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SALESFOCE TABLEAU COMBO

SALESFOCE TABLEAU COMBO ONLINE TRAINING

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.

1996 Satisfied Learners

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

 

Why Radical Technologies

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10+ Years Real Time Experienced Trainers

Learn from Industry Experts, Hands-on labs

Flexible Options: online, instructor-led, self-paced

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SALES FORCE – ADMIN + DEV + LIGHTNING + JAVASCRIPT

SALESFORCE COURSE CONTENT

Introducing the concept of Cloud Computing

    1. Software as a Service (SaaS)

    2. Platform as a Service (PaaS)

    3. Infrastructure as a Service (IaaS)

Introducing the CRM (Standard) Applications
    1. What is CRM ?
    2. Key benefits of using CRM for business
    3. Walk through all CRM applications provided by Salesforce
SALESFORCE TECHNICAL TRAINING MODULES
Salesforce Administrator :

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

Salesforce Development :

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

Salesforce Lightning :

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

Day 1 :

JavaScript Skills for Salesforce Developers

Learn JavaScript Core Concepts
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 :

SALESFORCE – Introduction 

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 :

Introducing the Force.com Platform
Understanding of Standard Objects
Standard Object Flow (SAAS)
Creation of a Free Developer account :
http://www.developerforce.com/events/regular/registration.php
(This org will be used to develop and test the application during the entire Course)

Day-5 :

Building a Simple App
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 :

Enhancement of the App
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 :

SOQL & SOSL
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 :

Introduction of MVC Architecture :
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 :

Building a Visualforce (Custom) Page for the App :
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 :

Learning Apex & Deployment Tools
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

Salesforce Lightning :

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

 

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