SALESFOCE TABLEAU COMBO
Salesforce is a cloud-based CRM platform that helps organizations manage customer data, sales processes, customer service, marketing, and more.Tableau is a leading data visualization and business intelligence tool developed by Salesforce. It allows users to connect to various data sources, create interactive reports and dashboards, and gain insights from their data through visually appealing visualizations.
SALESFOCE TABLEAU COMBO Training in Pune/ Online
Courses Included:-
Salesforce Admin + Developemet + Tableau
Duration of Training : 4 months
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
SALES FORCE – ADMIN + DEV + LIGHTNING + JAVASCRIPT
SALESFORCE COURSE CONTENT
Introducing the concept of Cloud Computing
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Software as a Service (SaaS)
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Platform as a Service (PaaS)
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Infrastructure as a Service (IaaS)
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- What is CRM ?
- Key benefits of using CRM for business
- Walk through all CRM applications provided by Salesforce
Understand relational database
Learn different types of relationships
Learn “Primary Key” – “Foreign Key”
Study Salesforce security of various types
Build custom applications, objects, fields, relationships
Create users and manages their access
Understand standard validations and learn how to apply custom validations
Use Salesforce automation to add business logics
Implement approval process and other business logics with case study
Learn how to manage bulk data request
Use Import-Wizard and Data-Loader to manage bulk data operations
Understand what is security token and how to use it
Learn different Data-Loader commands
Use of “External Id” in Upsert operation (with a real-time example)
Understand importance of analytics for a business
Learn various report formats with report types
Create folders in application and configure different accesses for different users
Create dashboards with different components
Configure dashboard for Home screen
Understand what is apex?
Learn apex basics
Discuss Loops & Collections
Understand SOSL & SOQL
Build various queries for different business scenarios and review the result
Provide detailed information on complex queries
Provide information on trigger events & trigger context variables
Study combinations of trigger events and context variables
Implement triggers, each with a case study
Provide information on test apex and handler classes
Provide guidelines/ best practices of building apex classes
Explain step-by-step or line-by-line the apex logic
Provide details of visualforce (framework)
Use standard and custom controllers to build VF pages
Configure the visualforce pages in application
Build VF pages using Jquery or bootstrap libraries
Explain use of HTML code on VF page
What is LWC (Lightning Web Component)?
how is LWC differnce than AURA?
Installation of Visual Studio Code for LWC
Lightning Studio for LWC
Life Cycle hooks in LWC
use of CSS in LWC
SOQL in LWC
Use of Apex in LWC
Decorators(@track/@wire/@api) in LWC
use of @wire in LWC to call Apex
Imperative Apex Call in LWC
Parent-Child Component call in LWC
Child-Parent Component call in LWC
use of Constructor/ConnectedCallback in LWC
How to Add LWC on Record page
Add LWC on Quick Action
Add LWC as a Tab in Salesforce
CloseQuick action in LWC
Deployment through VS Code
SALESFORCE TRAINING DAY WISE SYLLABUS
JavaScript Skills for Salesforce Developers
Understand JavaScript in the Browser
Work with Objects, Classes, and Prototypical Inheritance
Take Action with Events and Functions
Learn About Context, Scope, and Closures
Write Asynchronous JavaScript
Day 2 :
Introducing the concept of Cloud Computing
Introduction of cloud vendors (Salesforce)
Overview of each of three building blocks in cloud applications
SAAS (Salesforce.com)
PAAS (Force.com)
IAAS
Day 3 :
Overview of Database Concepts
Database structure
Normal (Excel based) Database Vs. Relational (Salesforce) Database
Benefits & Use of Relational Database
Day-4 :
Understanding of Standard Objects
Standard Object Flow (SAAS)
Creation of a Free Developer account :
http://www.developerforce.com/
(This org will be used to develop and test the application during the entire Course)
Day-5 :
Becoming familiar with the Force.com Setup Area
Introduction of Standard Objects
Introduction of Custom Objects
Introduction of Tabs, Standard & Custom Fields, Detail Page and Related Lists
Day-6 :
Relationships :
Types of Relationship
Understanding of each Relationship with a use business case
Differentiation between One-to-Many and Many-to-Many
Introduction of Primary-Keys & Foreign-Keys (Conceptual Knowledge)
Roll-up Summery Field
Formula & Cross Object Formula Field:
Guidance & Hand-on with Date, Text and number formulas
QUESTIONS (?)……………..
Day-7 :
Securities in Salesforce App
Object Level Securities
Describe different object-wise permissions and their impact
Difference between Read Vs. View All, Edit Vs. Modify All
Record Level Securities
Describe OWD (Organization-Wide Default)
Record sharing using Roll-Hierarchy
Describe Sharing Rules
Manual Sharing
Field Level Securities
Field Properties
Unique property
External Id (Considered in Data Management)
Required property
QUESTIONS (?)…………
Day -8 :
Business Logic Implementation
Rules for Automation :
Validation Rule (Run on highest priority for the App)
Workflow (Time-Dependent & Time-Independent)
Assignment Rule
Auto-Response Rule (Live example with Web-to-Lead functionality)
Escalation Rule
Introduction and use of Record Type
Introduction and use of Different Page-Layouts using Record-Type
Day-9 :
Approval Process :
Single-step Approval
Multi-steps Approval
Differentiation between Workflow rule & Approval process
Email to approve the request
Understanding the order of Execution of all these rules
QUESTIONS (?)…………………………………………………………
Day-10 :
Introduction of SOQL & SOSL
Introduction of Queries traversing from Child to Parent Object
Introduction of Queries traversing from Parent to Child Object
Introduction of aggregate Queries
Introduction of Semi-Join & Anti-Join
Field Semi-Join & Anti-Join
Reference Semi-Join & Anti-Join
Day-11 :
Complex Business Logic Implementation
Introduction of Apex
Introduction of Collection Types, Loops & DML Statements
Understanding of Traditional FOR LOOP & Advance FOR LOOP
Understanding of Loops with SOQLs
Implementation of Apex-Trigger
Understanding & Use of Trigger Context Variables
Day- 12 :
Data Management
Introduction Import-Wizard
Few Standard Objects and All Custom Objects will be supported
De-Duplication as default behavior
Use of External IDs
Introduction & Use of Apex Data-Loader
Use of different actions (Call) like Import, Update, Upsert, etc.
Also Supported by CLI
Difference between Import-Wizard & Data-Loader
QUESTIONS (?)
Day-13 :
Data Model
View
Controller
Day-14 :
Report & Dashboard
REPORT :
Introduction of Report Types (Standard Report Type & Custom Report Type)
Introduction of Types of Report
Tabular Report
Summary Report
Matrix Report
Join Report
Feature of the SFDC Report
Custom Summary Formula field
Bucket Filed
Condition High-lighting
Scheduling report for future run
DASHBOARD :
Introduction of different dashboard components and their usage
Selection of the Component to meet the given requirement
Dashboard Settings
Formatting of the Different Graphs (Components)
Drill down to the source report while click on the graphs
Dashboard Running User concept
Day- 15 :
Introduction of Visualforce Pages
Difference between Standard Controller & (Custom) Controller
Hands-on to Create a List-view, Detail-Page, Copy the page as PDF when click a Button or Link
Hands-on to display data in Table format, enabling pagination, calling action on a Button or Link, etc.
Use of JavaScript in VF-pages. (Adding dependencies, etc.)
Day-16 :
Overview of other force.com capabilities
Different type of Sandboxes and their usage
Enable Web-to-Lead (or Web-to-Case) for the org
Introduction of Site.Com and creation of site using it
Introduction of Debug Logs
Day-17 :
Introduction of Apex Classes
Invoke a class or its method via Triggers
Use as a Controller for a VF page
Difference between Controller & Extension
Introduction of test class & methods to cover Apex
Deployment Tools :
Force.com IDE (Eclipse Plugin)
Force.com Migration Tool (Ant Based)
One live Force.com Project :- (Two weeks)
20 hours
What is LWC (Lightning Web Component)?
how is LWC difference than AURA?
Installation of Visual Studio Code for LWC
Lightning Studio for LWC
Life Cycle hooks in LWC
use of CSS in LWC
SOQL in LWC
Use of Apex in LWC
Decorators (@track/@wire/@api) in LWC
use of @wire in LWC to call Apex
Imperative Apex Call in LWC
Parent-Child Component call in LWC
Child-Parent Component call in LWC
Use of Constructor/Connected Callback in LWC
How to Add LWC on Record page
Add LWC on Quick Action
Add LWC as a Tab in Salesforce
Close Quick action in LWC
Deployment through VS Code
JavaScript :
o Introduction to Client Side Scripting
o Introduction to Java Script
o JavaScript Types
o Variables in JS
o Operators in JS
o Conditions Statements
o Java Script Loops
o JS Popup Boxes
o JS Events
o JS Arrays
o Working with Arrays
o JS Objects
o JS Functions
o Using Java Script in Realtime
o Validation of Forms
o Related Examples
TABLEAU
COURSE CONTENT :
1. Introduction and Getting Started
- Why Tableau? Why Visualization?
- The Tableau Product Line
- Level Setting – Terminology
- Getting Started – creating some powerful visualizations quickly
- Review of some Key Fundamental Concepts
- What is Tableau?
- What does the Tableau product suite comprise of? How Does Tableau Work?
- Tableau Architecture
- Connecting to Data & Introduction to data source concepts
- Understanding the Tableau workspace
- Dimensions and Measures
- Data Types & Default Properties
- Tour of Shelves & Marks Card
- Using Show Me
- Saving and Sharing your work-overview
2. Filtering, Sorting & Grouping
Filtering, Sorting and Grouping are fundamental concepts
when working with and analyzing data. We will briefly review these topics as they apply to Tableau
- Advanced options for filtering and hiding
- Understanding your many options for ordering and grouping your data: Sort, Groups, Bins, Sets
- Understanding how all of these options inter-relate
3. Working with Data
In the Advanced class, we will understand the difference between joining and blending data, and when we should do each. We will also consider the implications of working with large data sets, and consider options for when and how to work with extracts and the data engine. We will also investigate best practices in “sharing” data sources for Tableau Server users.
- Data Types and Roles
- Dimension versus Measures
- Data Types
- Discrete versus Continuous
- The meaning of pill colors
- Database Joins
- Data Blending
- Working with the Data Engine / Extracts and scheduling extract updates
- Working with Custom SQL
- Adding to Context
- Switching to Direct Connection
4. Working with Calculated Data and Statistics
In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to understand the intricacies of manipulating data within Tableau
5. A Quick Review of Basic Calculations
Arithmetic Calculations
String Manipulation
Date Calculations
Quick Table Calculations
Custom Aggregations
Custom Calculated Fields
Logic and Conditional Calculations
Conditional Filters
6. Advanced Table Calculations
Understanding Scope and Direction
Calculate on Results of Table Calculations
Complex Calculations
Difference From Average
Discrete Aggregations
Index to Ratios
7. Working with Parameters
In the Fundamentals class, we were introduced to parameters – How to create a parameter and use it in a calculation. In the Advanced class, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc
Parameter Basics
Data types of parameters
Using parameters in calculated fields
Inputting parameter values and parameter control options
Advanced Usage of Parameters
Using parameters for titles, field selections, logic statements, Top X
8. Building Advanced Chart Types and Visualizations/Tips & Tricks
This topic covers how to create some of the chart types and visualizations that may be less obvious in Tableau. It also covers some of the more common tips & tricks/techniques that we use to assist customers in solving some of their more complex problems.
- Bar in Bar
- Box Plot
- Bullet Chart
- Custom Shapes
- Gantt Chart
- Heat Map
- Pareto Chart
- Spark Line
- KPI Chart
9. Best Practices in Formatting and Visualizing
- Formatting Tips
- Drag to Legend
- Edit Legend
- Highlighting
- Labeling
- Legends
- Working with Nulls
- Table Options
- Annotations and Display Options
- Introduction to Visualization Best Practices
10. Data Analysis And Reporting
- Data Analysis using Pivot Tables – use of row and column shelf, values and filters
- Difference between data layering and cross tabulation, summary reports, advantages and limitations
- Change aggregation types and summarisation
- Creating groups and bins in pivot data
- Concept of calculated fields, usage and limitations
- Changing report layouts – Outline, compact and tabular forms
- Show and hide grand totals and subtotals
- Creating summary reports using pivot tables
11. SQL : Data Manipulation (DML Commands)
- Insert, Update & Delete statements
- Select statement – Subsetting, Filters, Sorting. Removing Duplicates, grouping and aggregations etc
- Where, Group By, Order by & Having clauses
- SQL Functions – Number, Text, Date, etc
- SQL Keywords – Top, Distinct, Null, etc
- SQL Operators – Relational (single valued and multi valued), Logical (and, or, not), Use of wildcard operators and wildcard characters, etc
12. SQL : Accessing Data From Multiple Tables Using SELECT
- Append and JoinsUnion and Union All – Use & constraints
- Intersect and Except statements
- Table Joins – inner join, left join, right join, full join
- Cross joins/cartesian products, self joins, natural joins etc
- Inline views and sub-queries
- Optimizing your work
13. Tableau : Data Handling & Summaries
- Date Aggregations and Date parts
- Cross tab & Tabular charts
- Totals & Subtotals
- Bar Charts & Stacked Bars
- Line Graphs with Date & Without Date
- Tree maps
- Scatter Plots
- Individual Axes, Blended Axes, Dual Axes & Combination chart
- Parts of Views
- Sorting
- Trend lines/ Forecasting
- Reference Lines
- Filters/Context filters
- Sets
- In/Out Sets
- Combined Sets
- Grouping
- Bins/Histograms
- Drilling up/down – drill through
- Hierarchies
- View data
- Actions (across sheets)
14. Tableau : Building Advanced Reports/ Maps
- Explain latitude and longitude
- Default location/Edit locations
- Building geographical maps
- Using Map layers
15. Tableau : Calculated Fields
- Working with aggregate versus disaggregate data
- Explain – #Number of Rows
- Basic Functions (String, Date, Numbers etc)
- Usage of Logical conditions
16. Tableau : Table Calculations
- Explain scope and direction
- Percent of Total, Running / Cumulative calculations
- Introduction to LOD (Level of Detail) Expressions
- User applications of Table calculations
17. Tableau : Parameters
- Using Parameters in
- Calculated fieldsBins
- Reference Lines
- Filters/Sets
- Display Options (Dynamic Dimension/Measure Selection)
- Create What-If/Scenario analysis
18. Tableau : Building Interactive Dashboards
- Combining multiple visualizations into a dashboard (overview)
- Making your worksheet interactive by using actions
- Filter
- URL
- Highlight
- Complete Interactive Dashboard for Sales & Services
19. Tableau : Formatting
- Options in Formatting your Visualization
- Working with Labels and Annotations
- Effective Use of Titles and Captions
20. Tableau : Working With Data
- Multiple Table Joins
- Data Blending
- Difference between joining and blending data, and when we should do each
- Toggle between to Direct Connection and Extracts
