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SALESFORCE CRM Course Details |
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Subcribe and Access : 5200+ FREE Videos and 21+ Subjects Like CRT, SoftSkills, JAVA, Hadoop, Microsoft .NET, Testing Tools etc..
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
- Types of Licences
- Available Licences
--> Types of Securities
- Organization level security:
- User overview
- creating a user
- Editing the user details
- Reset the user password
- De- activate the user
- freeze the users
- login history
- Grant account login access
- Login access policies
- Viewaudit setup trails
- expire all user passwords
- session settings
- Profile level security (or) object level security
Under profile-level security we will discuss regarding Types of profiles,Creating customprofiles,Assigning profiles to users.
- Field-level security
- Record-level security:
Under record-level security we will discuss the concepts of roles,Role- hierarchy,OWD(organizationwide default), Sharing settings,Transfer record ownership
- Sharing settings
Under sharing types that there are two types of sharing mechanism are available.
They are manual and automated sharing
- Manual sharing
- sharing record a single user
- sharing record to multiple user
- public groups
- Overview of public groups
- creating public group
- sharing record to public groups
- Automate sharing
- sharing rules overview
- 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
- PermissionSets overview
- Creating PermissionSets
- 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)
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