Salesforce course content

ADMIN

Introduction to CRM:
  • 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 Advanced Force.com Developer(501), etc.,
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 :
  1. Text, Email, Number, Currency, URL, Text Area.
  2. Storage Limitations
  • Read only Data types:
  1. Auto Number, Formula and Rollup summary
  2. Rollup summary Operations
  3. 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 picklist 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
  1. Overview and different profiles
  2. User Permissions
Security:
  • Managing the Users
  • Set Organization Wide Defaults (OWD)
  • Object-level Security
  • Field-level Security
  • Record-level Security
  • Sharing Rules
  1. Define Sharing rules
  2. 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
  • <apex: stylesheet/>
  • Adding External Javascript files to the static resources
  • <apex:includescript/>
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
  1. Managed
  2. 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