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SALESFORCE CRM Course Details
 

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Batch Date: Sept 5th @8:30AM

Faculty: Mr. Venkat Kumar (10+ Yrs of Exp,.. & Real Time Expert)

Duration: 2 Months 15 Days

Venue :
DURGA SOFTWARE SOLUTIONS,
Flat No : 202, 2nd Floor,
HUDA Maitrivanam,
Ameerpet, Hyderabad - 500038

Ph.No: +91- 9246212143, 80 96 96 96 96

Syllabus:

SALESFORCE ADMIN

Introduction to Salesforce Basics.

  • Sales-cloud,service-cloud and marketing-cloud
  • Salesforce releases,editions on salesforce,Multitenant architecture.
  • How to create the Apps,Objects,fields,tabs,pagelayout,record-level management with different usecase
  • Datatypes (we have 19dataypes)

Relationships in Salesforce

  • Lookup Relationship.
  • Lookup Filter Configuration.
  • Lookup Dialog Configuration.
  • Master-Detail Relationship.
  • Converting Lookup to Master-Detail.
  • Converting Master-Detail to Lookup.
  • Hierarchical Relationship.
  • Roll-up Summary Fields.
  • One-One Relationship.
  • Many-Many Relationship.
  • Standard Relationships.
  • Standard Junction Objects.

Formulas and Validation

  • Discussing all the logical functions and deriving the different usecases for it.

Data-Security

--> Overview of Security

--> Licenses Overview

  1. Types of Licences
  2. Available Licences
--> Types of Securities
  1. Organization level security:
    1. User overview
    2. creating a user
    3. Editing the user details
    4. Reset the user password
    5. De- activate the user
    6. freeze the users
    7. login history
    8. Grant account login access
    9. Login access policies
    10. Viewaudit setup trails
    11. expire all user passwords
    12. session settings
  2. Profile level security (or) object level security
    Under profile-level security we will discuss regarding Types of profiles,Creating customprofiles,Assigning profiles to users.
  3. Field-level security
  4. Record-level security:
    Under record-level security we will discuss the concepts of roles,Role- hierarchy,OWD(organizationwide default), Sharing settings,Transfer record ownership
  5. Sharing settings
    Under sharing types that there are two types of sharing mechanism are available.
    They are manual and automated sharing
    1. Manual sharing
      1. sharing record a single user
      2. sharing record to multiple user
      3. public groups
      4. Overview of public groups
      5. creating public group
      6. sharing record to public groups
    2. Automate sharing
      1. sharing rules overview
      2. creating sharing rules.

--> Transfer record ownership

Here we will discuss the concepts of Manual transfer, Queues and Automate transfer.

1. Overview of transfer
2. Types of Record Transfer
3. Manual Transfer
(1. Transfer record ownership to user).
4. Queue
(1. Queues overview, 2. creating queue, 3. transfer records to queue)
5. Automated transfer
(1. Assignment rules overview, 2. Creating Assignment rules (1. Lead assignment rules, 2. Case Assignment Rules), 3. Transfer Record to Queue automatically).

--> Web to Lead,Web to Case and also Configure email to case
--> lead auto-response rules,case auto-response rules
--> case escalation rules

--> Permission-Sets

  1. PermissionSets overview
  2. Creating PermissionSets
  3. Assigning PermissionSets to users

Email Templates

  • We will derive different usecases to explain the 4 types of email templates.

Data Management/Data Migration

  • We will discuss different tools under this
    Data-loader, Data-import wizard, Data-loader.io, Workbench

Reports and Dashboards

Data-Automation Tools.

  • Approval process
  • workflow
  • process-builder
  • Flows

Data-Automation (flows)

  • screen-flows
  • auto-launched flows
    (sheduled triggered flow, platform event flow, record-triggered flow)

SALESFORCE DEVELOPMENT

All basics of Salesforce

  • Coming to basics we will cover datatypes (primitive,sobject), conditional statements, iterative statements, Array, Collections (List, set, map)

OOPS Concepts

  • Classes, objects, object relationship management, creating bulk records, getset methods, constructor, encapsulation, inheritance, polymorphism (method overriding & overloading) ,wrapper classes, abstraction, interface, static and instance methods.

Exception Handling

  • try, catch, finally, throw block
  • List of exceptions (Dml exception, limit exception, List exception, Math exception, null-pointer exception, custom exception) with different usecases.

SOQL & SOSL

  • Under this we will discuss by taking different usecases by writing some apex-programs with soql .
  • and also we will discuss(order-by,where,in,like operator,offset,forupdate,limit clause,ALL rows)
  • DML Statements(Insert,update,delete,upsert,undelete,merge)
  • Database class methods with different usecases and Transactional control statements.
  • SOSL QUERIES

TRIGGER

  • Trigger events (Before insert,Before update,Before delete,After insert, After update,After delete,After undelete)
  • Trigger context variables
  • Best practices,order of executions of triggers
  • Trigger handler factory
  • Deriving the multiple examples based on triggers from base-level to advanced-level.

Email Programming

  • outbound email features(Messaing.singleemail class,Messaing.massemail class) sending the email
  • Inbound email featured(Messaing.Inboundemail handler) receiving the email.

Asynchronous Programming

  • Batch-apex
  • flex-queue
  • future method
  • queuable apex.
  • shedule-apex
  • cron-expressions

VF-PAGES

  • Discussion of entire all tags overview by taking different usecases.
    <Apex:page>,<apex:SectionHeader>,<apex:pageBlock> etc;
  • visual-force controllers(standard,custom,extension)
  • Implementing css in vf-pages.

Test-Classes

  • Taking different test-cases from base-level to advanced level.
  • @istest,@testsetup,bulk datacreation
  • writing test-cases on triggers.
  • writing test-cases on batch-apex,future-method,queuable-apex,shedule-apex

Integration

Introduction to Integration

Full overview of JSON

Discussion on rest-api webservices
(@httpget, @httppost, @httpput, @httpdelete, @httppatch)