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Salesforce Course Details

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Batch Date: July 16th & 17th @ 4PM

Faculty: Mr. AN Reddy

Duration: 2 Weekends

Fee:  4000/- INR + Reg Fee 100/-INR

Location : S.R Nagar, Hyderabad.

Venue :

Canara bank building 2nd floor,
near S. R Nagar Ploce Station,
Contact no: 7660 888 786


Section 1: Getting Started
 Course Introduction
 Overview of Cloud Computing
 Salesforce CRM : #1 On-Demand
 Salesforce Editions
 Setting up a lifetime access practice Developer Org
 SFDC - Personal Setup and Company Setup
 Setup Chatter
Section 2: Designing your Data Model
 Understanding the Sales Process - A Case Study
 Analysing a functional requirement
 Converting functional requirement into technical specifications
Section 3: Building your Data Model
 SFDC Application - How to Start
 Create App/Objects/Tabs
 Create Fields with various field types
 Master-Detail and Lookup
 Many to Many Relationship
 Schema Builder
Section 4: Implementing Business Logics
 Formula Fields and Cross Object Formulas
 Validation Rules
 Roll Up Summary Fields
 Field Dependencies
Section 5: Setting up User Interface
 Page Types and Page Elements
 Page Layouts
 Home Page Layouts and Home Page Components
 List Views
Section 6: Customizing Standard Salesforce Application
 How to Customize standard salesforce application
Section 7: Salesforce Security Model
 Salesforce Security Model - An Overview
 Creation of Users/Roles/Public Groups/Queues
 Create and Manage Profiles
 Field Level Security
 How to use Permission Sets?
 Control Record Visibility using OWD
 Control Record Visibility using Role Hierarchy
 Control Record Visibility using Sharing Rules
 Configure Record Types
Section 8: Data Management
 Tools for Data Management. Which one to use?
 Import / Update / Upsert data using Data Import Wizard
 Import / Update / Upsert / Export data using Apex Data Loader
 Data Export and Scheduled Export
 Setting up Search Layouts
Section 9: SFDC Audit
 Field History Tracking
 Setup Audit Trail
Section 10: Automate Business Process
 Email Templates in Salesforce
 Create Workflow Rules with Rule Criteria
 Configure Immediate and Time Dependent Workflow Rule Actions
 Configure Approval Process
 Configure multiple steps and multiple approvers to the approval process
 Assignment Rules for Leads and Cases
Section 11: Reports and Dashboards
 Convert business requirements to Reports and Dashboards
 How to use report builder?
 Create Tabular Reports
 Create Summary Reports
 Create Matrix Reports
 Create Joined Reports
 Create custom report types
 How to schedule reports?
 Create Dashboards with Dashboard Components for Matrix and Summary Reports
 Create Dashboards with Dashboard Components for Tabular and Joined Reports
 Setup Dynamic Dashboard Filters
 Scheduling Dashboard Refresh
Section 12: Salesforce Service Cloud
 Salesforce Service Cloud - An overview
 Create Service Cloud Console
 Configure Agent Console in Salesforce
Section 13: Portals and Sites
 Develop Sites
 Enable and use Customer Portal
 Enable and use Partner Portal
 Integrate Salesforce with websites - Web to Lead and Web to Cases
Section 14: AppExchange
 Install / Uninstall an AppExchange App
 AppExchange App - FieldTrip
 AppExchange App - Metadata Search
Visual Force
 Introduction to Visual force
 IDE Installation
 Standard Controllers
 Standard List Controllers
 Controllers and Controller Extensions
 Getter & Setter Methods
 Overriding Buttons, Links, and Tabs with Visual force
 JavaScript
 Apex features compared to other programming languages
 Apex access modifiers
 Learn about types of collections
 List,Set,Map
 Learn the syntax for including SOQL queries within Apex
 Write SOQL for loops to handle bulk data
 Learn about the two types of DML statements
 Introduction to Apex Triggers
 Before or After Trigger
 How to Prevent Recursive Trigger
 Anonymous Code Block, Future Methods, Queueable Apex
 Batch Apex & Schedulable Apex
 Learn about the types of governor limits and contexts alesforce Change & Release Management
 Change Management
 Benefits of Change Management
 Key Stages of Change Management
 Development Methodology Options
 Develop a Change Management Strategy
 Salesforce Release Management
 Sandboxes and Sandbox Environment Types
 Sandbox Refresh
 Metadata Export using Various Methods
 CLI and Automated Metadata Export
 Salesforce Packages
 Deployment of Metadata using Change sets
 Deployment of Metadata using IDE