Salesforce Online Training

Introduction to CRM:

• Coffee
• Why CRM?
• Introduction to Cloud Computing & Salesforce.com
• 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.com CRM Editions
• Salesforce Architecture – Cloud Computing is a Better Model Multi-tenant
• Salesforce Editions / Pricing

Salesforce.com Navigation – Overview:

• Salesforce Certifications
• Certified Force.com Developer(401)
• Certified Administration (201)
• Certified Administration (201)

Database Introduction:

• Database Model – Object Creation
• Salesforce Building Blocks
• Standard Objects
• Create custom Objects
• CRM functionality in Salesforce and use of standard objects
• Custom Objects Vs. Standard Objects
• Create custom Fields
• Create custom Tabs

Types of Tab:

• Standard Objects – Account, Contacts, Leads, Campaigns, Opportunities etc.,
• Custom object Tabs
• Web Tabs
• Visual force Tabs

Custom Application:

• Limitations
• Field Creation and its Relationships a. Different Data types
• Standard Data types :
  • Text, Email, Number, Currency, URL, Text Area.
  • Storage Limitations
• Read only Data types:
  • Auto Number, Formula and Rollup summary
  • Rollup summary Operations
  • Sum(), Min(), Max() and Count

Relational Data types:

• Lookup Vs. Master – Detail Relationship
• Limitations
• Required, External Id, Default Value and Unique fields

• Salesforce Application elements: Home Page, Tabs, Tab Home Pages, Detail Page, Side Bar, Apps, Record

Page Layouts:

• Defining Page layouts
• Field order changes
• Adding custom buttons and links
• Defining required and read only fields
• Adding related list

Record Types:

• To create and maintain record types for your organization.
• Display different page layouts and pick list values based on record types.
• Uses of Record Types

Field Dependencies:

• Controlling field/Dependent field?
• Making dependent pick list fields
• Limitations

Validation Rules:

• Defining Salesforce Data Validation
• Creating Custom Validation Rules
• Validation Vs. Trigger

Workflow rules:

• Define workflow
• Create Email template
• Set up workflow rules
• Set up workflow actions

Workflow Approval process:

• Plan approvals using workflow
• Use the approval wizard – standard vs. jump start
• Create workflow approvals

Email Templates:

• Email Templates – Sending Single emails and Mass emails.
• Types of Templates – HTML (Using Letter Head) , Custom HTML
  (without using letter head), Visual force Email Templates

Data Management:

• Import Wizard Vs Data Loader
• Importing Overview
• Exporting Overview
• Import custom object records using the Data Loader
• Use mass delete
• Use storage

Personal Setup:

• Managing Personal Information
• Password Reset
• User Management Overview
• Roles, Users, Profiles & Sharing

Users, Roles and Profiles:

• Creating Users
• User Licenses Overview
• Understanding Record Ownership and Access
• Role Hierarchy
• Profiles
  • Overview and different profiles
  • User Permissions

Security:

• Managing the Users
• Set Organization Wide Defaults (OWD)
• Object-level Security
• Field-level Security
• Record-level Security
• Sharing Rules
  • Define Sharing rules
  • Discuss about types of sharing rules

Reports & Dashboards

AppExchange:

• Installing an App
• Uninstalling an App

Development

• Introduction to oops concepts

MVC Architecture:

• Model
• View
• Controller

Apex Programming Overview:

• CSS Introduction

JavaScript Introduction:

• Internal
• External

Static Resources:

• Adding External CSS files to the static resources
• Adding External JavaScript files to the static resources

Apex Class Creation – Calling

• Defining Class
• Access Specifiers
• Method Declarations
• Debugging results
• Naming conventions & Code Commenting

Data Types:

• Primitives
• Collections (List, Set and Map)
• Subject

Controllers:

Standard Controller

• Record setvar

Custom Controller

• SOQL Query – Query data with SOQL and place them on Pages
• Custom Save Functionality
• With Sharing class Vs. without Sharing Class
• User mode Execution Vs. System mode Execution

Extensions

• Save – Standard controller with extension sample

Wrapper Classes:

• Display multi object data
• Adding check boxes to the data and perform related operations

View State:

• Inner Queries & Relational Queries

Triggers:

• Trigger Events
• Trigger Overview
• Defining Triggers in Salesforce

Trigger Context variables

Ajax Components & its related components:

• Action Function
• Action Support
• Action Region
• Action Pollar
• Action Status
• Rerender
• Render
• Facet
• Outputpanel

Packages:

• Package Overview
• Defining packages
• Package Types
  • Managed
  • Unmanaged

• Managed Vs Unmanaged Packages

Force.com Sites – Public website Building:

• Building public websites for the external Users

Batch Apex:

• Batch apex Use and its Methods

Scheduling Apex:

• Scheduling apex Use and its Methods
• Limitations

Different sandboxes:

• Sandbox Vs. Production Environments
• Change sets
• Limitations