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
Salesforce Admin + Developemet + Tableau
Duration of Training : 4 months
Batch type : Weekdays/Weekends
Mode of Training : Classroom/Online/Corporate Training
SALESFORCE COURSE CONTENT
Introducing the concept of Cloud Computing
Software as a Service (SaaS)
Platform as a Service (PaaS)
Infrastructure as a Service (IaaS)
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
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
Overview of Database Concepts
Database structure
Normal (Excel based) Database Vs. Relational (Salesforce) Database
Benefits & Use of Relational Database
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 (?)…………
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
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 (?)…………………………………………………………
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
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 (?)
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
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
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
COURSE CONTENT :
1. Introduction and Getting Started
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
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.
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.
9. Best Practices in Formatting and Visualizing