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SALESFORCE.COM with AGENT FORCE (AI) Course Details
 

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Batch Date: Sept 3rd @8:00AM

Faculty: Mr. Sai (25+ Yrs of Exp,.. & Corporate Trainer)

Duration: 4 Months

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

Ph.No: +91 - 8885252627, 9246212143, 80 96 96 96 96

Syllabus:

SALESFORCE.COM
with AGENT FORCE (AI)

Introduction to Cloud Computing / SFDC

  • Salesforce.com Course Contents
  • Introduction to IT, Cloud Computing and its types of services (IaaS, PaaS, SaaS).
  • Introduction to Salesforce, Different types of Salesforce Cloud, Partners.
  • Multitenant Architecture, Editions, Environments, Releases.
  • MVC Architecture.

Module 1: Configuration

  • Basic Vocabulary - Principles of Design (How to Identify Apps, sObject, Fields and Why Apps, sObjects, Fields)
  • Account registration, Creation of Basic Vocabulary in Developer Account
  • Drawbacks of Traditional Approach, Introduction to Relationships
  • Types of Relationships - Self, Lookup and Master detail
  • Types of Relationships - Many to Many, Rollup Summary Relationships
  • Introduction to Validation Rules, Types and their Implementations
  • Page Layouts and Record types
  • Cross Object Formula Field, Global Picklist Values, Field Track History, Field Dependency, Multi Select Picklist

Module 2: CRM (Marketing, Sales and Service)

  • Introduction to CRM and Comparison with Other CRM
  • Industries - Clients, Communication, Financials, Health Care, Manufacturing, HR
  • CRM Architecture - Marketing, Sales and Service Cloud
  • Working with Salesforce CRM (Standard Objects)
  • Campaigns, Lead, Account, Contact, Opportunity
  • Product, Price Book, Forecast, Quotes, Orders, Contract
  • Asset, Activity, Task, Event, Case, Solution, Answers
  • SFDC CRM life Cycle
  • PaaS of Salesforce.com CRM - Lead Assignment Rule, Lead Auto Response
  • Web to Lead, Email to Case
  • Sales Process, Lead Process, Support Process
  • Service Cloud: Live Agent and Omni Channel
  • Introduction to App Exchange

Module 3: Administration

  • Introduction to Administration, Difference between Security and Protection
  • Data Management - Data Migration
  • Data Import Wizard, Data Loader / Dataloader.io
  • Difference between Data loader and Data loader.io
  • Workflows
  • Process Builder
  • Approvals
  • Flows
  • Reports and Report types, Dashboards
  • Introduction to Security Components
  • Organizational Level Security (Login IP Ranges, Login Time, Password Policies)
  • S-object Level Security (Profiles and Permission Sets)
  • Field Level Security (Profiles and Permission Sets)
  • Record Level Security (OWD, Roles Hierarchy, Sharing Rules and Manual Sharing)
  • Roles, Queues and Public Groups\
  • Email Templates
  • Internal and External Users (Community and Portal Users.

Module 4: APEX -:Force.com Development

  • Introduction to Software languages (HLL, Assembly and Low Level language)
  • Introduction to HLL
    (Programming Languages, Scripting Language and Markup Language)
  • Introduction to Programming Language
    (Monolithic, Structured, POPL, OBL, OOPL)
  • Comparison between Natural and Formal Languages
  • Types of Tokens (Identifiers, Keywords, Literals, Strings and Operators)
  • Types of Statements (Memory, ALU, I/O and Control statements) with Examples
  • Memory Statement - Datatypes (Primitive, Complex)
  • ALU Statement (Operators and its types) with example programs
  • Control Statements and Its types
    (Simple condition: Simple if, If else, If else if, Series of if and Nested if)
  • Iterative Statements
    (Range based: For loop, For each; Condition based: While and Do-While)
  • Jump Statements: Return Statements
  • Introduction to Functions: Types, System defined and User defined and Parts of the Functions
  • Introduction to OOPS: Encapsulation, Abstraction, Polymorphism and Introduction to Inheritance
  • Introduction to Class: Definition, Syntax and Examples
  • Types of Class: Business class and Test Class
  • Introduction to Object and Constructor and their Syntax
  • Types of Abstractions (Protected, Private, Public and Global)
  • Basic Programs with 5 Examples
  • THIS Operator
  • Constructor and its types
  • Polymorphism
    (Method Overloading, Operator Overloading, Constructor Overloading)
  • Wrapper Classes & Arrays.
  • Collections (List, Set, Map and its related methods)
  • Exception Handling and Assertions
  • Annotations (@isTest, @future, @deprecated)
  • Database Statements (DML, SOQL and SOSL)
  • Schedule Apex
  • Batch Apex
  • Triggers - Before and After Events

Module 5: Integration

  • Integration
  • Introduction to Integration
  • Types of Integration
  • SOAP API
  • REST API Through Workbench
  • BULK API

Module 6: Lightning Web Components

➔ Introduction to Lightning Web-Components:

  • Difference Between Application Development in Classic Environment and Lightning Environment.
  • Difference between MVC Architecture & SPA Architecture.
  • Flaws of MVC Pattern and Advantages of SPA over MVC.
  • Comparison between Visualforce, LAC and LWC.

➔ HTML, CSS & JAVASCRIPT

  • Introduction to Markup Languages.
  • Introduction of HTML.
    1. Basic HTML Tags
    2. List Tags
    3. Table Tags
    4. Form Designing Tags
  • Introduction to CSS
  • Types of CSS- Inline, Internal & External CSS
  • CSS- Colours, Fonts and Sizes
  • Introduction to JAVASCRIPT
    1. Introduction to Scripting languages.
    2. Types of Scripting Languages.
    3. Type of JavaScript.
    4. Structure of JavaScript.
    5. Variables & Operators in JavaScript.
    6. Datatypes & Null Vs Undefined.
    7. Input and Output Statements in JavaScript.
    8. Conditional Statements.
    9. Introduction to Functions.
    10. Dialog boxes in JavaScript – Alert, Prompt & Confirm.
    11. Arrow Functions, Spread Operator[…]
    12. Destructruing , String Interpolation, String Methods, Object Methods.
    13. Array Methods-Map(), Every(),Filter(),sort(),….
    14. Promises- promise.all(),promise.race() & promise.any().
    15. Async Vs Await.
    16. Events, SetTimeOut vs SetTime Interval, QuerySelectors

➔ Software Installation:

  • VS-Code
  • Salesforce-cli
  • Salesforce extension pack

➔ Basics of LWC:

  • Design the first lwc components
  • One-way and two-way databinding
  • Decorators(@api,@wire,@track)
  • getters in lwc
  • Conditional-rendering(if:true,if:false)
  • Template looping(for:each and iterator)

➔ Styles in LWC

  • Inline styling and external css
  • Lightning design system
  • Shared css
  • Dynamic styling

➔ Lifecycle Hooks

  • Flow of licecycle hooks
  • Connected-callback, Rendereedcallback, Errorcallback, Disconnected-callback
  • Create a signin and signup form using render method.

➔ Component Communication:

  • Parent to Child communication
    → Under these again we have 4 approaches
  • Child to parent communications by creating custom event.
    → Demonstrating a realtime userstories by creating different form and making an interaction between parent to child components.

➔ Communication between Independent Components: PUBSUB AND LMS

  • PUBSUB
  • Lightning Message service
    :→ Communication between lwc to lwc

➔ Salesforce Resource Component Context and Notifications.

  • Images from static resources
  • Thirdparty javascript libraries in lwc
  • Using Thirdparty css library
  • Content Asset Files
  • Access labels
  • Access Client Form Factor
  • Get Information About the Current User
  • Fetch recordid and object name
  • Toast Notifications

➔ Base Lightning Components

  • Lightning-record-view-form
  • Lightning-record-edit-form
  • Lightning-record-form
  • Illustrating different examples on account,contact, and opportunity, lead and case object.A part from that creating different forms using the custom objects also.

➔ Apex in LWC

  • When to use apex method
  • How to import and expose apex methods
  • wire apex method with parameters
  • call apex methods imperatively

Module 7: Agentforce – AI

Introduction to AI and Agentforce

1.1 Artificial Intelligence Basics

  • What is Artificial Intelligence?
  • Traditional software vs AI
  • Machine Learning overview
  • Generative AI
  • Large Language Models (LLMs)
  • Natural Language Processing (NLP)
  • Predictive AI vs Generative AI
  • Generative AI use cases in Salesforce

1.2 What is Agentforce?

  • What is Agentforce?
  • Evolution of Salesforce AI
  • Einstein → Copilot → Agentforce
  • AI Assistant vs AI Agent
  • Autonomous agents
  • Agentic AI
  • Agentforce architecture
  • Agentforce use cases
  • Benefits and limitations

Agentforce Components

  • Agent
  • Agentforce Builder
  • Subagents
  • Instructions
  • Actions
  • Variables
  • Prompts
  • Data
  • Reasoning
  • Guardrails
  • Trust Layer
  • Channels

Agentforce Builder

  • What is Agentforce Builder?
  • Accessing Agentforce Studio
  • Creating an agent
  • Selecting an agent type
  • Agent configuration
  • Agent instructions
  • System messages & Language settings

Agent Subagents

  • What is a subagent?
  • Subagent purpose
  • Subagent instructions
  • Subagent classification
  • Subagent routing
  • Subagent actions
  • Subagent scope
  • Context handling
  • Multiple subagents
  • Subagent priority &Testing subagents