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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 ==>
    1. Understand relational database
    2. Learn different types of relationships
    3. Learn “Primary Key” – “Foreign Key”
    4. Study Salesforce security of various types
    5. Build custom applications, objects, fields, relationships
    6. Create users and manages their access
    7. Understand standard validations and learn how to apply custom validations
    8. Use Salesforce automation to add business logics
    9. Implement approval process and other business logics with case study
    10. Learn how to manage bulk data request
    11. Use Import-Wizard and Data-Loader to manage bulk data operations
    12. Understand what is security token and how to use it
    13. Learn different Data-Loader commands
    14. Use of “External Id” in Upsert operation (with a real-time example)
    15. Understand importance of analytics for a business
    16. Learn various report formats with report types
    17. Create folders in application and configure different accesses for different users
    18. Create dashboards with different components
    19. Configure dashboard for Home screen
Salesforce Development ==>
    1. Understand what is apex?
    2. Learn apex basics
    3. Discuss Loops & Collections
    4. Understand SOSL & SOQL
    5. Build various queries for different business scenarios and review the result
    6. Provide detailed information on complex queries
    7. Provide information on trigger events & trigger context variables
    8. Study combinations of trigger events and context variables
    9. Implement triggers, each with a case study
    10. Provide information on test apex and handler classes
    11. Provide guidelines/ best practices of building apex classes
    12. Explain step-by-step or line-by-line the apex logic
    13. Provide details of visualforce (framework)
    14. Use standard and custom controllers to build VF pages
    15. Configure the visualforce pages in application
    16. Build VF pages using Jquery or bootstrap libraries
    17. Explain use of HTML code on VF page
Salesforce Deployment ==>
    1. Provide information on data vs. metadata
    2. Provide information on various type of Sandboxes
    3. Review deployment process from Sandbox to Production
    4. Explain changeSets (inbound & Outbound)
    5. Configure eclipse with Force.com IDE plugin
    6. Learn various commands used in eclipse
    7. Create a Force.com project in eclipse and learn how to pull or push changes
    8. Configure ANT tool for deployment
    9. Provide information on commands in CLI
    10. Use CLI to pull and push application changes
    11. Describe packages in Salesforce
    12. Provide differences between managed vs. unmanaged package
    13. Learn the purposes / business cases of packages


Course Overview
The Course consists of the following modules which include theory and practical sessions

Chapter 1
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

Chapter 2
Overview of Database Concepts
Database structure
Normal (Excel based) Database Vs. Relational (Salesforce) Database
Benefits & Use of Relational Database

Chapter 3
Introducing the Force.com Platform
Understanding of Standard Objects
Standard Object Flow (SAAS)
Creation of a Free Developer account :
(This org will be used to develop and test the application during the entire Course)

Chapter 4
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

Chapter 5

Enhancement of the App
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 (?):……………..

Chapter 6

 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


Chapter 7

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

Chapter 8

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 (?):…………………………………………………………

Chapter 9

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

Chapter 10

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

Chapter 11

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

Chapter 12

Introduction of MVC Architecture:
Data Model

Chapter 12

Report & Dashboard
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
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

Chapter 13

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.)

Chapter 14

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

Chapter 15

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)

Java Script

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

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