Salesforce Online Training

Salesforce Course Content

CRM CONCEPTS

  • What is CRM?
  • Common business issues faced by companies today
  • How CRM can help?
  • What CRM brings to business?
  • Evolution of CRM
  • Business value of CRM
  • What CRM means to you as a user?
  • Customers benefiting from CRM
  • A view of available of CRM products from IT industry

Administration

Sales Cloud Concepts

  • Home page, Tabs, Apps, Tab Home Pages, Record, Detail Page, Related lists and Sidebar
  • Understanding Leads and Opportunities
  • Adding A Lead
  • Adding an Account
  • Edit an Account Record
  • Adding A Product to an Opportunity
  • Sales ID
  • Adding A Task
  • Connect to Microsoft Outlook
  • Send and Add an Email
  • Logging A Call
  • Document Tab
  • Web to lead
  • Web to case
  • Assignment Rules
  • Auto response Rules
  • Sales automation
  • Converting A Lead
  • Team Contacts
  • Adding an Opportunity
  • Adding A Contact
  • Creating A View
  • Activity History
  • Submitting A Case
  • Campaigns Partner Roles Portals
  • Communities

Standard SFDC Applications

  • CRM Content
  • Chatter
  • Knowledge
  • Entitlements & Service Contracts
  • Answers
  • Mobile
  • Customer Portal Partner Portal
  • com Sites

Sales force.com Overview

  • Overview of products
  • Sales cloud and jigsaw
  • Service cloud and Remedyforce
  • Social Chatter and Radian6
  • Custom Force.com, Database.com, Heroku
  • App exchange
  • Editions and pricing

Service Cloud Concepts Create Case

  • Researching and Resolving Cases
  • Communicating the Outcome
  • Automate case management
  • Capturing and associating cases efficiently
  • Helping customers helping themselves
  • Improving productivity
  • Manage Cases

Security

  • User Security and Authentication
  • Session Security Network
  • Security Security Tokens
  • Data Security

Standard Objects

  • Account
  • Person Account
  • Contact
  • Lead
  • Campaign
  • Opportunity
  • Quote
  • Product and Price Bank
  • Case
  • CRON Trigger

Managing Users

  • Profiles
  • Roles
  • Groups
  • Queues
  • Permission Sets

Securing and Sharing Data

  • Object-Level Security
  • Field- Level Security
  • Record-Level Security
  • Field Accessibility
  • Record Types

Automate Business Process with Workflow Developing Approval Processes

  • Formulas
  • Syntax
  • Object Formulas
  • Where Do I Use Them?
  • Workflows &Business Rules
  • Visualforce
  • Limitations
  • Best Practices
  • Predefined Function and experiment

Going Global

  • Divisions
  • Locale
  • Currencies
  • Advanced currency Management
  • Translating the User Interface
  • Import
  • Export

Using Analytics

  • Running Dynamic Reports
  • Custom Report Types
  • Dashboards
  • Analytic Snapshots

Overriding Link, Tabs and Label Sending Mass Email Importing Data

  • Import Data wizard
  • APEX Data Loader
  • From Command Prompt

Monitoring your Org

  • Debug Logs
  • Email Logs
  • Login History
  • View Setup Audit Trail
  • Time-based Workflow
  • Scheduled Job
  • Outbound Messages
  • Apex Job Queue
  • Import Queue
  • Mass Email Queue
  • Case Escalation Rule Queue
  • Entitlement Process Queue
  • Bulk Data Load Jobs

Advanced Topics:

  • com
  • Global Actions
  • Knowledge Apps
  • 2 CRM Projects

Development

  1. Enable Developing mode
  2. over View about Developer Console
  3. Installing Eclipse
  4. Overview about using eclipse and options
  5. Installing ant and Maven in the eclipse

OOPS (Object-oriented programming)

  • MVC Architecture
  • Comparison of MVC to APPS
  • OOPS Basics
  • Lexical
  • Tokens
  • Identifiers
  • Variables
  • Data Types
  • Methods
  • Access Modifiers
  • comparison between Method/Function and Procedure
  • Classes

Creation of Variables

  • Getter Methods
  • Setter Methods
  • Creation of Methods
  • with Sharing
  • With Out Sharing
  • Creation of Objects
  • Reference Variables
  • Constructors
  • Class Scope
  • Static Variables
  • Static Methods
  • Static Blocks
  • Final Variables
  • Final Static Variables
  • Arrays
  • Advantages and Disadvantages of Arrays

Apex

Collections

  • List Class and Method
  • Set Class and Methods
  • Map Class and Methods
  • Select Option Class

. SOQL (Object Query Language)

  • Group By
  • Having
  • Limit
  • Offset
  • Update Lock
  • Parent to Child object Query
  • Child to Parent Object Query

Aggregate Result

  • Compression of Database. Query and static query
  • Governing limits for SOQL
  • DML operations
  • DML operations
  • Compression of DML with Database.DML
  • Save Point
  • Rollback operations
  • Inheritance in Class
  • Overriding classes
  • Working with workbench
  • Writing a test classes
  • SOQl Governing limit
  • DML governing limit
  • DML on No . of records
  • Future Methods
  • Setup Objects
  • Non Setup Objects
  • Mixed DML exception
  • AsyncApexJob class

Batch Apex

  • Custom Iterable Class
  • QueryLocator
  • Start Method
  • executeMethod
  • finshMethod
  • BatchableContext
  • Implementing Database.Stateful Interface
  • Calling Future Methods
  • Creating a future method in a batch
  • Invoking callouts from Batch apex
  • Implementing Database.AllowCallouts
  • Calling batch with in a batch
  • Handling exceptions in batch apex
  • Sending email from finish
  • Invoking another batch from Batch
  • Serializing Batch apex

Email Services

  • Outbound Email Services
  • Single Email Message
  • Sending Pdf attachment
  • Sending Email Template
  • Attaching VF page as an attachment
  • Attaching the Email to activities
  • Creating a PDF from future methods
  • Mass Email Message
  • Governing Limits
  • Inbound Email Service
  1. Creating Inbound Email Handlers
  2. Creating Inbound Email Service
  3. Creating a lead based on inbound email
  4. Invoke a batch apex based on Inbound

Schedule Apex

  • Implementing Schedule Apex
  • Cron Trigger
  • Invoking Batch Apex
  • Invoking Future Methods from Schedule Apex
  • Invoking the Callouts from Schedule Apex
  • Sending Email from Schedule Apex
  • Test Classes
  • Governing Limits

Triggers

  • Trigger Events
  • Trigger Context variables
  • Insert Triggers
  • New in before insert and after Insert.
  • DML in before insert and after Insert.
  • System validation and before Insert Trigger Combination.
  • System validation and Before Insert and custom validations.
  • System validation and Before Insert, Custom validation and after Insert Trigger Combination.
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response Combination
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response, workflow Combination
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2   Combination
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup summary combination
  • System Validation, Before Insert, Custom validation, after insert, Assignment Rule, Auto Response workflow 1, workflow rule 2, Rollup, Formulas combination
  • Update Triggers
  • Old
  • OldMap
  • New
  • NewMap
  • Recursive trigger
  • Trigger handlers
  • Trigger’s on Parent Child objects
  • Delete Triggers
  • Old
  • OldMap
  • Undlete Triggers
  • New
  • New Map
  • Invoking Batch Apex from Triggers
  • Invoking Schedule Apex from Triggers
  • Invoking Email’s from Triggers
  • Invoking future Methods from Triggers
  • Invoking Callouts from Triggers
  • Invoking apex classes from Triggers
  • Dataloader with Triggers
  • Test Classes

Schema Programming

  • Invoking List of object from Schema
  • Invoking List of field from a given object
  • Comparing the data type and fetching PickList fields from the object
  • Creating a custom picklist field with the options from the given picklist field from given object
  • Fetching the list of tabs available in the schema

Extensions

  • Standard Controller
  • Standard Set Controller
  • Boot Strap
  • Inheritance

Custom Settings:

  • List
  • Hierarchical

INTEGRATIONS (With Out Coding)

  • Apex based Sharing rules
  • Apex based auto approval process
  • Wrapper Class

Visualforce

Create VF Page

  • Using URL
  • Using Developer Console
  • Using Eclipse
  • Using Standard Navigation

Printing Static data

Binding the global data on VF page

Global Objects in VF page

Apex:PageBlock

Apex:PageBlockSection and apex :PageBlockSectionItem

Input Components

  • InputText
  • InputField
  • InputHidden
  • IinputSecret
  • InputTextArea
  • InputCheckbox

Output Components

  • OutputText
  • OutputLabel
  • OoutputField

Creating Custom Account Object Edit Page

Creating Custom Object Detail page

CSS in VF page

  • Internal CSS
  • Inline CSS
  • External CSS using static Resource

JavaScript in VF page

  • Internal JavaScript
  • External JavaScript
  • Events & validations
  • Invoice pages

JQuery in VF page

  • Establish a plugin using Static Resource
  • Establish a plugin using URL
  • AutoComplete
  • Paginations

Ajax in VF page

  • Sforce connection
  • Querying data from VF page
  • DML operations directly form VF page without apex

AutoLookup functionality using Ajax and JQuery

List Views

  • PageBlockTables
  • Data Tables
  • Data List
  • Enhanced list view
  • Insert, Include and define
  • Panel Grid, Panel group, output panel
  • SelectList, Selectoption, SelectOptions
  • Establishing Connection between Apex and VF page using Controller
  • Custom Picklistfied using SelectOption
  • Action Support, Action Function, Action Pooling
  • Remote method invocations
  • Soap call form VF pages
  • Charts and Dashboard using VF page
  • PDF pages
  • Visualforce custom Components
  • Apex pagination
  • Data transfer between the pages
  • Controller and Extensions
  • Overbidding the Standard buttons and links
  • SControllers