weekends

Syllabus:-

Day 1:
Course Overview
The Course consists of the following modules which include theory and practical
sessions

Module 1
  •  Introducing the concept of Cloud Computing
  •  Introduction of cloud vendors (Salesforce, MS etc.)
  •  Overview of each of three building blocks in cloud applications
  • SAAS (Salesforce.com)
  •  PAAS (Force.com)
  • IAAS
  • QUESTIONS (?)
Module 2
  •  Overview of Database Concepts
  •  Database structure
  • Normal (Excel based) Database Vs. Relational (Salesforce) Database
  • Benefits & Use of Relational Database
  •  QUESTIONS (?)
Module 3
  • Introducing the Force.com Platform
  •  Understanding of Standard Objects
  • Standard Object Flow (SAAS)
  • Creation of a Free Developer account: http://www.developerforce.com/events/regular/registration.php (This org will be used to develop and test the application during the entire Course)
Day-2
Module 4
  •  Building a Simple App
  •  Becoming familiar with the Force.com Setup Area
  •  Introduction of Standard Objects
  • Introduction of Custom Objects
  •  Introduction of Tabs, Standard & Custom Fields, Detail Page and Related Lists
  • QUESTIONS (?)
Module 5
  •  Enhancement of the App
  •  Relationships:
  •  Types of Relationship
  •  Understanding of each Relationship with a use business case
    o Differentiation between One-to-Many and Many-to-Many
  •  Introduction of Primary-Keys & Foreign-Keys (Conceptual Knowledge)
  •  Roll-up Summery Field
  •  Formula & Cross Object Formula Field
    o Guidance & Hand-on with Date, Text and number formulas
  •  QUESTIONS (?)
Module 6
  • Securities in Salesforce App
  •  Object Level Securities
  •  Describe different object-wise permissions and their impact
  • Difference between Read Vs. View All, Edit Vs. Modify All
  • Record Level Securities
  • Describe OWD (Organization-Wide Default)
  • Record sharing using Roll-Hierarchy
  • Describe Sharing Rules
  • Manual Sharing
  • Field Level Securities
  • Field Properties
  • Unique property
  • External Id (Considered in Data Management)
  • Required property
  • QUESTIONS (?)

 

Day -3
Module 7
  • Business Logic Implementation
  •  Rules for Automation:
  •  Validation Rule (Run on highest priority for the App)
  •  Workflow (Time-Dependent & Time-Independent)
  •  Process Builder
  •  Assignment Rule
  •  Auto-Response Rule (Live example with Web-to-Lead functionality)
  •  Escalation Rule
  •  Introduction and use of Record Type
  •  Introduction and use of Different Page-Layouts using Record-Type
  •  QUESTIONS (?)
Module 8
  •  Approval Process:
  •  Single-step Approval
  •  Multi-steps Approval
  •  Differentiation between Workflow rule & Approval process
  • Email to approve the request
  •  Understanding the order of Execution of all the rules
  •  QUESTIONS (?)
Day-4
Module 9
  •  SOQL & SOSL
  •  Introduction of SOQL & SOSL
  •  Introduction of Queries traversing from Child to Parent Object
  •  Introduction of Queries traversing from Parent to Child Object
  •  Introduction of aggregate Queries
  •  Introduction of Semi-Join & Anti-Join
  •  Field Semi-Join & Anti-Join
  •  Reference Semi-Join & Anti-Join
  •  QUESTIONS (?)
Module 10
  •  Complex Business Logic Implementation
  •  Introduction of Apex
  •  Introduction of Collection Types, Loops & DML Statements
  •  Understanding of Traditional FOR LOOP & Advance FOR LOOP
  •  Understanding of Loops with SOQLs
  •  Implementation of Apex-Trigger
  •  Understanding & Use of Trigger Context Variables
  •  QUESTIONS (?)
Day- 5
Module 11
  •  Data Management
  •  Introduction Import-Wizard
  •  Few Standard Objects and All Custom Objects will be supported
  •  De-Duplication as default behavior
  •  Use of External IDs
  •  Introduction & Use of Apex Data-Loader
  •  Use of different actions (Call) like Import, Update, Upsert, etc.
  •  Support by CLI
  •  Difference between Import-Wizard & Data-Loader
  • QUESTIONS (?)
Module 12
  •  Introduction of MVC Architecture:
  • Data Model
  •  View
  •  Controller
  •  QUESTIONS (?)
Day-6
Module 13
  • Report & Dashboard
  •  REPORT:
  •  Introduction of Report Types (Standard Report Type & Custom Report Type)
  • Introduction of Types of Report
  •  Tabular Report
  •  Summary Report
  •  Matrix Report
  • Join Report
  • Feature of the SFDC Report
  • Custom Summary Formula field
  • Bucket Filed
  • Condition High-lighting
  • Scheduling report for future run
 DASHBOARD:
  •  Introduction of different dashboard components and their usage
  •  Selection of the Component to meet the given requirement
  •  Dashboard Settings
    o Formatting of the Different Graphs (Components)
  •  Drill down to the source report while click on the graphs
  •  Dashboard Running User concept
Day- 7
Module 14
  •  Building a Visualforce (Custom) Page for the App:
  •  Introduction of Visualforce Pages
  •  Difference between Standard Controller & (Custom) Controller
  •  Hands-on to Create a List-view, Detail-Page, Copy the page as PDF when click a
    Button or Link
  •  Hands-on to display data in Table format, enabling pagination, calling action on a
    Button or Link, etc.
  •  Use of JavaScript in VF-pages. (Adding dependencies, etc.)
  •  QUESTIONS (?)
Module 14
  •  Overview of other force.com capabilities
  •  Different type of Sandboxes and their usage
  •  Enable Web-to-Lead (or Web-to-Case) for the org
  • Introduction of Site.Com and creation of site using it
  • Introduction of Debug Logs
  • QUESTIONS (?)
Day-8
Module 15
  •  Learning Apex & Deployment Tools
  •  Introduction of Apex Classes
  •  Invoke a class or its method via Triggers
  •  Use as a Controller for a VF page
  •  Difference between Controller & Extension
  •  Introduction of test class & methods to cover Apex
 Deployment Tools:
  •  Force.com IDE (Eclipse Plugin)
  •  Force.com Migration Tool (Ant Based)
  •  One live Force.com Project:- (Two weeks)

Key Features

  • Career oriented training.
  • One to One live interaction with a trainer.
  • Demo project end to end explanation.
  • Interview guidence with resume preparation.
  • Support with the trainer through E-mail.

    Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way

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