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
- Enable Developing mode
- over View about Developer Console
- Installing Eclipse
- Overview about using eclipse and options
- 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
- Creating Inbound Email Handlers
- Creating Inbound Email Service
- Creating a lead based on inbound email
- 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